tiprankstipranks
Advertisement
Advertisement

Ryder Raises 2026 Earnings Outlook After Solid First Quarter

Story Highlights
  • Ryder posted flat first-quarter 2026 revenue but higher EPS, driven by used vehicle sales and resilient performance in FMS and SCS.
  • The company raised its 2026 EPS outlook and reaffirmed growth and cash flow targets, highlighting confidence in strategic initiatives and business model strength.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Ryder Raises 2026 Earnings Outlook After Solid First Quarter

Claim 55% Off TipRanks

An update from Ryder System ( (R) ) is now available.

On April 23, 2026, Ryder reported first-quarter 2026 results showing GAAP earnings per share from continuing operations of $2.34, up 2% year over year, and comparable EPS of $2.54, up 3%, supported by share repurchases and stronger used vehicle sales. Total revenue was essentially flat at $3.13 billion, with operating revenue edging up 1% to $2.57 billion as SCS posted low-single-digit growth, FMS held steady, and DTS declined amid a prolonged freight downturn.

Management raised its full-year 2026 comparable EPS outlook to a range of $14.05 to $14.80 while maintaining targets for 17%–18% return on equity, 3% operating revenue growth led by SCS, and $700 million to $800 million in free cash flow. The company reiterated it is on track to deliver $70 million in benefits from its strategic initiatives, underscoring confidence in the resiliency of its transformed business model despite uneven conditions in freight and dedicated transport.

The most recent analyst rating on (R) stock is a Buy with a $263.00 price target. To see the full list of analyst forecasts on Ryder System stock, see the R Stock Forecast page.

Spark’s Take on R Stock

According to Spark, TipRanks’ AI Analyst, R is a Neutral.

The score reflects steady profitability and strong operating cash generation, offset by high leverage and inconsistent free-cash-flow conversion. Technicals are supportive due to a strong uptrend, but overbought indicators add near-term risk. Valuation is fair with a modest dividend, while earnings-call guidance and initiative-driven efficiency gains provide a constructive outlook despite ongoing transactional (rental/used) pressures.

To see Spark’s full report on R stock, click here.

More about Ryder System

Ryder System, Inc. is a Miami-based provider of fleet management, dedicated transportation, and supply chain solutions. The company generates revenue through its Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS) segments, serving customers that outsource logistics, trucking, and warehousing needs across diverse industries.

Average Trading Volume: 389,717

Technical Sentiment Signal: Buy

Current Market Cap: $9.06B

Find detailed analytics on R stock on TipRanks’ Stock Analysis page.

Disclaimer & DisclosureReport an Issue

Looking for investment ideas? Subscribe to our Smart Investor newsletter for weekly expert stock picks!
Get real-time notifications on news & analysis, curated for your stock watchlist. Download the TipRanks app today! Get the App
1