Ryder System, Inc. (R)

Fleet leasing and logistics, 51,600 in North America. Read October 2, 2026 from the annual report for the period ending December 31, 2025, filed February 11, 2026. Ranked 15 of the 47 Industrials companies read so far, by the share within reach now.

The filing counts its drivers and technicians and states the segments' revenue, so the trucking and leasing shares rest on stated counts (a) filled out by description, and warehousing follows revenue (c).

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 18% now, 22% at the end of 2027, 23% at the end of 2028, 23% at the end of 2030. By the patterns, the work is about 23% desk work, 13% people work and 63% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 76% of the working time stays with people (conversation, in-person and hands-on work), 15% becomes checking a model's work and 8% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

51,600 employees as of December 31, 2025 (stated). The filing states 34,300 hourly employees in the U.S. and no U.S. total; all 51,600 are in North America.

The filing: “As of December 31, 2025, we had 51,600 total employees in North America.”

The workforce as industry patterns

What the filing says about the workforce: 51,600 employees in North America; 12,700 professional drivers and 4,600 technicians; 34,300 hourly employees in the U.S. (66% of the total), 3,600 of them organized by labor unions under 94 labor agreements.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Warehousing and Storage, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.

• Amazon (AMZN, 1,576,000 employees)19% now, 33% by 2028
• Coupang, Inc. (CPNG, 108,000 employees)17% now, 21% by 2028
• GXO Logistics, Inc. (GXO, 105,000 employees)17% now, 22% by 2028

What the filing says about AI

3 sentences in the filing name AI. Three sentences, as risks: AI may make protective measures against cyber incidents harder, the company uses AI in its business and challenges with it could cause harm, and advanced vehicle, machine learning and AI technologies such as autonomous driving and warehouse automation may affect the transportation and logistics industries.

• “Additionally, emerging technologies such as artificial intelligence may make it more difficult to implement protective measures that detect and prevent the occurrence of breaches or cyber incidents described above.”
• “We use artificial intelligence in our business, and challenges with its use could result in reputational or competitive harm and legal liability, which could have an adverse impact on our results of operations.”
• “For example, the transportation and logistics industries may be impacted by innovations in advanced vehicle, machine learning and artificial intelligence technologies (e.g., zero-emission vehicles, autonomous or driver-assist technologies, and warehouse automation), as well as technologies we cannot yet foresee.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20210median 0
• Fiscal 20220median 0
• Fiscal 20231median 1
• Fiscal 20243median 4
• Fiscal 20253median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• Only the drivers and technicians are counted by kind of work; the warehouse and fleet shares follow segment revenue and description (c).
• No U.S. total: the 34,300 hourly employees are the U.S. figure the filing gives.

Source: the company's annual report on EDGAR, accession 0000085961-26-000007, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.