Every material Form 8-K Ryder filed with the SEC in 2026, 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 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.
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.
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.
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.
Ryder System director E. Follin Smith informed the board on January 23, 2026 that she will retire effective February 13, 2026. The company says the departure is not due to any disagreement on operations, policies, or practices and is part of ongoing board succession planning.
Director E. Follin Smith to retire on February 13, 2026
Board says retirement is not due to any disagreement with the company
Part of director succession planning by the board and its Corporate Governance and Nominating Committee
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 →