{"filings":[{"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; 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