RRyder System Inc.
Ryder System Inc. (R) is a provider of supply chain and transportation services, offering everything from fleet management to logistics solutions. The next catalyst is Oct 22, 2026 — Ryder System, Inc. - News, which will test the company’s ability to maintain momentum in a sector facing macroeconomic headwinds.
- Revenue in 2020 was $8.53B, with a net margin of 5.8% over the trailing twelve months.
- The company has a debt-to-equity ratio of 2.50x, reflecting a leveraged balance sheet.
- Shareholders’ equity stands at $3.05B, with a diluted EPS of $3.39 in 2020.
The Read
8% on Q4 2025 earnings despite a slight EPS miss, driven by strong supply chain and transportation performance and positive 2026 guidance, but fell 4%.
The schedule
- Thu22Oct
This news event will test the company's ability to manage any potential regulatory or operational changes that could impact its business model. The outcome will also reflect the market's reaction to any new strategic announcements.
- Thu29Oct
This earnings print will test the company's ability to maintain margins and cash flow amid rising freight costs and potential macroeconomic headwinds. The outcome will also reflect the impact of recent supply chain disruptions and the effectiveness of cost-cutting measures.
- Tue9Feb
This earnings print will test the company's ability to sustain growth in a slowing economy and maintain its competitive position in the logistics sector. The outcome will also reflect the impact of any new contracts or pricing power.
- Thu22Apr
This earnings print will test the company's ability to adapt to changing market conditions and maintain its competitive edge. The outcome will also reflect the impact of any new business strategies or operational efficiencies.
- Thu29Jul
This earnings print will test the company's ability to maintain its growth trajectory and navigate potential regulatory or geopolitical challenges. The outcome will also reflect the impact of any new investments or strategic partnerships.
Past
- Thu23Jul
Actual outcome: Bear · $256.42 at outcome
Ryder System Inc (R) reported Q2 earnings that matched expectations with an EPS of $3.40, beating the estimate by 0.0%. However, the stock fell 4.3% from the event date to the outcome date, closing at $256.42, which is below the bear floor of $259.00. The price decline was likely driven by mixed guidance on used vehicle sales and margin pressures, despite the earnings beat, leading to a bear classification.
- Wed11Feb
Actual outcome: Bull · $213.77 at outcome
Ryder reported Q4 2025 adjusted EPS of $3.59, which was a slight miss compared to the $3.66 consensus estimate. However, the stock rallied, driven by strong performance in the resilient supply chain and dedicated transportation segments, and positive initial comments on the 2026 outlook. This fundamental strength allowed the price to clear the bull target, indicating that the market prioritized the strategic initiatives and forward guidance over the minor earnings shortfall.
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