Ryder Q3 GAAP EPS $4.16 (+25%), revenue $3.4B (+8%); raises FY26 comparable EPS outlook to $14.85-$15.05

RYDER SYSTEM INC

GAAP EPS from continuing operations $4.16 vs $3.33; comparable EPS $4.33 vs $3.57; earnings $162M vs $139M and EBT $226M vs $190M.
Total revenue $3.433B (+8% YoY); operating revenue $2.759B (+6%); FMS revenue $1.616B (+10%), SCS $1.504B (+9%), DTS $606M (+6%).
FMS EBT $177M (+21%), 13.2% of operating revenue vs 11.4%; used truck/tractor pricing +5%/+19% YoY; rental utilization 77% vs 70% on 12% smaller fleet.
SCS EBT $91M (+7%) on 9% operating revenue growth; DTS EBT $34M (-5%) on 1% lower operating revenue and prior-year workers' comp benefit.
FY26 comparable EPS outlook raised to $14.85-$15.05; ROE 18%-19%; rental fleet investment raised to $500M (+$300M); GAAP EPS $9.75-$9.95 includes ~$4.30 pension charge.

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