Ryder (R) To Report Earnings Tomorrow: Here Is What To Expect

Barchart·07/21/2026 22:26:10

Commercial rental vehicle and delivery company Ryder (NYSE:R) will be reporting results this Thursday morning. Here’s what to expect.

Ryder met analysts’ revenue expectations last quarter, reporting revenues of $3.13 billion, flat year on year. It was a very strong quarter for the company, with full-year EPS guidance exceeding analysts’ expectations and a beat of analysts’ EPS estimates.

Is Ryder a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Ryder’s revenue to grow 3.6% year on year, improving from its flat revenue in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. Ryder has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at Ryder’s peers in the transportation and logistics segment, only FedEx has reported results so far. It exceeded analysts’ revenue estimates, delivering year-on-year sales growth of 12.5%. The stock price was unchanged following the results.

Read our full analysis of FedEx’s earnings results here.

In the last year or so, investors have shifted their focus from one macro dynamic to the next (AI disintermediation and AI investment to geopolitical conflict, interest rates, and the health of the wider economy). While some of the transportation and logistics stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.8% on average over the last month. Ryder is up 3.6% during the same time and is heading into earnings with an average analyst price target of $284.89 (compared to the current share price of $274.65).

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