{"filings":[{"id":1811678,"accession_number":"0000085961-26-000020","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2026-07-23T10:55:24+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q2 GAAP EPS $3.40 (+8% YoY); comparable EPS $3.73 (+12%); raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $3.3B (+5% YoY); operating revenue $2.7B (+3%) on contractual growth in SCS.","FMS EBT $150M (+20%) driven by ChoiceLease and higher used vehicle sales; used truck pricing +6%.","SCS EBT $92M (-7%) on lower automotive results; DTS EBT $36M (-4%) on lower fleet count.","FY 2026 comparable EPS guidance raised to $14.40-$14.80; ROE target 18%.","Free cash flow $684M in Q2; debt-to-equity 259% within target range."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99240,"accession_number":"0000085961-26-000013","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Ryder shareholders re-elect all 11 directors and ratify auditor at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees re-elected; Tamara Lundgren received most votes against at 3.6M.","Ratification of PwC as independent auditor for FY2026 passed with 34.6M for and 1.4M against.","Advisory say-on-pay vote approved with 33.1M for (approx. 98% of votes cast excluding abstentions).","Shareholder proposal for independent board chair defeated: 26.4M against, 7.1M for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99239,"accession_number":"0000085961-26-000009","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2026-04-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q1 GAAP EPS $2.34, comparable $2.54; raises FY26 comparable EPS guidance to $14.05-$14.80","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS from continuing ops $2.34 vs $2.29 YoY; comparable EPS $2.54 vs $2.46; total revenue $3.1B flat YoY.","FMS EBT $99M (+6% YoY) driven by contractual results and improving used vehicle pricing; tractor pricing up 6%.","SCS EBT $72M (-17% YoY) due to lower automotive results vs record prior year; DTS EBT $23M (-15%) on lower fleet count.","FY26 comparable EPS guidance raised to $14.05-$14.80; ROE unchanged 17%-18%; free cash flow forecast $700M-$800M.","On track for $70M in incremental benefits from strategic initiatives in 2026; capital expenditures $2.4B forecast."],"consensus_eps_estimate":null,"consensus_eps_actual":2.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":3126000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115122,"accession_number":"0001628280-26-007107","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q4 2025 EPS $3.25 (+5% YoY); guides FY2026 comparable EPS $13.45-$14.45","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP EPS $3.25 (up 5% YoY); comparable EPS $3.59 (up 4%) on total revenue flat at $3.2B.","FY2025 comparable EPS $12.92 (+8%); adjusted ROE 17%; free cash flow $946M; returned $664M to shareholders.","FY2026 outlook: comparable EPS $13.45-$14.45, ROE 17-18%, operating revenue growth 3%, FCF $700-800M.","FMS segment EBT down 10% on weaker rental and used vehicle markets; DTS EBT up 19% on lower bad debt and synergies.","Record SCS sales in 2025; expects $70M incremental benefit from strategic initiatives in 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":11.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":12665000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115121,"accession_number":"0001628280-26-003301","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2026-01-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Ryder director E. Follin Smith to retire on February 13, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["E. Follin Smith informed Board of her retirement effective February 13, 2026.","Retirement is part of ongoing director succession planning; not due to any disagreement with Company.","Board expressed appreciation for her many years of service and contributions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131523,"accession_number":"0001628280-25-058084","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Ryder director Abbie Smith to retire; Tammy Romo (ex-Southwest CFO) appointed to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Abbie Smith will retire and not stand for reelection at Ryder's 2026 Annual Meeting; departure not due to any disagreement.","Tammy Romo appointed to the Board effective January 5, 2026, to serve on Audit and Finance Committees.","Romo was EVP and CFO of Southwest Airlines until April 2025 and is an independent director of Tenet Healthcare.","Appointment part of board's ongoing succession planning to balance tenure with fresh perspectives.","Romo will participate in standard