Rush Enterprises Inc Stock Price, News & Analysis

Rush Enterprises (NASDAQ: RUSHA) reported Q3 2025 revenues of $1.881 billion and net income of $66.7 million ($0.83 diluted EPS) for the quarter ended September 30, 2025. The Board declared a $0.19 per share cash dividend payable December 12, 2025 to shareholders of record November 12, 2025. Aftermarket products and services represented 63.7% of gross profit and generated $642.7 million in revenue; quarterly absorption was 129.3%. Leasing and rental revenue rose 4.7% to $93.3 million. The company repurchased $9.2 million of stock in the quarter, totaling $130.6 million repurchased under the $200 million authorization.

Management cited weak new Class 8 and Class 4–7 retail demand, higher SG&A from legal reserves and insurance, and continued industry overcapacity impacting replacement cycles.

Rush Enterprises (NASDAQ: RUSHA) will report third quarter 2025 earnings after market close on Wednesday, October 29, 2025. The company will host a conference call to discuss results on Thursday, October 30, 2025 at 10:00 a.m. ET / 9:00 a.m. CT.

Investors can join the live webcast at https://edge.media-server.com/mmc/p/uk9o549c and registration is available at the same link (joining 10 minutes early is recommended). A replay will be posted at http://investor.rushenterprises.com/events.cfm.

Rush Enterprises (NASDAQ: RUSHA) reported Q2 2025 financial results with revenues of $1.931 billion and net income of $72.4 million, or $0.90 per diluted share, down from $2.027 billion and $78.7 million ($0.97/share) in Q2 2024. The company increased its quarterly dividend by 5.6% to $0.19 per share.

Key performance metrics include aftermarket revenues of $636.3 million (up 1.4% YoY), representing 63% of total gross profit, and an improved absorption ratio of 135.5%. New Class 8 truck sales decreased 20.3% YoY, while Class 4-7 vehicle sales increased 1.0%. The company's lease and rental revenue grew 6.3% to $93.1 million.

During Q2, Rush repurchased $83.9 million of common stock and paid $14.5 million in dividends, demonstrating commitment to shareholder returns despite challenging market conditions.

Rush Enterprises (NASDAQ: RUSHA & RUSHB), North America's largest commercial vehicle dealership network operator, has scheduled its Q2 2025 earnings conference call for Thursday, July 31, 2025, at 10:00 a.m. Eastern/9:00 a.m. Central.

The company will release its earnings results after market close on Wednesday, July 30, 2025. Interested parties can access the call through the company's webcast platform, with registration recommended 10 minutes before the start. A replay will be available on Rush Enterprises' investor relations website for those unable to attend the live broadcast.

Rush Enterprises, North America's largest commercial vehicle dealership network, has announced a $50 million increase to its stock repurchase program. This expansion brings the total authorization to $200 million, up from the previous $150 million which was nearing its limit. Despite challenges including tariff uncertainty, freight recession, and a difficult commercial vehicle market, CEO W.M. "Rusty" Rush expressed confidence in the company's strong capital position and free cash flow generation. The repurchase program, expiring on December 31, 2025, will be executed through open market transactions, private negotiations, or other means in compliance with federal securities laws. Management will determine the timing and value of repurchases based on market conditions and stock price.

Rush Enterprises reported its Q1 2025 financial results with revenues of $1.85 billion and net income of $60.3 million, or $0.73 per diluted share. This represents a decrease from Q1 2024's net income of $71.6 million ($0.88 per share).

The company faced challenges including a freight recession and economic uncertainty, impacted by concerns over U.S. trade policy, tariffs, and emissions regulations. Despite these headwinds, Rush maintained an absorption ratio of 128.6% and outperformed the industry in both Class 8 and medium-duty truck sales.

Key performance metrics include:

• Aftermarket services: 61.9% of total gross profit
• Parts and service revenue: $619.1 million
• New Class 8 truck sales: 3,154 units
• Class 4-7 vehicle sales: 3,204 units

The Board declared a cash dividend of $0.18 per share, payable June 12, 2025.

Rush Enterprises (NASDAQ: RUSHA) has announced it will host a conference call to discuss its first quarter 2025 earnings on Thursday, May 1, 2025, at 10:00 a.m. Eastern/9:00 a.m. Central. The earnings results will be released after market close on Wednesday, April 30, 2025.

The company, which operates North America's largest network of commercial vehicle dealerships, will make the call available via webcast at their investor relations website. Participants interested in the Q&A session can dial in using provided telephone numbers with Conference ID: 6942205. A replay of the webcast will be available on the company's investor relations website.

Rush Enterprises (NASDAQ: RUSHA) reported annual revenues of $7.8 billion and net income of $304.2 million ($3.72 per diluted share) for 2024, compared to $7.9 billion revenue and $347.1 million net income in 2023. The company's Board declared a quarterly cash dividend of $0.18 per share of Class A and Class B common stock, payable March 18, 2025.

Despite industry headwinds including a freight recession and high interest rates, the company maintained strong performance in vocational and public sector sales. Class 4-7 truck sales increased 5.1% year-over-year, while Class 8 truck sales decreased 11.4%. Aftermarket products and services accounted for 60.4% of total gross profits, with revenues of $2.5 billion, down 1.8% from 2023.

The company expanded its network in 2024 with new locations in Nebraska, California, Texas, and Arizona, demonstrating ongoing commitment to network growth.

Rush Enterprises (NASDAQ: RUSHA & RUSHB), North America's largest commercial vehicle dealership network, has scheduled its Q4 and full-year 2024 earnings conference call for Wednesday, February 19, 2025, at 10:00 a.m. Eastern/9:00 a.m. Central. The company will release its earnings report after market close on Tuesday, February 18, 2025.

The conference call will be accessible via webcast at the company's investor relations website. While registration is not mandatory, participants are advised to join 10 minutes before the start time. A replay of the webcast will be available for those unable to attend the live broadcast.