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

Ryder System (NYSE:R) issued an update on its FY 2026 earnings guidance on Friday. 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.

Ryder System Stock Up 1.8%

Shares of Ryder System stock opened at $270.24 on Friday. The company has a debt-to-equity ratio of 2.42, a current ratio of 1.17 and a quick ratio of 0.65. Ryder System has a 1 year low of $160.08 and a 1 year high of $284.25. The firm’s 50-day moving average is $242.45 and its two-hundred day moving average is $249.24. The stock has a market cap of $10.36 billion, a price-to-earnings ratio of 20.60 and a beta of 1.05.

Ryder System (NYSE:R) last posted its earnings results on Thursday, October 22nd. The transportation company reported $4.33 EPS for the quarter, beating analysts’ consensus estimates of $4.15 by $0.18. Ryder System had a net margin of 3.98% and a return on equity of 19.14%. The business had revenue of $2.76 billion for the quarter, compared to the consensus estimate of $3.38 billion. During the same quarter last year, the firm posted $3.57 EPS. The company’s revenue for the quarter was up 8.3% on a year-over-year basis. As a group, research analysts expect that Ryder System will post 15.07 earnings per share for the current fiscal year.

Ryder System Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 18th. Investors of record on Monday, November 23rd will be issued a dividend of $1.01 per share. This represents a $4.04 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Monday, November 23rd. Ryder System’s dividend payout ratio (DPR) is presently 30.79%.

Wall Street Analyst Weigh In

R has been the subject of a number of analyst reports. Wall Street Zen upgraded Ryder System from a “buy” rating to a “strong-buy” rating in a report on Monday, October 12th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a research report on Monday, August 24th. Citigroup reiterated a “market perform” rating on shares of Ryder System in a report on Friday. Citizens Jmp initiated coverage on Ryder System in a report on Wednesday, July 15th. They issued a “market perform” rating on the stock. Finally, JPMorgan Chase & Co. boosted their price target on Ryder System from $298.00 to $315.00 and gave the stock an “overweight” rating in a research report on Friday. Eight research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $292.44.

Ryder System News Summary

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

• Positive Sentiment: Q3 earnings beat expectations: Ryder reported comparable earnings of $4.33 per diluted share, up from $3.57 a year earlier and above the roughly $4.15-$4.17 analyst consensus. GAAP EPS was $4.16, compared with $3.33 in the prior-year quarter. Revenue increased 8.3% year over year. Ryder Reports Third Quarter 2026 Results
• Positive Sentiment: Full-year profit outlook increased: Ryder guided to fiscal 2026 EPS of $14.85-$15.05, above the $14.68 consensus estimate. The company also highlighted its eighth consecutive quarter of comparable EPS growth, supporting investor confidence in its operating execution. Ryder System Lifts Outlook After Strong Q3 Earnings
• Positive Sentiment: Analyst price targets moved higher: Citigroup raised its target to $302 and maintained a Buy rating. JPMorgan and Barclays lifted targets to $315, while Wells Fargo raised its target to $305; Stephens also increased its target to $305. The revisions indicate that analysts see additional upside after the earnings report. Analysts Boost Forecasts on Ryder
• Neutral Sentiment: Fourth-quarter guidance was broadly in line: Ryder forecast Q4 2026 EPS of $4.25-$4.45, compared with consensus of $4.27, suggesting continued earnings stability but limited near-term upside from the quarterly outlook.
• Negative Sentiment: Revenue guidance trails estimates: The company projected fiscal 2026 revenue of $10.7 billion, below the reported $13.3 billion consensus estimate. If accurate, the discrepancy could raise concerns about demand, business mix or the comparability of analyst forecasts despite the stronger profit outlook.

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.