{"schema_version":"secwatch.filing_event.v1","accession":"0000085961-26-000009","form_type":"8-K","ticker":"R","cik":"0000085961","company_name":"RYDER SYSTEM INC","filed_at":"2026-04-23T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.827833+00:00","generated_at":"2026-05-15T04:45:20.584406+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Ryder Q1 GAAP EPS $2.34, comparable $2.54; raises FY26 comparable EPS guidance to $14.05-$14.80","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000085961-26-000009","json":"https://secwatch.observer/filing/0000085961-26-000009.json","markdown":"https://secwatch.observer/filing/0000085961-26-000009.md","text":"https://secwatch.observer/filing/0000085961-26-000009.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/85961/000008596126000009/0000085961-26-000009-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/85961/000008596126000009/r-20260423.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T04:45:20.584406+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":"52fe6fa7d2331e8c01c14f91517e56e3d7640920","claim":"RYDER SYSTEM INC reported full year 2026 results: EPS $14.05 - $14.80. Guidance raised.","evidence_excerpt":"Comparable EPS (non-GAAP) increased to $14.05 - $14.80","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/85961/000008596126000009/0000085961-26-000009-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year 2026"},{"label":"EPS","value":"$14.05 - $14.80"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"62abb1d97442f6dba2fd73543f0e81f832dc95e4","claim":"RYDER SYSTEM INC reported the three months ended March 31, 2026 results: revenue $3.1 billion, net income $93, EPS $2.34.","evidence_excerpt":"year • Comparable EPS (non-GAAP) from continuing operations of $2.54, up 3% from prior year, reflects share repurchases, partially offset by lower earnings • Total revenue of $3.1 billion, consistent with prior year • Operating revenue (non-GAAP) of $2.6 billion, consistent with prior year Full Year 2026 Forecast • ROE (non-GAAP) unchanged at 17% - 18% •","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/85961/000008596126000009/0000085961-26-000009-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the three months ended March 31, 2026"},{"label":"Revenue","value":"$3.1 billion"},{"label":"Net income","value":"$93"},{"label":"EPS","value":"$2.34"},{"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"}