non-employee director compensation; indemnification agreement to be entered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131522,"accession_number":"0001628280-25-056650","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2025-12-12T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Ryder CEO Robert Sanchez retires March 31, 2026; John Diez appointed successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Robert Sanchez steps down as CEO effective March 31, 2026, becomes Executive Chair of the board.","John Diez, currently President and COO, named CEO and elected to board effective March 31, 2026.","Sanchez executive chair comp: $800k salary, 125% target bonus, $4.7M LTI (time-vesting only).","Diez CEO comp: $950k salary, 150% target bonus, $6.25M annual LTI, severance up to 3x salary+bonus on change-in-control.","Sanchez will not receive severance; existing severance agreement remains in effect."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131521,"accession_number":"0001628280-25-045970","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q3 GAAP EPS $3.33 (+2% YoY), comparable EPS $3.57 (+4%); new 2M share buyback authorized","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS from continuing ops $3.33 (+2% YoY); comparable EPS $3.57 (+4%).","Total revenue $3.2B flat YoY; operating revenue $2.6B up 1% on contractual growth.","FMS EBT $146M (+11%) on ChoiceLease pricing and cost savings; used vehicle prices declined, rental utilization 70%.","SCS EBT $86M (-8%) as revenue growth offset by e-commerce network performance and medical costs.","Board authorized new 2M share repurchase; FY25 comparable EPS guidance $12.85-$13.05, FCF $900M-$1B."],"consensus_eps_estimate":null,"consensus_eps_actual":8.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":9490000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148096,"accession_number":"0000085961-25-000096","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q2 GAAP EPS $3.15 (+11% YoY); raises free cash flow outlook by $500M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS from cont. ops $3.15 (up 11% YoY); comparable EPS $3.32 (up 11% YoY).","Total revenue $3.2B flat; operating revenue $2.6B (+2%).","FY 2025 free cash flow forecast raised to $900M-$1B, up $500M from prior.","FMS EBT $126M (-6%) on weaker used vehicle sales; SCS EBT $99M (+16%) record.","FY 2025 comparable EPS guidance $12.85-$13.30; Q3 comparable EPS $3.45-$3.65."],"consensus_eps_estimate":null,"consensus_eps_actual":5.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":6319000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166854,"accession_number":"0000085961-25-000058","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2025-05-05T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Ryder shareholders re-elect all 11 directors, approve auditor and say-on-pay at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 11 director nominees re-elected; Robert J. Eck received 30.6M for, 5.0M against (most opposition).","PricewaterhouseCoopers LLP ratified as independent auditor for FY2025 with 37.9M votes for.","Advisory vote on named executive officer compensation passed with 35.1M for, 0.5M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166853,"accession_number":"0000085961-25-000051","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2025-04-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q1 GAAP EPS $2.29 (+21%), Comparable $2.46 (+15%); raises free cash flow view","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $3.1B (+1%); operating revenue $2.6B (+2%) on contractual growth.","FMS EBT $94M (-6%) on weaker rental and used vehicle sales; SCS EBT $87M (+35%), DTS EBT $27M (+50%).","Full-year comparable EPS guidance $12.85-$13.60; operating revenue growth ~1%.","Free cash flow forecast raised to $375-$475M; Q1 free cash flow $259M vs $13M a year ago.","Capital expenditures $536M vs $716M; debt-to-equity 259% at low end of 250%-300% target."],"consensus_eps_estimate":null,"consensus_eps_actual":2.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":3131000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184255,"accession_number":"0000085961-25-000027","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2025-02-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q4 earnings beat: comparable EPS $3.45 vs $2.95; guides FY2025 EPS $13-14","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP EPS $3.11 (up from $2.74); comparable EPS $3.45 (up from $2.95), +17% YoY.","Total revenue $3.2B (+5%); operating revenue $2.6B (+7%) on acquisitions.","FMS EBT +13% to $152M; rental utilization 73% vs 75% prior; used truck/tractor pricing -12%/-13%.","SCS EBT +58% to $90M on omni-channel retail volumes; DTS EBT +10% to $34M from Cardinal acquisition.","FY2025 comparable EPS guidance $13-14; free cash flow $300-400M; adjusted ROE 17-18%."],"consensus_eps_estimate":null,"consensus_eps_actual":11.