Ryder System (R) Expected to Announce Quarterly Earnings on Thursday

Ryder System (NYSE:R) is expected to be announcing its Q2 2026 results before the market opens on Thursday, July 23rd. Analysts expect Ryder System to announce earnings of $3.70 per share and revenue of $3.2906 billion for the quarter. 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. Parties can find conference call details on the company’s upcoming Q2 2026 earning report page for the latest details on the call scheduled for Thursday, July 23, 2026 at 11:00 AM ET.

Ryder System (NYSE:R) last released its quarterly earnings data on Thursday, April 23rd. The transportation company reported $2.54 earnings per share for the quarter, beating the consensus estimate of $2.29 by $0.25. The firm had revenue of $2.57 billion during the quarter, compared to the consensus estimate of $3.11 billion. Ryder System had a return on equity of 17.75% and a net margin of 3.91%.Ryder System’s quarterly revenue was down .2% on a year-over-year basis. During the same period last year, the business posted $2.46 EPS. On average, analysts expect Ryder System to post $15 EPS for the current fiscal year and $18 EPS for the next fiscal year.

Ryder System Stock Performance

Shares of R stock opened at $274.83 on Wednesday. The stock has a fifty day moving average price of $259.83 and a 200 day moving average price of $227.61. The company has a debt-to-equity ratio of 2.09, a quick ratio of 0.68 and a current ratio of 0.68. The stock has a market cap of $10.63 billion, a PE ratio of 22.85 and a beta of 1.01. Ryder System has a 1 year low of $157.67 and a 1 year high of $284.25.

Ryder System Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, September 18th. Stockholders of record on Monday, August 24th will be paid a dividend of $1.01 per share. This is a boost from Ryder System’s previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Monday, August 24th. This represents a $4.04 annualized dividend and a dividend yield of 1.5%. Ryder System’s dividend payout ratio is presently 33.58%.

Insiders Place Their Bets

In other Ryder System news, SVP Sanford J. Hodes sold 595 shares of the firm’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 sale, the senior vice president directly owned 22,948 shares of the company’s stock, valued at approximately $5,781,748.60. This trade represents a 2.53% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Luis P. Nieto, Jr. sold 720 shares of Ryder System stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $235.79, for a total value of $169,768.80. Following the completion of the sale, the director owned 29,974 shares of the company’s stock, valued at $7,067,569.46. This trade represents a 2.35% decrease in their position. The SEC filing for this sale provides additional information. 4.90% of the stock is owned by insiders.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. State Street Corp boosted its position in shares of Ryder System by 0.4% in the second quarter. State Street Corp now owns 1,995,292 shares of the transportation company’s stock worth $317,251,000 after acquiring an additional 7,447 shares during the last quarter. Orbis Allan Gray Ltd increased its position in Ryder System by 15.4% during the second quarter. Orbis Allan Gray Ltd now owns 1,005,382 shares of the transportation company’s stock worth $159,856,000 after purchasing an additional 134,423 shares during the last quarter. Bank of America Corp DE raised its stake in Ryder System by 6.7% during the second quarter. Bank of America Corp DE now owns 988,117 shares of the transportation company’s stock worth $157,111,000 after purchasing an additional 62,313 shares during the period. AQR Capital Management LLC raised its stake in Ryder System by 53.3% during the third quarter. AQR Capital Management LLC now owns 720,108 shares of the transportation company’s stock worth $134,855,000 after purchasing an additional 250,432 shares during the period. Finally, JPMorgan Chase & Co. boosted its holdings in shares of Ryder System by 326.8% in the 4th quarter. JPMorgan Chase & Co. now owns 705,037 shares of the transportation company’s stock valued at $134,937,000 after purchasing an additional 539,854 shares during the last quarter. 87.47% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

R has been the topic of a number of research reports. Barclays increased their price objective on shares of Ryder System from $250.00 to $290.00 and gave the company an “overweight” rating in a research note on Friday, June 26th. Robert W. Baird increased their price target on shares of Ryder System from $253.00 to $290.00 and gave the company an “outperform” rating in a research report on Wednesday, June 17th. Zacks Research downgraded Ryder System from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 22nd. Wall Street Zen raised Ryder System from a “hold” rating to a “buy” rating in a research note on Saturday, April 25th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Ryder System in a research report on Wednesday, May 27th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $265.00.

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.