Ryder System Reports Strong Q4 & Full-Year 2025 Results, Projects Continued EPS Growth in 2026
R sits 64% above its 52-week low of $125.54 on elevated volume (2.0× avg).
Summary
Ryder System reported increased Q4 and full-year 2025 earnings, meeting expectations, and issued a positive 2026 outlook projecting continued EPS growth and robust free cash flow.
Key Events · Earnings and Guidance · R
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Strong Q4 2025 Performance
Reported GAAP EPS of $3.25 (up 5%) and comparable EPS of $3.59 (up 4%), with total revenue consistent at $3.2 billion, meeting expectations.
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Solid Full-Year 2025 Achievements
Achieved GAAP EPS of $11.99 (up 8%) and comparable EPS of $12.92 (up 8%), alongside an improved adjusted return on equity (ROE) of 17%.
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Positive 2026 Financial Outlook
Forecasted comparable EPS of $13.45 - $14.45, an operating revenue increase of 3%, and strong free cash flow between $700 million and $800 million, signaling continued growth.
Analysis · R · Trade & Services
Ryder System delivered solid financial results for the fourth quarter and full-year 2025, with both GAAP and comparable EPS showing growth. The company's transformed business model and strategic initiatives are cited as key drivers for this performance. Management provided a positive outlook for 2026, forecasting continued EPS growth and strong free cash flow, indicating a stable and improving financial trajectory. This report confirms the company's operational strength and provides clear guidance for future performance.
At the time of this filing, R was trading at $206.10 on NYSE in the Trade & Services sector, with a market capitalization of approximately $8.6B. The 52-week trading range was $125.54 to $218.36. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.