---
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"
generated_at: "2026-05-15T04:45:20.584406+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Ryder Q1 GAAP EPS $2.34, comparable $2.54; raises FY26 comparable EPS guidance to $14.05-$14.80

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000085961-26-000009
- JSON: https://secwatch.observer/filing/0000085961-26-000009.json
- Plain text: https://secwatch.observer/filing/0000085961-26-000009.txt

## Key facts
- Earnings Releases
  RYDER SYSTEM INC reported full year 2026 results: EPS $14.05 - $14.80. Guidance raised.
  - Period: full year 2026
  - EPS: $14.05 - $14.80
  - Guidance: raised
  - Result: guidance update
  source text: Comparable EPS (non-GAAP) increased to $14.05 - $14.80
  evidence_url: https://www.sec.gov/Archives/edgar/data/85961/000008596126000009/0000085961-26-000009-index.htm
- Earnings Releases
  RYDER SYSTEM INC reported the three months ended March 31, 2026 results: revenue $3.1 billion, net income $93, EPS $2.34.
  - Period: the three months ended March 31, 2026
  - Revenue: $3.1 billion
  - Net income: $93
  - EPS: $2.34
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/85961/000008596126000009/0000085961-26-000009-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.