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Ryder (R) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
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For the quarter ended March 2026, Ryder (R - Free Report) reported revenue of $3.13 billion, down 0.2% over the same period last year. EPS came in at $2.54, compared to $2.46 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $3.17 billion, representing a surprise of -1.3%. The company delivered an EPS surprise of +11.16%, with the consensus EPS estimate being $2.29.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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: 68% compared to the 66% average estimate based on two analysts.
Operating Revenue- Fleet Management Solutions: $1.27 billion versus $1.25 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +0.4% change.
Operating Revenue- Dedicated Transportation Solutions: $438 million versus the two-analyst average estimate of $450.21 million. The reported number represents a year-over-year change of -4.8%.
Operating Revenue- Supply Chain Solutions: $1.03 billion versus $1.03 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +2.9% change.
Revenues- Fleet Management Solutions: $1.46 billion versus $1.44 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +1% change.
Revenues- Supply Chain Solutions: $1.36 billion compared to the $1.39 billion average estimate based on two analysts. The reported number represents a change of +2.2% year over year.
Revenues- Fleet Management Solutions- SelectCare and other: $176 million versus $172.32 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +1.2% change.
Revenues- Eliminations: $-248 million versus $-258.38 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -0.4% change.
Revenues- Fleet Management Solutions- Commercial rental: $211 million versus $207.18 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -3.7% change.
Revenues- Fleet Management Solutions- ChoiceLease: $878 million versus the two-analyst average estimate of $868.85 million. The reported number represents a year-over-year change of +1.3%.
Revenues- Fleet Management Solutions- Fuel services: $196 million compared to the $191.77 million average estimate based on two analysts. The reported number represents a change of +4.8% year over year.
Revenues- Dedicated Transportation Solutions: $553 million versus $595.54 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -8.1% change.
Shares of Ryder have returned +11.8% over the past month versus the Zacks S&P 500 composite's +9.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Ryder (R) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
For the quarter ended March 2026, Ryder (R - Free Report) reported revenue of $3.13 billion, down 0.2% over the same period last year. EPS came in at $2.54, compared to $2.46 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $3.17 billion, representing a surprise of -1.3%. The company delivered an EPS surprise of +11.16%, with the consensus EPS estimate being $2.29.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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:View all Key Company Metrics for Ryder here>>>
Shares of Ryder have returned +11.8% over the past month versus the Zacks S&P 500 composite's +9.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.