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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Ryder System
Ryder System (R) investor relations material
Ryder System Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary22 Oct, 2026
Executive summary
Comparable EPS rose 21% YoY to $4.33, marking an eighth consecutive quarter of growth; results benefited from contractual strength, FMS earnings and share repurchases.
Total revenue increased 8% to $3.433B, while operating revenue rose 6% to $2.759B.
More than 90% of revenue comes from long-term contracts; Supply Chain and Dedicated are expected to generate ~60% of 2026 revenue, versus 44% in 2018.
Financial highlights
GAAP continuing-operations EPS rose 25% to $4.16; comparable earnings increased to $169M from $149M.
Q3 continuing-operations EBT increased 19% to $226M; comparable EBT rose 17% to $234M.
YTD free cash flow increased to $992M from $496M, primarily reflecting lower capital expenditures.
Total revenue was $3.433B; operating revenue growth reflected contractual revenue gains in Supply Chain and Fleet Management.
Outlook and guidance
FY26 comparable EPS guidance increased to $14.85–$15.05 from $14.40–$14.80; Q4 comparable EPS guidance is $4.25–$4.45.
FY26 GAAP EPS guidance is $9.75–$9.95; Q4 GAAP EPS guidance is $(0.15)–$0.05, including estimated $4.30/share non-cash pension settlement charges.
FY26 adjusted ROE guidance increased to 18%–19%; free cash flow guidance remains $700M–$800M and operating cash flow guidance is $2.6B.
FY26 capital expenditures are forecast at $2.4B, including $500M for rental fleet investment; net capital expenditures are forecast at $1.9B.
Strategic initiatives are expected to deliver $70M+ in 2026 benefits; annual benefits could reach $250M+ by the next cycle peak.
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Latest events from Ryder System
- Board urged votes for all nominees and against a mandatory independent Chair.R
Proxy Filing - Strong 2023 results accompany Board opposition to two climate-related shareholder proposals.RProxy Filing
- FY23 revenue grew as vehicle markets pressured earnings; FY24 guidance signals growth and lower returns.RQ4 2023
- Raised 2026 EPS guidance as used vehicle sales and dedicated solutions drive growth.RMorgan Stanley's 14th Annual Laguna Conference
- Transformation drives higher profitability, with strong supply chain growth and rising ROE.RDeutsche Bank’s Chicago Industrials Summit
- Higher earnings, strong cash flow, and innovation drive long-term growth and shareholder value.RInvestor presentation
- Comparable EPS up 12%, revenue and cash flow rose, and 2026 guidance increased.RQ2 2026
- 2025 EPS up 8% to $12.92; 2026 outlook: higher EPS, strong cash flow, continued buybacks.RQ4 2025
- Q1 2025 EPS up 15% and free cash flow surged, driven by contractual business strength.RQ1 2025
Next Ryder System earnings date
Stephens Annual Investment Conference17 Nov, 2026
Ryder System
Next Ryder System earnings date
Stephens Annual Investment Conference17 Nov, 2026
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Frequently asked questions
Ryder System, Inc. operates as a logistics and transportation company worldwide. It operates through three segments: Fleet Management Solutions, Dedicated Transportation Solutions, and Supply Chain Solutions. The company offers full-service leasing, lease-to-own, and maintenance services for trucks, tractors, and trailers; supply chain solutions, such as order fulfillment and distribution center management, transportation management, inbound freight management and visibility, reverse logistics and refurbishment center network management, freight forwarding planning and scheduling, warehousing management, retail visibility services; and outsourced fleet maintenance services.