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

Ryder System (NYSE:R) issued an update on its fourth quarter 2026 earnings guidance on Friday morning. The company provided earnings per share 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.

Analysts Set New Price Targets

Several analysts have weighed in on the stock. Citigroup reaffirmed a “market perform” rating on shares of Ryder System in a research note on Friday. Stephens boosted their target price on Ryder System from $280.00 to $305.00 and gave the stock an “overweight” rating in a report on Friday. Citizens Jmp started coverage on Ryder System in a research report on Wednesday, July 15th. They set a “market perform” rating on the stock. Morgan Stanley raised Ryder System from an “overweight” rating to a “buy” rating in a report on Monday, October 5th. Finally, Barclays lifted their price objective on Ryder System from $300.00 to $315.00 and gave the company an “overweight” rating in a research report on Friday. Seven equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $288.11.

Ryder System Price Performance

Shares of R traded down $3.88 during mid-day trading on Friday, hitting $261.65. 47,854 shares of the company traded hands, compared to its average volume of 358,727. The company has a current ratio of 0.65, a quick ratio of 0.65 and a debt-to-equity ratio of 1.91. The stock has a market capitalization of $10.03 billion, a price-to-earnings ratio of 21.37 and a beta of 1.05. The business has a 50-day moving average of $242.32 and a 200 day moving average of $249.09. Ryder System has a one year low of $160.08 and a one year high of $284.25.

Ryder System (NYSE:R) last posted its quarterly earnings data on Thursday, October 22nd. The transportation company reported $4.33 earnings per share 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 analysts’ expectations of $3.38 billion. Ryder System had a net margin of 3.88% and a return on equity of 18.28%. Ryder System’s revenue was up 8.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $3.57 EPS. As a group, equities analysts expect that Ryder System will post 14.74 earnings per share for the current fiscal year.

Ryder System Dividend Announcement

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

Key Ryder System News

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.

About Ryder System

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.