Ryder's first quarter results show strong earnings growth driven by strategic initiatives and increased shareholder returns. However, challenges remain with declining rental demand and used vehicle sales proceeds. Despite a muted economic environment, the company remains confident in its transformed business model.
Company Guidance
During Ryder System's first quarter 2025 earnings call, the company provided guidance indicating a strong performance despite a challenging market environment. Ryder reported a 2% increase in operating revenue to $2.6 billion, driven by growth in their supply chain and Fleet Management Solutions (FMS) segments. The company achieved a 17% return on equity (ROE) over the trailing 12-month period and expects 2025 comparable EPS to be between $12.85 and $13.60. Ryder increased its free cash flow forecast to $375 million to $475 million, reflecting lower capital expenditures. The company returned $202 million to shareholders through dividends and share repurchases. Despite weaker rental and used vehicle sales markets, Ryder remains confident in its asset-light business strategy and contractual portfolio, which are expected to deliver stable earnings growth and support long-term strategic initiatives, with a focus on increasing profitability and capital deployment capacity.
Double-Digit Earnings Growth
Ryder delivered double-digit earnings growth in the first quarter, driven by a high-quality contractual portfolio and a balanced growth strategy, with comparable EPS expected to be between $12.85 and $13.60 for 2025.
Increased Free Cash Flow and Shareholder Returns
The 2025 forecast for free cash flow was increased to a range of $375 million to $475 million, primarily due to lower expected capital spending. Ryder returned $202 million to shareholders by repurchasing 1.1 million shares and paying dividends.
Supply Chain and Dedicated Transportation Growth
Supply Chain earnings increased 35% year-over-year, and Dedicated Transportation Solutions' (DTS) earnings increased 50% year-over-year, reflecting acquisition synergies and strong performance of legacy business.
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Ryder System (R) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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R Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 23, 2025
$137.98
$135.31
-1.94%
Feb 12, 2025
$157.41
$162.17
+3.02%
Oct 24, 2024
$143.60
$137.49
-4.25%
Jul 25, 2024
$127.85
$129.93
+1.63%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Ryder System (R) report earnings?
Ryder System (R) is schdueled to report earning on Jul 24, 2025, TBA Not Confirmed.
What is Ryder System (R) earnings time?
Ryder System (R) earnings time is at Jul 24, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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