---
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"
generated_at: "2026-10-22T11:00:21.139053+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.82
calibrated_materiality_score: 0.82
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.82
- calibrated_materiality_score: 0.82
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000085961-26-000023
- JSON: https://secwatch.observer/filing/0000085961-26-000023.json
- Plain text: https://secwatch.observer/filing/0000085961-26-000023.txt

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