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

Ryder System (NYSE:R) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 13.450-14.450 for the period, compared to the consensus EPS estimate of 14.750. The company issued revenue guidance of -, compared to the consensus revenue estimate of $13.0 billion. Ryder System also updated its Q1 2026 guidance to 2.100-2.350 EPS.

Wall Street Analyst Weigh In

Several analysts have weighed in on R shares. JPMorgan Chase & Co. boosted their target price on shares of Ryder System from $194.00 to $197.00 and gave the company a “neutral” rating in a research note on Friday, October 24th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a research report on Thursday, January 22nd. Citigroup raised their target price on shares of Ryder System from $196.00 to $218.00 and gave the stock a “buy” rating in a report on Friday, December 19th. Morgan Stanley lifted their target price on Ryder System from $190.00 to $250.00 and gave the company an “overweight” rating in a research note on Monday, December 8th. Finally, Wells Fargo & Company assumed coverage on Ryder System in a research report on Friday, December 5th. They set an “overweight” rating and a $210.00 price target on the stock. Seven investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $205.67.

Ryder System Stock Performance

Shares of R traded up $13.79 during mid-day trading on Wednesday, reaching $225.98. 376,084 shares of the company’s stock traded hands, compared to its average volume of 353,201. The company has a debt-to-equity ratio of 2.35, a quick ratio of 1.02 and a current ratio of 1.02. The business’s 50-day moving average price is $194.05 and its 200-day moving average price is $184.36. The stock has a market capitalization of $9.13 billion, a P/E ratio of 19.11 and a beta of 0.96. Ryder System has a 12 month low of $125.54 and a 12 month high of $230.39.

Ryder System (NYSE:R) last posted its earnings results on Wednesday, February 11th. The transportation company reported $3.59 EPS for the quarter, missing the consensus estimate of $3.66 by ($0.07). The business had revenue of $2.60 billion during the quarter, compared to analyst estimates of $3.21 billion. Ryder System had a net margin of 3.96% and a return on equity of 17.69%. The firm’s revenue was down .4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.45 earnings per share. Ryder System has set its FY 2026 guidance at 13.450-14.450 EPS and its Q1 2026 guidance at 2.100-2.350 EPS. Equities analysts predict that Ryder System will post 13.68 earnings per share for the current year.

Ryder System Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Tuesday, February 17th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $3.64 annualized dividend and a yield of 1.6%. Ryder System’s dividend payout ratio is presently 30.74%.

More Ryder System News

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

• Positive Sentiment: Ryder reaffirmed meaningful full-year earnings power with FY‑2026 EPS guidance of $13.45–$14.45, indicating management still expects strong annual profitability even though it is below street consensus; investors may be focusing on the company’s multi‑quarter earnings capacity. Ryder Reports Fourth Quarter 2025 Results and Provides 2026 Outlook
• Positive Sentiment: Comparable (non‑GAAP) EPS rose year‑over‑year to $3.59 from $3.45, and return on equity remains healthy (~17.7%), showing underlying operating profitability that can support buybacks/dividends or longer‑term valuation. Ryder (R) Reports Q4 Earnings: What Key Metrics Have to Say
• Neutral Sentiment: Company released a press release and slide deck with results and outlook (useful for modeling guidance drivers and segment commentary). Press Release / Slide Deck
• Neutral Sentiment: Short interest rose ~29% in January to ~902.6k shares (2.4% of float). Higher short exposure can amplify intraday moves (both squeezes and selloffs) but is ambiguous as a directional signal.
• Negative Sentiment: Ryder missed consensus Q4 estimates: reported EPS $3.59 vs. $3.66 consensus and revenue $2.60B vs. $3.21B expected — an unmistakable near‑term disappointment that normally pressures the stock. Ryder (R) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Management issued weaker-than-expected Q1 guidance (EPS $2.10–$2.35 vs. consensus ~$3.25) and trimmed FY‑2026 guidance versus consensus — a clear near‑term catalyst for analyst revisions and multiple compression if execution slips. Ryder Reports Fourth Quarter 2025 Results and Provides 2026 Outlook

Institutional Trading of Ryder System

A number of institutional investors have recently made changes to their positions in the stock. Brooklyn Investment Group boosted its position in shares of Ryder System by 27.1% in the 3rd quarter. Brooklyn Investment Group now owns 1,402 shares of the transportation company’s stock valued at $264,000 after purchasing an additional 299 shares during the period. Focus Partners Wealth raised its holdings in Ryder System by 7.9% during the 1st quarter. Focus Partners Wealth now owns 1,851 shares of the transportation company’s stock worth $266,000 after buying an additional 135 shares during the period. Vise Technologies Inc. lifted its stake in Ryder System by 21.5% during the fourth quarter. Vise Technologies Inc. now owns 1,676 shares of the transportation company’s stock valued at $321,000 after buying an additional 297 shares in the last quarter. Tidal Investments LLC purchased a new stake in Ryder System during the second quarter valued at about $338,000. Finally, M&T Bank Corp boosted its holdings in shares of Ryder System by 10.9% in the second quarter. M&T Bank Corp now owns 2,153 shares of the transportation company’s stock worth $343,000 after buying an additional 212 shares during the period. 87.47% of the stock is owned by institutional investors and hedge funds.

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.