What Happened?
Shares of commercial rental vehicle and delivery company Ryder (NYSE: R) fell 9.8% in the afternoon session after the company reported third-quarter 2025 financial results that missed both revenue and earnings per share expectations, signaling a softer quarter for the company.
The company's total revenue of $3.17 billion was flat year over year, narrowly missing Wall Street's consensus forecast. Furthermore, its GAAP earnings per share of $3.33 fell 1.5% short of analyst estimates. The results highlighted ongoing cyclical headwinds in the ground transportation industry, which have impacted demand. While Ryder did manage to beat expectations for adjusted EBITDA, a measure of operational profitability, investors appeared to be more concerned with the misses on the more closely watched top- and bottom-line figures, leading to a negative reaction in the market.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Ryder? Access our full analysis report here.
What Is The Market Telling Us
Ryder’s shares are not very volatile and have only had 6 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.
The previous big move we wrote about was 16 days ago when the stock dropped 4% on the news that the Trump administration announced a new 25% tariff on imported trucks. President Trump announced via his Truth Social platform that a 25% tariff will be levied on all medium and heavy-duty trucks imported into the United States, effective November 1st, 2025. This move is poised to have a significant impact on truck manufacturers, particularly those based in neighboring countries that export to the U.S. The new tariff could increase costs for foreign manufacturers, potentially altering the competitive landscape within the heavy-vehicle industry. Investors are now watching to see how this will affect supply chains, pricing, and the stock performance of both domestic and international truck makers.
Ryder is up 4.2% since the beginning of the year, but at $163.10 per share, it is still trading 16% below its 52-week high of $194.22 from October 2025. Investors who bought $1,000 worth of Ryder’s shares 5 years ago would now be looking at an investment worth $3,162.
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