earnings
confidence high
sentiment positive
materiality 0.75
Ryder Q3 GAAP EPS $3.33 (+2% YoY), comparable EPS $3.57 (+4%); new 2M share buyback authorized
RYDER SYSTEM INC
2025-Q3 EPS reported
$8.70
revenue$9,490,000,000
- GAAP EPS from continuing ops $3.33 (+2% YoY); comparable EPS $3.57 (+4%).
- Total revenue $3.2B flat YoY; operating revenue $2.6B up 1% on contractual growth.
- FMS EBT $146M (+11%) on ChoiceLease pricing and cost savings; used vehicle prices declined, rental utilization 70%.
- SCS EBT $86M (-8%) as revenue growth offset by e-commerce network performance and medical costs.
- Board authorized new 2M share repurchase; FY25 comparable EPS guidance $12.85-$13.05, FCF $900M-$1B.