Ryder System, Inc. (NYSE:R) shares closed higher on Wednesday after the company reported its fourth quarter FY25 results.

Details

The company reported adjusted EPS of $3.59, topping the consensus estimate of $3.57, marking a 4% increase year over year (Y/Y).

Revenue for the quarter came in at $3.175 billion, below analysts' expectations of $3.209 billion, and consistent with the prior year.

Ryder ended the quarter with cash and cash equivalents of $198 million.

The company achieved an annual benefit of $100 million from the multi-year strategic initiatives in 2025, with incremental benefits expected in 2026.

Segment Performance

In the fourth quarter, Ryder's Fleet Management Solutions (FMS) segment revenue fell 1% Y/Y to $1.47 billion, with operating revenue of $1.30 billion, on weaker rental demand.

Also, segment earnings before tax (EBT) decreased 10% Y/Y to $136 million, partly due to weaker freight market conditions.

The Supply Chain Solutions (SCS) segment saw total revenue grow 3% ...