Ryder System (R) Q1 FY26 earnings call

Earnings call· Mar 2026 (Q1 FY26)· Industrials· Apr 23, 2026

Source: earnings call transcript

Ryder System delivered solid Q1 FY26 results, exceeding expectations, primarily driven by better-than-expected used vehicle sales and strong contractual performance across its segments. The company's transformed business model, with over 90% of revenue from long-term contracts, continues to demonstrate resilience in a challenging freight environment. Management raised its full-year comparable EPS forecast, reflecting the strong start and modest market improvements, while maintaining its ROE and free cash flow outlook.

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R operating KPIs by quarter

R operating KPIs stated on its earnings calls, by fiscal quarter
KPI	This call Mar 2026 Q1 FY26	Jun 2026 Q2 FY26	Sep 2026 Q3 FY26	Change vs prior quarter
Used vehicles sold	4,600 During the quarter, we sold 4,600 used vehicles, up 1,000 units sequentially and down versus the prior year. Source: earnings call transcript	5,100 During the quarter, we sold 5,100 used vehicles up 500 units sequentially and down 1,100 units versus prior year, largely reflecting the prior year's elevated wholesaling activity. Source: earnings call transcript	5,100 During the quarter, we sold 5,100 used vehicles in line with prior quarter and up 200 units year-over-year. Source: earnings call transcript	0%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.