Ryder System’s Q4 earnings beat estimates, shares rise

Published 12/02/2025, 13:06
Ryder System’s Q4 earnings beat estimates, shares rise

NEW YORK - Ryder System, Inc. (NYSE: NYSE:R) reported fourth-quarter earnings that exceeded analyst expectations, sending shares up 1.21% in early trading.

The transportation and logistics company posted adjusted earnings per share of $3.45, beating the consensus estimate of $3.39. Revenue for the quarter came in at $3.2 billion, slightly below analysts’ expectations of $3.31 billion.

Ryder’s fourth-quarter performance was driven by strong results across all business segments. The company’s Fleet Management Solutions segment saw earnings growth of 13% YoY, while Supply Chain Solutions and Dedicated Transportation Solutions segments reported earnings increases of 58% and 10% respectively.

"Ryder delivered strong results in 2024 and year-over-year earnings growth during the fourth quarter, despite ongoing freight market headwinds," said Ryder Chairman and CEO Robert Sanchez. "This marks the first quarter in the last eight with year-over-year comparable earnings growth."

For the full year 2024, Ryder reported adjusted earnings per share of $12.00, compared to $12.95 in the prior year. The company attributed the decrease to weaker market conditions in rental and used vehicle sales, offset by higher earnings in contractual lease, supply chain, and dedicated businesses.

Looking ahead, Ryder provided guidance for fiscal year 2025, projecting adjusted earnings per share in the range of $13.00 to $14.00. This outlook is roughly in line with the current analyst consensus of $13.46.

The company expects operating revenue to increase by approximately 2% in 2025, with positive free cash flow between $300 million and $400 million.

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

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