Ryder (R) reported $3.13 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 1.1%. EPS of $2.46 for the same period compares to $2.14 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.17 billion, representing a surprise of -1.26%. The company delivered an EPS surprise of +2.50%, with the consensus EPS estimate being $2.40.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Ryder performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Operating Revenue- Dedicated Transportation Solutions: $460 million compared to the $449.93 million average estimate based on two analysts. The reported number represents a change of +7.7% year over year.
- Revenues- Fleet Management Solutions- ChoiceLease: $867 million compared to the $874.20 million average estimate based on two analysts. The reported number represents a change of +3% year over year.
- Revenues- Fleet Management Solutions- Commercial rental: $219 million compared to the $244.57 million average estimate based on two analysts. The reported number represents a change of -5.2% year over year.
- Revenues- Fleet Management Solutions- SelectCare and other: $174 million compared to the $174.34 million average estimate based on two analysts. The reported number represents a change of -2.3% year over year.
- Revenues- Fleet Management Solutions- Fuel services: $187 million versus $195.93 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -8.3% change.
- Operating Revenue- Supply Chain Solutions: $1 billion versus $1 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +2.9% change.
- Revenues- Supply Chain Solutions: $1.33 billion compared to the $1.34 billion average estimate based on two analysts. The reported number represents a change of +2.2% year over year.
- Revenues- Dedicated Transportation Solutions: $602 million versus $594.44 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.9% change.
- Revenues- Eliminations: -$249 million compared to the -$250.11 million average estimate based on two analysts. The reported number represents a change of +12.2% year over year.
- Operating Revenue- Fleet Management Solutions: $1.26 billion versus $1.29 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +0.7% change.
- Revenues- Fleet Management Solutions: $1.45 billion versus the two-analyst average estimate of $1.49 billion. The reported number represents a year-over-year change of -0.6%.
- Earnings from before income taxes- Fleet Management Solutions: $94 million compared to the $100.21 million average estimate based on two analysts.
View all Key Company Metrics for Ryder here>>>
Shares of Ryder have returned -4.8% over the past month versus the Zacks S&P 500 composite's -6.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Ryder System, Inc. (R): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research