Ryder System (R) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $4.33
- Estimate
- $4.15
- Surprise
- +4.3%
- Revenue (period 2026-09-30)
- $3.43B
- Score at report (before → after)
- 5.3 → 5.4/10
Revenue source: xbrl.
How the report landed
Ryder System (R) beat the $4.15 estimate with adjusted EPS of $4.33 — a clear 4.3% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.3/10) to Sell at 5.4/10 after the report.
Coverage in the report window
- Barclays Maintains Overweight on Ryder System, Raises Price Target to $315 — benzinga, 2026-10-23
Where TrendMatrix's rating stands now
TrendMatrix currently rates R Sell at 5.4/10.
4 of the last 4 quarters beat the estimate; this quarter's +4.3% surprise compares with a +4.4% four-quarter average.
What supports the rating
- Strong earnings beat streak (4/4)
- Positive momentum
What argues against it
- Analyst target reached - limited upside remaining
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.1)
- Sector modifier (Industrials): -0.7
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $265.53
- Stop
- $252.23
The stock trades at 20.2× trailing but 14.6× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: RSI 77 — a level conventionally read as overbought; gains at these levels often lean on momentum; trading volume is running 2.0× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-10-23 — shown for context, not personalized investment advice.
R at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Rental & Leasing Services
- Market cap
- $10.18B
- P/E (fwd)
- 14.6
- P/E (ttm)
- 20.2
- 52-week range
- $157.67–$284.25
- Off 52-week high
- 6.6%
- RSI (14)
- 77
- Volume vs avg
- 1.99×
- Score today
- 5.4/10