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Ryder(R) - 2025 Q3 - Earnings Call Transcript
2025-10-24 00:00
Ryder System (NYSE:R) Q3 2025 Earnings Call October 23, 2025 11:00 AM ET Speaker4Morning and welcome to the Ryder System third quarter 2025 earnings release conference call. All lines are in a listen-only mode until after the presentation. Today's call is being recorded. If you have any objections, please disconnect at this time. I would now like to introduce Ms. Calene F. Candela, Vice President Investor Relations for Ryder. Ms. Candela, you may begin.Speaker3Thank you. Good morning and welcome to Ryder Sy ...
Ryder System, Inc. 2025 Q3 - Results - Earnings Call Presentation (NYSE:R) 2025-10-23
Seeking Alpha· 2025-10-23 23:30
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Ryder(R) - 2025 Q3 - Earnings Call Presentation
2025-10-23 23:00
业绩总结 - 2025年第三季度的自由现金流为4.96亿美元,较2024年同期的2.18亿美元增长了128%[16] - 2025年第三季度的可比每股收益为3.57美元,较2024年同期的3.44美元增长了4%[16] - 2025年第三季度的运营收入为13亿美元,与2024年同期持平[19] - 2025年第三季度的税前收益(EBT)为1.46亿美元,占运营收入的11.4%[19] - 2025年第三季度的二手车销售量为9,600辆,较2024年同期的9,100辆增长了5.5%[22] - 2025年第三季度的供应链解决方案(SCS)运营收入为10亿美元,较2024年同期增长了4%[26] - 2025年第三季度的专用运输解决方案(DTS)运营收入为1.3亿美元,较2024年同期持平[28] - 2025年全年的GAAP每股收益(EPS)预测为$12.10 - $12.30,较2024年的$11.06有所增长[37] - 2025年自由现金流预测为$900百万至$1,000百万[38] - 2025年ROE(股本回报率)预测为17%[38] - 2025年运营现金流预计为$2.8B,较2024年的$2.3B有所增加[63] - 2025年可比每股收益(Comparable EPS)预测范围更新为$12.85 - $13.05[38] - 2025年EBT(税前收益)占运营收入的比例预计为7.8%[29] 资本支出与现金流 - 2025年总资本支出预计为$2.3B,较2024年的$2.7B有所下降[32] - 2024年和2025年的净资本支出分别为$2.1B和$1.8B[32] - 2024年和2025年租赁车辆资本支出分别为$0.5B和$0.3B[32] - 2023年持续经营活动提供的净现金为2,353百万美元,较2022年的2,310百万美元增长1.9%[91] - 2023年自由现金流为负54百万美元,较2022年的921百万美元大幅下降[91] - 2024年自由现金流预测为1,000百万美元,预计将恢复增长[92] - 2025年预计将产生约$5B的灵活资本部署能力以支持增长和回报股东[36] 其他关键数据 - 2025年第三季度的二手车库存较2024年同期下降了6%[22] - FMS(车队管理解决方案)第三季度营收为12.82亿美元,较2024年持平[70] - SCS(供应链解决方案)第三季度营收为10.34亿美元,同比增长4%[72] - DTS(专用运输解决方案)第三季度营收为4.58亿美元,同比下降6%[74] - FMS税前收益(EBT)为1.46亿美元,较2024年增长11%[70] - SCS税前收益(EBT)为8600万美元,同比下降8%[72] - DTS税前收益(EBT)为3600万美元,同比持平[74] - 第三季度总营收为31.71亿美元,较2024年持平[77] - 第三季度可比每股收益(EPS)为3.57美元,较2024年增长3.8%[79]
Ryder: Shift To Leasing Benefits Reflected In Shares (Downgrade)
Seeking Alpha· 2025-10-23 23:00
公司股价表现 - 莱德系统公司股价在过去一年表现强劲,涨幅达25% [1] - 股价上涨是在宏观经济环境不确定的背景下实现的 [1] 公司战略转型 - 公司进行了多年的战略转型,重点转向长期租赁和供应链管理业务 [1] - 该战略有助于公司抵御宏观经济周期性波动的影响 [1]
First look: Ryder’s earnings eke out a gain, revenue stagnant
Yahoo Finance· 2025-10-23 22:35
Ryder System managed to make more money than a year ago even after a revenue performance that was essentially flat from the third quarter of 2024. Total revenue at Ryder (NYSE: R) was $3.17 billion, up a minuscule amount from $3.168 billion a year earlier. But non-GAAP earnings per share were $3.57, compared to $3.44 a year ago. Dedicated Transportation Solutions, the Ryder segment that has been targeted as a key growth engine, reflected the weakness of the trucking market by seeing a 10% decline in reve ...
