Ryder delivered earnings growth and strong returns in 2025, reflecting the strength and resiliency of its transformed business model and consistent execution on strategic initiatives. The company achieved an annual benefit of $100 million from multi-year strategic initiatives, with incremental benefits expected in 2026.
Cyborg Score Rationale
Ryder currently has a consensus rating of Moderate Buy and an average target price of $215.44. The company generated $2.6B in cash from operations in 2025 and guides 2026 EPS to $12.80–$13.80 with 3% revenue growth. However, recent guidance misses with Q1 2026 EPS of $2.10–$2.35 and full-year 2026 EPS of $13.45–$14.45 both below Street estimates has tempered near-term sentiment.
Top Insights
Fourth quarter results represented the fifth consecutive quarter of earnings-per-share growth.
SCS and DTS generate pre-tax earnings at high single-digit target levels, while FMS momentum from lease pricing and maintenance cost savings continues despite used vehicle sales and rental market conditions.
The company experiences financial difficulties from losses on aging vehicle sales due to declining used values, which negatively impacts profitability.
Free cash flow is expected to remain strong in 2026, supporting profitable growth and capital returns through buybacks and dividends.
Named Competitors
U-Haul — Vehicle rental and leasing services
Avis Budget Group — Vehicle rental and leasing
Herc Holdings — Equipment and vehicle rental services
United Rentals — Equipment and industrial services
Recent Developments
(February 2026) Ryder issued FY 2026 earnings guidance of $13.45–$14.45 EPS with 3% revenue growth expected
(February 2026) Multiple analyst firms raised price targets, with Citigroup upgrading to $245.00 and Susquehanna to $250.00
(February 2026) Q4 2025 earnings showed EPS growth of 5% to $11.99, marking fifth consecutive quarter of per-share growth
(December 2025) Morgan Stanley increased price target to $250.00 with overweight rating
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