Ryder System, Inc. (NYSE:R ) Q1 2025 Earnings Conference Call April 23, 2025 11:00 AM ET Company Participants Calene Candela - Vice President, Investor Relations Robert Sanchez - Chairman and Chief Executive Officer Cristina Gallo-Aquino - Executive Vice President and Chief Financial Officer John Diez - President and Chief Operating Officer Tom Havens - President, Fleet Management Solutions Steve Sensing - President, Supply Chain Solutions and Dedicated Transportation Solutions Conference Call Participants Jordan Alliger - Goldman Sachs Christyne McGarvey - Morgan Stanley Jeff Kauffman - Vertical Research Partners Scott Group - Wolfe Research Reed Seay - Stephens Inc. Brian Ossenbeck - JPMorgan Harrison Bauer - Susquehanna Operator Good morning, and welcome to the Ryder System First Quarter 2025 Earnings Release Conference Call. All lines are in listen-only mode, until after the presentation.
While the top- and bottom-line numbers for Ryder (R) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Ryder (R) came out with quarterly earnings of $2.46 per share, beating the Zacks Consensus Estimate of $2.40 per share. This compares to earnings of $2.14 per share a year ago.
Get a deeper insight into the potential performance of Ryder (R) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
The freight market downturn and weak liquidity are hurting Ryder's prospects. Elevated operating expenses are also a major headwind for the company.
Ryder System has transitioned from short-term rentals to long-term contracts, providing stability and reducing volatility in economic downturns. Despite recent stock declines, Ryder's strategic repositioning and strong financial performance, including $12 EPS and $133 million in 2024 free cash flow, make it a buy. Economic uncertainty may slow new contract growth, but Ryder's stable revenue from long-term contracts and potential tax benefits offer resilience.
Ryder (R) reported earnings 30 days ago. What's next for the stock?
Weak freight market conditions and elevated operating expenses are severely hurting Ryder's prospects.
R's fourth-quarter 2024 results reflect higher earnings across all business segments.
Ryder System, Inc. (NYSE:R ) Q4 2024 Earnings Conference Call February 12, 2025 11:00 AM ET Company Participants Calene Candela - Vice President, Investor Relations Robert Sanchez - Chairman and Chief Executive Officer Cristina Gallo-Aquino - Executive Vice President and Chief Financial Officer John Diez - President and Chief Operating Officer Tom Havens - President, Fleet Management Solutions Steve Sensing - President, Supply Chain Solutions and Dedicated Transportation Solutions Conference Call Participants Christyne McGarvey - Morgan Stanley Jeff Kauffman - Vertical Research Partners Jordan Alliger - Goldman Sachs Daniel Imbro - Stephens Harrison Bauer - Susquehanna Operator Good morning and welcome to the Ryder System Fourth Quarter 2024 Earnings Release Conference Call. All lines are in a listen-only mode until after the presentation.
Although the revenue and EPS for Ryder (R) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Ryder (R) came out with quarterly earnings of $3.45 per share, beating the Zacks Consensus Estimate of $3.42 per share. This compares to earnings of $2.95 per share a year ago.