earnings
confidence high
sentiment positive
materiality 0.85
Ryder Q4 2025 EPS $3.25 (+5% YoY); guides FY2026 comparable EPS $13.45-$14.45
RYDER SYSTEM INC
2025-FY EPS reported
$11.94
revenue$12,665,000,000
- Q4 GAAP EPS $3.25 (up 5% YoY); comparable EPS $3.59 (up 4%) on total revenue flat at $3.2B.
- FY2025 comparable EPS $12.92 (+8%); adjusted ROE 17%; free cash flow $946M; returned $664M to shareholders.
- FY2026 outlook: comparable EPS $13.45-$14.45, ROE 17-18%, operating revenue growth 3%, FCF $700-800M.
- FMS segment EBT down 10% on weaker rental and used vehicle markets; DTS EBT up 19% on lower bad debt and synergies.
- Record SCS sales in 2025; expects $70M incremental benefit from strategic initiatives in 2026.