Ryder System, Inc.

NYSE:R Stock Report

Market Cap: US$9.5b

Ryder System Future Growth

Future criteria checks 2/6

Ryder System is forecast to grow earnings and revenue by 14.1% and 5.9% per annum respectively. EPS is expected to grow by 17.8% per annum. Return on equity is forecast to be 23.4% in 3 years.

Key information

14.1%

Earnings growth rate

17.80%

EPS growth rate

Transportation earnings growth15.0%
Revenue growth rate5.9%
Future return on equity23.36%
Analyst coverage

Good

Last updated28 Jul 2026

Recent future growth updates

Analysis Article • Feb 15

Earnings Update: Here's Why Analysts Just Lifted Their Ryder System, Inc. (NYSE:R) Price Target To US$227

The yearly results for Ryder System, Inc. ( NYSE:R ) were released last week, making it a good time to revisit its...
Analysis Article • Oct 28

Ryder System, Inc. (NYSE:R) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Last week, you might have seen that Ryder System, Inc. ( NYSE:R ) released its quarterly result to the market. The...

Recent updates

Seeking Alpha • Aug 31

Ryder System Still Has Fuel In The Tank

Summary Ryder System, Inc. remains a Buy as management drives revenue and profitability growth, with shares still trading at low multiples. Strategic focus on value-added services and shifting revenue mix toward SCS and DTS segments has doubled R's EPS and improved cash flow. FMS segment's ChoiceLease and SelectCare businesses offset rental softness, while fleet right-sizing and used-vehicle sales boost margins. R management guides for 3% revenue growth and $14.40–$14.80 adjusted EPS in 2026, with profitability expected to rise despite analyst forecasts of lower revenue. Read the full article on Seeking Alpha
Narrative Update • Jul 24

R: Dividend Milestone And Buybacks Will Support Higher Levels In 2026

Analysts have raised their price target on Ryder System to $298.44 from $280.11, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. What’s in the News for Ryder System Ryder System declared a regular quarterly cash dividend of $1.01 per share, an 11% rise from the prior $0.91 quarterly dividend, with payment scheduled for September 18, 2026, to shareholders of record on August 24, 2026 (Source: company announcement).
Narrative Update • Jul 10

R: Highs In 2026 As Guidance Dividend And Buybacks Support Balanced Outlook

Analysts have adjusted their price target for Ryder System to $280.11 from $274.25, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E estimates. What’s in the News for Ryder System Ryder System shares recently reached new five-year highs, with analysts highlighting an earnings outlook that extends through 2026 and 2027 and a forward P/E of 17.8, according to recent coverage.
Narrative Update • Jun 26

R: Highs In 2026 As Buybacks And Earnings Outlook Support Balanced Upside

Analysts have modestly revised their fair value estimate for Ryder System, increasing the price target from $264.63 to $274.25 as they update assumptions around the discount rate, long-term revenue growth, profit margins, and future P/E multiples. What’s in the News for Ryder System Ryder System shares have reached new five-year highs, with recent coverage highlighting expectations for earnings through 2026 and 2027 and a forward P/E of 17.8, according to recent news reports.
Narrative Update • Jun 11

R: Earnings Upside And Buybacks Will Support A Balanced 2026 Outlook

Analysts have nudged their price target for Ryder System higher to $264.63 from $260.88, reflecting updated views on fair value, the discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News Ryder reported first quarter revenue in line with expectations, with adjusted operating income and full year EPS guidance above prior expectations.
Narrative Update • May 28

R: Buybacks And 2026 Guidance Will Support A Balanced Risk Reward Profile

Analysts have adjusted their price target on Ryder System to $260.88 from $258.56, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News The Board of Directors authorized a share repurchase program for up to 2,000,000 shares, or 5.17% of issued share capital.
Narrative Update • Apr 30

R: Buybacks And 2026 Guidance Will Shape A Measured Risk Reward Profile

Analysts now put Ryder System's price target at about $259, up from roughly $227. The change reflects updated views on revenue growth, profit margins, the discount rate, and future P/E assumptions.
Narrative Update • Apr 10

R: Buybacks And 2026 EPS Guidance Will Support A Balanced Outlook

Analysts have trimmed their price target on Ryder System slightly, citing updated assumptions for fair value at $226.56, a modest adjustment in the discount rate, and tweaks to revenue growth, profit margin, and future P/E expectations that together point to a more refined outlook rather than a major shift in view. What's in the News International Motors and Ryder System launched a joint autonomous truck pilot that places a factory-integrated autonomous vehicle into live freight operations on a daily 600-mile route between Laredo and Temple, Texas, for a Ryder supply chain customer (Key Developments).
Narrative Update • Mar 26

