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

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

Analysts Set New Price Targets

Several equities research analysts recently commented on R shares. Stephens lifted their price target on shares of Ryder System from $280.00 to $305.00 and gave the stock an “overweight” rating in a research note on Friday. JPMorgan Chase & Co. upped their target price on shares of Ryder System from $298.00 to $315.00 and gave the company an “overweight” rating in a report on Friday. Citigroup reiterated a “market perform” rating on shares of Ryder System in a research note on Friday. Wells Fargo & Company boosted their price objective on shares of Ryder System from $300.00 to $305.00 and gave the company an “overweight” rating in a research note on Friday. Finally, Janney Montgomery Scott set a $285.00 price objective on shares of Ryder System in a research report on Thursday, October 8th. Eight investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, Ryder System currently has a consensus rating of “Moderate Buy” and a consensus price target of $292.44.

Ryder System Stock Up 1.8%

Ryder System stock opened at $270.24 on Friday. 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 stock’s fifty day moving average is $242.45 and its two-hundred day moving average is $249.24. Ryder System has a fifty-two week low of $160.08 and a fifty-two week high of $284.25. The firm has a market capitalization of $10.36 billion, a price-to-earnings ratio of 20.60 and a beta of 1.05.

Ryder System (NYSE:R) last announced its earnings results on Thursday, October 22nd. The transportation company reported $4.33 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.15 by $0.18. Ryder System had a net margin of 3.98% and a return on equity of 19.14%. The company had revenue of $2.76 billion during the quarter, compared to analysts’ expectations of $3.38 billion. During the same quarter in the previous year, the business posted $3.57 earnings per share. The firm’s quarterly revenue was up 8.3% compared to the same quarter last year. Analysts predict that Ryder System will post 15.07 EPS for the current fiscal year.

Ryder System Announces Dividend

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 issued a $1.01 dividend. This represents a $4.04 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Monday, November 23rd. Ryder System’s dividend payout ratio is 30.79%.

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.

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.