AI brief of an SEC Form 8-K · Ryder (R)

Ryder Q4 EPS rises 5% to $3.25; 2026 comparable EPS guided to $13.45-$14.45

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyRyder (R)
Form8-K, current report
Filed with the SECFeb 11, 2026, 6:55 AM ET
Accession number0001628280-26-007107

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

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 February 11, 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.