Every 8-K that Ryder System, Inc. (R) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow R and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full R filings page.
Ryder System, Inc. reported higher second quarter 2026 results, with GAAP EPS from continuing operations of $3.40, up 8% from the prior year, and comparable EPS (non-GAAP) of $3.73, up 12%. Total revenue was $3.3 billion, a 5% increase, and operating revenue (non-GAAP) reached $2.7 billion, up 3%, driven mainly by growth in Supply Chain Solutions and Fleet Management Solutions.
Fleet Management Solutions posted 6% total revenue growth and a 20% increase in earnings before tax to $150 million, supported by contractual business performance, stronger used vehicle sales, and higher rental utilization on a smaller fleet. Supply Chain Solutions grew revenue but saw a 7% EBT decline, while Dedicated Transportation Solutions experienced modest revenue and EBT decreases.
For the first half of 2026, free cash flow (non-GAAP) rose to $684 million from $461 million as capital expenditures fell to $832 million. Debt-to-equity was 259% as of June 30, 2026, within the company’s 250%–300% target range. Ryder raised its full-year 2026 comparable EPS outlook to $14.40–$14.80 and continues to target 3% operating revenue growth and 18% non-GAAP ROE.
Ryder System, Inc. reported results of its May 1, 2026 annual shareholder meeting. Shareholders re-elected eleven directors for one-year terms expiring at the 2027 annual meeting, with all nominees receiving strong majority support.
Investors also ratified PricewaterhouseCoopers LLP as the independent auditor for the 2026 fiscal year, with 34,551,838 votes in favor. On an advisory basis, shareholders approved the compensation of the company’s named executive officers, with 33,104,177 votes for and 640,638 against. A shareholder proposal seeking an independent board chair was not approved, drawing 7,075,247 votes for and 26,410,511 against.
Ryder System, Inc. reported first-quarter 2026 results with earnings growth and reiterated strong cash generation while raising its full-year outlook. GAAP EPS from continuing operations was $2.34, up 2% from the prior year, and comparable EPS (non-GAAP) was $2.54, up 3%, helped by share repurchases.
Total revenue was $3.13 billion, essentially flat year over year, while operating revenue (non-GAAP) was $2.57 billion, up 1%. Fleet Management Solutions delivered 6% EBT growth to $99 million, SCS revenue grew but EBT fell 17% to $72 million, and DTS EBT declined 15% to $23 million.
The effective tax rate dropped to 21.0%, and free cash flow (non-GAAP) improved to $273 million from $259 million, despite lower operating cash flow. Capital expenditures decreased to $409 million. Debt-to-equity was 269%, within the 250%–300% target, and adjusted ROE remained at 17%.
For full-year 2026, Ryder now targets GAAP EPS of $13.15–$13.90, comparable EPS of $14.05–$14.80, operating revenue growth of 3%, ROE (non-GAAP) of 17%–18%, net cash from operating activities of $2.7 billion, and free cash flow of $700–$800 million. Second-quarter 2026 GAAP EPS is projected at $3.20–$3.45 and comparable EPS at $3.50–$3.75.
Ryder System, Inc. reported fourth quarter 2025 GAAP EPS from continuing operations of $3.25, up 5% from $3.11, with comparable EPS of $3.59, up 4%. Total revenue was $3.2 billion and operating revenue was $2.6 billion, both essentially flat year over year.
For full-year 2025, GAAP EPS from continuing operations rose 8% to $11.99 and comparable EPS increased 8% to $12.92. Operating revenue reached $10.4 billion, up 1%, and adjusted ROE was 17% versus 16%. Free cash flow was $946 million, supported by lower capital spending and strong operating cash flow of $2.6 billion.
Management forecasts 2026 comparable EPS of $13.45–$14.45, ROE of 17%–18%, operating revenue growth of 3%, and free cash flow of $700–$800 million, driven by upsized strategic initiatives and continued strength in contractual businesses despite soft freight and used vehicle markets.
Ryder System, Inc. reported that director E. Follin Smith has decided to retire from its Board of Directors, effective February 13, 2026. She notified the Board of her decision on January 23, 2026. The company notes that her retirement is not due to any disagreement with Ryder on its operations, policies, or practices.
The filing explains that Ms. Smith’s departure is part of the Board’s ongoing director succession planning, aimed at maintaining a well-rounded Board that blends the institutional knowledge of longer-serving directors with fresh perspectives from newer members. The Board and management express appreciation for her years of service and contributions to the company and its shareholders.
Ryder System, Inc. reported that director Abbie Smith plans to retire from its Board and will not stand for reelection at the 2026 Annual Meeting of Shareholders. Her retirement is stated as not due to any disagreement regarding the company’s operations, policies, or practices.
The Board appointed Tammy Romo as a new director effective January 5, 2026. She has been determined to be independent under New York Stock Exchange corporate governance listing standards and will serve on the Audit and Finance Committees. She is expected to stand for election at the 2026 Annual Meeting and will receive the company’s standard non-employee director compensation and a Director Indemnification Agreement. Ryder also issued a press release announcing her appointment.
Ryder System, Inc. announced a planned leadership transition. Chairman and Chief Executive Officer Robert E. Sanchez will retire as Chief Executive Officer effective March 31, 2026 and become Executive Chair, remaining Chair of the Board and an executive officer. John J. Diez, currently President and Chief Operating Officer, will become Chief Executive Officer and join the Board on the same date, serving as a director until the May 2026 annual shareholders’ meeting, when he is expected to stand for election by shareholders.
As Executive Chair, Mr. Sanchez will receive an annual salary of $800,000, a target bonus equal to 125% of salary, and a long-term incentive award targeted at $4,700,000 to be granted on February 6, 2026. Mr. Diez’s compensation as Chief Executive Officer will include a $950,000 salary, a target bonus equal to 150% of salary, and a $6,250,000 target annual long-term equity incentive award, also to be granted on February 6, 2026. An amended severance agreement for Mr. Diez will provide salary continuation for 30 months and a lump-sum bonus equal to 2.5 times his target annual bonus if terminated without cause outside a change in control, and a lump sum of three times his base salary plus target bonus if terminated in connection with or after a change in control.
Ryder System, Inc. furnished an 8‑K stating it issued a press release reporting financial results for the three months ended September 30, 2025. The press release and a presentation are available on its investor website. The company is hosting a conference call and webcast on October 23, 2025. The materials, including Exhibit 99.1, are furnished under Item 2.02 and, per the filing, are not incorporated by reference unless expressly set forth by specific reference.