Ryder System, Inc.

170.80+1.87 (+1.11%)

Oct 29, 4:00:02 PM EDT · NYSE · R · USD

Upcoming Earnings

Report date

EPS

2.72 (2.51 ~ 2.89)

Revenue

3.08B (3.03B ~ 3.13B)

Key Stats

Market Cap

6.90B

P/E (TTM)

14.41

Basic EPS (TTM)

11.85

Dividend Yield

0.02%

Recent Filings

10-Q

Q3 FY2025 results

10/23/25Oct 23, 2025

Ryder System held steady in Q3 FY2025 ended September 30, 2025, with total revenue flat at $3.2B year-over-year while operating revenue rose 1% to $2.6B, fueled by contractual growth in Supply Chain Solutions and Fleet Management Solutions. Earnings from continuing operations dipped 3% to $139M, yielding diluted EPS of $3.33 (up 2% y/y, derived), as weaker used vehicle sales and rental demand offset ChoiceLease pricing gains and maintenance savings that lifted lease gross margins to 36% from 33%. YTD, revenue climbed 0% to $9.5B, EBT rose 6% to $508M, and EPS jumped 10% to $8.75, with operating cash flow up 8% to $1.8B generating $496M free cash flow (derived). Cash stood at $189M against $7.9B debt, with $776M available under credit facilities; share repurchases totaled $350M YTD. Yet freight downturns linger as a key risk.

8-K

Ryder Q3 EPS up 4%

10/23/25Oct 23, 2025

Ryder System reported Q3 2025 results on October 23, with GAAP EPS from continuing operations at $3.33, up 2% year-over-year, while comparable EPS hit $3.57, up 4%, fueled by contractual earnings growth and share repurchases amid flat total revenue of $3.2 billion. Strategic initiatives in Fleet Management Solutions drove 11% EBT growth to $146 million, offsetting weaker used vehicle sales and rental utilization at 70%; Supply Chain Solutions saw 5% revenue rise but 8% EBT drop to $86 million from e-commerce and medical costs, while Dedicated Transportation Solutions held EBT steady at $36 million despite 10% revenue decline from freight downturns. Earnings growth persists. Full-year comparable EPS guidance stands at $12.85-$13.05, with free cash flow of $900 million-$1 billion, yet prolonged freight weakness poses risks to fleet volumes.

8-K

Ryder Q2 EPS up 11%

7/24/25Jul 24, 2025

Ryder System reported Q2 2025 results on July 24, with GAAP EPS from continuing operations at $3.15, up 11% year-over-year, fueled by resilient contractual revenue in Supply Chain Solutions and Fleet Management Solutions. Total revenue held steady at $3.2 billion, while operating revenue rose 2% to $2.6 billion; yet used vehicle sales weakened amid market pressures. The company boosted its full-year free cash flow outlook by $500 million to $900 million–$1 billion, signaling strong capital deployment. Earnings grew despite freight headwinds.

10-Q

Q2 FY2025 results

7/24/25Jul 24, 2025

Ryder System edged up total revenue to $3.2B in Q2 FY2025 ended June 30, 2025, flat y/y but with operating revenue climbing 2% on stronger contractual gains in Supply Chain Solutions and Fleet Management Solutions, while fuel services dipped 17% y/y from lower prices. Earnings from continuing operations hit $132M, up 4% y/y, with diluted EPS at $3.15, up 11% y/y, fueled by ChoiceLease pricing and maintenance savings that boosted lease gross margins to 34% from 32% y/y; yet used vehicle sales swung to a $2M loss from a $19M gain y/y amid weak markets. Operating cash flow surged 30% y/y to $1.4B for the half-year, yielding $461M free cash flow after $1.2B capex, with $180M cash on hand and $947M revolver availability backing $7.7B total debt at 5.3% effective rate. Share repurchases totaled $261M for the half, trimming shares to 40.8M. Freight downturns linger as a drag on volumes.

8-K

Shareholders back Ryder board

5/5/25May 5, 2025

Ryder System's shareholders overwhelmingly re-elected all eleven directors at the May 2, 2025 annual meeting, with votes for nominees ranging from 30.6 million to 35.6 million amid minimal opposition. They ratified PricewaterhouseCoopers as auditors for fiscal 2025 and approved executive compensation on an advisory basis. All proposals passed decisively. This strong support signals board continuity amid steady governance.

About

Ryder System, Inc. operates as a logistics and transportation company worldwide. It operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). The FMS segment offers full-service leasing and leasing with flexible maintenance options; commercial vehicle rental; maintenance services; digital and technology support services; fuel services; and fuel planning and tax reporting, cards, and monitoring services, and centralized billing, as well as sells used vehicles through its retail sales centers and www.ryder.com/used-trucks website. The DTS segment offers turnkey transportation, vehicles, drivers, management, and administrative services, as well as routing and scheduling, fleet sizing, safety, regulatory compliance, risk management, and technology and communication systems support services. The SCS segment comprises distribution management services, such as coordinating warehousing and transportation for inbound and outbound material flows; managing import and export for international shipments; coordinating just-in-time replenishment of component parts to manufacturing and final assembly; and offering shipment delivery to distribution centers or end delivery points, as well as e-commerce fulfillment. This segment also offers value added services, such as light assembly, packaging and refurbishment, and contract packaging and manufacturing; transportation management and brokerage services, such as shipment optimization, load scheduling, and delivery confirmation services; professional services; and e-commerce and last mile services. The company was founded in 1933 and is headquartered in Coral Gables, Florida.

CEO

Mr. Robert E. Sanchez

IPO

1/2/1980

Website

https://www.ryder.com

Employees

50,700

Sector

Industrials

Industry

Rental & Leasing Services