R
Ryder System Inc (R) Q2 2026 Earnings Call Highlights: Strong EPS Growth and Strategic Shifts ...
Article Summary
HOLD- Ryder System Inc. (NYSE: R) delivered strong comparable EPS growth of 12% in Q2 2026, driven by strong contractual performance and improved used-vehicle market conditions.
- Ryder System, delivered a return on equity of 17%, consistent with expectations, with free cash flow and rental utilization returning to target levels.
- Supply Chain operating revenue increased 7% year-over-year, while Dedicated segment revenue declined 3% due to lower fleet count and lower insurance claims.
- Cash flow increased significantly as fleet utilization returned to targeted levels, and rental capital spending remained stable.
- Management raised its 2026 EPS forecast to $14.40-$14.80, while raising free-cash-flow expectations to $700 million to $800 million.
- Despite improved market conditions, geopolitical and macroeconomic factors remain a key risk to the company's near-term recovery.
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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 ? | 17.8% | 25% | 50.0 ptsMeets Minimum (17.8%) - Passes screener |
| Target Price Upside ? | 6.3% | 20% | 35.0 ptsBelow Screener (6.3%) - Target: $284.89 vs Current: $267.91 |
| Gross Margin % ? | 19.7% | 15% | 20.0 ptsThin (19.7%) - Low-margin business |
| Drawdown from 52-Wk High ? | -5.8% | 15% | 20.0 ptsBarely a Dip (-5.8%) - 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.