Ryder System, Inc.

NYSE:R Stock Report

Market Cap: US$9.6b

Ryder System Future Growth

Future criteria checks 2/6

Ryder System is forecast to grow earnings and revenue by 11.9% and 5.6% per annum respectively. EPS is expected to grow by 15.5% per annum. Return on equity is forecast to be 21.1% in 3 years.

Key information

11.9%

Earnings growth rate

15.54%

EPS growth rate

Transportation earnings growth12.5%
Revenue growth rate5.6%
Future return on equity21.05%
Analyst coverage

Good

Last updated28 Apr 2026

Recent future growth updates

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

Feb 15
Earnings Update: Here's Why Analysts Just Lifted Their Ryder System, Inc. (NYSE:R) Price Target To US$227

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

Oct 28
Ryder System, Inc. (NYSE:R) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Recent updates

Ryder System: Strong Fundamentals Justify Its Premium Valuation

Apr 23

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).

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.

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.

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.

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

Feb 15
Earnings Update: Here's Why Analysts Just Lifted Their Ryder System, Inc. (NYSE:R) Price Target To US$227

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.

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.

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.

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.

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).

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.

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.

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

Oct 28
Ryder System, Inc. (NYSE:R) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

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.

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.

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.

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

Sep 19
Is Now The Time To Look At Buying Ryder System, Inc. (NYSE:R)?

These 4 Measures Indicate That Ryder System (NYSE:R) Is Using Debt Extensively

Sep 01
These 4 Measures Indicate That Ryder System (NYSE:R) Is Using Debt Extensively

Ryder System's (NYSE:R) Dividend Will Be Increased To $0.91

Aug 14
Ryder System's (NYSE:R) Dividend Will Be Increased To $0.91

Results: Ryder System, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Jul 27
Results: Ryder System, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Ryder System's (NYSE:R) Dividend Will Be Increased To $0.91

Jul 24
Ryder System's (NYSE:R) Dividend Will Be Increased To $0.91

Ryder System (NYSE:R) Takes On Some Risk With Its Use Of Debt

Jun 01
Ryder System (NYSE:R) Takes On Some Risk With Its Use Of Debt

Is Now An Opportune Moment To Examine Ryder System, Inc. (NYSE:R)?

May 14
Is Now An Opportune Moment To Examine Ryder System, Inc. (NYSE:R)?

Ryder System: Attractive Despite Increased Uncertainty

Mar 21

Why I'm Happy I Bought Ryder - 14 Months Later And Up 84% (Rating Downgrade)

Oct 19

Ryder Systems: Riding The Long-Term Value Chain For Shareholders

Sep 29

Ryder System: Don't Underestimate Its Shift To Leasing

Sep 14
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Transformative Business Moves And Strategic Acquisitions Set To Boost Profits And Margins

Ryder's strategic transformations and acquisitions aim to de-risk the business and enhance supply chain solutions, potentially increasing earnings and margins.

Earnings and Revenue Growth Forecasts

NYSE:R - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202814,801690707N/A4
12/31/202713,7976037973,2417
12/31/202613,0445417902,6377
3/31/202612,6604939412,525N/A
12/31/202512,6654989262,593N/A
9/30/202512,6805003972,401N/A
6/30/202512,6775035082,589N/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
3/31/20208,907-179-5782,096N/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
6/30/20156,574234N/A1,497N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: R's forecast earnings growth (11.9% per year) is above the savings rate (3.4%).

Earnings vs Market: R's earnings (11.9% per year) are forecast to grow slower than the US market (16.2% per year).

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

Revenue vs Market: R's revenue (5.6% per year) is forecast to grow slower than the US market (11.1% per year).

High Growth Revenue: R's revenue (5.6% 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 (21.1%)

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/29 06:49
End of Day Share Price 2026/04/29 00:00
Earnings2026/03/31
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 world class team 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 27 analysts. 7 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
Brandon OglenskiBarclays