Ryder System shares have surged 39.9% year to date following a second-quarter earnings beat and an increase in full-year guidance. The company reported comparable earnings per share of $3.73, up 12.4% year over year and 0.8% above consensus, while total revenues rose 5% to $3.35 billion. Management raised its full-year comparable EPS outlook to a range of $14.40 to $14.80, up from the prior $14.05 to $14.80. The stock trades at 0.68 times forward price-to-sales, a discount to its Zacks sub-industry average of 2.33 times but at the high end of its own five-year range. Ryder returned $406 million to shareholders through dividends and buybacks in the first half of 2026, supported by free cash flow that climbed to $684 million from $461 million a year earlier. However, the company carries $7.46 billion in total debt against $219 million in cash, and its current ratio stands at 0.65, highlighting balance-sheet constraints. The average analyst price target of $303 implies about 13.2% upside from the recent share price of $267.68, while a Zacks Rank of 3 (Hold) suggests a measured stance after the strong rally.
Ryder System IncRyder System reported an earnings beat and raised full-year guidance, driving the stock rally.
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