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

Ryder System (NYSE:R) updated its FY 2026 earnings guidance on Friday morning. The company provided 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.

Ryder System Stock Down 0.7%

Shares of NYSE R traded down $1.81 during trading on Friday, hitting $263.72. The stock had a trading volume of 193,308 shares, compared to its average volume of 359,515. The firm has a fifty day moving average of $242.32 and a two-hundred day moving average of $249.09. The company has a market capitalization of $10.11 billion, a PE ratio of 21.46 and a beta of 1.05. The company has a debt-to-equity ratio of 1.91, a current ratio of 0.65 and a quick ratio of 0.65. Ryder System has a 12 month low of $160.08 and a 12 month high of $284.25.

Ryder System (NYSE:R) last released its quarterly earnings results on Thursday, October 22nd. The transportation company reported $4.33 earnings per share for the quarter, beating analysts’ consensus estimates of $4.15 by $0.18. Ryder System had a net margin of 3.88% and a return on equity of 18.28%. The company had revenue of $2.76 billion for the quarter, compared to analyst estimates of $3.38 billion. During the same period last year, the firm earned $3.57 earnings per share. The firm’s revenue was up 8.3% on a year-over-year basis. As a group, equities research analysts forecast that Ryder System will post 14.74 EPS for the current fiscal year.

Ryder System Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, December 18th. Stockholders of record on Monday, November 23rd will be paid a $1.01 dividend. This represents a $4.04 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Monday, November 23rd. Ryder System’s payout ratio is presently 32.87%.

Analysts Set New Price Targets

Several equities analysts recently weighed in on R shares. Janney Montgomery Scott set a $285.00 price target on shares of Ryder System in a research report on Thursday, October 8th. Stephens lifted their target price on shares of Ryder System from $280.00 to $305.00 and gave the company an “overweight” rating in a research report on Friday. Barclays raised their price objective on Ryder System from $300.00 to $315.00 and gave the company an “overweight” rating in a report on Friday. Weiss Ratings reissued a “buy (b)” rating on shares of Ryder System in a research note on Monday, August 24th. Finally, Citigroup reiterated a “market perform” rating on shares of Ryder System in a report on Friday. Seven equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $290.56.

Trending Headlines about Ryder System

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

• Positive Sentiment: Strong third-quarter earnings: Ryder reported comparable EPS of $4.33, above the $4.15 consensus estimate and up from $3.57 a year earlier. Revenue increased 8.3% year over year to $2.76 billion. The company also reported its eighth consecutive quarter of comparable EPS growth. Ryder Reports Third Quarter 2026 Results
• Positive Sentiment: 2026 profit outlook raised: Ryder guided to full-year EPS of $14.85-$15.05, above the $14.68 analyst consensus. Fourth-quarter EPS guidance of $4.25-$4.45 also brackets the $4.27 consensus estimate, reinforcing expectations for continued earnings momentum.
• Positive Sentiment: Analyst support increased: Barclays raised its price target to $315 from $300, Wells Fargo increased its target to $305 from $300, and Stephens lifted its target to $305 from $280. All three firms assigned an “overweight” rating, signaling expected upside based on Ryder’s earnings performance and outlook. Barclays recommendation
• Neutral Sentiment: Management remains constructive on the cycle: The earnings call highlighted operational strength and what Ryder views as improving conditions across its transportation businesses, though investors may want more evidence that the recovery can translate into sustained revenue growth. Ryder Q3 2026 Results Presentation
• Negative Sentiment: Revenue guidance may concern investors: Ryder forecast full-year 2026 revenue of $10.7 billion, below the reported $13.3 billion consensus estimate. Even with higher EPS guidance, the apparent revenue shortfall could raise questions about growth, margins, or the comparability of analyst estimates.

About Ryder System

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.