Ryder System (NYSE:R) Posts Earnings Results

Posted by Brian Himes on Jul 23rd, 2026

Ryder System (NYSE:R – Get Free Report) posted its earnings results on Thursday. The transportation company reported $3.73 earnings per share for the quarter, topping analysts’ consensus estimates of $3.69 by $0.04, FiscalAI reports. The firm had revenue of $2.69 billion for the quarter, compared to the consensus estimate of $3.29 billion. Ryder System had a return on equity of 17.75% and a net margin of 3.91%.The business’s revenue for the quarter was up 5.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.32 EPS. Ryder System updated its FY 2026 guidance to 14.400-14.800 EPS and its Q3 2026 guidance to 4.000-4.200 EPS.

Ryder System Trading Down 2.7%

NYSE:R traded down $7.49 during midday trading on Thursday, hitting $268.88. The stock had a trading volume of 144,232 shares, compared to its average volume of 389,013. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 2.09. Ryder System has a one year low of $157.67 and a one year high of $284.25. The stock has a 50-day moving average of $260.83 and a 200 day moving average of $228.21. The company has a market capitalization of $10.40 billion, a price-to-earnings ratio of 22.35 and a beta of 1.01.

Ryder System Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, September 18th. Investors of record on Monday, August 24th will be issued a $1.01 dividend. The ex-dividend date is Monday, August 24th. This is a positive change from Ryder System’s previous quarterly dividend of $0.91. This represents a $4.04 dividend on an annualized basis and a dividend yield of 1.5%. Ryder System’s dividend payout ratio (DPR) is presently 30.26%.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the stock. Robert W. Baird boosted their price objective on shares of Ryder System from $253.00 to $290.00 and gave the stock an “outperform” rating in a report on Wednesday, June 17th. Stephens raised Ryder System to a “strong-buy” rating in a research report on Wednesday, July 8th. Barclays raised their target price on Ryder System from $250.00 to $290.00 and gave the stock an “overweight” rating in a report on Friday, June 26th. Zacks Research cut Ryder System from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 22nd. Finally, Morgan Stanley boosted their target price on Ryder System from $263.00 to $280.00 and gave the stock an “overweight” rating in a research report on Monday, July 6th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, Ryder System has an average rating of “Moderate Buy” and a consensus price target of $265.00.

Read Our Latest Report on R

Insider Transactions at Ryder System

In related news, Director Luis P. Nieto, Jr. sold 720 shares of the company’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $235.79, for a total value of $169,768.80. Following the transaction, the director directly owned 29,974 shares of the company’s stock, valued at $7,067,569.46. This represents a 2.35% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Sanford J. Hodes sold 595 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $251.95, for a total value of $149,910.25. Following the completion of the sale, the senior vice president owned 22,948 shares in the company, valued at $5,781,748.60. The trade was a 2.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 4.90% of the stock is owned by company insiders.

Hedge Funds Weigh In On Ryder System

Several institutional investors and hedge funds have recently modified their holdings of R. Los Angeles Capital Management LLC acquired a new position in shares of Ryder System during the 4th quarter worth about $31,000. Geneos Wealth Management Inc. lifted its holdings in Ryder System by 61.2% in the first quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock valued at $41,000 after acquiring an additional 109 shares during the last quarter. EverSource Wealth Advisors LLC grew its position in Ryder System by 316.1% in the second quarter. EverSource Wealth Advisors LLC now owns 387 shares of the transportation company’s stock worth $62,000 after acquiring an additional 294 shares during the period. Meeder Asset Management Inc. acquired a new stake in Ryder System during the fourth quarter worth $65,000. Finally, Kestra Advisory Services LLC acquired a new stake in Ryder System during the fourth quarter worth $78,000. Hedge funds and other institutional investors own 87.47% of the company’s stock.

About Ryder System

(Get Free Report)

Ryder System, Inc is a leading provider of transportation and supply chain management solutions, serving commercial customers across a range of industries. The company’s Fleet Management Solutions segment offers full-service leasing and rental of medium- and heavy-duty trucks, tractors and trailers, along with maintenance and repair services at its network of service locations. Its Supply Chain Solutions segment provides integrated, technology-driven offerings that span managed transportation, dedicated contract carriage, warehousing and distribution, and e-commerce fulfillment.

Founded in 1933 and headquartered in Miami, Florida, Ryder has grown from a regional truck leasing operation into a diversified, global logistics provider.