Ryder System (NYSE:R) Posts Earnings Results

Ryder System (NYSE:R) released its quarterly earnings data on Thursday. The transportation company reported $3.73 EPS for the quarter, beating the consensus estimate of $3.69 by $0.04, FiscalAI reports. The company had revenue of $2.69 billion for the quarter, compared to analysts’ expectations of $3.29 billion. Ryder System had a return on equity of 17.75% and a net margin of 3.91%.Ryder System’s revenue was up 5.0% compared to the same quarter last year. During the same period last year, the firm posted $3.32 earnings per share. Ryder System updated its FY 2026 guidance to 14.400-14.800 EPS and its Q3 2026 guidance to 4.000-4.200 EPS.

Ryder System Stock Performance

Shares of R traded down $7.08 during trading hours on Thursday, reaching $269.29. 161,886 shares of the company traded hands, compared to its average volume of 389,013. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 2.09. The business has a fifty day moving average price of $260.83 and a 200-day moving average price of $228.21. The stock has a market capitalization of $10.42 billion, a P/E ratio of 22.34 and a beta of 1.01. Ryder System has a 12-month low of $157.67 and a 12-month high of $284.25.

Ryder System Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 18th. Stockholders of record on Monday, August 24th will be paid a dividend of $1.01 per share. The ex-dividend date is Monday, August 24th. This is an increase from Ryder System’s previous quarterly dividend of $0.91. This represents a $4.04 annualized dividend and a dividend yield of 1.5%. Ryder System’s payout ratio is presently 30.26%.

Analyst Ratings Changes

Several research analysts have recently commented on the company. Barclays raised their price objective on Ryder System from $250.00 to $290.00 and gave the stock an “overweight” rating in a research note on Friday, June 26th. Citigroup lowered Ryder System from a “neutral” rating to a “hold” rating in a research report on Wednesday, July 15th. Robert W. Baird increased their price target on Ryder System from $253.00 to $290.00 and gave the company an “outperform” rating in a research note on Wednesday, June 17th. Stephens raised Ryder System to a “strong-buy” rating in a research note on Wednesday, July 8th. Finally, JPMorgan Chase & Co. increased their target price on Ryder System from $203.00 to $250.00 and gave the company a “neutral” rating in a research report on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $265.00.

Trending Headlines about Ryder System

Here are the key news stories impacting Ryder System this week:

• Positive Sentiment: Ryder beat Q2 earnings estimates, posting $3.73 per share versus consensus around $3.69-$3.70, and also improved from $3.32 per share a year ago. Ryder Reports Second Quarter 2026 Results
• Positive Sentiment: The company raised its 2026 earnings outlook after the strong quarter, signaling confidence in full-year profitability. Ryder System Raises 2026 Earnings Outlook on Strong Q2
• Neutral Sentiment: Revenue for the quarter was $2.69 billion, below Wall Street estimates, even though it increased 5% year over year. Ryder press release
• Neutral Sentiment: Ryder’s updated 2026 EPS guidance of $14.40-$14.80 was roughly in line with expectations, though its revenue guidance appeared less clearly supportive due to formatting issues in the release. Ryder Q2 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Third-quarter EPS guidance of $4.00-$4.20 came in slightly below the market’s prior expectation of about $4.22, which may temper some of the optimism. Ryder tops Q2 earnings and revenue estimates

Insider Activity at Ryder System

In other Ryder System news, Director Luis P. Nieto, Jr. sold 720 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $235.79, for a total transaction of $169,768.80. Following the completion of the transaction, the director directly owned 29,974 shares of the company’s stock, valued at approximately $7,067,569.46. This trade represents a 2.35% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Sanford J. Hodes sold 595 shares of the firm’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $251.95, for a total transaction of $149,910.25. Following the transaction, the senior vice president directly owned 22,948 shares of the company’s stock, valued at approximately $5,781,748.60. This trade represents a 2.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 4.90% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Ryder System

Institutional investors and hedge funds have recently modified their holdings of the business. Los Angeles Capital Management LLC purchased a new stake in Ryder System in the 4th quarter worth $31,000. Geneos Wealth Management Inc. grew its position in shares of Ryder System by 61.2% in the first quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock valued at $41,000 after purchasing an additional 109 shares during the period. EverSource Wealth Advisors LLC grew its position in shares of Ryder System by 316.1% in the second quarter. EverSource Wealth Advisors LLC now owns 387 shares of the transportation company’s stock valued at $62,000 after purchasing an additional 294 shares during the period. Meeder Asset Management Inc. purchased a new stake in shares of Ryder System during the fourth quarter worth about $65,000. Finally, Kestra Advisory Services LLC purchased a new stake in shares of Ryder System during the fourth quarter worth about $78,000. Hedge funds and other institutional investors own 87.47% of the company’s stock.

About Ryder System

Ryder System, Inc is a leading provider of transportation and supply chain management solutions, serving commercial customers across a range of industries. The company’s Fleet Management Solutions segment offers full-service leasing and rental of medium- and heavy-duty trucks, tractors and trailers, along with maintenance and repair services at its network of service locations. Its Supply Chain Solutions segment provides integrated, technology-driven offerings that span managed transportation, dedicated contract carriage, warehousing and distribution, and e-commerce fulfillment.

Founded in 1933 and headquartered in Miami, Florida, Ryder has grown from a regional truck leasing operation into a diversified, global logistics provider.