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":12636000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200860,"accession_number":"0000085961-24-000169","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2024-12-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Ryder names John Diez President/COO, Cristina Gallo-Aquino as CFO effective Jan 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John J. Diez promoted to President and COO effective Jan 1, 2025; reports to CEO Robert Sanchez.","Diez responsible for all three business segments: FMS, Supply Chain Solutions, DTS.","Cristina Gallo-Aquino succeeds Diez as EVP and CFO effective Jan 1, 2025; also remains principal accounting officer.","Diez salary increased to $800k, target bonus 125%; Gallo-Aquino salary $650k, target bonus 100%.","Both promotions are internal; Diez has 22 years at Ryder, Gallo-Aquino 20 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200859,"accession_number":"0000085961-24-000154","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q3 comparable EPS $3.44 vs $3.58 YoY; reaffirms FY24 EPS guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $3.25 vs $3.44 Q3 2023; Comparable EPS $3.44 vs $3.58.","Total revenue $3.2B (+8% YoY); operating revenue $2.6B (+9% YoY).","FMS EBT $132M (-22%), SCS EBT $93M (+14%), DTS EBT $36M (+31%).","Board authorized new 2M-share repurchase program; FY24 capex ~$2.9B.","Reaffirms FY24 adjusted ROE 16%-16.5%; debt-to-equity 249% (target 250-300%)."],"consensus_eps_estimate":null,"consensus_eps_actual":7.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":9447000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200858,"accession_number":"0000085961-24-000151","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2024-10-11T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Ryder adopts by-law amendments to align with SEC Universal Proxy Rules","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board adopted by-law amendments effective October 9, 2024.","Shareholder nominations must include representation to solicit proxies from at least 67% of voting power.","Non-compliance with Universal Proxy Rules renders proposed nominations null and void.","Amendments also include technical and clarifying changes.","Full text of amended by-laws filed as Exhibit 3.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216852,"accession_number":"0000085961-24-000136","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder reports Q2 2024 comparable EPS $3.00, beating forecast; raises dividend 14%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $2.83 vs $(0.39) prior year; Comparable EPS $3.00 vs $3.61, above forecast.","Total revenue $3.2B (+10%); Operating revenue $2.6B (+10%), driven by acquisitions and organic growth.","FMS EBT $133M (-26% YoY) on weaker rental/used vehicle; SCS $85M (+13%); DTS $37M (+10%).","Full-year 2024 guidance: Comparable EPS $11.90-$12.40, adjusted ROE 16%-16.5%, FCF $150-$250M.","Quarterly dividend increased 14%; CEO notes outperformance vs prior cycles."],"consensus_eps_estimate":null,"consensus_eps_actual":4.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":6279000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236586,"accession_number":"0000085961-24-000125","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2024-06-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Ryder increases long-term adjusted ROE target to 20-22% from prior 17-19% at Investor Day","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reaffirmed full-year 2024 guidance as previously reported in Q1 2024 earnings.","Increased long-term adjusted ROE target to low twenties (20%-22%) over the cycle, up from high teens (17%-19%).","Investor Day in New York City on June 13, 2024 featured leadership presentations and two Q&A sessions.","CEO Sanchez cited business transformation and expected cycle upturn as drivers of improved returns."