Ryder System, Inc. reported total revenue of $12.7 billion for the fiscal year ending December 31, 2025, a slight increase from $12.6 billion in 2024. The company's earnings from continuing operations rose to $501 million, reflecting a 2% increase compared to the previous year. Diluted earnings per share (EPS) from continuing operations reached $11.99, an 8% increase from $11.06 in 2024. The growth in profitability was attributed to higher contractual earnings across all business segments, despite challenges in used vehicle sales and rental results due to weaker market conditions.
In terms of segment performance, the Fleet Management Solutions (FMS) segment generated $5.8 billion in revenue, a decrease of 1% from the prior year, primarily due to lower fuel services revenue. The Supply Chain Solutions (SCS) segment saw a 3% increase in revenue to $5.5 billion, driven by new business and higher customer volumes. Conversely, the Dedicated Transportation Solutions (DTS) segment experienced a 4% decline in revenue to $2.3 billion, attributed to lower subcontracted transportation and fuel costs passed through to customers.
Ryder's operational metrics showed a total employee headcount of 51,600 as of December 31, 2025, with 12,700 professional drivers and 4,600 technicians. The company maintained 789 operating locations across North America, serving a diverse customer base. The FMS segment accounted for 38% of consolidated revenue, while SCS contributed 43%, and DTS made up 18%. The company also reported a total debt of $7.6 billion, a slight decrease from $7.8 billion in 2024, with a debt-to-equity ratio of 250%.
Strategically, Ryder has focused on enhancing its service offerings and operational efficiencies. The company executed several acquisitions, including Cardinal Logistics, which is expected to bolster its Dedicated Transportation Solutions segment. Looking ahead, Ryder anticipates continued growth in its SCS segment, with expectations for improved contractual sales trends in FMS and DTS as freight markets normalize. However, the company remains cautious about potential headwinds from inflationary pressures, regulatory uncertainties, and labor shortages that could impact demand and financial results in the near term.
About RYDER SYSTEM INC
Ryder System, Inc. provides outsourced logistics and transportation services across North America, including fleet management, supply chain solutions, and dedicated transportation. Its core offerings include vehicle leasing, rental, maintenance, and integrated logistics management for diverse industries. The company leverages operational excellence, innovative technology, and strategic acquisitions to deliver reliable, cost-effective supply chain and transportation solutions to large enterprise customers.
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