Ryder (R) Q3 FY26 earnings call

Earnings call· Sep 2026 (Q3 FY26)· Industrials· Oct 22, 2026

Source: earnings call transcript

Ryder delivered its eighth consecutive quarter of comparable EPS growth, driven by strategic initiatives and improving used vehicle sales and rental performance. The company's business mix has shifted significantly towards asset-light segments, enhancing profitability and resilience. Management anticipates continued earnings growth, benefiting from an improving freight environment and ongoing strategic execution, positioning Ryder to outperform prior cycles.

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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	Jun 2026 Q2 FY26	This call 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.