Stephens raises Ryder Systems stock price target to $190 on earnings beat

Published 29/07/2025, 13:08
Stephens raises Ryder Systems stock price target to $190 on earnings beat

Investing.com - Stephens raised its price target on Ryder Systems (NYSE:R) to $190.00 from $150.00 on Tuesday, while maintaining an Equal Weight rating following the company’s second-quarter earnings report. The stock, which has delivered a 37.55% return over the past year and currently trades near its 52-week high of $184.76, appears overvalued according to InvestingPro’s Fair Value model.

Ryder Systems reported adjusted earnings per share of $3.32 for the second quarter of 2025, exceeding both Stephens’ estimate of $3.20 and the consensus estimate of $3.11. The $7.45 billion market cap company, which maintains a P/E ratio of 15.2x, has demonstrated strong financial health with a perfect Piotroski Score of 9, according to InvestingPro data.

The company updated its full-year 2025 guidance to a range of $12.85-$13.30 per share, narrowing from its previous range of $12.85-$13.60. Despite the lowered upper end, the midpoint of the new guidance remains above the pre-earnings consensus estimate of $12.90.

Stephens noted that Ryder beat bottom-line estimates across all three business segments, with Supply Chain Solutions (SCS) reporting the strongest performance. However, the company reported losses on vehicle sales as it continues wholesaling aging vehicles amid declining used values.

Management expects to return to gains in the third quarter, though some wholesaling activity will linger, according to Stephens, which added that while used prices should recover, the slow recovery of the broader trucking market will constrain Fleet Management Solutions (FMS) demand.

In other recent news, Ryder System Inc . reported robust financial results for the second quarter of 2025, exceeding both earnings and revenue expectations. The company achieved an earnings per share (EPS) of $3.32, surpassing the projected $3.12, which represents a 6.41% surprise. Revenue also came in slightly higher than anticipated, reaching $3.19 billion compared to the forecasted $3.17 billion. These results highlight Ryder System’s ability to perform well even in challenging market conditions. While stock price movement is not discussed, the positive earnings report suggests favorable investor sentiment. No recent mergers or acquisitions were announced. Analyst upgrades or downgrades were not mentioned in the recent reports. Other company news was not highlighted in the latest updates. These recent developments reflect the company’s current financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.