earnings
confidence high
sentiment positive
materiality 0.80
Ryder Q4 earnings beat: comparable EPS $3.45 vs $2.95; guides FY2025 EPS $13-14
RYDER SYSTEM INC
2024-FY EPS reported
$11.06
revenue$12,636,000,000
- 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%.