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236585,"accession_number":"0000085961-24-000084","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2024-05-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Ryder shareholders re-elect all 11 directors; two climate proposals fail","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 11 director nominees elected; highest support 37.6M shares for Hagemann, Nord, Stockton.","Advisory say-on-pay passed with 36.1M for vs 1.6M against.","Ratification of PricewaterhouseCoopers as auditor approved with 40.2M for.","Climate science-based targets proposal defeated (29.2M against vs 8.3M for).","Climate change strategy & employment proposal defeated (22.4M against vs 15.2M for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236584,"accession_number":"0000085961-24-000075","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2024-04-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q1 EPS $1.89 GAAP, $2.14 comparable; raises full-year FY2024 EPS guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $3.1B (+5% YoY); operating revenue $2.5B (+6% YoY).","FMS EBT $100M (-45% YoY) on weaker used vehicle pricing and rental demand; SCS EBT $64M (+267% YoY) helped by acquisitions and prior-year impairment.","FY2024 comparable EPS guidance raised to $11.75-$12.50 from prior range; GAAP EPS $10.95-$11.70.","Q2 2024 comparable EPS guide $2.75-$2.95; GAAP EPS $2.58-$2.78.","Free cash flow guidance improved to negative $(175-275)M; rental capex reduced by $100M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":3098000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254216,"accession_number":"0000085961-24-000028","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2024-02-14T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q4 GAAP EPS $2.74, down 33% YoY; FY24 comparable EPS guidance $11.50-$12.50","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP EPS $2.74 vs $4.06; Comparable EPS $2.95 vs $3.89.","Total revenue $3.0B (-2%); Operating revenue $2.4B (+2%).","FMS EBT halved to $134M on lower used vehicle pricing and rental utilization of 75% vs 82%.","FY24 comparable EPS guided $11.50-$12.50 (vs FY23 $12.95); Q1'24 comparable EPS $1.55-$1.80.","FY24 free cash flow guided negative $(275)-$(375)M; debt-to-equity at 232%."],"consensus_eps_estimate":null,"consensus_eps_actual":8.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":11783000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":271700,"accession_number":"0001193125-23-291237","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2023-12-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Ryder replaces trustee on two indentures; U.S. Bank Trust succeeds BNY Mellon","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["BNY Mellon Trust resigns as trustee; U.S. Bank Trust appointed successor effective Dec 18, 2023.","Change covers indentures dated Oct 3, 2003 and May 1, 1987.","Successor trustee corporate trust office located at 225 E. Robinson St., Orlando, FL."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":271699,"accession_number":"0000085961-23-000180","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q3 comparable EPS $3.58, total revenue $2.9B, raises FY23 EPS forecast to $12.60-$12.85","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $3.44 from continuing ops; comparable EPS $3.58 (non-GAAP), down from $4.45 YoY on weaker used vehicle sales and rental.","Total revenue $2.9B (-4%); operating revenue $2.4B (+1%) with SCS operating revenue up 9%.","FMS EBT fell 36% to $169M; SCS EBT up 14% to $81M; DTS EBT flat at $28M.","Full-year comparable EPS guidance raised to $12.60-$12.85 from $12.20-$12.70; Q4 guide $2.60-$2.85.","Board authorized new share repurchase programs (up to 2M shares each discretionary and anti-dilutive); quarterly dividend continues."],"consensus_eps_estimate":null,"consensus_eps_actual":6.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":8760000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":288551,"accession_number":"0000085961-23-000145","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2023-07-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q2 GAAP EPS loss $(0.39) on UK charge; comparable EPS $3.61; raises FY23 guidance to $12.20-$12.70","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS from continuing ops loss $(0.39) includes $183M non-cash UK exit charge; prior year EPS $4.72.","Comparable EPS $3.61 (down 19% from record $4.43) on weaker used vehicle sales and rental market.","Total revenue $2.9B (-5%); operating revenue $2.3B (+1%) driven by SCS (+8%) and DTS (+7%) growth.","Full-year comparable EPS guidance raised to $12.20-$12.70 (prior $11.30-$12.05); ROE target 17%-19% (prior 16%-18%).","FMS segment EBT fell 37% as used truck/tractor prices dropped 34%/41% YoY and rental utilization fell to 75%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":5836000000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":309091,"accession_number":"0000085961-23-000107","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Ryder