{"schema_version":"secwatch.filing_event.v1","accession":"0000085961-26-000023","form_type":"8-K","ticker":"R","cik":"0000085961","company_name":"RYDER SYSTEM INC","filed_at":"2026-10-22T10:55:41+00:00","discovered_at":"2026-10-22T11:00:02.586111+00:00","generated_at":"2026-10-22T11:00:21.139053+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.82,"calibrated_materiality_score":0.82,"confidence":"high","headline":"Ryder Q3 GAAP EPS $4.16 (+25%), revenue $3.4B (+8%); raises FY26 comparable EPS outlook to $14.85-$15.05","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0000085961-26-000023","json":"https://secwatch.observer/filing/0000085961-26-000023.json","markdown":"https://secwatch.observer/filing/0000085961-26-000023.md","text":"https://secwatch.observer/filing/0000085961-26-000023.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/85961/000008596126000023/0000085961-26-000023-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/85961/000008596126000023/r-20261022.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-22T11:00:21.139053+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}