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

Ryder System (NYSE:R) updated 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 Price Performance

R traded down $3.88 during trading on Friday, reaching $261.65. 47,854 shares of the company were exchanged, compared to its average volume of 358,727. The company has a market cap of $10.03 billion, a price-to-earnings ratio of 21.37 and a beta of 1.05. Ryder System has a 12-month low of $160.08 and a 12-month high of $284.25. The company’s 50-day moving average is $242.32 and its two-hundred day moving average is $249.09. The company has a quick ratio of 0.65, a current ratio of 0.65 and a debt-to-equity ratio of 1.91.

Ryder System (NYSE:R) last posted 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 business had revenue of $2.76 billion during the quarter, compared to analysts’ expectations of $3.38 billion. Ryder System had a return on equity of 18.28% and a net margin of 3.88%. The firm’s revenue was up 8.3% on a year-over-year basis. During the same period in the previous year, the business earned $3.57 earnings per share. Research analysts forecast that Ryder System will post 14.74 earnings per share for the current fiscal year.

Ryder System Announces Dividend

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

Analysts Set New Price Targets

R has been the subject of several research reports. Robert W. Baird restated a “neutral” rating and issued a $245.00 price objective (down from $290.00) on shares of Ryder System in a report on Tuesday, September 29th. Barclays increased their price target on shares of Ryder System from $300.00 to $315.00 and gave the stock an “overweight” rating in a research report on Friday. Stephens lifted their target price on shares of Ryder System from $280.00 to $305.00 and gave the company an “overweight” rating in a research note on Friday. Citigroup reaffirmed a “market perform” rating on shares of Ryder System in a research note on Friday. Finally, Wall Street Zen raised Ryder System from a “buy” rating to a “strong-buy” rating in a report on Monday, October 12th. Seven analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $288.11.

Ryder System News Roundup

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.

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.