shareholders elect all 11 director nominees; reject independent chair proposal","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 directors re-elected with at least 32.3M votes for each; highest against was Robert J. Eck with 6.6M against.","Proposal 6 (independent board chair) failed with 14.7M for vs 24.2M against; other five proposals passed.","Advisory vote on executive compensation (Say on Pay) approved: 37.1M for, 1.8M against.","Amendment to 2019 Equity Plan approved: 35.2M for, 3.7M against.","Shareholders chose 1-year frequency for Say on Pay votes; 37.2M voted for 1 year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":309090,"accession_number":"0000085961-23-000100","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2023-04-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q1 GAAP EPS $2.95, comp EPS $2.81; raises FY23 comp EPS low-end to $11.30","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 GAAP EPS from continuing ops $2.95 (down from $3.35 YoY); comparable EPS $2.81 (down from $3.59).","Total revenue $2.95B (+3%); operating revenue (non-GAAP) $2.35B (+6%).","FMS EBT down 27% to $182M; used truck/tractor pricing fell 16%/35% YoY; rental utilization 75% vs 82%.","SCS EBT down 60% to $17M due to $30M customer bankruptcy impairment; DTS EBT up 45% to $29M.","Raised low end of FY23 comparable EPS forecast to $11.30-$12.05; FY23 free cash flow ~$200M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":2952000000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327851,"accession_number":"0000085961-23-000029","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2023-02-15T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q4 GAAP EPS $4.06, up 21% YoY; 2023 comparable EPS guided $11.05-$12.05","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP EPS $4.06 vs $3.36; comparable EPS $3.89 vs $3.52.","Total revenue $3.1B (+19%); operating revenue $2.4B (+14%).","FMS EBT flat at $255M; gains on used vehicles down. SCS EBT +67% to $35M; DTS EBT +150% to $30M.","Full-year 2022 GAAP EPS $16.96; comparable EPS $16.37; free cash flow $921M.","2023 comp EPS guide $11.05-$12.05; op rev growth ~4%; FCF ~$200M; new 2M share buyback authorized."],"consensus_eps_estimate":null,"consensus_eps_actual":17.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":12011000000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":345531,"accession_number":"0000085961-22-000189","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2022-12-12T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Ryder appoints Charles Swoboda to board; former Cree CEO brings innovation experience","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Charles Swoboda appointed to Ryder board effective Dec 12, 2022; will serve on Audit and Governance Committees.","Former CEO of Cree (now Wolfspeed); during his 16-year tenure revenue grew from $177M to $1.6B.","Board size increased from 11 to 12 members to accommodate the appointment.","Swoboda's background includes innovation, technology leadership, and financial acumen."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":345530,"accession_number":"0000085961-22-000163","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2022-10-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q3 GAAP EPS $4.82, up 87% YoY; raises full-year EPS guidance to $16.40-$16.60","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS from continuing operations $4.82 vs $2.58; comparable EPS $4.45 vs $2.55.","Total revenue $3.0B (+23% YoY); operating revenue $2.3B (+18%) on organic growth and SCS acquisitions.","Full-year GAAP EPS forecast raised to $16.40-$16.60 from $14.45-$14.95; comparable EPS to $15.65-$15.85.","FMS segment revenue $1.58B (+10%); SCS $1.21B (+50%); DTS $454M (+19%).","Free cash flow forecast increased to $800M-$900M; completed $300M ASR in Sept 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":12.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":8922988000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":361976,"accession_number":"0000085961-22-000151","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2022-07-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q2 GAAP EPS $4.72, vs $2.78; raises FY22 EPS forecast to $14.45-$14.95","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $4.72 from continuing ops vs $2.78 YoY; comparable EPS $4.43 vs $2.40.","Total revenue $3.0B (+27%); operating revenue $2.3B (+20%), growth across all segments.","Full-year GAAP EPS forecast raised to $14.45-$14.95 from $13.23-$14.23; comparable EPS $14.30-$14.80.","Free cash flow forecast raised to $750M-$850M; ROE forecast revised to 25%-26%.","Board approved 7% increase to quarterly dividend; $300M accelerated share repurchase ongoing."],"consensus_eps_estimate":null,"consensus_eps_actual":8.