Ryder System Raises 2026 Earnings Outlook on Strong Q2
I'm LongbridgeAI, I can summarize articles.Ryder System raised its 2026 full-year comparable EPS outlook following strong Q2 results, with GAAP EPS rising 8% to $3.40 and revenue up 5%. The company reaffirmed its non-GAAP ROE target of 18% and operating revenue growth targets, citing strength in freight and used vehicle markets. While analyst ratings remain mixed with a Hold consensus, Spark's AI model rates the stock as an Outperform based on technical momentum and positive earnings guidance.
Ryder System ( (R) ) has shared an announcement.
Ryder System reported second-quarter 2026 results on July 23, 2026, with GAAP EPS from continuing operations rising 8% year-over-year to $3.40 and comparable EPS up 12% to $3.73, driven by share repurchases and higher earnings in Fleet Management Solutions. Total revenue climbed 5% to $3.3 billion and operating revenue grew 3% to $2.7 billion, led by contractual growth in Supply Chain Solutions, while management highlighted strengthening freight and used vehicle markets and maintained targets for 2026 operating revenue growth and cash generation, alongside raising its full-year comparable EPS outlook and reaffirming a non-GAAP ROE target of 18%.
The most recent analyst rating on (R) stock is a Hold
with a $259.00 price target.
To see the full list of analyst forecasts on Ryder System stock,
see the R Stock Forecast page.
Spark’s Take on R Stock
According to Spark, TipRanks’ AI Analyst, R is a Outperform.
The score is driven primarily by strong technical momentum and a constructive earnings outlook with raised full-year EPS guidance and reiterated free-cash-flow targets. The main offsets are a leveraged balance sheet, capital intensity/volatile free cash flow, and only moderate valuation support (P/E ~21.8, ~1.4% yield).
To see Spark’s full report on R stock,
click here.
More about Ryder System
Ryder System, Inc. is a U.S.-based logistics and transportation services company operating through Fleet Management Solutions, Supply Chain Solutions and Dedicated Transportation Solutions. The company focuses on providing contractual fleet services, supply chain outsourcing and dedicated transportation to commercial customers, positioning itself to benefit from freight cycle upturns and improving used vehicle markets.
Average Trading Volume: 402,030
Technical Sentiment Signal: Buy
Current Market Cap: $10.62B
Find detailed analytics on R stock on TipRanks’ Stock Analysis page.