Ryder System, Inc. · R · Next earnings

Ryder System, Inc. reports Wednesday, Feb 10, 2027

R reports before market open with consensus EPS at $4.32 and revenue at $3.42B. Last quarter: Ryder raises 2026 outlook as asset-light growth gains traction

Reports Before market open110 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $4.32 Calendar consensus
Consensus revenue $3.42B Calendar consensus
Report date Feb 10, 2027 Wednesday, date estimated
Session Before market open 110 days away

Where R left off: FY2026 Q3

Full report

Ryder raises 2026 outlook as asset-light growth gains traction

EPS surprise +4.3% Reported $4.33 vs $4.15
Revenue surprise -18.4% Reported $2.76B vs $3.38B
Stock move +10.5% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised full-year 2026 EPS guidance to $14.85-$15.05 and lifted ROE guidance to 18%-19%.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Driver wage inflation and labor shortages.
  • Freight demand could weaken amid macroeconomic or geopolitical uncertainty.
  • EPA emissions rules could affect future truck orders.
  • Contract losses and rental-fleet levels could constrain growth.

Questions analysts left open

  • Driver wage pressure could weigh on Dedicated margins.
  • EPA timing may affect fleet ordering and capital allocation.
  • Contract attrition and lower rental fleet levels remain execution risks.

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Recent R quarters

All R earnings
+10.5%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.