For the quarter ended September 2025, Ryder (R Quick QuoteR - Free Report) reported revenue of $3.17 billion, up 0.1% over the same period last year. EPS came in at $3.57, compared to $3.44 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $3.22 billion, representing a surprise of -1.56%. The company delivered an EPS surprise of +0.28%, with the consensus EPS estimate being $3.56.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Ryder performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Commercial rental - Rental Utilization - Power Units: 70% versus the two-analyst average estimate of 71.5%.
• Operating Revenue- Fleet Management Solutions: $1.28 billion compared to the $1.29 billion average estimate based on two analysts. The reported number represents a change of +0.1% year over year.
• Operating Revenue- Dedicated Transportation Solutions: $458 million compared to the $473.84 million average estimate based on two analysts. The reported number represents a change of -5.8% year over year.
• Operating Revenue- Supply Chain Solutions: $1.03 billion versus the two-analyst average estimate of $1.04 billion. The reported number represents a year-over-year change of +3.8%.
• Revenues- Fleet Management Solutions: $1.47 billion versus the two-analyst average estimate of $1.48 billion. The reported number represents a year-over-year change of -0.3%.
• Revenues- Supply Chain Solutions: $1.38 billion versus $1.39 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4.8% change.
• Revenues- Fleet Management Solutions- SelectCare and other: $165 million versus $180.47 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -4.6% change.
• Revenues- Eliminations: $-244 million versus $-265.07 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -3.2% change.
• Revenues- Fleet Management Solutions- Commercial rental: $242 million versus $238.57 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -3.6% change.
• Revenues- Fleet Management Solutions- ChoiceLease: $875 million compared to the $873.62 million average estimate based on two analysts. The reported number represents a change of +2.1% year over year.
• Revenues- Fleet Management Solutions- Fuel services: $183 million versus the two-analyst average estimate of $186.39 million. The reported number represents a year-over-year change of -3.2%.
• Revenues- Dedicated Transportation Solutions: $570 million versus $619.79 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -10% change.

View all Key Company Metrics for Ryder here>>>

Shares of Ryder have returned -1% over the past month versus the Zacks S&P 500 composite's +0.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.