NYSE$R

Ryder System Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Ryder reported Q4 2025, revenue of $3.2B, diluted EPS of $2.14.

For Q4 2025, Ryder reported revenue of $3.2B, diluted EPS was $2.14. Management discusses segment performance, liquidity, and outlook in the filing.

  • Revenue $3.2B.
  • Diluted EPS $2.14.
  • Ryder details capital allocation and 2026 priorities in the release.

Headline financials

Total Revenue

$3.2B

Previous: $3.19B+0.3%
EPS (adj)

$2.14

Previous: $3.45-38.0%
Rental Utilization - Power

72.0%

Previous: 73.0%-1.4%
ChoiceLease Avg Fleet

141.7K

Previous: 145.3K-2.5%
ChoiceLease EOP Fleet

141.7K

Previous: 145.3K-2.5%
Commercial Rental Avg Fleet

32.2K

Previous: 35.0K-8.0%
Commercial Rental EOP Fleet

31.6K

Previous: 35.5K-11.0%
SelectCare Avg Fleet

43.9K

Previous: 44.9K-2.2%
Used Vehicle Sales EOP Fleet

9.5K

Previous: 9.0K+5.6%
Used Vehicles Sold

3.6K

Previous: 4.7K-23.4%
Used Tractor Pricing Change

1.0%

Previous: -13.0%+107.7%
Used Truck Pricing Change

-9.0%

Previous: -12.0%+25.0%
Rental Rate Change

5.0%

Previous: -3.0%+266.7%
Net Income

$133M

Previous: $135M-1.5%
Operating Income

$177M

Previous: $276M-35.9%

Revenue & EPS history

Ryder · Revenue · Quarterly

$3.2B

Q4 2025+0.3%vs Q4 2024
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Revenue by segment

Ryder · $3.07B total across 6 segments · Q1 2023

  • Supply Chain Solutions
    $1.2B+10.3%
  • ChoiceLease
    $776M
  • Dedicated Transportation
    $454M+6.8%
  • Commercial Rental
    $304M
  • SelectCare & Other
    $182M
  • Fuel Services
    $152M

Forward guidance

The filing discusses Ryder's outlook, capital allocation, and key risks for upcoming periods beyond headline Q4 2025 results.

Tailwinds

  • Ryder cites operational priorities supporting the forward outlook.
  • Balance sheet and liquidity support planned investments or returns.

Headwinds

  • Macro, input costs, or rates could pressure results versus plan.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-0.5%

Avg return

Earnings day

-1.6%

Avg return

5 days after

+0.5%

Avg return

30 days after

52%

36 / 69 earnings

Positive

+15.3%

Q1 2020

Best reaction

-20.1%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.7%+8.8%+7.1%
Q4 2025+2.4%+0.7%-11.4%
Q3 2025-12.2%-7.6%-8.0%
Q2 2025-0.8%-1.2%+2.1%
Q1 2025-1.9%+0.1%+8.2%
Q4 2024+3.0%+5.2%-11.1%
Q3 2024-3.6%+0.1%+14.2%
Q2 2024+1.8%+7.3%+9.5%
Q1 2024+12.1%+11.9%+10.5%
Q4 2023-7.6%-9.5%-5.2%
Q3 2023-4.9%-3.0%+9.8%
Q2 2023+8.4%+11.3%+5.6%
Q1 2023-6.4%-3.8%-4.1%
Q4 2022+1.9%+1.8%-14.2%
Q3 2022+9.9%+7.9%+28.7%
Q2 2022+4.4%+4.3%+8.4%
Q1 2022+4.4%+4.5%+17.9%
Q4 2021+2.7%+2.8%+10.1%
Q3 2021-4.8%-5.0%-6.2%
Q2 2021+4.5%+2.5%+9.9%
Q1 2021+6.7%+4.5%+6.5%
Q4 2020-6.2%-7.5%+11.9%
Q3 2020+1.4%-1.2%+21.0%
Q2 2020-10.8%-14.4%-1.3%
Q1 2020+15.3%+6.8%+11.6%
Q4 2019-20.1%-23.4%-38.5%
Q3 2019-12.1%-8.9%-3.3%
Q2 2019-10.2%-15.9%-19.3%
Q1 2019-7.5%-2.8%-20.2%
Q4 2018+6.5%+5.8%+0.7%
Q3 2018-10.3%-9.3%-12.1%
Q2 2018+7.3%+5.0%+6.3%
Q1 2018-9.1%-9.3%-6.9%
Q4 2017-11.4%-11.8%-11.3%
Q3 2017-1.7%+1.6%-6.5%
Q2 2017-0.5%-1.1%+1.0%
Q1 2017-14.1%-14.3%-15.7%
Q4 2016-4.9%-4.5%-1.3%
Q3 2016+5.6%+5.2%+22.9%
Q2 2016-5.9%-6.6%-8.0%
Q1 2016+9.5%
Q4 2015-5.0%
Q3 2015-2.3%
Q2 2015-5.8%
Q1 2015+2.9%
Q4 2014+5.3%
Q3 2014-3.2%
Q2 2014+1.3%
Q1 2014+2.1%
Q4 2013+0.1%
Q3 2013+3.7%
Q2 2013-2.2%
Q1 2013-0.6%
Q4 2012+6.7%
Q3 2012+2.7%
Q2 2012+8.2%
Q1 2012+1.2%
Q4 2008+0.4%
Q4 2011+0.4%
Q3 2011+9.5%
Q4 2010-0.9%
Q2 2011-0.9%
Q1 2010+6.2%
Q1 2011+1.0%
Q3 2009-2.7%
Q3 2010-2.7%
Q4 2009+0.6%
Q2 2009+0.6%
Q2 2010+0.6%

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