Every material Form 8-K Ryder filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Ryder System director Abbie Smith informed the board on December 18, 2025 that she will retire and not stand for reelection at the 2026 Annual Meeting of Shareholders, and the filing says her retirement is not due to any disagreement with the company. The board appointed Tammy Romo, a former Southwest Airlines CFO, as a director effective January 5, 2026, and she will serve on the Audit and Finance Committees, which is a board change rather than a financial disclosure.
Abbie Smith will retire and not stand for reelection at the 2026 Annual Meeting; the filing states no disagreement with the company.
Tammy Romo, 63, joins the board effective January 5, 2026, and is expected to stand for election at the Annual Meeting.
Romo retired as executive vice president and CFO of Southwest Airlines on April 1, 2025, and has been an independent director of Tenet Healthcare since 2015.
Romo will serve on the Audit and Finance Committees and receive standard non-employee director compensation; the filing contains no financial results.
Ryder System's chairman and chief executive, Robert E. Sanchez, will retire as CEO effective March 31, 2026, and become executive chair. President and COO John J. Diez will succeed him as CEO and join the board on the same date, as part of a succession plan approved by the board.
Robert E. Sanchez, 60, retires as CEO on March 31, 2026 and becomes executive chair, with an annual salary of $800,000.
John J. Diez, 54, will become CEO and a director effective March 31, 2026; his salary rises to $950,000 and his target bonus to 150% of salary.
Diez's long-term incentive target value is set at $6,250,000, granted February 6, 2026; Sanchez's is $4,700,000.
Sanchez will receive no severance in connection with his retirement as CEO.
Ryder reported third-quarter 2025 results for the three months ended September 30, with GAAP EPS from continuing operations of $3.33, up 2% from $3.25, and comparable EPS of $3.57, up 4% from $3.44. Total revenue was flat at $3.2 billion, while operating revenue rose 1% to $2.6 billion, and the company reaffirmed a full-year 2025 comparable EPS range of $12.85 to $13.05 and gave a fourth-quarter comparable EPS range of $3.50 to $3.70.
Q3 2025 GAAP EPS from continuing operations was $3.33, up 2%; comparable EPS was $3.57, up 4%
Total revenue was $3,171 million versus $3,168 million a year earlier; operating revenue (non-GAAP) was $2,611 million, up 1%
Ryder reported second-quarter 2025 results for the period ended June 30, 2025. GAAP EPS from continuing operations rose 11% to $3.15, and comparable EPS rose 11% to $3.32, while total revenue was flat at $3.2 billion. The company increased its 2025 free cash flow forecast by $500 million to $900 million to $1 billion and kept a 2025 comparable EPS range of $12.85 to $13.30.
GAAP EPS from continuing operations was $3.15 versus $2.83 a year earlier; comparable EPS was $3.32 versus $3.00.
Total revenue was $3,189 million versus $3,182 million; operating revenue (non-GAAP) rose 2% to $2,610 million.
2025 free cash flow (non-GAAP) forecast is $900 million to $1 billion, up $500 million; 2025 comparable EPS forecast is $12.85 to $13.30.
Fleet Management Solutions earnings before taxes fell 6% to $126 million, offset by a 16% rise in Supply Chain Solutions to $99 million.
Ryder reported first-quarter 2025 results for the three months ended March 31, 2025. GAAP earnings per share from continuing operations rose 21% to $2.29, and comparable EPS rose 15% to $2.46, while total revenue grew 1% to $3.1 billion. The company also revised its full-year 2025 forecast, now calling for comparable EPS of $12.85 to $13.60, though the filing does not state the prior range.
Q1 2025 GAAP EPS from continuing operations was $2.29, versus $1.89 a year earlier; comparable EPS was $2.46, versus $2.14
Total revenue was $3.1 billion, up 1%; operating revenue was $2.6 billion, up 2%
Full-year 2025 guidance: comparable EPS $12.85 to $13.60, GAAP EPS $12.15 to $12.90, free cash flow $375 million to $475 million
Q1 free cash flow was $259 million versus $13 million a year earlier; Fleet Management Solutions earnings before tax fell 6% to $94 million
Ryder reported fourth-quarter 2024 results for the three months ended December 31, 2024. Fourth-quarter GAAP diluted EPS from continuing operations was $3.11, up from $2.74, and comparable EPS was $3.45, up from $2.95, with total revenue of $3.2 billion, up 5%. The company also forecast 2025 comparable EPS of $13.00 to $14.00, compared with full-year 2024 comparable EPS of $12.00.
Q4 2024 GAAP EPS from continuing operations was $3.11 vs. $2.74; comparable EPS was $3.45 vs. $2.95.
Q4 2024 total revenue was $3.2 billion, up 5%; operating revenue (non-GAAP) was $2.6 billion, up 7%.
Full-year 2024 comparable EPS was $12.00, down from $12.95; full-year GAAP EPS was $11.06, up from $8.73.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Ryder filing is on SEC EDGAR ↗. 8-K briefs of other companies →