Ryder System (R) Expected to Announce Earnings on Thursday

Key Points

• Q1 2026 earnings are due before the market opens on Thursday, April 23 (11:00 AM ET); analysts expect $2.30 EPS and $3.1144 billion in revenue while Ryder has guided Q1 EPS of $2.10–$2.35 and FY 2026 EPS of $13.45–$14.45.
• Ryder recently missed the prior quarter with $3.59 EPS vs. $3.66 expected and revenue of $2.60 billion vs. $3.21 billion estimated, and analysts now expect about $14 EPS for the current fiscal year and $16 EPS for the next.
• Insiders have been net sellers (130,673 shares worth ~$28.23M in the last three months, insider ownership 4.90%) while institutional investors hold 87.47% of the stock; Wall Street consensus is a "Moderate Buy" with an average target of $214.78.

Ryder System (NYSE:R - Get Free Report) is anticipated to post its Q1 2026 results before the market opens on Thursday, April 23rd. Analysts expect Ryder System to post earnings of $2.30 per share and revenue of $3.1144 billion for the quarter. Ryder System has set its FY 2026 guidance at 13.450-14.450 EPS and its Q1 2026 guidance at 2.100-2.350 EPS. Individuals may review the information on the company's upcoming Q1 2026 earning report for the latest details on the call scheduled for Thursday, April 23, 2026 at 11:00 AM ET.

Ryder System (NYSE:R - Get Free Report) last issued its quarterly earnings data on Wednesday, February 11th. The transportation company reported $3.59 EPS for the quarter, missing analysts' consensus estimates of $3.66 by ($0.07). Ryder System had a net margin of 3.95% and a return on equity of 17.70%. The business had revenue of $2.60 billion during the quarter, compared to analyst estimates of $3.21 billion. During the same period in the previous year, the company posted $3.45 earnings per share. Ryder System's revenue was down .4% on a year-over-year basis. On average, analysts expect Ryder System to post $14 EPS for the current fiscal year and $16 EPS for the next fiscal year.

Ryder System Stock Performance

NYSE:R opened at $212.09 on Thursday. The company has a current ratio of 0.89, a quick ratio of 0.89 and a debt-to-equity ratio of 2.24. The firm has a 50-day moving average price of $209.00 and a two-hundred day moving average price of $192.46. Ryder System has a twelve month low of $130.16 and a twelve month high of $230.38. The company has a market capitalization of $8.36 billion, a P/E ratio of 17.72 and a beta of 0.93.

Ryder System Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Tuesday, February 17th were issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.7%. The ex-dividend date was Tuesday, February 17th. Ryder System's dividend payout ratio (DPR) is 30.41%.

Insiders Place Their Bets

In related news, EVP Rajeev Ravindran sold 2,696 shares of the firm's stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $221.61, for a total value of $597,460.56. Following the sale, the executive vice president directly owned 18,136 shares of the company's stock, valued at approximately $4,019,118.96. This trade represents a 12.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Thomas M. Havens sold 12,571 shares of the firm's stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $221.65, for a total transaction of $2,786,362.15. Following the completion of the sale, the insider directly owned 33,074 shares in the company, valued at $7,330,852.10. This represents a 27.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 130,673 shares of company stock valued at $28,233,471. 4.90% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of R. Royal Bank of Canada raised its holdings in Ryder System by 52.8% in the first quarter. Royal Bank of Canada now owns 15,765 shares of the transportation company's stock valued at $2,267,000 after buying an additional 5,448 shares during the period. Focus Partners Wealth raised its holdings in Ryder System by 7.9% in the first quarter. Focus Partners Wealth now owns 1,851 shares of the transportation company's stock valued at $266,000 after buying an additional 135 shares during the period. Geneos Wealth Management Inc. raised its holdings in Ryder System by 61.2% in the first quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company's stock valued at $41,000 after buying an additional 109 shares during the period. Northwestern Mutual Wealth Management Co. raised its holdings in Ryder System by 10.2% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,191 shares of the transportation company's stock valued at $189,000 after buying an additional 110 shares during the period. Finally, M&T Bank Corp raised its holdings in Ryder System by 10.9% in the second quarter. M&T Bank Corp now owns 2,153 shares of the transportation company's stock valued at $343,000 after buying an additional 212 shares during the period. Hedge funds and other institutional investors own 87.47% of the company's stock.

Wall Street Analyst Weigh In

R has been the subject of several recent research reports. Citigroup dropped their target price on shares of Ryder System from $245.00 to $239.00 and set a "buy" rating for the company in a report on Thursday, April 9th. Wells Fargo & Company raised their target price on shares of Ryder System from $210.00 to $236.00 and gave the company an "overweight" rating in a report on Thursday, February 12th. Susquehanna raised their price target on Ryder System from $235.00 to $250.00 and gave the stock a "positive" rating in a research report on Friday, February 13th. Weiss Ratings reissued a "buy (b)" rating on shares of Ryder System in a research report on Thursday, January 22nd. Finally, Wolfe Research reissued a "peer perform" rating on shares of Ryder System in a research report on Thursday, January 8th. Seven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, Ryder System has an average rating of "Moderate Buy" and an average target price of $214.78.

About Ryder System

Ryder System, Inc is a leading provider of transportation and supply chain management solutions, serving commercial customers across a range of industries. The company's Fleet Management Solutions segment offers full-service leasing and rental of medium- and heavy-duty trucks, tractors and trailers, along with maintenance and repair services at its network of service locations. Its Supply Chain Solutions segment provides integrated, technology-driven offerings that span managed transportation, dedicated contract carriage, warehousing and distribution, and e-commerce fulfillment.

Founded in 1933 and headquartered in Miami, Florida, Ryder has grown from a regional truck leasing operation into a diversified, global logistics provider.

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