R's second-quarter 2025 earnings reflect higher contractual earnings and share repurchases.
Ryder System, Inc. (NYSE:R ) Q2 2025 Earnings Conference Call July 24, 2025 11:00 AM ET Company Participants Calene F. Candela - Vice President of Investor Relations Cristina A.
While the top- and bottom-line numbers for Ryder (R) give a sense of how the business performed in the quarter ended June 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 $3.32 per share, beating the Zacks Consensus Estimate of $3.11 per share. This compares to earnings of $3 per share a year ago.
Besides Wall Street's top-and-bottom-line estimates for Ryder (R), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
Ryder (R) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The consistent shareholder-friendly efforts of R to reward its shareholders through dividend hikes highlight its financial bliss.
R grapples with rising operating costs and a weak current ratio, signaling ongoing financial strain in the company's operations.
Ryder System's strategic shift to contract and supply chain management has reduced earnings volatility and protected cash flow from macroeconomic swings. Disciplined fleet management and long-term contracts help Ryder weather trucking industry cyclicality, despite near-term economic uncertainty and softer rental demand. Strong Q1 results, robust free cash flow, and ongoing capital returns (dividends, buybacks) highlight Ryder's financial flexibility and resilience.
Ryder System remains a solid 'buy' due to its consistently low valuation versus peers and solid long-term performance, despite recent short-term stock weakness. Revenue and profitability continue to grow, driven by strategic acquisitions and the expanding ChoiceLease program, even as some segments face softness. Management projects modest revenue growth, but a significant 10% increase in net profits for 2025, supported by pricing and cost initiatives.
Ryder (R) reported earnings 30 days ago. What's next for the stock?
R's first-quarter 2025 revenues benefit from the prior-year acquisition and contractual revenue growth in Supply Chain Solutions and Fleet Management Solutions.