Ryder System (NYSE:R) Issues Q4 2026 Earnings Guidance

Ryder System (NYSE:R) updated its fourth quarter 2026 earnings guidance on Friday. The company provided earnings per share guidance of 4.250-4.450 for the period, compared to the consensus EPS estimate of 4.270. Ryder System also updated its FY 2026 guidance to 14.850-15.050 EPS.

Ryder System Trading Down 1.5%

Shares of R traded down $3.88 during trading hours on Friday, reaching $261.65. The stock had a trading volume of 47,854 shares, compared to its average volume of 358,727. The company has a market cap of $10.03 billion, a P/E ratio of 21.37 and a beta of 1.05. Ryder System has a 52 week low of $160.08 and a 52 week high of $284.25. The company has a quick ratio of 0.65, a current ratio of 0.65 and a debt-to-equity ratio of 1.91. The firm has a 50-day moving average of $242.32 and a 200 day moving average of $249.09.

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

Ryder System Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, December 18th. Stockholders 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 dividend yield of 1.5%. Ryder System’s dividend payout ratio is presently 32.87%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. Weiss Ratings reissued a “buy (b)” rating on shares of Ryder System in a report on Monday, August 24th. Wells Fargo & Company lifted their target price on Ryder System from $290.00 to $300.00 and gave the stock an “overweight” rating in a report on Friday, July 24th. Janney Montgomery Scott set a $285.00 price objective on shares of Ryder System in a research report on Thursday, October 8th. Citizens Jmp initiated coverage on shares of Ryder System in a research note on Wednesday, July 15th. They issued a “market perform” rating for the company. Finally, Robert W. Baird reiterated a “neutral” rating and issued a $245.00 target price (down from $290.00) on shares of Ryder System in a report on Tuesday, September 29th. Seven research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, Ryder System presently has a consensus rating of “Moderate Buy” and an average price target of $288.11.

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.