Logistics firm Ryder beats Q3 profit estimates

Ryder System

23/10/2025 12:06

Overview

Ryder Q3 total revenue stable at $3.2 bln, operating revenue up 1%

Adjusted EPS of $3.57 beats analyst expectations

Company benefits from strategic initiatives and share repurchases

Outlook

Ryder projects FY25 comparable (non-GAAP) EPS of $12.85 - $13.05

Company expects FY25 operating revenue (non-GAAP) to grow by 1%

Ryder anticipates FY25 free cash flow of $900 mln - $1 bln

Result Drivers

FMS PERFORMANCE - Higher ChoiceLease earnings driven by pricing and maintenance cost-saving initiatives

DTS CHALLENGES - Revenue declines due to lower fleet count reflecting weak freight market conditions, partially offset by acquisition synergies

SCS COST PRESSURES - Revenue growth offset by e-commerce network performance and medical costs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
$3.20 bln
Q3 Operating Revenue
Miss
$2.60 bln
$3.19 bln (6 Analysts)
Q3 Adjusted EPS
Beat
$3.57
$3.55 (9 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the ground freight & logistics peer group is "buy"

Wall Street's median 12-month price target for Ryder System Inc is $202.00, about 8.3% above its October 21 closing price of $185.18

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nBw3rdMXza

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)