Ryder System (NYSE:R – Get Free Report) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 14.850-15.050 for the period, compared to the consensus earnings per share estimate of 14.680. The company issued revenue guidance of $10.7 billion, compared to the consensus revenue estimate of $13.3 billion. Ryder System also updated its Q4 2026 guidance to 4.250-4.450 EPS.
Wall Street Analyst Weigh In
Several research firms have recently commented on R. Wells Fargo & Company upped their price target on Ryder System from $300.00 to $305.00 and gave the stock an “overweight” rating in a research note on Friday. Citigroup reissued a “market perform” rating on shares of Ryder System in a report on Friday. Janney Montgomery Scott set a $285.00 price target on Ryder System in a research note on Thursday, October 8th. Citizens Jmp began coverage on Ryder System in a research note on Wednesday, July 15th. They issued a “market perform” rating on the stock. Finally, Barclays upped their price objective on Ryder System from $300.00 to $315.00 and gave the stock an “overweight” rating in a report on Friday. Eight analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $292.44.
Ryder System Stock Performance
R opened at $270.24 on Friday. The stock has a market cap of $10.36 billion, a P/E ratio of 20.60 and a beta of 1.05. The company has a debt-to-equity ratio of 2.42, a current ratio of 1.17 and a quick ratio of 0.65. The stock’s 50 day simple moving average is $242.45 and its 200 day simple moving average is $249.24. Ryder System has a 1-year low of $160.08 and a 1-year high of $284.25.
Ryder System (NYSE:R – Get Free Report) last posted its earnings results on Thursday, October 22nd. The transportation company reported $4.33 EPS for the quarter, topping analysts’ consensus estimates of $4.15 by $0.18. The company had revenue of $2.76 billion for the quarter, compared to the consensus estimate of $3.38 billion. Ryder System had a return on equity of 19.14% and a net margin of 3.98%. Ryder System’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same period in the previous year, the business earned $3.57 earnings per share. As a group, equities analysts anticipate that Ryder System will post 14.95 EPS for the current fiscal year.
Ryder System Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Friday, December 18th. Investors of record on Monday, November 23rd will be given a dividend of $1.01 per share. This represents a $4.04 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Monday, November 23rd. Ryder System’s payout ratio is currently 32.87%.
Key Stories Impacting Ryder System
Here are the key news stories impacting Ryder System this week:
- Positive Sentiment: Q3 earnings beat expectations: Ryder reported comparable earnings of $4.33 per diluted share, up from $3.57 a year earlier and above the roughly $4.15-$4.17 analyst consensus. GAAP EPS was $4.16, compared with $3.33 in the prior-year quarter. Revenue increased 8.3% year over year. Ryder Reports Third Quarter 2026 Results
- Positive Sentiment: Full-year profit outlook increased: Ryder guided to fiscal 2026 EPS of $14.85-$15.05, above the $14.68 consensus estimate. The company also highlighted its eighth consecutive quarter of comparable EPS growth, supporting investor confidence in its operating execution. Ryder System Lifts Outlook After Strong Q3 Earnings
- Positive Sentiment: Analyst price targets moved higher: Citigroup raised its target to $302 and maintained a Buy rating. JPMorgan and Barclays lifted targets to $315, while Wells Fargo raised its target to $305; Stephens also increased its target to $305. The revisions indicate that analysts see additional upside after the earnings report. Analysts Boost Forecasts on Ryder
- Neutral Sentiment: Fourth-quarter guidance was broadly in line: Ryder forecast Q4 2026 EPS of $4.25-$4.45, compared with consensus of $4.27, suggesting continued earnings stability but limited near-term upside from the quarterly outlook.
- Negative Sentiment: Revenue guidance trails estimates: The company projected fiscal 2026 revenue of $10.7 billion, below the reported $13.3 billion consensus estimate. If accurate, the discrepancy could raise concerns about demand, business mix or the comparability of analyst forecasts despite the stronger profit outlook.
Ryder System Company Profile
Ryder System, Inc is a transportation and logistics company that provides fleet management, supply chain and dedicated transportation services. Founded in 1933 by James Ryder and headquartered in Miami, Florida, the company serves businesses that rely on commercial vehicles, transportation networks and logistics infrastructure.
Through its Fleet Management Solutions business, Ryder offers full-service leasing, commercial vehicle rental, maintenance, fleet support and related services for trucks, tractors, trailers and other vehicles.
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