Supply chain firm Ryder's Q2 revenue remains flat

Ryder System

24/07/2025 12:08

Overview

Ryder Q2 adjusted EPS rises 11% yr/yr, beating analyst expectations

Total revenue for Q2 remains flat at $3.2 bln

Operating revenue grows 2% driven by SCS and FMS contractual growth

Outlook

Ryder expects FY25 comparable EPS of $12.85 - $13.30

Company raises FY25 free cash flow forecast by $500 mln

Ryder anticipates 3Q25 comparable EPS of $3.45 - $3.65

Company projects FY25 adjusted ROE of 17%

Result Drivers

CONTRACTUAL PORTFOLIO - Earnings growth driven by resilient contractual portfolio and strategic initiatives

SCS PERFORMANCE - Record earnings in SCS due to strategic initiatives and new business

FMS CHALLENGES - Contractual earnings growth in FMS partially offset by weaker used vehicle sales market

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
$3.20 bln
Q2 Operating Revenue
$2.60 bln
Q2 Adjusted EPS
Beat
$3.32
$3.11 (9 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 3 "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 $183.00, about 5.6% above its July 23 closing price of $172.82

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nBw5tjPgla

(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.)