$R

RYDER SYSTEM INC

0
0
6

No SEC Form 4 filings for $R in the last 30 days.

See all $R insider activity →
Low

Spotting Winners: ArcBest (NASDAQ:ARCB) And Ground Transportation Stocks In Q2

RXO reported strong earnings but its stock has traded sideways at $21.05. Werner (WERN) missed EPS estimates, with revenue up 24% to $933.9M, and its stock is down 11.1%. Ryder (R) beat revenue expectations by 1.3% with $3.35B, but its stock is down 16.3%. Knight-Swift (KNX) topped revenue expectations by 2% with $2.10B, but its stock is down 15.7%.

Baird lowers Ryder to Neutral, warning consensus forecasts are too high

Ryder System (NYSE:R) shares fell 2.3% after Baird downgraded it to Neutral, citing high earnings expectations and macroeconomic challenges. Baird lowered its 2027 EPS estimate to $16.02, below the consensus of $17.87. Higher interest rates and fuel prices pose risks to the company's leasing and rental businesses.

Here Are Tuesday’s Top Wall Street Analyst Research Calls: AutoZone, Baker Hughes, FS KKR Capital, Kroger, Netflix, PepsiCo, Ryder Systems, SpaceX, Warner Bros. Discovery, and More

Wall Street analyst research calls on Tuesday included upgrades for Kroger (KR), Netflix (NFLX), and others, while PepsiCo (PEP), Ryder Systems (R), and more were downgraded. Futures traded higher after a rough start to the week, with major indices closing lower. Treasury yields rose, oil prices surged, and gold and crypto markets declined.

R sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 6 news stories mentioning R (RYDER SYSTEM INC). Coverage has skewed bearish: 0 bullish, 0 neutral, and 6 bearish.

Recent R coverage spans earnings, financial news and market movers.

What's driving R

AlphAI scores every news story that mentions R with an AI model for sentiment and relevance, and aggregates insider trades from RYDER SYSTEM INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $R

Score
$BLMNLow

Here Are Tuesday’s Top Wall Street Analyst Research Calls: AutoZone, Baker Hughes, FS KKR Capital, Kroger, Netflix, PepsiCo, Ryder Systems, SpaceX, Warner Bros. Discovery, and More

Wall Street analyst research calls on Tuesday included upgrades for Kroger (KR), Netflix (NFLX), and others, while PepsiCo (PEP), Ryder Systems (R), and more were downgraded. Futures traded higher after a rough start to the week, with major indices closing lower. Treasury yields rose, oil prices surged, and gold and crypto markets declined.

Analyst recommendations: PepsiCo, Fair Isaac, Generac Holdings

Analysts updated ratings and price targets for several companies. PepsiCo (PEP) was downgraded to neutral with a target reduced to $138. Fair Isaac (FICO) maintained underperform with a target cut to $600. Generac (GNRC) kept neutral with a target lowered to $232. Monster Beverage (MNST) retained overweight but saw its target drop to $53. Okta (OKTA) initiated with overweight and a raised target to $245. Rollins (ROL) downgraded to underweight with a target reduced to $45.

$RMed

Ryder System, Inc. Q2 2026 Earnings Call Summary

Ryder System reported 12% comparable EPS growth, citing execution and a shift toward less capital-intensive, asset-light revenue. Management raised full-year 2026 comparable EPS to $14.40 to $14.80, with $2.4B capex and $14.0B capital capacity over three years. It said 90%+ revenue is from long-term contracts and discussed supply chain and rental demand risks.

$RMedAI 8/10

Once again, Ryder’s bottom line is boosted by used vehicle sales

Ryder (NYSE:R) reported Q2 non-GAAP EPS of $3.73, up 12% year over year, and slightly raised 2026 guidance to $14.40-$14.80. Used vehicle sales supported results, with tractor and truck prices up 3% and 6% and gains on used sales expected around $40 million for 2026. Citi said results were broadly in line.

R Q2 Deep Dive: Margin Pressures and Asset-Light Strategy Shape Outlook

Ryder (R) Q2 outlook centers on cost-saving and margin initiatives expected to add $70 million in incremental benefits this year, plus continued growth in its asset-light supply chain and dedicated transportation lines. Management cited risks including onboarding delays for new contracts, automotive retooling, and possible regulatory and tariff cost increases. Shares were $267.83 after the earnings.

Related tickers