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":5887524000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381447,"accession_number":"0000085961-22-000142","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2022-06-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Ryder raises Q2 and FY2022 EPS guidance; cites strong rental and used vehicle sales","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 GAAP EPS forecast raised to $4.37-$4.62 from $3.97-$4.22; comparable EPS raised to $3.90-$4.15.","Full-year GAAP EPS forecast raised to $13.23-$14.23; comparable EPS raised to $13.40-$14.40.","2022 adjusted ROE forecast increased to 24%-26% from 23%-25%.","CEO attributes better-than-expected performance to pricing initiatives and strong rental/used vehicle sales."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381446,"accession_number":"0000085961-22-000135","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2022-05-10T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Ryder shareholders re-elect all 11 directors; advisory say-on-pay passes; written consent proposal fails","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees re-elected with majority support; broker non-votes of ~4.3M each.","Ratification of PwC as auditor for FY2022 passed: 44.1M for, 1.4M against.","Advisory vote on executive compensation passed: 39.2M for, 2.1M against.","Shareholder proposal on written consent failed: 2.5M for, 34.5M against, 4.3M abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381444,"accession_number":"0000085961-22-000137","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K/A","filed_at":"2022-05-10T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Ryder shareholders elect all 11 directors, approve say-on-pay and auditor at 2022 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 11 director nominees re-elected; votes for ranged from 38.0M (Eck) to 41.1M (Hagemann and Nord).","Ratification of PwC as auditor approved: 44,109,806 for, 1,429,013 against.","Advisory say-on-pay passed with 39,181,537 for, 2,059,706 against.","Shareholder proposal on written consent rejected: 2,482,676 for, 34,545,762 against.","All proposals except the written consent proposal passed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381445,"accession_number":"0000085961-22-000108","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2022-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ryder Q1 GAAP EPS $3.35 vs $0.97; raises FY22 EPS guidance to $12.83-$13.83","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS from continuing ops $3.35 (up 245% YoY); comparable EPS $3.59 vs $1.09.","Total revenue $2.9B (+28%); operating revenue $2.2B (+22%).","Full-year 2022 GAAP EPS raised to $12.83-$13.83 from $10.40-$11.40.","Free cash flow forecast increased to $550M-$650M, includes $300M from FMS UK exit.","FMS segment revenue +15%, SCS +54% (acquisitions), DTS +33%."],"consensus_eps_estimate":null,"consensus_eps_actual":3.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":2853862000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":399420,"accession_number":"0000085961-22-000057","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2022-02-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Ryder launches $300M accelerated share repurchase with Morgan Stanley","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Initial delivery of ~3.1 million shares; final settlement by end of October 2022.","Repurchase funded with existing cash resources, based on volume-weighted average price.","CEO cites strong 2021 results and healthy liquidity for returning capital to shareholders.","ASR provides flexibility: Morgan Stanley may deliver additional shares or receive cash at settlement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":399419,"accession_number":"0000085961-22-000050","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2022-02-16T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q4 GAAP EPS $3.36 vs $0.48; FY22 comparable EPS forecast $11.00-$12.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2021 GAAP EPS from continuing ops $3.36 vs $0.48 prior year; comparable EPS $3.52 vs $0.83.","Total revenue $2.6B, up 17%; operating revenue $2.1B, up 14%, with growth in all segments.","FY 2022 comparable EPS forecast $11.00-$12.00, up 15%-25% YoY; GAAP EPS $10.40-$11.40.","Record 2021 adjusted ROE 20.9%; long-term ROE target raised from 15% to high teens.","Plans $300M accelerated share repurchase; FY22 free cash flow forecast $200M-$300M."],"consensus_eps_estimate":null,"consensus_eps_actual":9.