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

Ryder System (NYSE:R) issued an update on its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 14.400-14.800 for the period, compared to the consensus estimate of 14.660. The company issued revenue guidance of $10.7 billion-$10.7 billion, compared to the consensus revenue estimate of $13.1 billion. Ryder System also updated its Q3 2026 guidance to 4.000-4.200 EPS.

Wall Street Analyst Weigh In

Several analysts have weighed in on R shares. JPMorgan Chase & Co. raised their price target on Ryder System from $203.00 to $250.00 and gave the company a “neutral” rating in a report on Friday, April 24th. Stephens upgraded shares of Ryder System to a “strong-buy” rating in a research report on Wednesday, July 8th. Wells Fargo & Company raised their target price on shares of Ryder System from $260.00 to $290.00 and gave the company an “overweight” rating in a research note on Friday, June 5th. Citizens Jmp initiated coverage on shares of Ryder System in a research report on Wednesday, July 15th. They set a “market perform” rating for the company. Finally, Robert W. Baird boosted their price target on shares of Ryder System from $253.00 to $290.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 17th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, Ryder System has a consensus rating of “Moderate Buy” and an average target price of $265.00.

Ryder System Stock Performance

Shares of NYSE R opened at $268.79 on Friday. The stock’s 50-day moving average is $261.59 and its 200 day moving average is $228.73. The stock has a market cap of $10.40 billion, a price-to-earnings ratio of 22.34 and a beta of 1.01. Ryder System has a 1-year low of $157.67 and a 1-year high of $284.25. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 2.09.

Ryder System (NYSE:R) last issued its earnings results on Thursday, July 23rd. The transportation company reported $3.73 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.69 by $0.04. The business had revenue of $2.69 billion during the quarter, compared to analyst estimates 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 for the quarter was up 5.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.32 earnings per share. 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, sell-side analysts anticipate that Ryder System will post 14.73 EPS 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. Investors of record on Monday, August 24th will be issued a dividend of $1.01 per share. The ex-dividend date of this dividend is Monday, August 24th. This represents a $4.04 annualized dividend and a dividend yield of 1.5%. This is an increase from Ryder System’s previous quarterly dividend of $0.91. Ryder System’s payout ratio is 30.26%.

Insiders Place Their Bets

In other news, SVP Sanford J. Hodes sold 595 shares of the business’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $251.95, for a total value of $149,910.25. Following the completion of the sale, the senior vice president owned 22,948 shares of the company’s stock, valued at approximately $5,781,748.60. The trade was a 2.53% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Luis P. Nieto, Jr. sold 720 shares of the stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $235.79, for a total value of $169,768.80. Following the sale, the director owned 29,974 shares of the company’s stock, valued at $7,067,569.46. This represents a 2.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 4.90% of the stock is owned by company insiders.

Key Stories Impacting Ryder System

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

• Positive Sentiment: Ryder beat adjusted EPS estimates for Q2 2026, reporting $3.73 per share versus consensus near $3.69-$3.70, and adjusted earnings improved from $3.32 a year ago. Ryder Reports Second Quarter 2026 Results
• Positive Sentiment: The company said quarterly revenue rose 5% year over year, showing continued business growth despite a tougher freight and transportation backdrop. Ryder Reports Second Quarter 2026 Results
• Positive Sentiment: Ryder raised its 2026 earnings outlook after the quarter, signaling management confidence in full-year profitability. Ryder System Raises 2026 Earnings Outlook on Strong Q2
• Neutral Sentiment: GAAP EPS was $3.40, and the company generated a 17.75% return on equity with a 3.91% net margin, showing solid profitability but not a dramatic surprise. Ryder Reports Second Quarter 2026 Results
• Negative Sentiment: Revenue of $2.69 billion missed Wall Street’s roughly $3.29 billion expectation, which is likely weighing on sentiment. Ryder Reports Second Quarter 2026 Results
• Negative Sentiment: Third-quarter and full-year EPS guidance came in below consensus, suggesting near-term earnings could be less strong than analysts expected. Ryder Reports Second Quarter 2026 Results

Institutional Trading of Ryder System

A number of institutional investors have recently made changes to their positions in the stock. Los Angeles Capital Management LLC purchased a new position in shares of Ryder System in the fourth quarter worth $31,000. Geneos Wealth Management Inc. boosted its position in Ryder System by 61.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock valued at $41,000 after buying an additional 109 shares during the period. EverSource Wealth Advisors LLC grew its holdings in Ryder System by 316.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 387 shares of the transportation company’s stock worth $62,000 after acquiring an additional 294 shares during the last quarter. Meeder Asset Management Inc. bought a new stake in Ryder System in the 4th quarter worth $65,000. Finally, Kestra Advisory Services LLC purchased a new position in shares of Ryder System in the fourth quarter valued at about $78,000. Hedge funds and other institutional investors own 87.47% of the company’s stock.

Ryder System Company Profile

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.