earnings
confidence high
sentiment positive
materiality 0.75
Ryder Q1 GAAP EPS $2.34, comparable $2.54; raises FY26 comparable EPS guidance to $14.05-$14.80
RYDER SYSTEM INC
2026-Q1 EPS reported
$2.33
revenue$3,126,000,000
- 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.