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 earnings per share (EPS) guidance of 14.400-14.800 for the period, compared to the consensus earnings per share 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.

Ryder System Trading Down 0.1%

R stock opened at $267.72 on Friday. The company has a quick ratio of 0.68, a current ratio of 1.29 and a debt-to-equity ratio of 2.59. The company has a market cap of $10.36 billion, a P/E ratio of 21.78 and a beta of 1.01. The business has a fifty day moving average of $262.32 and a 200-day moving average of $229.01. Ryder System has a twelve month low of $157.67 and a twelve month high of $284.25.

Ryder System (NYSE:R) last announced its quarterly earnings results on Thursday, July 23rd. The transportation company reported $3.73 earnings per share for the quarter, beating analysts’ consensus estimates of $3.69 by $0.04. The business had revenue of $2.69 billion for the quarter, compared to the consensus estimate of $3.29 billion. Ryder System had a net margin of 3.88% and a return on equity of 18.28%. Ryder System’s revenue for the quarter was up 5.0% on a year-over-year basis. During the same period last year, the company posted $3.32 EPS. 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. As a group, equities research analysts expect that Ryder System will post 14.73 EPS for the current year.

Ryder System Increases Dividend

The firm also recently declared 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 is Monday, August 24th. This is an increase from Ryder System’s previous quarterly dividend of $0.91. This represents a $4.04 dividend on an annualized basis and a yield of 1.5%. Ryder System’s dividend payout ratio is 32.87%.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the stock. Citizens Jmp assumed coverage on shares of Ryder System in a research report on Wednesday, July 15th. They issued a “market perform” rating for the company. Citigroup raised their price objective on Ryder System from $280.00 to $283.00 and gave the stock a “neutral” rating in a research report on Friday. Wells Fargo & Company upped their price target on shares of Ryder System from $290.00 to $300.00 and gave the company an “overweight” rating in a research report on Friday. Barclays increased their price target on Ryder System from $250.00 to $290.00 and gave the stock an “overweight” rating in a report on Friday, June 26th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Ryder System from $259.00 to $296.00 and gave the company a “neutral” rating in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $279.88.

Insiders Place Their Bets

In related news, Director Luis P. Nieto, Jr. sold 720 shares of Ryder System stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $235.79, for a total value of $169,768.80. Following the completion of the sale, the director owned 29,974 shares of the company’s stock, valued at approximately $7,067,569.46. This trade represents a 2.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Sanford J. Hodes sold 595 shares of the business’s stock in a transaction dated Thursday, May 28th. The shares were 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 in the company, valued at $5,781,748.60. This represents a 2.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 4.90% of the stock is owned by corporate insiders.

Key Ryder System News

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

• Positive Sentiment: Ryder beat Q2 expectations, reporting adjusted EPS of $3.73 versus estimates and posting 5% revenue growth year over year, with stronger Fleet Management Solutions performance and share repurchases helping results. Ryder Reports Second Quarter 2026 Results
• Positive Sentiment: The company also raised its 2026 earnings outlook, which suggests management sees continued momentum after the quarter. Ryder System Raises 2026 Earnings Outlook on Strong Q2
• Positive Sentiment: Several analysts raised price targets after the earnings release, including Susquehanna to $310, Wells Fargo to $300, JPMorgan to $296, and Citigroup to $283, signaling improved sentiment around the stock. Analyst updates via Benzinga
• Neutral Sentiment: Despite the upgrades, most firms kept a neutral or similar stance, suggesting analysts see upside but not a major change in the overall investment case. Tickerreport.com coverage
• Negative Sentiment: Revenue came in below the headline analyst estimate cited in some reports, and Ryder’s Q3 and FY2026 EPS guidance was slightly below consensus, which may temper some of the post-earnings enthusiasm. Zacks earnings analysis

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of R. Los Angeles Capital Management LLC purchased a new position in shares of Ryder System during the fourth quarter worth about $31,000. Geneos Wealth Management Inc. raised its holdings in Ryder System by 61.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock worth $41,000 after purchasing an additional 109 shares in the last quarter. EverSource Wealth Advisors LLC lifted its position in shares of 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 purchasing an additional 294 shares during the period. Meeder Asset Management Inc. bought a new position in shares of Ryder System in the 4th quarter worth about $65,000. Finally, Kestra Advisory Services LLC bought a new position in shares of Ryder System during the fourth quarter valued at approximately $78,000. 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.