Ryder System Issues Q1 2026 Earnings Guidance

Transportation company lowers Q1 2026 earnings forecast

Published on Feb. 12, 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 $2.100-$2.350 for the period, lower than the previous consensus EPS estimate of $3.250. Ryder System also updated its full-year 2026 EPS guidance to $13.450-$14.450.

Why it matters

Ryder System's earnings guidance update signals potential challenges the company is facing, which could impact its financial performance and outlook. As a major player in the transportation and logistics industry, Ryder's results are closely watched by investors and analysts as an indicator of broader economic trends.

The details

Ryder System cited lower-than-expected revenue and earnings for the first quarter of 2026, leading to the reduced guidance. The company's shares traded down $9.92, or 4.8%, to $207.39 on Thursday following the announcement. Ryder has a debt-to-equity ratio of 2.35 and a current and quick ratio of 1.02, indicating a moderately leveraged balance sheet.

  • Ryder System issued the Q1 2026 earnings guidance update on Wednesday, February 12, 2026.
  • The company's shares traded lower on Thursday, February 13, 2026 following the announcement.

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. ›

What’s next

Investors will be closely watching Ryder System's upcoming Q1 2026 earnings report to see if the company is able to meet its revised guidance targets.

The takeaway

Ryder System's earnings guidance update highlights the potential challenges facing the transportation and logistics industry, underscoring the need for companies to remain agile and adaptable in the face of changing market conditions.