For the quarter ended September 2026, Ryder (R) reported revenue of $3.43 billion, up 8.3% over the same period last year. EPS came in at $4.33, compared to $3.57 in the year-ago quarter.
The reported revenue represents a surprise of +1.02% over the Zacks Consensus Estimate of $3.4 billion. With the consensus EPS estimate being $4.17, the EPS surprise was +3.84%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Ryder performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Average fleet count - ChoiceLease: 140,000 versus 140,217 estimated by two analysts on average. Commercial rental - Rental Utilization - Power Units: 77% versus 75% estimated by two analysts on average. Commercial rental - Average fleet count: 29,400 compared to the 29,701 average estimate based on two analysts. Operating Revenue- Fleet Management Solutions: $1.34 billion compared to the $1.32 billion average estimate based on two analysts. The reported number represents a change of +4.8% year over year. Operating Revenue- Dedicated Transportation Solutions: $455 million compared to the $461.03 million average estimate based on two analysts. The reported number represents a change of -0.7% year over year. Operating Revenue- Supply Chain Solutions: $1.13 billion versus $1.11 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +8.9% change. Operating Revenue- Eliminations: $-166 million versus the two-analyst average estimate of $-169.87 million. The reported number represents a year-over-year change of +1.8%. Revenues- Fleet Management Solutions: $1.62 billion versus the two-analyst average estimate of $1.58 billion. The reported number represents a year-over-year change of +10.3%. Revenues- Fleet Management Solutions- SelectCare and other: $187 million compared to the $174.77 million average estimate based on two analysts. The reported number represents a change of +13.3% year over year. Revenues- Dedicated Transportation Solutions: $606 million versus the two-analyst average estimate of $609.87 million. The reported number represents a year-over-year change of +6.3%. Revenues- Eliminations: $-293 million versus $-291.65 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +20.1% change. Revenues- Fleet Management Solutions- Commercial rental: $244 million versus $241.69 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +0.8% change.View all Key Company Metrics for Ryder here>>>
Shares of Ryder have returned +1% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.7 Best Stocks for the Next 30 Days
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This article originally published on Zacks Investment Research (zacks.com).