Ryder System (R) Q2 FY26 earnings call

Earnings call· Jun 2026 (Q2 FY26)· Industrials· Jul 23, 2026

Source: earnings call transcript

Ryder System delivered its seventh consecutive quarter of comparable EPS growth, driven by consistent execution of strategic initiatives and improving used vehicle sales market conditions. The company's transformed business model, with a higher mix of asset-light businesses, continues to demonstrate resilience and is well-positioned to benefit from an eventual freight cycle upturn. Management raised its full-year comparable EPS forecast, reflecting an improved outlook for used vehicle sales, while navigating challenges in Supply Chain and Dedicated segments.

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R operating KPIs by quarter

R operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Mar 2026 Q1 FY26	This call 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.