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$172.00
+0.510 (+0.297%)
At Close: Jul 17, 2025
Ryder System Earnings Calls
Jul 01, 2025
(Upcoming)
| Release date | Jul 24, 2025 |
| EPS estimate | $3.16 |
| EPS actual | - |
| Revenue estimate | 3.175B |
| Revenue actual | - |
| Expected change | +/- 7.56% |
Mar 31, 2025
$2.46 (2.50%)
| Release date | Apr 23, 2025 |
| EPS estimate | $2.40 |
| EPS actual | $2.46 |
| EPS Surprise | 2.50% |
| Revenue estimate | 3.176B |
| Revenue actual | 3.131B |
| Revenue Surprise | -1.41% |
Dec 31, 2024
$3.45 (1.77%)
| Release date | Feb 12, 2025 |
| EPS estimate | $3.39 |
| EPS actual | $3.45 |
| EPS Surprise | 1.77% |
| Revenue estimate | 3.294B |
| Revenue actual | 3.207B |
| Revenue Surprise | -2.65% |
Sep 30, 2024
$3.44 (0.585%)
| Release date | Oct 24, 2024 |
| EPS estimate | $3.42 |
| EPS actual | $3.44 |
| EPS Surprise | 0.585% |
| Revenue estimate | 3.313B |
| Revenue actual | 3.183B |
| Revenue Surprise | -3.92% |
Last 4 Quarters for Ryder System
Below you can see how R performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
Sep 30, 2024
Beat
| Release date | Oct 24, 2024 |
| Price on release | $138.86 |
| EPS estimate | $3.42 |
| EPS actual | $3.44 |
| EPS surprise | 0.585% |
| Date | Price |
|---|---|
| Oct 18, 2024 | $149.08 |
| Oct 21, 2024 | $146.81 |
| Oct 22, 2024 | $145.73 |
| Oct 23, 2024 | $145.03 |
| Oct 24, 2024 | $138.86 |
| Oct 25, 2024 | $139.76 |
| Oct 28, 2024 | $144.39 |
| Oct 29, 2024 | $145.11 |
| Oct 30, 2024 | $148.86 |
| 4 days before | -6.86% |
| 4 days after | 7.20% |
| On release day | 0.648% |
| Change in period | -0.148% |
Dec 31, 2024
Beat
| Release date | Feb 12, 2025 |
| Price on release | $162.96 |
| EPS estimate | $3.39 |
| EPS actual | $3.45 |
| EPS surprise | 1.77% |
| Date | Price |
|---|---|
| Feb 06, 2025 | $156.88 |
| Feb 07, 2025 | $157.93 |
| Feb 10, 2025 | $157.51 |
| Feb 11, 2025 | $158.18 |
| Feb 12, 2025 | $162.96 |
| Feb 13, 2025 | $161.07 |
| Feb 14, 2025 | $166.34 |
| Feb 18, 2025 | $170.92 |
| Feb 19, 2025 | $167.85 |
| 4 days before | 3.88% |
| 4 days after | 3.00% |
| On release day | -1.16% |
| Change in period | 6.99% |
Mar 31, 2025
Beat
| Release date | Apr 23, 2025 |
| Price on release | $135.31 |
| EPS estimate | $2.40 |
| EPS actual | $2.46 |
| EPS surprise | 2.50% |
| Date | Price |
|---|---|
| Apr 16, 2025 | $138.12 |
| Apr 17, 2025 | $138.59 |
| Apr 21, 2025 | $134.20 |
| Apr 22, 2025 | $137.98 |
| Apr 23, 2025 | $135.31 |
| Apr 24, 2025 | $139.13 |
| Apr 25, 2025 | $137.22 |
| Apr 28, 2025 | $138.17 |
| Apr 29, 2025 | $137.82 |
| 4 days before | -2.03% |
| 4 days after | 1.85% |
| On release day | 2.82% |
| Change in period | -0.217% |
Jul 01, 2025
(Upcoming)
| Release date | Jul 24, 2025 |
| Price on release | - |
| EPS estimate | $3.16 |
| EPS actual | - |
| Date | Price |
|---|---|
| Jul 11, 2025 | $176.39 |
| Jul 14, 2025 | $174.37 |
| Jul 15, 2025 | $174.02 |
| Jul 16, 2025 | $171.49 |
| Jul 17, 2025 | $172.00 |
Ryder System Earnings Call Transcript Summary of Q1 2025
Ryder System Q1 2025 Earnings Call Summary for Investors
Key Financial Highlights:
- Earnings Growth: Ryder reported a 2% increase in operating revenue to $2.6 billion and comparable EPS rose to $2.46, up from $2.14 YoY. This reflects strong contractual earnings across all segments.
