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Earnings Call Insights: Ryder System, Inc. (R) Q3 2025

Management View

* Chairman & CEO Robert Sanchez stated the company delivered "our fourth consecutive quarter of earnings per share growth" with Q3 performance "in line with our expectations as the operating performance of our resilient contractual

The strategic shift is expected to drive earnings growth and support strong shareholder returns through higher margins, resilient cash flow, and substantial share repurchases and dividends.

Persistent freight market weakness, regulatory changes like CDL rules and truck tariffs, muted used vehicle sales, higher medical costs, and customer decision delays pose near-term risks.

Supply chain margins have faced pressure but management cites ongoing optimization and expects a rebound in 2026, while remaining cautious on near-term challenges.