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Mar 31, 2025
Ryder Q1 2025 Earnings Report
Ryder reported higher earnings driven by contractual revenue growth across all segments.
Key Takeaways
Ryder posted solid Q1 2025 results with strong performance in its contractual businesses, achieving growth in adjusted EPS and revenue despite challenges in rental and used vehicle sales.
Adjusted EPS rose to $2.46 from $2.14, supported by higher contractual earnings.
Revenue reached $3.1 billion, up 1% year-over-year.
Net income from continuing operations totaled $98 million.
Free cash flow improved significantly to $259 million from $13 million in Q1 2024.
Revenue by Segment
Forward Guidance
Ryder expects muted economic conditions to challenge rental demand, but sees continued growth through strategic initiatives and strong contractual businesses.
Positive Outlook
- Execution of strategic initiatives expected to continue driving earnings.
- Capital expenditure reductions support higher free cash flow.
- Strong performance from SCS and DTS segments forecast to persist.
- Contractual revenue base continues to expand.
- ROE forecast remains high at 16.5% - 17.5%.
Challenges Ahead
- Weaker rental demand expected due to softer economic environment.
- Used vehicle sales pricing and volume remain under pressure.
- DTS and SCS fleets saw declines in vehicle count year-over-year.
- Reduced investment in ChoiceLease could impact future growth.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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