The raised full-year EPS guidance and strong FMS performance suggest improving market conditions. Monitor used vehicle pricing trends and second-quarter results for confirmation of sustained momentum.
Price Chart
Executive Summary
Ryder reported solid Q1 2026 results with GAAP EPS of $2.34 and comparable EPS of $2.54, exceeding expectations. The company raised its full-year 2026 comparable EPS guidance to $14.05–$14.80, driven by stronger-than-expected performance and improving used vehicle market conditions.
Key Financial Metrics
Key Facts
- GAAP EPS from continuing operations was $2.34, up 2% YoY
- Comparable EPS (non-GAAP) was $2.54, up 3% YoY
- Total revenue was $3.126 billion, consistent with prior year
- Operating revenue grew 1% to $2.573 billion
- Fleet Management Solutions (FMS) EBT increased 6% YoY to $99 million
- Company raised full-year 2026 comparable EPS guidance to $14.05–$14.80 from $13.45–$14.45
- Second quarter 2026 comparable EPS guidance is $3.50–$3.75
Financial Impact
Revenue flat at $3.126B, EPS up 2-3% YoY, guidance raised
Risk Factors
- DTS segment EBT declined 15% YoY to $23 million due to lower fleet count
- Debt-to-equity ratio increased to 269% from 250% at year-end 2025
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000085961-26-000009 |
| Document: 0000085961-26-000009-index-headers.html | 0000085961-26-000009 |
| Document: 0000085961-26-000009-index.html | 0000085961-26-000009 |
| Document: 0000085961-26-000009.txt | 0000085961-26-000009 |
| 8-K Data (Synthetic) | 0000085961-26-000009 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 144 | $283.62 | awaiting T+60 | — | $279.49 (−1.46%) |
Oct 26, 2026 1d ago | 144 | $282.20 | awaiting T+60 | — | $279.49 (−0.96%) |
Oct 22, 2026 5d ago | 8-K | $265.53 | awaiting T+60 | — | $279.49 (+5.26%) |
Jul 23, 2026 13w ago | 8-K | $267.91 $240.16 | ▼ −10.36% | ▼ −14.91% | $279.49 (+4.32%) |
Jun 1, 2026 21w ago | Insider Cluster | $258.06 $249.64 | ▼ −3.26% | ▼ −4.38% | $279.49 (+8.30%) |
May 14, 2026 23w ago | Court Ruling | $231.06 $260.16 | ▲ +12.59% | ▲ +9.01% | $279.49 (+20.96%) |
Apr 28, 2026 26w ago | DEFA14A | $244.45 $267.68 | ▲ +9.50% | ▲ +5.39% | $279.49 (+14.33%) |
Apr 27, 2026 26w ago | Court Ruling | $245.74 $266.60 | ▲ +8.49% | ▲ +4.39% | $279.49 (+13.74%) |
Apr 23, 2026 26w ago | 8-K | $242.59 $267.69 | ▲ +10.35% | ▲ +5.33% | $279.49 (+15.21%) |
Mar 11, 2026 32w ago | DEFA14A | $194.56 $260.38 | ▲ +33.83% | ▲ +22.31% | $279.49 (+43.65%) |
US Market Status
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