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

Ryder System (NYSE:R) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 14.850-15.050 for the period, compared to the consensus earnings per share estimate of 14.680. The company issued revenue guidance of $10.7 billion, compared to the consensus revenue estimate of $13.3 billion. Ryder System also updated its Q4 2026 guidance to 4.250-4.450 EPS.

Analysts Set New Price Targets

A number of brokerages have commented on R. Susquehanna decreased their target price on Ryder System from $310.00 to $280.00 and set a “positive” rating on the stock in a research report on Friday, October 2nd. Weiss Ratings reiterated a “buy (b)” rating on shares of Ryder System in a research report on Monday, August 24th. Robert W. Baird reissued a “neutral” rating and issued a $245.00 target price (down from $290.00) on shares of Ryder System in a research report on Tuesday, September 29th. Stephens upped their target price on shares of Ryder System from $280.00 to $305.00 and gave the stock an “overweight” rating in a research note on Friday. Finally, Wall Street Zen raised shares of Ryder System from a “buy” rating to a “strong-buy” rating in a research report on Monday, October 12th. Seven investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $288.11.

Ryder System Price Performance

Shares of NYSE:R traded down $3.88 during trading on Friday, hitting $261.65. 47,854 shares of the stock were exchanged, compared to its average volume of 358,727. Ryder System has a 12-month low of $160.08 and a 12-month high of $284.25. The company has a market cap of $10.03 billion, a PE ratio of 21.37 and a beta of 1.05. The company has a current ratio of 0.65, a quick ratio of 0.65 and a debt-to-equity ratio of 1.91. The company has a fifty day moving average price of $242.32 and a two-hundred day moving average price of $249.09.

Ryder System (NYSE:R) last issued its quarterly earnings data on Thursday, October 22nd. The transportation company reported $4.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.15 by $0.18. The business had revenue of $2.76 billion for the quarter, compared to the consensus estimate of $3.38 billion. Ryder System had a return on equity of 18.28% and a net margin of 3.88%. The business’s revenue was up 8.3% on a year-over-year basis. During the same period in the prior year, the business earned $3.57 earnings per share. On average, analysts forecast that Ryder System will post 14.74 EPS for the current year.

Ryder System Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Monday, November 23rd will be given a $1.01 dividend. The ex-dividend date of this dividend is Monday, November 23rd. This represents a $4.04 annualized dividend and a yield of 1.5%. Ryder System’s dividend payout ratio (DPR) is 32.87%.

Ryder System News Summary

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

• Positive Sentiment: Ryder reported third-quarter comparable EPS of $4.33, up from $3.57 a year earlier and above the approximately $4.15–$4.17 analyst consensus. Comparable earnings before taxes rose to $234 million from $200 million, marking the company’s eighth consecutive quarter of comparable EPS growth. Ryder Reports Third Quarter 2026 Results
• Positive Sentiment: Management raised its fiscal 2026 EPS outlook to $14.85–$15.05, above the $14.68 consensus estimate. The stronger outlook suggests continued earnings momentum despite an uneven transportation environment.
• Positive Sentiment: Stephens raised its price target from $280 to $305 and maintained an “overweight” rating, implying approximately 14.7% upside from the referenced share price. Stephens Ryder price target update
• Neutral Sentiment: Fourth-quarter EPS guidance of $4.25–$4.45 brackets the $4.27 consensus estimate, indicating expectations are broadly in line for the next quarter.
• Negative Sentiment: Reported revenue of $2.76 billion increased 8.3% year over year but was below the cited $3.38 billion consensus estimate. Ryder’s $10.7 billion full-year revenue guidance is also below the referenced $13.3 billion consensus, potentially raising concerns about revenue comparisons or softer volume growth even as profitability improves.

About Ryder System

Ryder System, Inc is a transportation and logistics company that provides fleet management, supply chain and dedicated transportation services. Founded in 1933 by James Ryder and headquartered in Miami, Florida, the company serves businesses that rely on commercial vehicles, transportation networks and logistics infrastructure.

Through its Fleet Management Solutions business, Ryder offers full-service leasing, commercial vehicle rental, maintenance, fleet support and related services for trucks, tractors, trailers and other vehicles.