Ryder Publishes Third-Quarter 2026 Earnings Call Transcript

By Public Technologies
  • Ryder raised its 2026 comparable EPS forecast to USD 14.85–15.05 from USD 14.40–14.80, reflecting improving used-vehicle sales and rental conditions.
  • CEO John J. Diez and CFO Cristina A. Gallo-Aquino attended the October 22 third-quarter earnings call.
  • Quarterly comparable EPS rose 21% to USD 4.33; fourth-quarter guidance stands at USD 4.25–4.45.
  • Management doubled expected annual freight-recovery benefits to USD 40 million, primarily driven by higher used-vehicle sales results.
  • Rental capital spending will increase USD 300 million above the previous forecast to USD 500 million, positioning the fleet for 2027 demand.


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