Ryder (R) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - Ryder reported revenue of $3.18 billion for the quarter ended December 2025, a decrease of 0.4% year-over-year, with EPS at $3.59 compared to $3.45 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $3.25 billion, resulting in a surprise of -2.18%, while the EPS also missed the consensus estimate of $3.66 by -1.91% [1] Financial Performance Metrics - Ryder's shares have returned +11.2% over the past month, outperforming the Zacks S&P 500 composite, which saw a -0.3% change [3] - Rental Utilization for Commercial rental was reported at 72%, exceeding the average estimate of 71% [4] - Operating Revenue for Fleet Management Solutions was $1.3 billion, slightly below the average estimate of $1.31 billion, reflecting a year-over-year decline of -0.8% [4] - Operating Revenue for Dedicated Transportation Solutions was $452 million, compared to the estimated $459.04 million, marking a -4.2% change year-over-year [4] - Operating Revenue for Supply Chain Solutions was $1.04 billion, below the average estimate of $1.08 billion, but showing a +3% increase year-over-year [4] - Revenues for Fleet Management Solutions were $1.47 billion, slightly below the estimated $1.48 billion, indicating a -1.3% change year-over-year [4] - Revenues for Supply Chain Solutions were $1.38 billion, compared to the estimated $1.44 billion, reflecting a +3.1% year-over-year change [4] - Revenues from Fleet Management Solutions - SelectCare and other were $163 million, below the average estimate of $169.48 million, showing a -3.6% change year-over-year [4] - Revenues from Fleet Management Solutions - Commercial rental were $237 million, exceeding the estimated $230.25 million, but down -4.8% year-over-year [4] - Revenues from Fleet Management Solutions - ChoiceLease were $897 million, slightly below the estimated $905.34 million, with a +0.8% year-over-year change [4] - Revenues from Fleet Management Solutions - Fuel services were $169 million, below the average estimate of $176.51 million, reflecting a -4.5% change year-over-year [4] - Revenues from Dedicated Transportation Solutions were $565 million, compared to the estimated $591.3 million, marking an -8.1% change year-over-year [4]