Ryder System Reports Strong Q1 2025 Earnings Growth

Ryder System ( (R) ) has released its Q1 earnings. Here is a breakdown of the information Ryder System presented to its investors.

Ryder System, Inc. is a prominent company providing supply chain, dedicated transportation, and fleet management solutions, serving a wide array of industries with its cutting-edge technologies and logistics expertise.

In its first quarter of 2025, Ryder System reported a significant increase in earnings, with GAAP EPS from continuing operations reaching $2.29, marking a 21% rise from the previous year. The company achieved a total revenue of $3.1 billion, a modest 1% increase, driven by growth in contractual earnings across all segments despite challenges in rental and used vehicle sales markets.

Key financial highlights include a 15% increase in comparable EPS (non-GAAP) from continuing operations to $2.46, and operating revenue (non-GAAP) rising by 2% to $2.6 billion. Notably, the Supply Chain Solutions segment delivered record first-quarter earnings, while Dedicated Transportation Solutions saw a 50% increase in earnings before tax, reflecting acquisition synergies and robust performance of its legacy business. Fleet Management Solutions faced weaker market conditions, but contractual earnings growth helped mitigate these challenges.

Looking ahead, Ryder System maintains a positive outlook for 2025, forecasting a comparable EPS (non-GAAP) between $12.85 and $13.60 and an adjusted return on equity of 16.5% to 17.5%. The company plans to continue executing strategic initiatives to drive earnings growth, leveraging its strong contractual businesses to invest in profitable growth and return capital to shareholders.