Ryder System (NYSE:R) Releases Q3 2026 Earnings Guidance

Ryder System (NYSE:R) issued an update on its third quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 4.000-4.200 for the period, compared to the consensus EPS estimate of 4.220. The company issued revenue guidance of -. Ryder System also updated its FY 2026 guidance to 14.400-14.800 EPS.

Ryder System Price Performance

Shares of R opened at $268.79 on Friday. The company has a market cap of $10.40 billion, a price-to-earnings ratio of 22.34 and a beta of 1.01. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 2.09. The company’s fifty day simple moving average is $261.59 and its 200 day simple moving average is $228.73. Ryder System has a 1-year low of $157.67 and a 1-year high of $284.25.

Ryder System (NYSE:R) last issued its quarterly earnings data on Thursday, July 23rd. The transportation company reported $3.73 earnings per share for the quarter, beating the consensus estimate of $3.69 by $0.04. Ryder System had a net margin of 3.91% and a return on equity of 17.75%. The company had revenue of $2.69 billion for the quarter, compared to analyst estimates of $3.29 billion. During the same period in the prior year, the firm earned $3.32 earnings per share. The company’s revenue was up 5.0% on a year-over-year basis. Ryder System has set its FY 2026 guidance at 14.400-14.800 EPS and its Q3 2026 guidance at 4.000-4.200 EPS. On average, research analysts forecast that Ryder System will post 14.73 earnings per share for the current fiscal year.

Ryder System Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, September 18th. Shareholders of record on Monday, August 24th will be issued a $1.01 dividend. The ex-dividend date of this dividend is Monday, August 24th. This represents a $4.04 dividend on an annualized basis and a dividend yield of 1.5%. This is a boost from Ryder System’s previous quarterly dividend of $0.91. Ryder System’s dividend payout ratio (DPR) is 30.26%.

Wall Street Analyst Weigh In

R has been the subject of a number of research reports. Morgan Stanley increased their price target on Ryder System from $263.00 to $280.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. Robert W. Baird raised their price target on shares of Ryder System from $253.00 to $290.00 and gave the stock an “outperform” rating in a report on Wednesday, June 17th. Stephens upgraded Ryder System to a “strong-buy” rating in a report on Wednesday, July 8th. Citizens Jmp initiated coverage on shares of Ryder System in a research report on Wednesday, July 15th. They set a “market perform” rating on the stock. Finally, Barclays increased their target price on shares of Ryder System from $250.00 to $290.00 and gave the company an “overweight” rating in a research report on Friday, June 26th. One investment 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. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $265.00.

Insider Buying and Selling at Ryder System

In other news, Director Luis P. Nieto, Jr. sold 720 shares of the business’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $235.79, for a total value of $169,768.80. Following the completion of the sale, the director owned 29,974 shares of the company’s stock, valued at approximately $7,067,569.46. The trade was a 2.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Sanford J. Hodes sold 595 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the senior vice president owned 22,948 shares in the company, valued at $5,781,748.60. This represents a 2.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 4.90% of the company’s stock.

Trending Headlines about Ryder System

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

• Positive Sentiment: Ryder posted Q2 adjusted EPS of $3.73, topping estimates and improving from $3.32 a year ago, which suggests the company is executing well despite a mixed freight and transportation backdrop. Article title
• Positive Sentiment: The company raised 2026 earnings guidance to $14.40-$14.80 per share, signaling management sees continued profitability momentum for the rest of the year. Article title
• Positive Sentiment: Adjusted operating performance was solid, with comparable pre-tax earnings rising year over year, reinforcing the idea that Ryder is managing costs and margins effectively. Article title
• Neutral Sentiment: Revenue of $2.69 billion came in below Wall Street expectations, so investors are likely balancing the earnings beat against softer-than-expected top-line growth. Article title
• Negative Sentiment: Third-quarter EPS guidance of $4.00-$4.20 was slightly below consensus, which may limit upside if investors focus on near-term caution rather than the stronger full-year outlook. Article title

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the stock. Los Angeles Capital Management LLC bought a new position in shares of Ryder System in the fourth quarter worth approximately $31,000. Geneos Wealth Management Inc. grew its holdings 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 worth $41,000 after acquiring an additional 109 shares during the period. EverSource Wealth Advisors LLC increased its position in shares of Ryder System by 316.1% during the 2nd 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 last quarter. Meeder Asset Management Inc. purchased a new position in shares of Ryder System during the 4th quarter worth $65,000. Finally, Kestra Advisory Services LLC purchased a new stake in Ryder System in the 4th quarter worth approximately $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.