Ryder System, Inc. (NYSE: R) reported third‑quarter 2025 earnings on Thursday, 2025‑10‑23, posting diluted earnings per share of $3.57—slightly above the consensus estimate of $3.55—and total revenue of $3.171 billion, a 3.8% year‑over‑year increase that matched the prior year’s figure.
Segment revenue details showed Supply Chain Solutions (SCS) up 5% to $1.380 billion, Fleet Management Solutions (FMS) flat at $1.465 billion, and Dedicated Transportation Solutions (DTS) down 10% to $570 million. Operating revenue rose 1% to $2.611 billion, driven primarily by contractual gains in SCS and FMS.
Management guidance for the fourth quarter projects comparable earnings per share of $3.50 to $3.70, while full‑year 2025 comparable EPS is now forecast at $12.85 to $13.05, unchanged from the prior guidance. Revenue guidance for the year is $10.37 billion, also unchanged. CEO Robert Sanchez noted that earnings were in line with expectations and that benefits from lease pricing, maintenance cost‑saving initiatives, and acquisition synergies continue to support growth.
The release underscores Ryder’s continued focus on its transformed, asset‑light business model, with contractual earnings growth offsetting freight‑market headwinds. The company’s capital deployment capacity remains strong, and the guidance signals confidence in sustaining earnings momentum into the next quarter.
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