Earnings Update: Here’s Why Analysts Just Lifted Their Ryder System, Inc. (NYSE:R) Price Target To US$227

Simply Wall St

Sat, February 14, 2026 at 9:10 PM GMT+9 4 min read

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Ryder System, Inc. (NYSE:R) last week reported its latest annual results, which makes it a good time for investors to dive in and see if the business is performing in line with expectations. Revenues of US$13b were in line with forecasts, although statutory earnings per share (EPS) came in below expectations at US$11.94, missing estimates by 3.9%. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. With this in mind, we’ve gathered the latest statutory forecasts to see what the analysts are expecting for next year.

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NYSE:R Earnings and Revenue Growth February 14th 2026

Following last week’s earnings report, Ryder System’s seven analysts are forecasting 2026 revenues to be US$12.9b, approximately in line with the last 12 months. Statutory earnings per share are predicted to increase 7.0% to US$13.51. In the lead-up to this report, the analysts had been modelling revenues of US$13.2b and earnings per share (EPS) of US$14.48 in 2026. So it looks like there’s been a small decline in overall sentiment after the recent results - there’s been no major change to revenue estimates, but the analysts did make a minor downgrade to their earnings per share forecasts.

View our latest analysis for Ryder System

Althoughthe analysts have revised their earnings forecasts for next year, they’ve also lifted the consensus price target 5.5% to US$227, suggesting the revised estimates are not indicative of a weaker long-term future for the business. There’s another way to think about price targets though, and that’s to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Ryder System, with the most bullish analyst valuing it at US$250 and the most bearish at US$202 per share. Even so, with a relatively close grouping of estimates, it looks like the analysts are quite confident in their valuations, suggesting Ryder System is an easy business to forecast or the the analysts are all using similar assumptions.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It’s pretty clear that there is an expectation that Ryder System’s revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 2.0% growth on an annualised basis. This is compared to a historical growth rate of 7.7% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 7.4% per year. So it’s pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Ryder System.

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The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it’s tracking in line with expectations. Although our data does suggest that Ryder System’s revenue is expected to perform worse than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

With that said, the long-term trajectory of the company’s earnings is a lot more important than next year. We have estimates - from multiple Ryder System analysts - going out to 2028, and you can see them free on our platform here.

That said, it’s still necessary to consider the ever-present spectre of investment risk. ** We’ve identified 1 warning sign ** with Ryder System , and understanding this should be part of your investment process.

Have feedback on this article? Concerned about the content? Get in touch** with us directly.**_ Alternatively, email editorial-team (at) simplywallst.com._

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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