Ryder System Q4 Revenue Down 6.2% to $1.82B, MSFT and CSCO Not Impacted

Ryder System Inc. (R) reported fourth-quarter revenue of $1.82 billion, a 6.2% decline from the prior-year period, on February 11, 2026. The drop reflects softer North American commercial vehicle leasing and active parcel delivery demand. Key highlights include a 12.4% year-over-year decline in North America, partially offset by growth in Asia-Pacific and Latin America. The company attributed the decline to continued macroeconomic pressure, higher fuel costs, and supply chain disruptions. Q4 net loss was $14.7 million, compared to a net loss of $1.2 million in the same period last year. Revenue guidance for 2026 remains unchanged at $7.5 billion to $7.7 billion.