Ryder System Raises 2026 Full-Year Guidance on Strategic Gains

Ryder System, Inc. (R) has announced an optimistic outlook for the second quarter of 2026, projecting a rise in net profit compared to the same period last year. The transportation and logistics firm is leveraging internal efficiencies to drive bottom-line growth. The company is raising its full-year guidance, citing strong execution of strategic initiatives and a recovering used vehicle market. CFO Cristina Gallo-Aquino noted that $70 million in incremental benefits are currently driving this growth trajectory, supported by stronger-than-expected performance in the first quarter. For the second quarter of 2026, Ryder anticipates net income between $3.20 and $3.45 per share, surpassing the $3.13 per share recorded in the second quarter of 2025. Adjusted income for the quarter is expected to range from $3.50 to $3.75 per share. The revised 2026 annual net income forecast now stands at $13.15 to $13.90 per share, an increase from the previous range of $12.80 to $13.80. When excluding specific items, earnings are projected to reach between $14.05 and $14.80 per share, up from the prior expectation of $13.45 to $14.45. Additionally, the company has bumped its total revenue growth projection to 3%, compared to the previous outlook of 1%. Despite the positive guidance, shares of Ryder were trading slightly lower in pre-market activity, down 1.33% to $224.55. This suggests the market may have already priced in these improvements or is reacting to broader sector trends.