secwatch.observer — SEC 8-K summary
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Issuer:     RYDER SYSTEM INC (R)
CIK:        0000085961
Form:       8-K
Filed at:   2026-04-23T23:59:59+00:00
Accession:  0000085961-26-000009
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/85961/000008596126000009/0000085961-26-000009-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/85961/000008596126000009/r-20260423.htm
  HTML page:      https://secwatch.observer/filing/0000085961-26-000009

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer