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Ryder System (NYSE:R) Releases Q4 2025 Earnings Guidance

Ryder System logo with Transportation background

Key Points

  • Ryder System provided a Q4 2025 earnings per share (EPS) guidance of $3.500-$3.700, below the consensus estimate of $3.740, and updated its full-year 2025 EPS guidance to $12.850-$13.050.
  • The company declared a quarterly dividend of $0.91 per share, with an annualized yield of 2.0%, to be paid on December 19th to stockholders of record on November 17th.
  • Ryder System's recent quarterly earnings report showed an EPS of $3.32, exceeding the consensus estimate by $0.21, with a modest revenue increase of 0.2% compared to the previous year.
  • Interested in Ryder System? Here are five stocks we like better.

Ryder System (NYSE:R - Get Free Report) issued an update on its fourth quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 3.500-3.700 for the period, compared to the consensus estimate of 3.740. The company issued revenue guidance of -. Ryder System also updated its FY 2025 guidance to 12.850-13.050 EPS.

Ryder System Price Performance

Shares of NYSE:R opened at $182.43 on Thursday. The company has a 50-day simple moving average of $185.42 and a 200-day simple moving average of $166.34. The company has a debt-to-equity ratio of 2.27, a quick ratio of 0.82 and a current ratio of 0.82. The stock has a market capitalization of $7.44 billion, a price-to-earnings ratio of 15.51 and a beta of 1.00. Ryder System has a one year low of $125.54 and a one year high of $195.48.

Ryder System (NYSE:R - Get Free Report) last posted its quarterly earnings data on Thursday, July 24th. The transportation company reported $3.32 EPS for the quarter, beating the consensus estimate of $3.11 by $0.21. The firm had revenue of $3.19 billion during the quarter, compared to the consensus estimate of $3.17 billion. Ryder System had a return on equity of 17.83% and a net margin of 3.99%.The firm's revenue was up .2% compared to the same quarter last year. During the same period in the prior year, the business earned $3.00 EPS. On average, analysts predict that Ryder System will post 13.68 EPS for the current year.

Ryder System Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, December 19th. Stockholders of record on Monday, November 17th will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Monday, November 17th. Ryder System's dividend payout ratio is 30.95%.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on R shares. JPMorgan Chase & Co. upped their price target on Ryder System from $165.00 to $173.00 and gave the stock a "neutral" rating in a research note on Tuesday, July 8th. Susquehanna assumed coverage on shares of Ryder System in a research report on Tuesday, July 15th. They set a "positive" rating and a $215.00 price objective for the company. Robert W. Baird increased their price target on shares of Ryder System from $186.00 to $192.00 and gave the stock an "outperform" rating in a report on Monday, July 28th. Stephens increased their price target on shares of Ryder System from $150.00 to $190.00 and gave the stock an "equal weight" rating in a report on Tuesday, July 29th. Finally, Morgan Stanley increased their price target on shares of Ryder System from $175.00 to $190.00 and gave the stock an "overweight" rating in a report on Monday, July 28th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $193.22.

Check Out Our Latest Analysis on R

Insiders Place Their Bets

In other Ryder System news, insider Thomas M. Havens sold 6,500 shares of the stock in a transaction dated Wednesday, August 13th. The shares were sold at an average price of $181.77, for a total value of $1,181,505.00. Following the completion of the transaction, the insider directly owned 32,478 shares of the company's stock, valued at approximately $5,903,526.06. This trade represents a 16.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director E Follin Smith sold 5,523 shares of the firm's stock in a transaction that occurred on Thursday, July 31st. The shares were sold at an average price of $177.66, for a total value of $981,216.18. Following the completion of the transaction, the director directly owned 33,779 shares of the company's stock, valued at $6,001,177.14. The trade was a 14.05% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 41,618 shares of company stock worth $7,587,997. Insiders own 5.20% of the company's stock.

Institutional Trading of Ryder System

Several large investors have recently bought and sold shares of the company. Orbis Allan Gray Ltd grew its holdings in Ryder System by 15.4% in the second quarter. Orbis Allan Gray Ltd now owns 1,005,382 shares of the transportation company's stock valued at $159,856,000 after purchasing an additional 134,423 shares during the last quarter. Treasurer of the State of North Carolina increased its position in shares of Ryder System by 294.5% in the second quarter. Treasurer of the State of North Carolina now owns 160,242 shares of the transportation company's stock valued at $25,478,000 after buying an additional 119,618 shares in the last quarter. AQR Capital Management LLC increased its position in shares of Ryder System by 22.3% in the second quarter. AQR Capital Management LLC now owns 469,676 shares of the transportation company's stock valued at $74,679,000 after buying an additional 85,777 shares in the last quarter. Bank of America Corp DE increased its holdings in Ryder System by 6.7% during the 2nd quarter. Bank of America Corp DE now owns 988,117 shares of the transportation company's stock valued at $157,111,000 after acquiring an additional 62,313 shares in the last quarter. Finally, Hudson Bay Capital Management LP increased its holdings in Ryder System by 226.6% during the 2nd quarter. Hudson Bay Capital Management LP now owns 72,569 shares of the transportation company's stock valued at $11,538,000 after acquiring an additional 50,347 shares in the last quarter. Institutional investors and hedge funds own 87.47% of the company's stock.

Ryder System Company Profile

(Get Free Report)

Ryder System, Inc operates as a logistics and transportation company worldwide. It operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). The FMS segment offers full-service leasing and leasing with flexible maintenance options; commercial vehicle rental services; and contract or transactional maintenance services of trucks, tractors, and trailers; access to diesel fuel; and fuel planning and tax reporting, cards, and monitoring services, and centralized billing, as well as sells used vehicles through its retail sales centers and www.ryder.com/used-trucks website, as well as digital and technology support services.

See Also

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