RYDER SYSTEM INC (R) Form 8-K — Oct 22, 2026
Ryder System reported Q3 2026 GAAP EPS from continuing operations of $4.16, up 25% year over year, on total revenue of $3.4 billion, up 8%, with comparable EPS of $4.33, up 21%. All three segments grew revenue, led by Fleet Management Solutions with EBT of $177 million, up 21%, as used truck and tractor pricing rose 5% and 19% and rental utilization improved to 77% from 70%. Management raised full-year 2026 comparable EPS guidance to $14.85-$15.05 and ROE guidance to 18%-19%, and boosted planned rental fleet investment by $300 million to $500 million to capture expected 2027 rental demand.
Key figures
- Eps
- 4.16
- Revenue
- 3433000000
- Guidance
- FY26 comparable EPS raised to $14.85-$15.05; GAAP EPS $9.75-$9.95; ROE 18%-19%; free cash flow $700M-$800M; capex $2.4B; 4Q26 comparable EPS $4.25-$4.45
- Net Income
- 162000000
- Total Debt
- 7205000000
- Revenue Yoy
- 8%
- Cash Position
- 198000000
- Dts ebt
- $34M, down 5%
- Fms ebt
- $177M, up 21%
- Scs ebt
- $91M, up 7%
- Debt to equity
- 242%
- Adjusted roe ttm
- 18%
- Comparable eps q3
- 4.33
- Free cash flow 9m
- $992M vs $496M prior year
- Comparable eps yoy
- 21%
- Rental utilization
- 77% vs 70% prior year
- Operating revenue q3
- $2,759M, up 6%
- Pension settlement charges
- ~$4.30/share non-cash
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