Earnings Per Share Growth
Ryder delivered its third consecutive quarter of double-digit earnings per share growth, with second-quarter EPS at $3.32, up 11% from $3 in the prior year.
Supply Chain Segment Performance
The Supply Chain segment outperformed expectations, with earnings increasing by 16% from the prior year, driven by new business and improved performance in the omnichannel retail network.
Increased Dividend and Share Repurchases
Ryder announced a 12% annualized increase to its quarterly dividend and repurchased 1.7 million shares in 2025, returning $330 million to shareholders.
Improved Free Cash Flow Forecast
The 2025 free cash flow forecast was increased by $500 million, now expected to be between $900 million and $1 billion, due to lower capital spending and tax benefits.
Strategic Initiatives Progress
Ryder expects approximately $100 million from strategic initiatives by year-end 2025, with $70 million being incremental to 2024.