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Ryder System (R)
NYSE:R
US Market
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Ryder System (R) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 11, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
3.6
Last Year’s EPS
3.45
Same Quarter Last Year
Based on 8 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 23, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
Ryder's earnings call highlighted consistent earnings growth, a strong supply chain sales pipeline, and effective capital deployment strategies. However, challenges persist in rental demand, used vehicle sales, and supply chain network performance. While there are significant achievements, the headwinds in certain segments balance the overall outlook.
Company Guidance
During Ryder's third-quarter 2025 earnings call, the company provided guidance for the remainder of the year, highlighting key metrics and strategic initiatives. Ryder expects full-year 2025 comparable earnings per share (EPS) to be between $12.85 and $13.05, driven by resilient contractual business performance and strategic initiatives, despite challenges in the freight market. The company reported a return on equity (ROE) of 17% for the trailing 12-month period and aims for low to mid-20s ROE in improved market conditions. Over 90% of Ryder's operating revenue comes from multiyear contracts, demonstrating the company's pricing discipline and value proposition. Year-to-date free cash flow increased to $496 million, contributing to a forecasted range of $900 million to $1 billion for 2025, supported by reduced capital expenditures and the reinstatement of tax bonus depreciation. Ryder has also authorized a new 2 million share repurchase program, having returned $457 million to shareholders this year through share repurchases and dividends. The company anticipates further earnings growth from its asset-light supply chain and dedicated businesses, which are expected to account for 60% of 2025 revenue, compared to 44% in 2018.
Earnings Per Share Growth
Ryder delivered its fourth consecutive quarter of earnings per share growth, with third-quarter EPS up 4% from the prior year to $3.57.
Strong Supply Chain Sales Pipeline
Supply chain sales pipeline remains strong, with potential for one of the best sales years, expected to drive revenue and earnings growth in the next year.
Return on Equity Improvement
Return on equity was 17%, up from the prior year, driven by higher contractual earnings and share repurchases.
Share Repurchase Program
Ryder's Board authorized a new discretionary 2 million share repurchase program, having returned $457 million to shareholders in 2025.
Free Cash Flow and Capital Deployment
2025 forecast for free cash flow is $900 million to $1 billion, with a focus on strategic investments and returning capital to shareholders.

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

R Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 11, 2026
2025 (Q4)
3.60 / -
3.45
Oct 23, 2025
2025 (Q3)
3.54 / 3.57
3.443.78% (+0.13)
Jul 24, 2025
2025 (Q2)
3.13 / 3.32
310.67% (+0.32)
Apr 23, 2025
2025 (Q1)
2.41 / 2.46
2.1414.95% (+0.32)
Feb 12, 2025
2024 (Q4)
3.38 / 3.45
2.9516.95% (+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)
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
Oct 23, 2025
$182.81$160.20-12.37%
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%
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 Feb 11, 2026, Before Open (Confirmed).
    What is Ryder System (R) earnings time?
    Ryder System (R) earnings time is at Feb 11, 2026, 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 (Q4) is 3.6.
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