R: Recent Buybacks And 2026 Earnings Guidance Will Support Confidence

Analysts have slightly adjusted their price target for Ryder System to $227.22. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping their overall valuation view essentially unchanged.
Narrative Update • Mar 10

R: Share Repurchases And Leadership Transition Will Support Confidence In 2026 Outlook

Analysts have maintained their $227.22 price target for Ryder System, citing only minor adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E, rather than a change in their overall view of the shares. What's in the News Ryder issued earnings guidance for the first quarter of 2026, with expected GAAP EPS between $1.95 and $2.20 per share, providing an early view of management’s earnings expectations for the year ahead.
Narrative Update • Feb 24

R: Leadership Transition And Capital Returns Will Support Balanced Outlook Through 2027

Analysts have adjusted their price target on Ryder System from $215.44 to $227.22, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Ryder issued earnings guidance for the first quarter of 2026, expecting GAAP EPS between $1.95 and $2.20 per share.
Analysis Article • Feb 15

Earnings Update: Here's Why Analysts Just Lifted Their Ryder System, Inc. (NYSE:R) Price Target To US$227

The yearly results for Ryder System, Inc. ( NYSE:R ) were released last week, making it a good time to revisit its...
Narrative Update • Feb 09

R: Leadership Succession And M&A Priorities Will Support Balanced Outlook Through 2027

Analysts now hold Ryder System's fair value estimate steady at about US$215.44, with only minor refinements to the discount rate, revenue growth, profit margin and future P/E assumptions informing the updated price target narrative. What's in the News CEO Robert E.
Narrative Update • Jan 23

R: Leadership Transition And M&A Expansion Will Support Measured Outlook Into 2027

Narrative Update: Ryder System Analyst Price Target Shift Analysts have adjusted their fair value estimate for Ryder System from about US$211.10 to roughly US$215.44, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News CEO Robert E.
Narrative Update • Jan 07

R: Leadership Transition And Buybacks Will Support Measured Outlook Into 2027

Analysts have slightly increased their price target on Ryder System, raising their fair value estimate from about $208.90 to roughly $211.10. This change reflects updated assumptions around revenue growth, profit margins and future P/E levels.
Narrative Update • Dec 17

R: Leadership Transition And Buybacks Will Shape Measured Upside Outlook

Narrative Update on Ryder System The analyst price target for Ryder System has been raised by approximately $7.60 to about $208.90, as analysts point to slightly stronger long term revenue growth, modestly improved profit margins, and a marginally higher forward P/E multiple to support a higher fair value estimate. What's in the News CEO Robert E.
Narrative Update • Dec 03

R: New Buybacks Will Support Future Upside Potential

Analysts have modestly raised their price target on Ryder System to approximately $201.33, reflecting slightly lower discount rate assumptions and a marginally higher long term profit outlook that together support a modestly richer future earnings multiple. What's in the News The Board of Directors authorized a new share repurchase program allowing Ryder to buy back up to 2,000,000 shares (about 4.95% of outstanding stock) to support capital structure flexibility and shareholder returns, effective through October 9, 2027 (company announcement).
Narrative Update • Nov 19

R: Share Repurchases And New Facility Will Support Future Upside

Analysts have maintained their price target for Ryder System at $201.33 per share. They state that stable growth and margin expectations continue to support current valuations.
Narrative Update • Nov 05

R: Share Repurchases And Expansions Will Drive Future Shareholder Returns

Analysts have lowered their price target for Ryder System from $206.56 to $201.33. This change reflects slight adjustments in projected revenue growth and updated profit margin expectations.
Analysis Article • Oct 28

Ryder System, Inc. (NYSE:R) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Last week, you might have seen that Ryder System, Inc. ( NYSE:R ) released its quarterly result to the market. The...
Narrative Update • Oct 22

Analysts Raise Ryder System Price Target as Profit Margins Improve and Expansion Continues

Analysts have raised their price target for Ryder System from $202.11 to $206.56. This reflects updated forecasts that include a slightly higher profit margin and discount rate, while revenue growth expectations and the projected future P/E ratio have been modestly adjusted.
Narrative Update • Oct 08

