Ryder System Lowers Q1 2026 Earnings Guidance

Transportation company cites lower-than-expected revenue in Q1 2026

Published on Feb. 11, 2026

Got story updates? Submit your updates here. ›

Ryder System (NYSE:R), a leading provider of transportation and supply chain management solutions, has issued an update on its first quarter 2026 earnings guidance. The company provided EPS guidance of $2.10-$2.35, lower than the previous consensus estimate of $3.25. Ryder System also updated its full-year 2026 guidance to $13.45-$14.45 EPS.

Why it matters

Ryder System's earnings guidance revision reflects the challenges the transportation industry is facing, including potential softening demand and supply chain disruptions. As a bellwether for the sector, Ryder's performance is closely watched by investors and analysts for insights into broader industry trends.

The details

In its update, Ryder System cited lower-than-expected revenue in the first quarter of 2026 as the primary driver behind the reduced earnings guidance. The company did not provide specific details on the revenue shortfall. Ryder's stock price rose $10.97, or 5.2%, to $223.16 on the news, indicating that the market had anticipated a more significant earnings miss.

  • Ryder System issued the earnings guidance update on Wednesday, February 11, 2026.

The players

Ryder System, Inc.

A leading provider of transportation and supply chain management solutions, serving commercial customers across a range of industries.

Got photos? Submit your photos here. ›

The takeaway

Ryder System's revised guidance reflects the ongoing challenges facing the transportation industry, underscoring the need for companies to remain agile and adapt to changing market conditions. Investors will be closely monitoring Ryder's performance in the coming quarters to gauge the broader health of the sector.