Ryder System Q2 2025 Earnings: Revenue Up 2%, EPS Increases 11%

Ryder System reported Q2 2025 earnings with a GAAP EPS of $3.15, an 11% increase YoY. Total revenue remained stable at $3.2 billion, while operating revenue saw a 2% increase to $2.6 billion. The Supply Chain Solutions segment achieved a 16% growth in earnings before tax. The company increased its free cash flow forecast by $500 million and remains optimistic about its growth prospects, anticipating continued earnings growth in 2025.

Ryder System Inc. (NYSE: R) reported its second-quarter 2025 earnings, showcasing stable revenue and robust earnings per share (EPS) growth. The company's GAAP EPS increased by 11% year-over-year (YoY) to $3.15, while total revenue remained steady at $3.2 billion. Operating revenue saw a 2% increase to $2.6 billion, driven by strong performance in the Supply Chain Solutions segment, which achieved a 16% growth in earnings before tax [3].

The company's free cash flow forecast was also increased by $500 million, with a new range of $900 million to $1 billion for 2025. Ryder System remains optimistic about its growth prospects, anticipating continued earnings growth and improved returns in the coming year [3].

The Supply Chain Solutions segment played a pivotal role in driving earnings growth, with a 16% increase in earnings before tax. The Fleet Management Solutions segment, however, faced challenges due to weaker market conditions and increased wholesale volumes, leading to a decline in pretax earnings [1]. The Dedicated Transportation Solutions segment saw a slight increase in earnings, offset by lower fleet count due to the prolonged freight market downturn [3].

Ryder System's strategic initiatives, such as lease pricing improvements and multi-year maintenance cost-saving initiatives, continue to demonstrate the resilience of its transformed business model. The company has also repurchased approximately 21% of its shares outstanding since 2021 and increased its quarterly dividend by 57% [1].

The company's strong capital deployment capacity enables it to invest in profitable growth and strategic initiatives while returning capital to shareholders. Looking ahead, Ryder System expects to maintain its earnings growth trajectory and deliver consistent returns to investors.

References:
[1] https://finance.yahoo.com/news/ryder-system-inc-r-q2-071941844.html
[2] https://finance.yahoo.com/news/ryder-system-second-quarter-2025-124549834.html
[3] https://newsroom.ryder.com/news/news-details/2025/Ryder-Reports-Second-Quarter-2025-Results/default.aspx