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Ryder System R Fuel services revenue — Revenue

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Other financials

Income statement

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Revenue$3.3B+5.0%
Net income$133.0M+1.5%
EPS (diluted)$3.39+8.3%

Balance sheet

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Cash & equivalents$219.0M+21.7%
Total debt$10.4B+10.2%
Total equity$2.9B-6.3%
Total assets$16.1B-2.3%

Cash flow

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Operating cash flow$677.0M-10.0%
CapEx$405.0M-41.2%
Free cash flow$272.0M+332%

Valuation

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Market cap$10.06B+38.0%
Enterprise value$20.26B+22.3%
P/E20.3×+5.9×
P/S0.8×+0.2×

Profitability

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Gross margin59.1%
Net margin3.9%-0.1pp
FCF margin-0%0.0pp

Returns & leverage

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Return on equity16.7%+0.2pp
Debt / equity3.6×+0.5×
Current ratio0.6×-0.2×

Where this comes from

Reported directly by Ryder System in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Ryder System’s 10-Q, filed July 23, 2026.

Filed
Jul 23, 2026, 4:48 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-049417
(In millions, except per share amounts)Three months ended June 30, 2026Three months ended June 30, 2025Six months ended June 30, 2026Six months ended June 30, 2025
Services revenue$2,231$2,123$4,295$4,202
Lease & related maintenance and rental revenue9719661,9221,911
Fuel services revenue145100256206
Total revenue3,3473,1896,4736,319
Cost of services1,8961,7923,6603,564
Cost of lease & related maintenance and rental6516411,3161,290
Cost of fuel services14094244198
Selling, general and administrative expenses390378769744

Item 1. Financial Statements (unaudited)

FAQ

What is Ryder System's fuel services revenue — revenue?
Ryder System (R) reported fuel services revenue — revenue of $145M in Q2 2026.
How has Ryder System's fuel services revenue — revenue changed year-over-year?
Ryder System's fuel services revenue — revenue increased by 45.0% year-over-year, from $100M to $145M.
What is the long-term trend for Ryder System's fuel services revenue — revenue?
Over 4 years (2021 to 2025), Ryder System's fuel services revenue — revenue has grown at a -4.4% compound annual growth rate (CAGR), from $487M to $406M.
What does fuel services revenue — revenue mean?
This metric represents the gross revenue generated specifically from fuel-related services provided to customers, excluding any assessed taxes. It reflects the company's ability to monetize fuel management and supply services within its fleet operations. This is a key indicator of the volume and pricing power of the company's fuel-related service offerings.

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