Ryder System (R) to Post Quarterly Earnings on Thursday

Key Points

• Ryder System is expected to report Q2 2026 earnings before the market opens on Thursday, July 23, with analysts looking for $3.71 EPS on $3.2987 billion in revenue.
• The company previously beat earnings estimates in its last quarter, posting $2.54 EPS versus the $2.29 consensus, though revenue of $2.57 billion came in below expectations.
• Ryder recently raised its quarterly dividend to $1.01 per share from $0.91, and the stock has also seen mixed analyst sentiment with an average rating of “Moderate Buy” and a target price of about $265.

Ryder System (NYSE:R - Get Free Report) will likely be issuing its Q2 2026 results before the market opens on Thursday, July 23rd. Analysts expect Ryder System to announce earnings of $3.71 per share and revenue of $3.2987 billion for the quarter. Ryder System has set its FY 2026 guidance at 14.050-14.80 EPS and its Q2 2026 guidance at 3.500-3.75 EPS. Parties can check the company's upcoming Q2 2026 earning report page for the latest details on the call scheduled for Thursday, July 23, 2026 at 11:00 AM ET.

Ryder System (NYSE:R - Get Free Report) last released its quarterly earnings results on Thursday, April 23rd. The transportation company reported $2.54 EPS for the quarter, beating analysts' consensus estimates of $2.29 by $0.25. The firm had revenue of $2.57 billion for the quarter, compared to analyst estimates of $3.11 billion. Ryder System had a net margin of 3.91% and a return on equity of 17.75%. The company's revenue for the quarter was down .2% compared to the same quarter last year. During the same period in the previous year, the business earned $2.46 earnings per share. On average, analysts expect Ryder System to post $15 EPS for the current fiscal year and $18 EPS for the next fiscal year.

Ryder System Stock Performance

NYSE R opened at $264.34 on Thursday. The firm has a market cap of $10.23 billion, a price-to-earnings ratio of 21.97 and a beta of 1.01. The company has a 50 day moving average of $256.87 and a 200-day moving average of $225.40. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 2.09. Ryder System has a 1-year low of $157.67 and a 1-year high of $284.25.

Ryder System Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, September 18th. Stockholders of record on Monday, August 24th will be issued a $1.01 dividend. This represents a $4.04 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, August 24th. This is an increase from Ryder System's previous quarterly dividend of $0.91. Ryder System's dividend payout ratio (DPR) is presently 30.26%.

Analyst Ratings Changes

A number of equities research analysts recently commented on R shares. Morgan Stanley increased their price target on Ryder System from $263.00 to $280.00 and gave the stock an "overweight" rating in a research report on Monday, July 6th. Wall Street Zen upgraded Ryder System from a "hold" rating to a "buy" rating in a research report on Saturday, April 25th. Robert W. Baird boosted their price objective on Ryder System from $253.00 to $290.00 and gave the stock an "outperform" rating in a research note on Wednesday, June 17th. JPMorgan Chase & Co. increased their target price on Ryder System from $203.00 to $250.00 and gave the stock a "neutral" rating in a report on Friday, April 24th. Finally, Zacks Research lowered Ryder System from a "strong-buy" rating to a "hold" rating in a research note on Monday, June 22nd. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $265.00.

Insider Buying and Selling

In related news, Director Luis P. Nieto, Jr. sold 720 shares of the firm's stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $235.79, for a total value of $169,768.80. Following the completion of the sale, the director owned 29,974 shares of the company's stock, valued at $7,067,569.46. This trade represents a 2.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Sanford J. Hodes sold 595 shares of the business's stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $251.95, for a total transaction of $149,910.25. Following the completion of the transaction, the senior vice president owned 22,948 shares of the company's stock, valued at $5,781,748.60. This trade represents a 2.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 4.90% of the company's stock.

Hedge Funds Weigh In On Ryder System

Several large investors have recently made changes to their positions in the company. Parkside Financial Bank & Trust raised its position in shares of Ryder System by 154.2% during the 4th quarter. Parkside Financial Bank & Trust now owns 661 shares of the transportation company's stock valued at $127,000 after acquiring an additional 401 shares during the last quarter. Smartleaf Asset Management LLC lifted its stake in shares of Ryder System by 13.4% in the 4th quarter. Smartleaf Asset Management LLC now owns 1,072 shares of the transportation company's stock valued at $207,000 after purchasing an additional 127 shares during the period. CIBC Private Wealth Group LLC boosted its position in shares of Ryder System by 49.7% in the 4th quarter. CIBC Private Wealth Group LLC now owns 651 shares of the transportation company's stock worth $125,000 after purchasing an additional 216 shares during the last quarter. Laird Norton Wetherby Wealth Management LLC bought a new position in shares of Ryder System in the 3rd quarter worth $206,000. Finally, Group One Trading LLC grew its stake in shares of Ryder System by 98.5% during the third quarter. Group One Trading LLC now owns 1,080 shares of the transportation company's stock worth $204,000 after purchasing an additional 536 shares during the period. Institutional investors and hedge funds own 87.47% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.