{"schema_version":"secwatch.filing_event.v1","accession":"0000085961-24-000028","form_type":"8-K","ticker":"R","cik":"0000085961","company_name":"RYDER SYSTEM INC","filed_at":"2024-02-14T23:59:59+00:00","discovered_at":"2026-05-14T18:03:27.070296+00:00","generated_at":"2026-06-06T02:53:02.318406+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Ryder Q4 GAAP EPS $2.74, down 33% YoY; FY24 comparable EPS guidance $11.50-$12.50","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%."],"urls":{"canonical":"https://secwatch.observer/filing/0000085961-24-000028","json":"https://secwatch.observer/filing/0000085961-24-000028.json","markdown":"https://secwatch.observer/filing/0000085961-24-000028.md","text":"https://secwatch.observer/filing/0000085961-24-000028.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/85961/000008596124000028/0000085961-24-000028-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/85961/000008596124000028/r-20240214.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T02:53:02.318406+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"42fefe9b0b0e64331674d64a1188e96740839d32","claim":"RYDER SYSTEM INC updated its Full-Year 2024 Outlook guidance (initiated).","evidence_excerpt":"Full-Year 2024 Outlook • ROE of 15% - 16.5% • Comparable EPS (non-GAAP) of $11.50 - $12.50 • Operating revenue (non-GAAP) expected to increase by approximately 13%, including recent acquisitions","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/85961/000008596124000028/0000085961-24-000028-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Full-Year 2024 Outlook"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"8db05da20837db0cb18500a768430a1d390e7d05","claim":"RYDER SYSTEM INC reported the three months ended December 31, 2023 results: revenue $3.0 billion, net income $124, EPS $2.74. Guidance initiated.","evidence_excerpt":"$3.89 in prior year, reflecting weaker market conditions in used vehicle sales and rental, partially offset by improved Supply Chain Solutions (SCS) results • Total revenue of $3.0 billion compared to $3.1 billion in prior year • Operating revenue (non-GAAP) of $2.4 billion, up 2% Full-Year 2023 Highlights • GAAP EPS from continuing operations of $8.73, which","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/85961/000008596124000028/0000085961-24-000028-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the three months ended December 31, 2023"},{"label":"Revenue","value":"$3.0 billion"},{"label":"Net income","value":"$124"},{"label":"EPS","value":"$2.74"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}