Ryder Systems demonstrated strong performance with double-digit EPS growth and robust supply chain segment results. However, challenges in the freight market, used vehicle sales, and rental segment pose significant headwinds. Despite the mixed performance, strategic initiatives and improved free cash flow forecast offer a positive outlook.

Company Guidance

During the second quarter of 2025, Ryder Systems reported earnings per share growth for the third consecutive quarter, surpassing expectations primarily due to the strong performance of their Supply Chain segment, despite a partial offset from increased used vehicle wholesale volumes. The company highlighted several key metrics: return on equity for the trailing 12 months was 17%, and over 90% of operating revenue was generated through multiyear contracts. Ryder increased its 2025 free cash flow forecast by approximately $500 million to a range of $900 million to $1 billion, driven by decreased capital spending and a $200 million benefit from the reinstatement of tax bonus depreciation. Additionally, they announced a 12% annualized increase in their quarterly dividend, reflecting higher profitability. The company expects comparable earnings per share for 2025 to range between $12.85 and $13.30, with a significant portion of revenue now coming from their asset-light Supply Chain and Dedicated businesses, projected to represent 60% of total revenue. Ryder also noted a strategic shift, with 2025 operating cash flow expected to reach $2.8 billion, a 65% increase from 2018.

Double-Digit Earnings Growth

Ryder Systems delivered a third consecutive quarter of double-digit earnings per share growth, with Q2 EPS up 11% year-over-year to $3.32.

Strong Supply Chain Segment Performance

Supply Chain segment earnings increased 16% year-over-year, driven by new business and improved performance from optimizing the omnichannel retail network.

Increased Shareholder Returns

Ryder announced a 12% increase in the quarterly dividend and returned $330 million to shareholders through share repurchases and dividends in 2025.

Improved Free Cash Flow Forecast

Ryder increased its 2025 forecast for free cash flow by approximately $500 million to a range of $900 million to $1 billion.

Strategic Initiative Benefits

Ryder expects $150 million in annual pretax earnings benefits from strategic initiatives, which are key to achieving long-term ROE targets.

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

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R Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	3.57 / -	3.44	―	―	―
Jul 24, 2025	2025 (Q2)	3.13 / 3.32	3	10.67% (+0.32)
Apr 23, 2025	2025 (Q1)	2.41 / 2.46	2.14	14.95% (+0.32)
Feb 12, 2025	2024 (Q4)	3.38 / 3.45	2.95	16.95% (+0.50)
Oct 24, 2024	2024 (Q3)	3.42 / 3.44	3.58	-3.91% (-0.14)
Jul 25, 2024	2024 (Q2)	2.87 / 3.00	3.61	-16.90% (-0.61)
Apr 23, 2024	2024 (Q1)	1.78 / 2.14	2.81	-23.84% (-0.67)
Feb 14, 2024	2023 (Q4)	2.74 / 2.95	3.89	-24.16% (-0.94)
Oct 25, 2023	2023 (Q3)	3.22 / 3.58	4.45	-19.55% (-0.87)
Jul 26, 2023	2023 (Q2)	2.89 / 3.61	4.43	-18.51% (-0.82)

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

R Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$171.95	$176.23	+2.49%
Apr 23, 2025	$136.58	$133.94	-1.93%
Feb 12, 2025	$155.81	$160.52	+3.02%
Oct 24, 2024	$142.15	$136.10	-4.26%

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.

FAQ

When does Ryder System (R) report earnings?

Ryder System (R) is schdueled to report earning on Oct 23, 2025, Before Open (Confirmed).

What is Ryder System (R) earnings time?

Ryder System (R) earnings time is at Oct 23, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is R EPS forecast?

R EPS forecast for the fiscal quarter 2025 (Q3) is 3.57.

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