Filing Flows › Ryder System (R) › Guidance history
Ryder System (R) guidance history: what it guided and what it reported
Ryder System gave guidance in 12 earnings releases on file since Feb 14, 2024. Its releases raised guidance 7 times and lowered it twice.
Operating cash flow
The GAAP figure from the filings is shown for each period reported; it is not judged against the guide, which may leave items out (one-off payments, acquisitions).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $2.7B (Feb 11, 2026) → reaffirmed $2.7B (Apr 23, 2026) → reaffirmed $2.7B (Jul 23, 2026) → lowered $2.6B (Oct 22, 2026) | — | to be reported | — |
| FY2025 | $2.5B (Feb 12, 2025) → reaffirmed $2.5B (Apr 23, 2025) → raised $2.8B (Jul 24, 2025) → reaffirmed $2.8B (Oct 23, 2025) | $2.6B (GAAP) | not judged | — |
| FY2024 | $2.4B (Feb 14, 2024) → reaffirmed $2.4B (Apr 23, 2024) → reaffirmed $2.4B (Jul 25, 2024) → reaffirmed $2.4B (Oct 24, 2024) | $2.3B (GAAP) | not judged | — |
GAAP EPS
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $4.30 (Oct 22, 2026) | — | to be reported | — |
| Q3 2026 | $3.80–$4.00 (Jul 23, 2026) | — | — | — |
| Q2 2026 | $3.20–$3.45 (Apr 23, 2026) | — | — | — |
| Q1 2026 | $1.95–$2.20 (Feb 11, 2026) | — | — | — |
| FY2026 | $12.80–$13.80 (Feb 11, 2026) → raised $13.15–$13.90 (Apr 23, 2026) → raised $13.50–$13.90 (Jul 23, 2026) → lowered $4.30 (Oct 22, 2026) | — | to be reported | — |
| Q4 2025 | $3.30–$3.50 (Oct 23, 2025) | — | — | — |
| Q3 2025 | $3.30–$3.50 (Jul 24, 2025) | — | — | — |
| Q2 2025 | $2.85–$3.10 (Apr 23, 2025) | — | — | — |
| Q1 2025 | $2.15–$2.40 (Feb 12, 2025) | — | — | — |
| FY2025 | $12.40–$13.40 (Feb 12, 2025) → lowered $12.15–$12.90 (Apr 23, 2025) → lowered $12.15–$12.60 (Jul 24, 2025) → lowered $12.10–$12.30 (Oct 23, 2025) | — | — | — |
Capital expenditures
The GAAP figure from the filings is shown for each period reported; it is not judged against the guide, which may leave items out (one-off payments, acquisitions).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $2.4B (Feb 11, 2026) → reaffirmed $2.4B (Apr 23, 2026) → reaffirmed $2.4B (Jul 23, 2026) → reaffirmed $2.4B (Oct 22, 2026) | — | to be reported | — |
| FY2025 | $2.7B (Feb 12, 2025) → lowered $2.6B (Apr 23, 2025) → lowered $2.3B (Jul 24, 2025) → reaffirmed $2.3B (Oct 23, 2025) | $2.1B (GAAP) | not judged | — |
| FY2024 | $3.3B (Feb 14, 2024) → lowered $3.2B (Apr 23, 2024) → lowered $2.9B (Jul 25, 2024) → reaffirmed $2.9B (Oct 24, 2024) | $2.7B (GAAP) | not judged | — |
Adjusted EPS
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $4.25–$4.45 (Oct 22, 2026) | — | to be reported | — |
| Q3 2026 | $4.00–$4.20 (Jul 23, 2026) | — | — | — |
| Q2 2026 | $3.50–$3.75 (Apr 23, 2026) | — | — | — |
| Q1 2026 | $2.10–$2.35 (Feb 11, 2026) | — | — | — |
| FY2026 | $13.45–$14.45 (Feb 11, 2026) → raised $14.05–$14.80 (Apr 23, 2026) → raised $14.40–$14.80 (Jul 23, 2026) → raised $14.85–$15.05 (Oct 22, 2026) | — | to be reported | — |
| Q4 2025 | $3.50–$3.70 (Oct 23, 2025) | — | — | — |
| Q3 2025 | $3.45–$3.65 (Jul 24, 2025) | — | — | — |
| Q2 2025 | $3.00–$3.25 (Apr 23, 2025) | — | — | — |
| Q1 2025 | $2.30–$2.55 (Feb 12, 2025) | — | — | — |
| FY2025 | $13.00–$14.00 (Feb 12, 2025) → lowered $12.85–$13.60 (Apr 23, 2025) → lowered $12.85–$13.30 (Jul 24, 2025) → lowered $12.85–$13.05 (Oct 23, 2025) | — | — | — |
Adjusted free cash flow
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $700M–$800M (Feb 11, 2026) → reaffirmed $700M–$800M (Apr 23, 2026) → reaffirmed $700M–$800M (Jul 23, 2026) → reaffirmed $700M–$800M (Oct 22, 2026) | — | to be reported | — |
| FY2025 | $300M–$400M (Feb 12, 2025) → raised $375M–$475M (Apr 23, 2025) → raised $900M–$1.0B (Jul 24, 2025) → reaffirmed $900M–$1.0B (Oct 23, 2025) | — | — | — |
| FY2024 | $275M–$375M (Feb 14, 2024) → lowered $175M–$275M (Apr 23, 2024) → lowered $150M–$250M (Jul 25, 2024) → reaffirmed $150M–$250M (Oct 24, 2024) | — | — | — |
The latest quarter
Ryder System, Q3 2026: revenue $3.4B (+8% year over year), operating margin 6.6%, net earnings $162M, operating cash flow $725M. The chart follows the revenue to costs, profit and cash.
Questions
Does Ryder System beat its guidance?
Ryder System gave guidance in 12 earnings releases on file since Feb 14, 2024. Its releases raised guidance 7 times and lowered it twice.
How often does Ryder System raise guidance?
Its earnings releases raised guidance 7 times and lowered it twice since Feb 14, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.