Earnings summaries and quarterly performance for RUSH ENTERPRISES INC \TX\.
Executive leadership at RUSH ENTERPRISES INC \TX\.
Rusty Rush
Detailed
Chairman of the Board, President and Chief Executive Officer
CEO
JW
Jason Wilder
Detailed
Chief Operating Officer
JP
Jody Pollard
Detailed
Senior Vice President – Truck and Aftermarket Sales
MG
Michael Goldstone
Detailed
Senior Vice President, General Counsel and Corporate Secretary
SK
Steven Keller
Detailed
Chief Financial Officer and Treasurer
Board of directors at RUSH ENTERPRISES INC \TX\.
Research analysts who have asked questions during RUSH ENTERPRISES INC \TX\ earnings calls.
AO
Andrew Obin
Bank of America
6 questions for RUSHA
Also covers: ALH, ALLE, AME +19 more
DI
Daniel Imbro
Stephens Inc.
4 questions for RUSHA
Also covers: ARCB, CHRW, CNI +23 more
AJ
Avi Jaroslawicz
UBS Group
2 questions for RUSHA
Also covers: CNH, CTRI, EME +4 more
CC
Cole Couzens
Wolfe Research
2 questions for RUSHA
Also covers: ARCB, AUR, DSGX +1 more
AA
A. Aerosoles
UBS
1 question for RUSHA
AY
Abby Yarolovich
UBS
1 question for RUSHA
AJ
Avinatan Jaroslawicz
UBS
1 question for RUSHA
Also covers: CMI, DY, MTZ +1 more
BL
Brady Lears
Stephens
1 question for RUSHA
Brady Lierz
Stephens Inc.
1 question for RUSHA
Also covers: HUBG, JBHT, MATX +1 more
IZ
Ian Zaffino
Oppenheimer & Co. Inc.
1 question for RUSHA
Also covers: ACA, ALSN, ARMK +21 more
Recent press releases and 8-K filings for RUSHA.
Rush Enterprises Reports Q4 and Full-Year 2025 Earnings, Announces Dividend and Share Repurchase Program
RUSHA
Earnings
Dividends
Share Buyback
- Rush Enterprises reported Q4 2025 revenues of $1.8 billion and net income of $64.3 million ($0.81 per diluted share), with full-year 2025 revenues reaching $7.4 billion and net income of $263.8 million ($3.27 per diluted share).
- The company's board approved a cash dividend of $0.19 per share and repurchased $193.5 million of common stock in 2025, also authorizing a new $150 million stock repurchase program through December 31, 2026.
- Despite challenging conditions in 2025, demand for new Class 8 trucks improved late in Q4 2025 and into Q1 2026, driven by clarity on tariffs and emissions regulations, with Q1 2026 expected to be the trough for Class 8 retail sales and an optimistic outlook for a pre-buy ahead of 2027 regulations.
- Aftermarket revenues were $625.2 million in Q4 2025, contributing to full-year revenues of $2.5 billion (flat year-over-year), while leasing and rental revenues increased 4.1% to $369.6 million in 2025.
Feb 18, 2026, 3:00 PM
Rush Enterprises Inc. Reports Q4 and Full-Year 2025 Results, Provides Optimistic 2026 Outlook
RUSHA
Earnings
Guidance Update
Share Buyback
- For fiscal year 2025, Rush Enterprises Inc. reported revenues of $7.4 billion, net income of $263.8 million, and $3.27 per diluted share. In the fourth quarter of 2025, revenues were $1.8 billion, with net income of $64.3 million and $0.81 per diluted share.
- Aftermarket revenues for 2025 totaled $2.5 billion, remaining essentially flat compared to 2024, while fourth-quarter aftermarket revenues increased to $625.2 million from $606.3 million in Q4 2024. The company sold 12,432 new Class A trucks and 12,285 new Class 4-7 commercial vehicles in the U.S. in 2025, outperforming the industry in the latter segment. Leasing and rental revenues grew 4.1% to $369.6 million in 2025.
- The board approved a cash dividend of $0.19 per share. In 2025, the company repurchased $193.5 million of common stock and announced a new program authorizing up to $150 million in repurchases through December 31, 2026.
- Management is optimistic about 2026, expecting market conditions to improve from the second quarter onwards, driven by increased clarity on regulations and tariffs, and a potential pre-buy ahead of 2027 emissions standards. The first quarter of 2026 is anticipated to be the trough for Class A retail sales.
