Ryder System (NYSE:R) Releases FY 2026 Earnings Guidance

Ryder System (NYSE:R) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 14.050-14.80 for the period, compared to the consensus estimate of 14.050. The company issued revenue guidance of -. Ryder System also updated its Q2 2026 guidance to 3.500-3.75 EPS.

Analysts Set New Price Targets

R has been the subject of a number of recent analyst reports. Citigroup decreased their price target on shares of Ryder System from $245.00 to $239.00 and set a “buy” rating for the company in a report on Thursday, April 9th. Wells Fargo & Company upped their price target on shares of Ryder System from $210.00 to $236.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Susquehanna upped their price target on shares of Ryder System from $235.00 to $250.00 and gave the company a “positive” rating in a report on Friday, February 13th. Weiss Ratings restated a “buy (b)” rating on shares of Ryder System in a report on Thursday, January 22nd. Finally, Wolfe Research restated a “peer perform” rating on shares of Ryder System in a report on Thursday, January 8th. Seven investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $214.78.

Ryder System Stock Performance

Shares of NYSE R traded up $11.70 during mid-day trading on Thursday, hitting $239.28. The company had a trading volume of 139,714 shares, compared to its average volume of 373,875. The company has a debt-to-equity ratio of 2.24, a current ratio of 0.89 and a quick ratio of 0.89. The business’s 50-day simple moving average is $210.22 and its 200-day simple moving average is $193.79. Ryder System has a 12 month low of $133.06 and a 12 month high of $243.81. The firm has a market cap of $9.43 billion, a P/E ratio of 19.99 and a beta of 0.93.

Ryder System (NYSE:R) last released its earnings results on Thursday, April 23rd. The transportation company reported $2.54 earnings per share for the quarter, beating the consensus estimate of $2.30 by $0.24. Ryder System had a net margin of 3.95% and a return on equity of 17.70%. The business had revenue of $2.57 billion during the quarter, compared to analysts’ expectations of $3.11 billion. During the same quarter last year, the company earned $2.46 earnings per share. The firm’s revenue was down .2% on a year-over-year basis. Ryder System has set its FY 2026 guidance at 14.050-14.80 EPS and its Q2 2026 guidance at 3.500-3.75 EPS. As a group, analysts predict that Ryder System will post 14.23 earnings per share for the current fiscal year.

Ryder System Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Tuesday, February 17th were paid a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Tuesday, February 17th. Ryder System’s dividend payout ratio (DPR) is presently 30.41%.

Insiders Place Their Bets

In related news, insider Thomas M. Havens sold 12,571 shares of the stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $221.65, for a total value of $2,786,362.15. Following the completion of the transaction, the insider owned 33,074 shares of the company’s stock, valued at $7,330,852.10. This represents a 27.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Sanford J. Hodes sold 10,527 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $210.16, for a total transaction of $2,212,354.32. Following the completion of the transaction, the senior vice president directly owned 23,954 shares of the company’s stock, valued at $5,034,172.64. This trade represents a 30.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 130,673 shares of company stock valued at $28,233,471 in the last quarter. 4.90% of the stock is currently owned by insiders.

Key Ryder System News

Here are the key news stories impacting Ryder System this week:

• Positive Sentiment: Q1 EPS beat — Ryder reported GAAP/non‑GAAP EPS of $2.54, topping consensus (~$2.29–$2.30) and improving versus last year, signaling better-than-expected profitability. Ryder (R) Tops Q1 Earnings Estimates
• Positive Sentiment: Raised FY outlook — Ryder updated FY2026 EPS guidance to a range of $14.050–$14.80, with the upper end above prior consensus, reflecting management’s confidence in full‑year earnings despite near‑term revenue pressures. Ryder Raises 2026 Earnings Outlook After Solid First Quarter
• Positive Sentiment: Q2 guidance modestly above Street — Ryder gave Q2 EPS guidance of $3.50–$3.75 versus a consensus near $3.59; the midpoint sits slightly above expectations, which supports upside to near‑term earnings. Ryder Reports First Quarter 2026 Results
• Neutral Sentiment: Analyst stance — Brokerages’ consensus remains constructive (rated “Moderate Buy”), which may temper downside if short‑term metrics wobble. Ryder Given Consensus Recommendation of “Moderate Buy”
• Neutral Sentiment: New CEO inherits freight-market test — Commentary and coverage note that the incoming CEO will be tested by the freight cycle and demand variability; this is a strategic/operational risk to monitor rather than an immediate earnings surprise. Ryder earnings in focus as new CEO faces freight market test
• Negative Sentiment: Revenue miss — Total Q1 revenue was $2.57B versus Street expectations near $3.11B (a notable shortfall). Top‑line weakness could pressure valuation if it reflects softer demand in fleet/freight services. Ryder Reports First Quarter 2026 Results

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in R. Los Angeles Capital Management LLC acquired a new position in Ryder System in the fourth quarter worth about $31,000. Geneos Wealth Management Inc. raised its position in Ryder System by 61.2% in the first quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock worth $41,000 after purchasing an additional 109 shares in the last quarter. EverSource Wealth Advisors LLC raised 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 purchasing an additional 294 shares in the last quarter. Meeder Asset Management Inc. acquired a new stake in shares of Ryder System during the fourth quarter worth approximately $65,000. Finally, Kestra Advisory Services LLC acquired a new stake in shares of Ryder System during the fourth quarter worth approximately $78,000. Institutional investors and hedge funds own 87.47% of the company’s stock.

About Ryder System

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.