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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:Revenues.

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)Three months ended June 30, 2026Three months ended June 30, 2025Six months ended June 30, 2026Six months ended June 30, 2025
ChoiceLease$885$871$1,763$1,738
Commercial rental229239440458
SelectCare and other189178365352
Fuel services revenue257179453366
Total FMS revenue$1,560$1,467$3,021$2,914

Item 1. Financial Statements (unaudited)

FAQ

What is Ryder System's fuel services revenue — revenue?
Ryder System (R) reported fuel services revenue — revenue of $257M 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 43.6% year-over-year, from $179M to $257M.
What does fuel services revenue — revenue mean?
This metric represents the revenue recognized from fuel services under specific customer contracts, adhering to standard revenue recognition accounting principles. It isolates the contractual revenue stream from fuel-related activities, excluding non-contractual or incidental income. This provides a clear view of the recurring or committed nature of the fuel services business.

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