secwatch.observer — SEC 8-K summary
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Issuer:     RYDER SYSTEM INC (R)
CIK:        0000085961
Form:       8-K
Filed at:   2026-10-22T10:55:41+00:00
Accession:  0000085961-26-000023
Event type: earnings
Sentiment:  positive
Materiality: 0.82
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/85961/000008596126000023/0000085961-26-000023-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/85961/000008596126000023/r-20261022.htm
  HTML page:      https://secwatch.observer/filing/0000085961-26-000023

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