Core Insights - Ryder reported revenue of $3.19 billion for the quarter ended June 2025, reflecting a year-over-year increase of 0.2% and surpassing the Zacks Consensus Estimate by 0.5% [1] - Earnings per share (EPS) for the quarter was $3.32, up from $3.00 in the same quarter last year, representing a surprise of 6.75% over the consensus estimate of $3.11 [1] Financial Performance Metrics - Commercial rental utilization was reported at 70%, exceeding the two-analyst average estimate of 68% [4] - Operating Revenue for Fleet Management Solutions was $1.29 billion, matching the average estimate and showing a year-over-year increase of 0.9% [4] - Operating Revenue for Dedicated Transportation Solutions was $470 million, slightly above the average estimate of $460.58 million, but down 3.1% year over year [4] - Operating Revenue for Supply Chain Solutions was $1.02 billion, aligning with the average estimate and reflecting a year-over-year increase of 3% [4] - Revenues for Fleet Management Solutions totaled $1.47 billion, consistent with the average estimate but down 0.7% year over year [4] - Revenues for Supply Chain Solutions reached $1.37 billion, slightly above the average estimate of $1.36 billion, marking a 1.9% year-over-year increase [4] - Revenues from Fleet Management Solutions - SelectCare and other amounted to $178 million, close to the average estimate, with a year-over-year increase of 1.1% [4] - Revenues from Eliminations were reported at -$250 million, better than the average estimate of -$261.4 million, but down 8.1% year over year [4] - Revenues from Fleet Management Solutions - Commercial rental were $239 million, exceeding the average estimate but down 2.1% year over year [4] - Revenues from Fleet Management Solutions - ChoiceLease were $871 million, slightly below the average estimate, with a year-over-year increase of 1.8% [4] - Revenues from Fleet Management Solutions - Fuel services were $179 million, below the average estimate, reflecting an 11.4% year-over-year decline [4] - Revenues from Dedicated Transportation Solutions were $606 million, slightly above the average estimate, but down 4.6% year over year [4] Stock Performance - Ryder's shares have returned +10.9% over the past month, outperforming the Zacks S&P 500 composite's +5.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Viewpoint - Analysts forecast that Ryder will report quarterly earnings of $3.11 per share, reflecting a year-over-year increase of 3.7%, while revenues are expected to be $3.17 billion, showing a decrease of 0.3% compared to the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised 0.3% lower over the last 30 days, indicating a reevaluation of initial estimates by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts project 'Operating Revenue- Fleet Management Solutions' at $1.29 billion, indicating a year-over-year change of +0.9% [5]. - The estimate for 'Operating Revenue- Dedicated Transportation Solutions' is $460.58 million, reflecting a year-over-year decrease of 5% [5]. - 'Operating Revenue- Supply Chain Solutions' is expected to reach $1.02 billion, showing a change of +3.3% from the previous year [6]. - The estimate for 'Revenues- Fleet Management Solutions' is $1.47 billion, indicating a year-over-year change of -0.6% [7]. - 'Revenues- Dedicated Transportation Solutions' is projected at $604.69 million, reflecting a decrease of 4.8% from the prior year [8]. - 'Revenues- Fleet Management Solutions- ChoiceLease' is expected to reach $880.92 million, indicating a year-over-year change of +2.9% [9]. Key Metrics - 'Commercial rental - Rental Utilization - Power Units' is estimated at 68.0%, down from 69.0% a year ago [10]. - Over the past month, Ryder shares have returned +9.8%, outperforming the Zacks S&P 500 composite's +5.9% change [10].