Ryder Beats Q2 2026 Earnings and Lifts Full-Year EPS Outlook
R sits 75% above its 52-week low of $157.67.
Summary
Ryder System posted Q2 2026 comparable EPS of $3.73, a 12% YoY increase, and raised full-year EPS guidance to $14.40–$14.80. Revenue grew 5% to $3.3 billion, supported by contractual growth and an improving used vehicle market.
Key Events · Earnings and Guidance · R
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Q2 Earnings Beat
Comparable EPS of $3.73 exceeded expectations, rising 12% from $3.32 in Q2 2025, as strategic initiatives and improved used vehicle sales drove the beat.
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Full-Year Guidance Raised
Comparable EPS guidance was lifted to $14.40–$14.80 from the prior range, reflecting confidence in sustained earnings growth and a cyclical upturn.
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Revenue Growth Across Segments
Total revenue rose 5% to $3.3 billion, with Supply Chain Solutions up 8% and Fleet Management Solutions up 6%, offsetting slight declines in Dedicated Transportation.
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Strong Cash Flow and Capital Returns
Year-to-date free cash flow of $684 million enabled $519 million in share repurchases in 2025 and a 74% dividend increase since 2021.
Analysis · R · Trade & Services
A solid second quarter saw comparable EPS reach $3.73, beating expectations and climbing 12% year-over-year. Confidence in the transformed business model and an improving freight cycle prompted management to raise full-year comparable EPS guidance to $14.40–$14.80. The outperformance was fueled by strategic initiatives and stronger used vehicle sales, while a $10 million non-cash impairment charge provided only a minor offset. The results underscore Ryder's ability to generate robust cash flow and return capital to shareholders, with $684 million in free cash flow year-to-date and ongoing share repurchases.
At the time of this filing, R was trading at $276.37 on NYSE in the Trade & Services sector, with a market capitalization of approximately $10.7B. The 52-week trading range was $157.67 to $284.25. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.