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Dec 31, 2025
Ryder Q4 2025 Earnings Report
Ryder reported modest fourth quarter 2025 earnings growth with stable revenue and improved returns despite weaker rental and used vehicle market conditions.
Key Takeaways
In Q4 2025, Ryder generated total revenue of 3175000000 and net earnings from continuing operations of 133000000, resulting in diluted EPS of 3.25. Comparable EPS was 3.59, up 4% year-over-year, driven by higher contractual earnings in Supply Chain Solutions and Dedicated Transportation Solutions, partially offset by lower used vehicle sales and rental performance.
Total revenue was 3175000000, consistent with the prior year, while operating revenue was 2628000000.
Diluted EPS from continuing operations increased to 3.25, with comparable EPS of 3.59.
Fleet Management Solutions EBT declined 10% due to rental and used vehicle sales market conditions.
Rental utilization was 72% and rental rates increased 5% year-over-year.
Revenue by Segment
Forward Guidance
For 2026, Ryder expects GAAP EPS of 12.80 to 13.80 and comparable EPS of 13.45 to 14.45, driven by incremental benefits from strategic initiatives and operating revenue growth of approximately 3%.
Positive Outlook
- Comparable EPS expected between 13.45 and 14.45.
- Operating revenue growth forecast of 3%.
- Net cash from operating activities projected at 2700000000.
- Free cash flow expected between 700000000 and 800000000.
- Incremental 70000000 benefit from strategic initiatives.
Challenges Ahead
- Freight market conditions expected to remain soft, especially early in the year.
- Used vehicle sales and rental market conditions remain pressured.
- Total revenue growth projected at only 1%.
- Capital expenditures expected to increase to 2400000000.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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