Ryder System (NYSE:R) Updates Q2 2026 Earnings Guidance

Ryder System (NYSE:R) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 3.500-3.75 for the period, compared to the consensus earnings per share estimate of 3.590. The company issued revenue guidance of -. Ryder System also updated its FY 2026 guidance to 14.050-14.80 EPS.

Ryder System Trading Down 1.4%

NYSE R opened at $227.70 on Thursday. Ryder System has a twelve month low of $133.06 and a twelve month high of $233.55. The company has a debt-to-equity ratio of 2.24, a quick ratio of 0.89 and a current ratio of 0.89. The stock has a market cap of $8.98 billion, a price-to-earnings ratio of 19.02 and a beta of 0.93. The firm’s 50 day moving average price is $210.22 and its two-hundred day moving average price is $193.79.

Ryder System (NYSE:R) last posted its quarterly earnings data on Thursday, April 23rd. The transportation company reported $2.54 earnings per share for the quarter, topping the consensus estimate of $2.30 by $0.24. Ryder System had a net margin of 3.95% and a return on equity of 17.70%. The firm had revenue of $2.57 billion for the quarter, compared to analysts’ expectations of $3.11 billion. Ryder System has set its FY 2026 guidance at 14.050-14.80 EPS and its Q2 2026 guidance at 3.500-3.75 EPS. Equities analysts anticipate that Ryder System will post 14.23 EPS for the current year.

Ryder System Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Tuesday, February 17th were issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 1.6%. The ex-dividend date was Tuesday, February 17th. Ryder System’s payout ratio is currently 30.41%.

Analysts Set New Price Targets

Several research firms have recently commented on R. Citigroup lowered their price target on shares of Ryder System from $245.00 to $239.00 and set a “buy” rating on the stock in a report on Thursday, April 9th. Wells Fargo & Company boosted their price target on shares of Ryder System from $210.00 to $236.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Susquehanna boosted their target price on shares of Ryder System from $235.00 to $250.00 and gave the stock a “positive” rating in a research report on Friday, February 13th. Wolfe Research reissued a “peer perform” rating on shares of Ryder System in a research report on Thursday, January 8th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Ryder System in a research report on Thursday, January 22nd. Seven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $214.78.

Insider Activity

In other Ryder System news, Director E Follin Smith sold 32,230 shares of the company’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $207.61, for a total transaction of $6,691,270.30. Following the sale, the director directly owned 1,549 shares of the company’s stock, valued at approximately $321,587.89. This represents a 95.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Sanford J. Hodes sold 10,527 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $210.16, for a total transaction of $2,212,354.32. Following the sale, the senior vice president directly owned 23,954 shares in the company, valued at $5,034,172.64. This represents a 30.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 130,673 shares of company stock worth $28,233,471. Insiders own 4.90% of the company’s stock.

Key Headlines Impacting Ryder System

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

• Positive Sentiment: Q1 EPS beat — Ryder reported adjusted EPS of $2.54 vs. consensus $2.30, showing operating leverage in the quarter. Q1 Press Release
• Positive Sentiment: Full?year 2026 EPS guidance raised/confirmed — Ryder set FY2026 EPS at $14.05–$14.80, with consensus around $14.05; the top end implies upside to Street estimates. Business Wire: Q1 Results
• Positive Sentiment: Analyst stance supportive — Brokerages maintain a consensus “Moderate Buy,” which can limit downside and support the stock as investors digest the mixed print. Brokerage Consensus
• Neutral Sentiment: Q2 2026 guidance is mixed — Ryder provided Q2 EPS guidance of $3.50–$3.75 versus a consensus of $3.59; the range overlaps Street expectations but the lower bound is slightly below, making near?term tone cautious.
• Neutral Sentiment: New CEO and freight market scrutiny — Commentary and analyst previews flag that Ryder’s new CEO will face freight market headwinds and execution risk; this raises uncertainty but also the potential for improvement if management navigates the cycle well. Investing.com: CEO/freight market piece
• Negative Sentiment: Revenue missed materially — Total revenue was $2.57B vs. consensus ~$3.11B, a significant shortfall that likely drove the negative share reaction despite the EPS beat (margin/one?time items may have helped EPS). Q1 Press Release

Institutional Trading of Ryder System

Several hedge funds have recently modified their holdings of the stock. State Street Corp grew its stake in shares of Ryder System by 0.4% during the second quarter. State Street Corp now owns 1,995,292 shares of the transportation company’s stock valued at $317,251,000 after purchasing an additional 7,447 shares during the last quarter. Orbis Allan Gray Ltd grew its stake in shares of Ryder System by 15.4% during the second quarter. Orbis Allan Gray Ltd now owns 1,005,382 shares of the transportation company’s stock valued at $159,856,000 after purchasing an additional 134,423 shares during the last quarter. Bank of America Corp DE grew its stake in shares of Ryder System by 6.7% during the second quarter. Bank of America Corp DE now owns 988,117 shares of the transportation company’s stock valued at $157,111,000 after purchasing an additional 62,313 shares during the last quarter. AQR Capital Management LLC grew its stake in shares of Ryder System by 53.3% during the third quarter. AQR Capital Management LLC now owns 720,108 shares of the transportation company’s stock valued at $134,855,000 after purchasing an additional 250,432 shares during the last quarter. Finally, JPMorgan Chase & Co. grew its stake in shares of Ryder System by 326.8% during the fourth quarter. JPMorgan Chase & Co. now owns 705,037 shares of the transportation company’s stock valued at $134,937,000 after purchasing an additional 539,854 shares during the last quarter. 87.47% of the stock is owned by institutional investors.

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.