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Ryder (R) Reports Q2 Earnings: What Key Metrics Have to Say

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Ryder (R - Free Report) reported $3.35 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 5%. EPS of $3.73 for the same period compares to $3.32 a year ago.

The reported revenue represents a surprise of +1.14% over the Zacks Consensus Estimate of $3.31 billion. With the consensus EPS estimate being $3.70, the EPS surprise was +0.81%.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Ryder performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Average fleet count - ChoiceLease: 141,200 compared to the 140,812 average estimate based on two analysts.
  • Commercial rental - Rental Utilization - Power Units: 75% versus the two-analyst average estimate of 71%.
  • Commercial rental - Average fleet count: 29,200 versus the two-analyst average estimate of 29,912.
  • Operating Revenue- Fleet Management Solutions: $1.3 billion compared to the $1.29 billion average estimate based on two analysts. The reported number represents a change of +1.2% year over year.
  • Operating Revenue- Dedicated Transportation Solutions: $455 million versus $454.99 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -3.2% change.
  • Operating Revenue- Supply Chain Solutions: $1.1 billion versus $1.08 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.5% change.
  • Revenues- Fleet Management Solutions: $1.56 billion versus the two-analyst average estimate of $1.5 billion. The reported number represents a year-over-year change of +6.3%.
  • Revenues- Supply Chain Solutions: $1.47 billion compared to the $1.47 billion average estimate based on two analysts. The reported number represents a change of +7.8% year over year.
  • Revenues- Fleet Management Solutions- SelectCare and other: $189 million versus the two-analyst average estimate of $182.4 million. The reported number represents a year-over-year change of +6.2%.
  • Revenues- Eliminations: $-285 million versus $-268.11 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +14% change.
  • Revenues- Fleet Management Solutions- Commercial rental: $229 million versus $223.42 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -4.2% change.
  • Revenues- Fleet Management Solutions- ChoiceLease: $885 million versus the two-analyst average estimate of $888.58 million. The reported number represents a year-over-year change of +1.6%.

View all Key Company Metrics for Ryder here>>>

Shares of Ryder have returned +5.9% over the past month versus the Zacks S&P 500 composite's +0.4% 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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