earnings
confidence high
sentiment positive
materiality 0.80
Ryder Q2 GAAP EPS $3.40 (+8% YoY); comparable EPS $3.73 (+12%); raises FY guidance
RYDER SYSTEM INC
- Total revenue $3.3B (+5% YoY); operating revenue $2.7B (+3%) on contractual growth in SCS.
- FMS EBT $150M (+20%) driven by ChoiceLease and higher used vehicle sales; used truck pricing +6%.
- SCS EBT $92M (-7%) on lower automotive results; DTS EBT $36M (-4%) on lower fleet count.
- FY 2026 comparable EPS guidance raised to $14.40-$14.80; ROE target 18%.
- Free cash flow $684M in Q2; debt-to-equity 259% within target range.