Ryder (R) Q3 Earnings Surpass Estimates
ZACKS· 2025-10-23 21:05
Ryder (R) came out with quarterly earnings of $3.57 per share, beating the Zacks Consensus Estimate of $3.56 per share. This compares to earnings of $3.44 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +0.28%. A quarter ago, it was expected that this truck leasing company would post earnings of $3.11 per share when it actually produced earnings of $3.32, delivering a surprise of +6.75%.Over the last four quarters, the company ...
Ryder(R) - 2025 Q3 - Quarterly Results
2025-10-23 18:55
Third Quarter 2025 Highlights Full Year 2025 Outlook MIAMI, October 23, 2025 – Ryder System, Inc. (NYSE: R) reported results for the three months ended September 30 as follows: | | | | | | | | Diluted | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | Earnings | | | | | | Earnings | | | | Before Taxes | | | Earnings | | | Per Share | | | (In millions, except EPS) | 2025 | 2024 | 2025 | | 2024 | | 2025 | 2024 | | Continuing operations (GAAP) | $ 190 | 188 | $ | 139 | 143 | $ | 3.33 | 3.25 | | Co ...
Zomedica Announces Launch of the Assisi Loop Lounge(R), Scientifically Backed tPEMF(TM) Therapy for Pets
Accessnewswire· 2025-10-23 18:30
Combining peer-reviewed science, superior comfort, and thoughtful design, the Assisi Loop Lounge expands Zomedica's evidence-based therapeutic portfolio and reinforces Assisi's leadership in targeted tPEMF innovation ANN ARBOR, MI / ACCESS Newswire / October 23, 2025 / Zomedica Corp. (OTCQB:ZOMDF) ("Zomedica" or the "Company"), an animal health company offering innovative point-of-care diagnostic and therapeutic products for equine and companion animals, today announced the launch of the Assisi Loop Lounge, ...
Price Over Earnings Overview: Ryder System - Ryder System (NYSE:R)
Benzinga· 2025-10-22 03:01
股价表现 - 当前股价为186.21美元,日内上涨1.44% [1] - 过去一个月股价下跌0.24%,但过去一年累计上涨28.39% [1] 市盈率分析 - 公司市盈率为15.61,低于地面运输行业26.91的平均水平 [6] - 较低的市盈率可能意味着股票表现将逊于同行,也可能表明股票被低估 [6] - 市盈率是衡量当前股价与公司每股收益之比的指标 [5] 估值指标解读 - 高市盈率通常表示投资者预期公司未来表现更好,股票可能被高估 [5] - 投资者可能因预期公司未来几个季度表现更好而愿意支付更高股价 [5] - 市盈率应结合其他财务比率、行业趋势和定性因素综合评估 [9]
Tenon Medical(R) Announces FDA 510(k) Clearance for SImmetry(R)+ SI Joint Fusion System
Accessnewswire· 2025-10-21 20:30
~Clearance expands Company's competitive advantage of clinically proven, minimally invasive technologies to treat debilitating SI joint conditions from multiple surgical approaches~ ~SImmetry+'s New 3D printed titanium implants, robust joint decorticator, and simple bone graft delivery system provides physicians treatment options rooted in established fusion principles~ ~Company initiating alpha launch of SImmetry® + with select group of physician users to provide initial feedback to support broader launch~ ...