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Ryder System
Ryder System (R) investor relations material
Ryder System Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
2025 saw 8% growth in comparable EPS to $12.92 and ROE at 17%, driven by a resilient, contract-focused, asset-light business model and strategic initiatives, despite a freight cycle downturn.
CEO transition planned for March 2026, with continued focus on operational excellence, innovation, and profitable growth.
Over 90% of revenue now comes from high-quality contractual portfolios, supporting resilience and outperformance versus prior cycles.
Strategic initiatives and business model transformation increased cash flow and capital deployment capacity.
$664 million was returned to shareholders in 2025 through buybacks and dividends.
Financial highlights
2025 comparable EPS was $12.92, up 8% year-over-year; GAAP EPS was $11.99, also up 8%.
Return on equity reached 17%, up from 13% in 2018 and prior year.
Operating cash flow for 2025 was $2.6 billion; free cash flow was $946 million, up from $133 million in 2024.
Q4 2025 operating revenue was $2.6 billion, flat year-over-year; Q4 comparable EPS was $3.59, up 4%.
Since 2021, $3 billion in free cash flow generated, ~24% of shares repurchased, and quarterly dividend increased by 57%.
Outlook and guidance
2026 operating revenue is expected to grow 3%, with comparable EPS forecasted at $13.45–$14.45 (up to 12% growth at the high end), and ROE projected at 17–18%.
Free cash flow is expected to be $700–800 million, down from 2025 due to higher lease replacement CapEx.
Q1 2026 EPS is forecasted at $2.10–$2.35, below prior year due to weak rental and used vehicle sales.
Capital expenditures for 2026 expected at $2.4 billion; debt-to-equity ratio forecast at 230%.
SCS segment expected to drive operating revenue growth amid continued freight market softness.
What drives the $70M incremental 2026 initiative benefit?
How do FMS/DTS offset freight market headwinds?
Explain 2026 FCF decline despite strong ops cash
Strategic initiatives' impact on earnings growth?
Rental fleet strategy given market uncertainty?
What market signals would shift Ryder's outlook?
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Next Ryder System earnings date
Citi's Global Industrial Tech & Mobility Conference 202617 Feb, 2026
Ryder System
Next Ryder System earnings date
Citi's Global Industrial Tech & Mobility Conference 202617 Feb, 2026
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Frequently asked questions
Ryder System, Inc. operates as a logistics and transportation company worldwide. It operates through three segments: Fleet Management Solutions, Dedicated Transportation Solutions, and Supply Chain Solutions. The company offers full-service leasing, lease-to-own, and maintenance services for trucks, tractors, and trailers; supply chain solutions, such as order fulfillment and distribution center management, transportation management, inbound freight management and visibility, reverse logistics and refurbishment center network management, freight forwarding planning and scheduling, warehousing management, retail visibility services; and outsourced fleet maintenance services.
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