Feb 18, 2026, 3:00 PM
Rush Enterprises Reports Q4 and Full-Year 2025 Results, Provides 2026 Outlook
RUSHA
Earnings
Guidance Update
Share Buyback
- For 2025, Rush Enterprises generated $7.4 billion in revenues and $263.8 million in net income, or $3.27 per diluted share. In Q4 2025, revenues were $1.8 billion, and net income was $64.3 million, or $0.81 per diluted share.
- The company repurchased $193.5 million of common stock in 2025 and authorized a new $150 million stock repurchase program through December 31, 2026. A cash dividend of $0.19 per share was also approved.
- In 2025, the company sold 12,432 new Class 8 trucks in the U.S. (5.8% market share) and 12,285 new Class 4-7 commercial vehicles in the U.S. (5.7% market share).
- Management expects Q1 2026 to be the trough for Class 8 retail sales, with optimism for improved commercial vehicle sales and aftermarket conditions in the remainder of the year, driven by increased clarity on regulations and improving business conditions.
Feb 18, 2026, 3:00 PM
Rush Enterprises, Inc. Reports Q4 and Full-Year 2025 Results, Declares Dividend
RUSHA
Earnings
Dividends
Share Buyback
- Rush Enterprises, Inc. reported annual revenues of $7.4 billion and net income of $263.8 million ($3.27 per diluted share) for the year ended December 31, 2025, a decrease from $7.8 billion in revenues and $304.2 million in net income ($3.72 per diluted share) in 2024. For the fourth quarter of 2025, the company recorded revenues of $1.8 billion and net income of $64.3 million ($0.81 per diluted share).
- The company's Board of Directors declared a cash dividend of $0.19 per share of Class A and Class B common stock, payable on March 18, 2026. Additionally, Rush Enterprises repurchased $193.5 million of its common stock during 2025 and announced a new $150 million stock repurchase program in the fourth quarter of 2025, authorized through December 31, 2026.
- Despite a challenging commercial vehicle industry in 2025, characterized by weak demand, the company observed an improvement in Class 8 quoting activity and order intake late in the fourth quarter, with overall demand for new commercial vehicles continuing to improve in the first quarter of 2026.
Feb 17, 2026, 9:05 PM
Rush Enterprises Announces New Stock Repurchase Program and Bylaws Amendments
RUSHA
Share Buyback
Legal Proceedings
- Rush Enterprises, Inc. adopted a new stock repurchase program authorizing the repurchase of up to $150 million of its common stock, effective December 3, 2025, and set to expire on December 31, 2026.
- This new program replaces a prior one under which the company had repurchased $199.9 million of common stock as of December 2, 2025, and which was terminated on the same date.
- The company's Board of Directors approved Second Amended and Restated Bylaws, effective December 1, 2025, which require a shareholder to beneficially own at least 3% of the outstanding common stock to institute or maintain a derivative proceeding.
- The amended Bylaws also designate specific Texas courts as the sole and exclusive forum for certain internal entity claims and include a waiver of the right to a jury trial for such claims by shareholders.
Dec 3, 2025, 9:59 PM
Rush Enterprises, Inc. Reports Q3 2025 Results and Declares Dividend
RUSHA
Earnings
Dividends
Share Buyback
- Rush Enterprises, Inc. reported revenues of $1.881 billion and net income of $66.7 million, or $0.83 per diluted share, for the third quarter of 2025. This compares to revenues of $1.896 billion and net income of $79.1 million, or $0.97 per diluted share, in the third quarter of 2024.
- The Board of Directors declared a cash dividend of $0.19 per share for Class A and Class B common stock, payable on December 12, 2025, to shareholders of record as of November 12, 2025.
- The company repurchased $9.2 million of common stock during the third quarter of 2025, contributing to a total of $130.6 million repurchased out of the $200.0 million currently authorized.
- Despite challenging market conditions, particularly in new Class 8 truck sales, the company's diversified business model showed strength in aftermarket, used truck sales, and leasing, with aftermarket products and services accounting for approximately 63.7% of total gross profit and an absorption ratio of 129.3% in the third quarter of 2025.
Oct 29, 2025, 9:05 PM
Quarterly earnings call transcripts for RUSH ENTERPRISES INC \TX\.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more