R expands its Southeast footprint with a new McDonough facility, boosting tech-enabled fleet services amid rising regional logistics demand.
Ryder System, Inc. (R) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
R's rising operating costs, weaker earnings estimates and soft share performance highlight mounting pressures for the company.
Ryder System, Inc. ( R ) Stephens Annual Investment Conference 2025 November 19, 2025 11:00 AM EST Company Participants John Diez - President & COO Conference Call Participants Reed Seay - Stephens Inc., Research Division Presentation Reed Seay Stephens Inc., Research Division We're about at 10 O'clock. So we'll go ahead and get started.
R's third-quarter 2025 earnings reflect higher contractual earnings and share repurchases.
Ryder System, Inc. (NYSE:R ) Q3 2025 Earnings Call October 23, 2025 11:00 AM EDT Company Participants Calene Candela - Vice President of Investor Relations Robert Sanchez - Chairman & CEO Cristina Gallo-Aquino - CFO, EVP & Principal Accounting Officer John Diez - President & COO John Sensing - President of Global Supply Chain Solutions & Dedicated Transportation Solutions Tom Havens - President of Global Fleet Management Solutions Conference Call Participants Scott Group - Wolfe Research, LLC Ben Moore David Zazula - Barclays Bank PLC, Research Division Ravi Shanker - Morgan Stanley, Research Division Jeffrey Kauffman - Vertical Research Partners, LLC Jordan Alliger - Goldman Sachs Group, Inc., Research Division Harrison Bauer - Susquehanna Financial Group, LLLP, Research Division Brian Ossenbeck - JPMorgan Chase & Co, Research Division Presentation Operator Good morning and welcome to the Ryder System third Quarter 2025 Earnings Release Conference Call. [Operator Instructions] Today's call is being recorded.
The headline numbers for Ryder (R) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Ryder (R) came out with quarterly earnings of $3.57 per share, beating the Zacks Consensus Estimate of $3.56 per share. This compares to earnings of $3.44 per share a year ago.
R expands its Southeast footprint with a new facility in Lebanon, TN, boosting fleet support and service connectivity.
Ryder's pivot to contractual, asset-light revenue streams and growth in SCS/DTS segments enhances resilience and positions the company for long-term expansion. Strong Q2 results, robust free cash flow, and attractive valuation make Ryder appealing for value-oriented investors seeking double-digit earnings growth through FY27. Strategic initiatives, including AI-driven logistics, Cardinal Logistics integration, and fleet optimization, are driving margin expansion and operational efficiency.
I am reiterating my buy rating as I see more upside to come. Despite stagnant revenue growth, bottom-line performance still tracks well. EPS continues to grow with double digits as the management improves contractual earnings and improves operational efficiency. Free cash flow forecasts have been improved by more than $500 million, as the company expects reinstated tax bonus depreciation. The stock still trades at a discount with 60% upside potential.
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