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

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

Ryder System Price Performance

NYSE:R traded down $1.81 during trading hours on Friday, hitting $263.72. The company’s stock had a trading volume of 193,308 shares, compared to its average volume of 359,515. Ryder System has a twelve month low of $160.08 and a twelve month high of $284.25. The company has a debt-to-equity ratio of 1.91, a current ratio of 0.65 and a quick ratio of 0.65. The stock has a fifty day simple moving average of $242.32 and a 200-day simple moving average of $249.09. The company has a market capitalization of $10.11 billion, a P/E ratio of 21.46 and a beta of 1.05.

Ryder System (NYSE:R) last issued its earnings results on Thursday, October 22nd. The transportation company reported $4.33 EPS for the quarter, topping the consensus estimate of $4.15 by $0.18. The firm had revenue of $2.76 billion during 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 quarterly revenue was up 8.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.57 earnings per share. On average, analysts anticipate that Ryder System will post 14.74 EPS for the current fiscal year.

Ryder System Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Stockholders of record on Monday, November 23rd will be paid a $1.01 dividend. This represents a $4.04 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Monday, November 23rd. Ryder System’s dividend payout ratio is presently 32.87%.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the company. Stephens raised their price objective on Ryder System from $280.00 to $305.00 and gave the company an “overweight” rating in a report on Friday. Susquehanna lowered their target price on Ryder System from $310.00 to $280.00 and set a “positive” rating for the company in a report on Friday, October 2nd. Citizens Jmp began coverage on Ryder System in a research report on Wednesday, July 15th. They issued a “market perform” rating for the company. Wells Fargo & Company boosted their price target on Ryder System from $300.00 to $305.00 and gave the stock an “overweight” rating in a report on Friday. Finally, Morgan Stanley raised Ryder System from an “overweight” rating to a “buy” rating in a research note on Monday, October 5th. Seven investment 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 an average rating of “Moderate Buy” and a consensus price target of $290.56.

Key Ryder System News

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

• Positive Sentiment: Strong third-quarter earnings: Ryder reported comparable EPS of $4.33, above the $4.15 consensus estimate and up from $3.57 a year earlier. Revenue increased 8.3% year over year to $2.76 billion. The company also reported its eighth consecutive quarter of comparable EPS growth. Ryder Reports Third Quarter 2026 Results
• Positive Sentiment: 2026 profit outlook raised: Ryder guided to full-year EPS of $14.85-$15.05, above the $14.68 analyst consensus. Fourth-quarter EPS guidance of $4.25-$4.45 also brackets the $4.27 consensus estimate, reinforcing expectations for continued earnings momentum.
• Positive Sentiment: Analyst support increased: Barclays raised its price target to $315 from $300, Wells Fargo increased its target to $305 from $300, and Stephens lifted its target to $305 from $280. All three firms assigned an “overweight” rating, signaling expected upside based on Ryder’s earnings performance and outlook. Barclays recommendation
• Neutral Sentiment: Management remains constructive on the cycle: The earnings call highlighted operational strength and what Ryder views as improving conditions across its transportation businesses, though investors may want more evidence that the recovery can translate into sustained revenue growth. Ryder Q3 2026 Results Presentation
• Negative Sentiment: Revenue guidance may concern investors: Ryder forecast full-year 2026 revenue of $10.7 billion, below the reported $13.3 billion consensus estimate. Even with higher EPS guidance, the apparent revenue shortfall could raise questions about growth, margins, or the comparability of analyst estimates.

Ryder System Company Profile

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.