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Jun 30, 2025
Ryder Q2 2025 Earnings Report
Ryder reported solid earnings growth in Q2 2025 driven by resilient contractual businesses and strong supply chain performance.
Key Takeaways
Ryder delivered strong Q2 2025 results with EPS growth supported by its supply chain segment and cost-saving initiatives, while used vehicle sales remained weak.
EPS from continuing operations rose to $3.15, with comparable EPS at $3.32
Total revenue was $3.189 billion, nearly flat YoY
Net income reached $132 million, up from $126 million in Q2 2024
Supply Chain Solutions delivered record earnings, while Fleet Management was impacted by weaker used vehicle sales
Revenue by Segment
Forward Guidance
Ryder raised its 2025 free cash flow forecast by $500M while maintaining steady revenue and earnings growth outlook, though used vehicle market recovery remains muted.
Positive Outlook
- Free cash flow forecast increased to $900M - $1B
- Adjusted ROE expected to remain at 17%
- Contractual businesses expected to drive continued earnings growth
- Lease pricing and maintenance cost-saving initiatives to enhance profitability
- Strong capital deployment capacity for growth and shareholder returns
Challenges Ahead
- Prolonged freight market downturn impacts DTS fleet count
- Used vehicle sales recovery expected to remain muted in second half
- Macroeconomic uncertainty poses headwinds for contractual sales
- FMS earnings pressured by weaker used vehicle sales pricing
Historical Earnings Impact
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Avg. Return Before/After Earnings
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