secwatch.observer — SEC 8-K summary
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Issuer:     RYDER SYSTEM INC (R)
CIK:        0000085961
Form:       8-K
Filed at:   2026-02-11T23:59:59+00:00
Accession:  0001628280-26-007107
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Ryder Q4 2025 EPS $3.25 (+5% YoY); guides FY2026 comparable EPS $13.45-$14.45
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/85961/000162828026007107/0001628280-26-007107-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/85961/000162828026007107/r-20260211.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-007107

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer