R
Ryder System Inc (R) Q1 2026 Earnings Call Highlights: Strong Used Vehicle Sales Drive Positive ...
Article Summary
BUY- Ryder System Inc. (NYSE: R) delivered solid first-quarter results driven by better-than-expected used vehicle sales results in Fleet Management.
- Ryder System, has successfully implemented a balanced growth strategy focusing on derisking the portfolio, enhancing returns, and strengthening the model's resiliency with asset-light Supply Chain and Dedicated businesses accelerating growth.
- Free Cash Flow increased to $273 million from $259 million in the prior year, and rental utilization increased to 68% with tractor pricing up 6% and truck pricing down 5%.
- Full-year comparable EPS was raised to $14.05-$14.80, above prior year of $12.92, and free cash flow was forecast at $700 million to $800 million.
- The decline in earnings was noted due to lower Supply Chain performance compared to a robust prior year and lower dedicated operating revenue decreased 5% due to reduced fleet count.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | -0.1% | 25% | 0.0 ptsDeclining (-0.1%) - NOT a growth stock |
| EPS Growth Next 5Y ? | 15.9% | 25% | 50.0 ptsMeets Minimum (15.9%) - Passes screener |
| Target Price Upside ? | 3.1% | 20% | 20.0 ptsMinimal Upside (3.1%) - Target: $250.00 vs Current: $242.59 |
| Gross Margin % ? | 19.8% | 15% | 20.0 ptsThin (19.8%) - Low-margin business |
| Drawdown from 52-Wk High ? | -1.8% | 15% | 20.0 ptsBarely a Dip (-1.8%) - Near recent highs |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About R
- Ryder System, Inc. operates as a logistics and transportation company worldwide.
- It operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS).
- The FMS segment offers full-service leasing and leasing with flexible maintenance options; commercial vehicle rental; maintenance services; digital and technology support services; fuel services; and fuel planning and tax reporting, cards, and monitoring services, and centralized billing, as well as sells used vehicles through its retail sales centers and www.ryder.com/used-trucks website.
- The DTS segment offers transportation, vehicles, drivers, outing and scheduling, fleet design, safety, regulatory compliance, risk management and technology and communication systems support.
- The SCS segment comprises distribution management services, such as coordinating warehousing and transportation for inbound and outbound material flows; managing import and export for international shipments; coordinating just-in-time replenishment of component parts to manufacturing and final assembly; and offering shipment delivery to distribution centers or end delivery points, as well as e-commerce fulfillment.
- This segment also offers dedicated transportation; transportation management and brokerage; e-commerce and last mile; and contract manufacturing and contract packaging.
- The company was founded in 1933 and is headquartered in Coral Gables, Florida.