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R Earnings

Ryder System Inc
$
183.510
+4.08(2.274%)1D
  • Overview
  • Forecast
  • Valuation
  • Earnings

Earning Analysis

Welcome to our in-depth analysis of Ryder System Inc(R) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Ryder System Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.

Earnings Forecast

Revenue
EPS
Currency: USD
Actual
Estimate

Surprise Analysis

Name
EPS
Revenue
Price Reaction
Fiscal QuarterEarning DateTimeEstimateActualSurprise%EstimateActualSurprise%1D5D
FY2025Q22025-07-24Pre-Market3.11--3.17B3.19B+0.74+2.49+3.81
FY2025Q12025-04-23Pre-Market2.402.46+2.503.14B3.13B-0.29-1.94+0.14
FY2024Q42025-02-12Pre-Market3.423.45+0.883.31B3.19B-3.69+3.02+6.11
FY2024Q32024-10-24Pre-Market3.393.44+1.473.29B3.17B-3.85-4.25+2.64
FY2024Q22024-07-25-2.883.00+4.173.24B3.18B-1.85+1.63+7.91
FY2024Q12024-04-23-1.622.14+32.103.06B3.10B+1.17+11.94+12.94
FY2023Q42024-02-14-2.752.95+7.272.98B3.02B+1.55-6.54-5.70
FY2023Q32023-10-25-3.383.58+5.923.01B2.92B-2.80-4.34-0.45
-2023-07-26-2.973.61+21.55---+7.44+10.65
-2023-04-26-2.962.81-5.07----6.89-3.34

R Earnings Analysis

Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Ryder System Inc reported performance for FY2025Q2, announced on 2025-07-24. The company achieved an EPS of , compared to analyst estimates of 3.11 by % . Revenue for the quarter reached 3.19B compared to expectations of 3.17B by 0.74% .
The stock price reacted with a 2.49% one-day change and a 3.81% five-day change following the earnings release. These movements reflect market reaction in Ryder System Inc growth trajectory and strategic initiatives.

R Earnings Forecast

Looking ahead, Ryder System Inc(R) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q3 project quarter revenue of 3.07B and an EPS of 3.57.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.33%, while EPS estimates have been Revise Upward by 0.99%. For the upcoming Q3 2025, revenue estimates have been adjusted Revise Upward by 0.78% . These revisions correlate with a 14.83% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Ryder System Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.

Estimate Revision

The chart shows the correlation between R's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
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+0.33%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
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+0.99%
In Past 3 Month
Revenue Estimates for Q3 2025
Revise Upward
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+0.78%
In Past 3 Month
Stock Price
Go Up
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+14.83%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
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Revenue Estimate-Annual FY 2025:12.80B
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EPS Estimate-Annual FY 2025:13.02
Stock Price183.51

R Revenue and EPS Performance: A Historical Perspective

Ryder System Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q2 (2025-07-24,Pre-Market):
EPS: (Actual) vs.3.11 (Estimate) (%)
Revenue: 3.19B (Actual) vs. 3.17B (Estimate) (0.74%)
Price Reaction: 2.49%(1-Day), 3.81%(5-Day)
FY2025Q1 (2025-04-23,Pre-Market):
EPS: 2.46 (Actual) vs.2.40 (Estimate) (2.50%)
Revenue: 3.13B (Actual) vs. 3.14B (Estimate) (-0.29%)
Price Reaction: -1.94%(1-Day), 0.14%(5-Day)
FY2024Q4 (2025-02-12,Pre-Market):
EPS: 3.45 (Actual) vs.3.42 (Estimate) (0.88%)
Revenue: 3.19B (Actual) vs. 3.31B (Estimate) (-3.69%)
Price Reaction: 3.02%(1-Day), 6.11%(5-Day)
Earnings Reaction
The chart below shows how R performed 10 days before and after its earnings report, based on data from the past quarters. Typically, R sees a +0.62% change in stock price 10 days leading up to the earnings, and a +3.93% change 10 days following the report. On the earnings day itself, the stock moves by +0.26%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in JUN/2025, the stock changed 3.09% on the day following the earnings release and then changed by -0.76% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.

Transcript Summary

Ryder System Inc (R) Q2 2025 Earnings Call Summary
Neutral
2025-07-24
The earnings call summary indicates a mixed outlook. Basic financial performance and product development show positive signs with expected earnings growth and strategic initiatives. However, there are concerns about losses in Q2, muted sales in lease and dedicated businesses, and continued delays in contractual sales. Management's optimistic guidance and strategic plans provide some positivity, but uncertainties in market conditions and vague responses in the Q&A session create a neutral sentiment overall.
Ryder System Inc (R) Q1 2025 Earnings Call Summary
Positive
2025-04-24
The earnings call presents a positive outlook with year-over-year earnings growth, a strategic focus on asset-light businesses, and a $200 million share repurchase program. Despite some concerns in the Q&A about used vehicle markets and regulatory impacts, the overall sentiment remains optimistic with a focus on leveraging operational expertise and technology. The expected benefits from strategic initiatives and a positive 2025 outlook further support a positive stock price movement over the next two weeks.
Ryder System, Inc. (R) Q3 2024 Earnings Call Summary
Positive
2024-10-24
The earnings call summary indicates strong financial performance, particularly in operating revenue growth and acquisitions. The shareholder return plan is also positive with a new share repurchase program and increased dividends. Despite weaker EPS and ROE, optimistic guidance and strategic acquisitions provide a positive outlook. The Q&A session highlights some uncertainties, such as rental market recovery, but doesn't significantly alter the positive sentiment. Overall, the sentiment leans positive due to strategic growth initiatives and shareholder return plans, likely resulting in a 2% to 8% stock price increase.
Ryder System, Inc. (R) Q2 2024 Earnings Call Summary
Neutral
2024-07-25
The earnings call presents a mixed picture. The financial performance shows growth in revenue but a decline in EPS and ROE, indicating weaker market conditions. The increase in dividends and positive free cash flow forecast are favorable. However, challenges in used vehicle sales and rental markets, alongside regulatory uncertainties, pose risks. The Q&A reveals cautious optimism but lacks clarity on key issues. Overall, the sentiment is balanced, leading to a neutral prediction for the stock price movement.

FAQ

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What were the key highlights of R’s latest earnings report for FY2025Q2?

R reported its FY2025Q2 earnings on 2025-07-24, showcasing a revenue of 3.19B against an estimate of 3.17B, resulting in a 0.74% surprise. The EPS was 0, surpassing the expected 3.11 by 0% . The stock experienced a 2.49% price change on the earnings day and a 3.81% change over the next five days, reflecting market reactions to the results.
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How did R’s stock price react after the FY2025Q2 earnings release?

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What are the revenue and EPS estimates for R for 2025/Q3?

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How does R’s stock price correlate with earnings forecast revisions?

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What should investors expect from R’s next earnings report?

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What is the sentiment in Ryder System Inc (R) Q2 2025 Earnings Call Summary?