- Ryder’s third quarter adjusted comparable EPS forecast ranges between $3.45 and $3.65, slightly below the estimate of $3.66.
- The company’s expected EPS for the third quarter is between $3.30 and $3.50.
- For the second quarter, Ryder reported revenue of $3.19 billion, surpassing the estimate of $3.16 billion.
- Comparable EPS from continuing operations in the second quarter was $3.32.
- Second-quarter earnings exceeded expectations, largely due to improved supply chain performance, although there was an offset from higher used vehicle wholesale volumes.
- Dedicated Transportation Solutions (DTS) saw slight earnings growth from acquisition benefits and solid operations, but was impacted by a reduced fleet count due to a freight market downturn.
- In Fleet Management Solutions (FMS), growth in contractual earnings helped mitigate weaker market conditions, especially in used vehicle sales.
- Ryder has announced a 12% annualized increase in its quarterly dividend, highlighting higher profitability and better returns over time.
- Analyst ratings for Ryder include 7 buys, 2 holds, and 1 sell.
Ryder System on Smartkarma
Independent analysts on Smartkarma, like Baptista Research, are closely following Ryder System‘s performance. In their recent report titled “Ryder System: Optimizing Omnichannel Retail Warehouse Network in Supply Chain Solutions For Margin Expansion!”, Baptista Research lauds Ryder System‘s first quarter 2025 earnings as a mix of strong strategic execution and challenges from market conditions. The company saw a 2% increase in operating revenue, reaching $2.6 billion, driven by growth in Supply Chain Solutions (SCS) and Fleet Management Solutions (FMS). Despite weaker rental demand, Ryder System showcased resilience with a rise in earnings per share (EPS) from continuing operations to $2.46 from $2.14 in the previous year.
A look at Ryder System Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analysts are cautiously optimistic about the long-term prospects of Ryder System, Inc., a company that provides a wide range of logistics, supply chain, and transportation management solutions globally. Smartkarma Smart Scores indicate a balanced outlook for the company, with scores of 3 across key factors like Value, Dividend, Growth, and Resilience. The Momentum score of 4 suggests a slightly stronger performance in this area, indicating potential positive movement in the near future.
Ryder System‘s offerings include full-service leasing, commercial rental, maintenance of vehicles, and integrated services. Additionally, the company provides supply chain solutions, logistics management services, and e-Commerce solutions. With a steady overall score and a slightly higher momentum rating, investors may find Ryder System to be a stable choice for long-term investment with potential for growth and resilience in the market.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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