Ryder (R) Q3 Earnings Surpass Estimates

Core Insights - Ryder reported quarterly earnings of $3.57 per share, exceeding the Zacks Consensus Estimate of $3.56 per share, and showing an increase from $3.44 per share a year ago, resulting in an earnings surprise of +0.28% [1] - The company posted revenues of $3.17 billion for the quarter ended September 2025, which was a miss against the Zacks Consensus Estimate by 1.56%, remaining unchanged from the previous year [2] - Ryder has outperformed the S&P 500 with a 16.5% gain since the beginning of the year compared to the S&P 500's 13.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $3.84 on revenues of $3.24 billion, and for the current fiscal year, it is $13.16 on revenues of $12.78 billion [7] - The trend of estimate revisions for Ryder was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Transportation - Equipment and Leasing industry, to which Ryder belongs, is currently ranked in the top 26% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]