- Return on Equity (ROE): ROE for the trailing twelve months stands at 17%, consistent with expectations amidst a downturn in freight cycle conditions.
- Free Cash Flow: Increased significantly to $259 million from $13 million in the previous year due to reduced capital expenditures. Ryder expects FY 2025 free cash flow in the range of $375 to $475 million.
Strategic Performance:
- Portfolio Transformation: Ryder continues its shift toward asset-light businesses (Supply Chain Solutions and Dedicated Transportation Solutions), with 60% of revenues expected to come from these areas in 2025, compared to 44% in 2018.
- Capital Deployment: Ryder returned $202 million to shareholders this quarter through share repurchases and dividends. Since 2021, 20% of shares have been repurchased, and dividends have increased by 40%. Expected capital expenditures for 2025 are around $2.6 billion, with an estimated $3.5 billion available for growth investments and shareholder returns over the next three years.
Market Environment and Outlook:
- Macroeconomic Sensitivity: Ryder's 2025 EPS forecast is revised to $12.85-$13.60 due to weaker rental demand and current market conditions. The top end of this range reflects lower expected rental revenues.
- Rental Market Dynamics: There is a noted decrease in rental demand and rental fleet utilization. Pricing strategies in the rental market will remain a key focus moving forward.
- Used Vehicle Sales: Despite a decline in used vehicle pricing, Ryder reported better-than-expected tractor pricing driven by market dynamics. The inventory management strategy includes managing aged inventory to stabilize pricing.
Strategic Initiatives:
- Ryder continues to realize benefits from multiyear strategic initiatives expected to deliver around $150 million in annual pretax earnings enhancements. This includes initiatives in maintenance optimization and lease pricing.
- Ryder is positioning itself for future growth through continued investment in organic growth, tuck-in acquisitions, and strategic opportunities in a potentially volatile market.
Investor Considerations:
- Solid Execution Amid Downturn: Ryder's diversified and contractual revenue base provides stability during uncertain economic conditions.
- Future Growth Potential: The company expects to benefit from various strategic initiatives and macroeconomic recoveries post-downturn, reinforcing its long-term growth trajectory.
- Monitoring Market Conditions: Continued observation of rental market trends and used vehicle pricing dynamics is crucial for future earnings stability and growth.
Overall, Ryder System is well-positioned to manage through ongoing challenges, with a strong emphasis on its transformed business model focusing on contractual revenues and strategic initiatives aimed at enhancing shareholder value.
Ryder System Earnings History
Earnings Calendar
FAQ
When is the earnings report for R?
Ryder System Inc (R) has scheduled its earnings report for Jul 24, 2025 before the markets open.
What is the R price-to-earnings (P/E) ratio?
R P/E ratio as of Jul 17, 2025 (TTM) is 14.29.
What is the R EPS forecast?
The forecasted EPS (Earnings Per Share) for Ryder System Inc (R) for the first fiscal quarter 2025 is $3.16.
What are Ryder System Inc's retained earnings?
On its balance sheet, Ryder System Inc reported retained earnings of $3.13 billion for the latest quarter ending Mar 31, 2025.
What Is an Earnings Report?
An earnings report is usually issued quarterly (Q1, Q2, Q3 & Q4) by public companies to report their performance. Earnings reports typically include net income, earnings per share, earnings from continuing operations, and net sales. Looking at the earnings report investors can start gauge the financial health of the company and make even better decisions whether to buy, sell, or stay in the company. Fundamental analysts and value investors will typically hunt for stocks that continue to show good financial ratios and use a decline as an exit point. One of the most anticipated numbers for analysis is earnings per share because it indicates how much the company earned for its shareholders. The report will also indicate a possible dividend.
Earnings Report Content
Earnings reports generally provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. These figures are typically measured against previous quarters/years. Furthermore, the earnings report usually includes a summary and analysis from the CEO or company spokesman, alongside a more general view of the financials and future forecast.
What To Know About Earnings Reports?
Announcement of earnings for a stock, particularly for well followed large-capitalization stocks, can move the market. Stock prices can fluctuate wildly on days when the quarterly earnings report is released. Despite good reports, stocks may very well fall if the investors were expecting more or they believe the next quarter will not be as good. Investors always try to be ahead of the market and future earnings/losses are often discounted into the current price of the stock. It is natural for stocks to start to move in either direction a few days before the release of an earnings report.
