NYSE:RTransportation
Surging Tender Rejections and Tightening Truck Capacity Might Change The Case For Investing In Ryder System (R)
In early 2026, a joint SONAR and Ryder System report showed tender rejection rates climbing to nearly 14.3% in early February, reaching levels last seen during the pandemic and pointing to tightening trucking capacity.
This spike in rejection rates hints at a shifting freight balance that could influence pricing power and operational conditions for logistics providers like Ryder.
We’ll now examine how this jump in tender rejection rates could influence Ryder’s existing investment narrative...