Ryder System (NYSE:R) Releases Q4 2026 Earnings Guidance

Ryder System (NYSE:R) updated its fourth quarter 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 4.250-4.450 for the period, compared to the consensus EPS estimate of 4.270. Ryder System also updated its FY 2026 guidance to 14.850-15.050 EPS.

Ryder System Stock Up 1.8%

Shares of NYSE:R opened at $270.24 on Friday. Ryder System has a 52-week low of $160.08 and a 52-week high of $284.25. The company has a market capitalization of $10.36 billion, a PE ratio of 20.60 and a beta of 1.05. The company has a debt-to-equity ratio of 2.42, a quick ratio of 0.65 and a current ratio of 1.17. The company has a fifty day moving average of $242.45 and a 200-day moving average of $249.24.

Ryder System (NYSE:R) last released its quarterly earnings data on Thursday, October 22nd. The transportation company reported $4.33 earnings per share for the quarter, beating the consensus estimate 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 revenue for the quarter was up 8.3% on a year-over-year basis. During the same quarter last year, the business posted $3.57 EPS. On average, equities analysts predict that Ryder System will post 14.95 EPS for the current fiscal year.

Ryder System Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Monday, November 23rd will be given a $1.01 dividend. The ex-dividend date is Monday, November 23rd. This represents a $4.04 annualized dividend and a yield of 1.5%. Ryder System’s dividend payout ratio (DPR) is currently 30.79%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on R. Wall Street Zen raised Ryder System from a “buy” rating to a “strong-buy” rating in a research note on Monday, October 12th. Wells Fargo & Company upped their price objective on Ryder System from $300.00 to $305.00 and gave the company an “overweight” rating in a research note on Friday. Robert W. Baird reiterated a “neutral” rating and issued a $245.00 price objective (down from $290.00) on shares of Ryder System in a report on Tuesday, September 29th. JPMorgan Chase & Co. raised their price objective on shares of Ryder System from $298.00 to $315.00 and gave the company an “overweight” rating in a report on Friday. Finally, Morgan Stanley upgraded shares of Ryder System from an “overweight” rating to a “buy” rating in a research report on Monday, October 5th. Eight equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $292.44.

Key Headlines 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.