Oct 22, 6:55 AM ET
Ryder reported third-quarter 2026 results with GAAP diluted EPS from continuing operations of $4.16, up 25% from $3.33 a year earlier, and total revenue of $3.4 billion, up 8%. The company raised its full-year 2026 comparable EPS forecast to $14.85-$15.05, but its GAAP EPS forecast includes about $4.30 per share of non-cash pension settlement charges.
- Q3 2026 comparable EPS from continuing operations was $4.33, up 21% from $3.57 in Q3 2025.
- Full-year 2026 comparable EPS range raised to $14.85-$15.05; full-year GAAP EPS forecast is $9.75-$9.95.
- Fourth-quarter 2026 GAAP EPS forecast is $(0.15) to $0.05, including about $4.30 in non-cash pension settlement charges tied to U.K. and Canadian plans.
- Free cash flow (non-GAAP) for the first nine months was $992 million, compared with $496 million a year earlier.
Read the filing on SEC.gov ↗
Jul 23, 6:55 AM ET
Ryder reported second-quarter 2026 results for the three months ended June 30, with GAAP earnings per share from continuing operations of $3.40, up 8% from $3.15 a year earlier, and comparable EPS of $3.73, up 12%. The company raised its full-year 2026 comparable EPS range to $14.40-$14.80, which matters to shareholders because it points to higher expected earnings, though GAAP EPS guidance of $13.50-$13.90 was not stated as changed and segment earnings in supply chain and dedicated transportation declined.
- Total revenue rose 5% to $3.3 billion, and operating revenue (non-GAAP) rose 3% to $2.7 billion.
- Full-year 2026 comparable EPS (non-GAAP) range raised to $14.40-$14.80; free cash flow guidance of $700 million-$800 million was unchanged.
- Supply Chain Solutions pre-tax earnings fell 7% to $92 million, and Dedicated Transportation Solutions fell 4% to $36 million; Fleet Management Solutions rose 20% to $150 million.
- Q2 included a $10 million non-cash impairment charge on an acquired customer relationship intangible asset.
Read the filing on SEC.gov ↗
Apr 23, 6:55 AM ET
Ryder reported first-quarter 2026 results with GAAP diluted EPS from continuing operations of $2.34, up from $2.29, and comparable EPS of $2.54, up from $2.46, on total revenue of $3.1 billion, flat year over year. The company raised its full-year 2026 comparable EPS forecast to $14.05 to $14.80, which matters to shareholders because it signals a higher earnings outlook, while pre-tax earnings fell to $118 million from $134 million.
- Q1 2026 GAAP EPS from continuing operations was $2.34 versus $2.29; comparable EPS was $2.54 versus $2.46.
- Total revenue was $3.1 billion, consistent with the prior year; earnings before income taxes were $118 million versus $134 million.
- Full-year 2026 comparable EPS forecast is $14.05 to $14.80; GAAP EPS forecast is $13.15 to $13.90.
- Q1 free cash flow (non-GAAP) was $273 million versus $259 million, while net cash from operating activities was $583 million versus $651 million.
Read the filing on SEC.gov ↗
Feb 11, 6:55 AM ET
Ryder reported fourth-quarter 2025 GAAP earnings per share from continuing operations of $3.25, up from $3.11 a year earlier, on total revenue of $3.2 billion, flat year over year. The company also gave 2026 guidance, forecasting comparable EPS of $13.45 to $14.45 against $12.92 reported for full-year 2025, which it says reflects another year of earnings growth.
- Q4 2025 GAAP EPS from continuing operations was $3.25 versus $3.11; comparable EPS was $3.59 versus $3.45.
- Q4 total revenue was $3,175 million versus $3,189 million; operating revenue (non-GAAP) was $2,628 million versus $2,617 million.
- Full-year 2026 outlook: GAAP EPS of $12.80 to $13.80, comparable EPS of $13.45 to $14.45, and free cash flow of $700 million to $800 million.
- Q1 2026 comparable EPS is expected at $2.10 to $2.35, and management said Q1 will face the most difficult year-over-year comparisons.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