Domestic Supply Chains And Green Fleets Will Drive Future Growth

Analysts have raised their price target for Ryder System by $5.56 to $202.11 per share. They cited modest improvements in discount rate assumptions while noting slightly reduced projections for revenue growth and profit margins.
Narrative Update • Sep 23

Domestic Supply Chains And Green Fleets Will Drive Future Growth

Ryder System’s fair value has seen only a marginal increase, as both Future P/E and revenue growth forecasts remained virtually unchanged, resulting in a modest uptick in the consensus analyst price target from $194.00 to $196.56. What's in the News Issued Q3 2025 GAAP EPS guidance of $3.30–$3.50 and full-year 2025 GAAP EPS guidance of $12.15–$12.60, with revenue expected at $12.7 billion and net earnings of $520 million.
Analysis Article • Sep 19

Is Now The Time To Look At Buying Ryder System, Inc. (NYSE:R)?

While Ryder System, Inc. ( NYSE:R ) might not have the largest market cap around , it received a lot of attention from...
Seeking Alpha • Mar 21

Ryder System: Attractive Despite Increased Uncertainty

Summary Ryder System has transitioned from short-term rentals to long-term contracts, providing stability and reducing volatility in economic downturns. Despite recent stock declines, Ryder's strategic repositioning and strong financial performance, including $12 EPS and $133 million in 2024 free cash flow, make it a buy. Economic uncertainty may slow new contract growth, but Ryder's stable revenue from long-term contracts and potential tax benefits offer resilience. With a 12% upside to fair value and a secure 2.3% dividend, the current pullback presents an attractive buying opportunity for long-term investors. Read the full article on Seeking Alpha

Earnings and Revenue Growth Forecasts

NYSE:R - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202814,855702584N/A5
12/31/202713,9876245952,7798
12/31/202613,1845398302,5788
6/30/202612,8194941,1502,450N/A
3/31/202612,6604939412,525N/A
12/31/202512,6654989262,593N/A
9/30/202512,6795013972,401N/A
6/30/202512,6765045082,589N/A
3/31/202512,6694983682,389N/A
12/31/202412,6364861132,264N/A
9/30/202412,4704761102,218N/A
6/30/202412,226494-212,210N/A
3/31/202411,929350-1682,401N/A
12/31/202311,783404-1172,353N/A
9/30/202311,848478422,366N/A
6/30/202311,9595653152,428N/A
3/31/202312,1098228092,322N/A
12/31/202212,0118588612,310N/A
9/30/202211,5238421,0002,277N/A
6/30/202210,9477349352,148N/A
3/31/202210,2956448492,176N/A
12/31/20219,6635209832,176N/A
9/30/20219,2763641,1402,170N/A
6/30/20218,9672711,5232,214N/A
3/31/20218,480481,7042,208N/A
12/31/20208,420-1131,5732,180N/A
9/30/20208,484-1911,0962,251N/A
6/30/20208,557-3284372,197N/A
3/31/20208,907-179N/A2,096N/A
12/31/20198,926-24N/A2,143N/A
9/30/20198,909141N/A2,029N/A
6/30/20198,845324N/A1,897N/A
3/31/20198,690294N/A1,865N/A
12/31/20188,414286N/A1,716N/A
9/30/20188,085815N/A1,657N/A
6/30/20187,766783N/A1,679N/A
3/31/20187,464788N/A1,552N/A
12/31/20177,280718N/A1,627N/A
9/30/20177,095198N/A1,580N/A
6/30/20176,979224N/A1,568N/A
3/31/20176,894246N/A1,562N/A
12/31/20166,758264N/A1,599N/A
9/30/20166,731290N/A1,555N/A
6/30/20166,675296N/A1,546N/A
3/31/20166,634308N/A1,525N/A
12/31/20156,572305N/A1,441N/A
9/30/20156,555241N/A1,472N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: R's forecast earnings growth (14.1% per year) is above the savings rate (3.7%).

Earnings vs Market: R's earnings (14.1% per year) are forecast to grow slower than the US market (17.3% per year).

High Growth Earnings: R's earnings are forecast to grow, but not significantly.

Revenue vs Market: R's revenue (5.9% per year) is forecast to grow slower than the US market (13.4% per year).

High Growth Revenue: R's revenue (5.9% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: R's Return on Equity is forecast to be high in 3 years time (23.4%)

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/09 21:50
End of Day Share Price 2026/09/09 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Ryder System, Inc. is covered by 26 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Daniel MooreBaird
Brandon OglenskiBarclays
Benjamin Mohr MokCitigroup Inc