Ryder raises 2026 comparable EPS outlook to $14.40-$14.80 after 8% rise in Q2 GAAP EPS
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.
Key points
- 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.
The filing
Written by AI on Nov 8, 2026, 12:56 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 23, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.