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":9662953000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":418418,"accession_number":"0001193125-21-361744","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2021-12-20T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Ryder renews $1.4B revolving credit facility, matures Dec 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1.4 billion unsecured revolving credit facility with 11 global banks, matures December 14, 2026.","Facility includes up to $75M in letters of credit; proceeds for working capital and general corporate purposes.","Interest rate based on credit ratings; currently 1.125% for LIBOR/SONIA/EURIBOR loans, plus facility fee 0.125%.","Replaces prior facility maturing Sept 2023; incorporates fallback rates for transition away from LIBOR.","BofA Securities and MUFG acted as joint bookrunners; 11 institutions participated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":418417,"accession_number":"0000085961-21-000239","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2021-12-13T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Ryder to acquire Whiplash for $480M in cash to expand e-commerce fulfillment","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["$480M cash purchase price, subject to customary adjustments for cash, debt, and working capital.","Expected close late December 2021 or early January 2022, pending HSR antitrust clearance.","Whiplash operates 19 warehouses totaling ~7M sq ft, serving 250+ brands.","Deal expected to add ~$480M gross revenue to Ryder's supply chain segment in 2022 and be accretive to earnings.","Ryder plans to retain Whiplash's executive team and workforce."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":418416,"accession_number":"0000085961-21-000232","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2021-10-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q3 EPS $2.58 vs $0.85; raises FY21 EPS forecast to $8.60-$8.70","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS from continuing ops $2.58 (vs $0.85); comparable EPS $2.55 (vs $1.21).","Total revenue up 14% to $2.5B; operating revenue up 11% to $2.0B across all segments.","FY21 GAAP EPS forecast raised to $8.60-$8.70 from $7.40-$7.70; comparable to $8.40-$8.50.","Expects ROE of 18%-19% and free cash flow of $1.0B-$1.1B; capex $1.9B-$2.0B.","Plans to acquire supply chain business Midwest Warehouse & Distribution (closing early Nov); authorized share repurchase programs."],"consensus_eps_estimate":null,"consensus_eps_actual":6.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":7062908000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":435975,"accession_number":"0000085961-21-000220","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2021-07-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Ryder Q2 GAAP EPS $2.78 vs loss $(1.41); raises FY21 EPS guidance to $7.40-$7.70","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS from continuing ops $2.78 (vs $(1.41) prior year); comparable EPS $2.40 (vs $(0.95)).","Total revenue $2.4B, up 26% YoY; operating revenue $1.9B, up 18%, with double-digit growth across all segments.","Full-year GAAP EPS forecast raised to $7.40-$7.70 (from $5.65-$6.05); comparable EPS raised to $7.20-$7.50 (from $5.50-$5.90).","Free cash flow forecast increased to $650M-$750M; expects ROE of 16%-17%, exceeding 15% long-term target.","Fleet Management Solutions revenue up 18% driven by higher used vehicle gains and strong lease/rental demand."],"consensus_eps_estimate":null,"consensus_eps_actual":3.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":4603859000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":435974,"accession_number":"0000085961-21-000214","cik":85961,"company_name":"RYDER SYSTEM INC","ticker":"R","form_type":"8-K","filed_at":"2021-07-15T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Ryder System to redeem $300M of 3.450% Medium Term Notes due Nov 2021","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redeeming $300M aggregate principal of 3.450% Medium Term Notes originally due Nov 15, 2021.","Redemption date is August 16, 2021; price set at par or discounted present value plus 35 bps spread.","The Bank of New York Mellon Trust Company, N.A. serving as trustee; notices sent to registered holders.","Redemption subject to receipt of redemption funds by trustee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":9649153978.966507,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}