RYDER SYSTEM INC — Form 8-K
Filed July 23, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
Ryder reported Q2 2026 GAAP EPS of $3.40 (up 8% YoY) and comparable EPS of $3.73 (up 12% YoY) on total revenue of $3.3B (+5% YoY). The company raised full-year 2026 comparable EPS guidance to $14.40–$14.80 (from prior undisclosed range) and maintained operating revenue growth forecast at 3%. Fleet Management Solutions drove growth with 20% EBT increase; Supply Chain Solutions EBT declined 7% due to automotive headwinds; Dedicated Transportation Solutions EBT fell 4%. The company expects $70M in strategic initiative benefits for 2026, has repurchased 26% of shares since 2021, and increased quarterly dividend 74% over the same period. Debt-to-equity: 259% (within 250–300% target). Free cash flow improved to $684M (H1 2026) vs. $461M (H1 2025).
Why this rating
Solid Q2 execution with raised FY guidance, but modest growth rates (3–5%), mixed segment performance, and no material M&A or strategic shifts. Routine quarterly disclosure for $6.3B company.
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