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Rush Enterprises B (DE:RUN)
FRANKFURT:RUN
Germany Market

Rush Enterprises B (RUN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 28, 2026
After Close (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.66
Last Year’s EPS
0.62
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 17, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call balanced acknowledgement of a challenging 2025—soft demand, aftermarket pressure, absorption declines, seasonal/weather impacts and operational workforce constraints—with multiple positive developments: solid full-year profitability, disciplined capital returns (dividends and buybacks), network expansion, stable aftermarket revenue and margins, leasing growth, outperformance in medium-duty market share, and improving Class 8 order activity late in the year that management expects to continue. Management emphasized cash generation, cost discipline and strategic investments (mobile service, acquisitions) and expressed cautious optimism that Q1 is the trough and replacement demand will strengthen as 2026 progresses; risks remain around supply-chain timing, technician capacity, and the pace of market recovery.
Company Guidance
Management’s guidance was that 1Q26 should be the trough with improvement into the back half of the year as elevated fleet ages drive replacement and aftermarket demand; ACT is forecasting 2026 U.S. Class 8 retail sales of 111,300 units and Class 4–7 retail sales of 218,225 units, and management expects parts & service to strengthen in 2Q after a soft January. Key metrics cited: FY2025 revenue $7.4B and net income $263.8M ($3.27 diluted); Q4 revenue ~$1.8B and net income $64.3M ($0.81); 2025 aftermarket & collision revenue $2.5B (Q4 $625.2M vs. $606.3M LY), blended parts & service margin ~37%, annual absorption 130.7% (vs. 132.2% in 2024) and Q4 absorption 129.3%; 2025 unit volumes included 12,432 new U.S. Class 8 trucks (5.8% U.S. share), 338 Class 8 in Canada (1.4% share), 12,285 new U.S. Class 4–7 (5.7% share), 993 Class 5–7 in Canada (6.3% share), and 6,977 used truck sales. Financial priorities: keep G&A roughly flat, reinvest roughly half of any gross profit growth, continue returning capital (repurchased $193.5M in 2025, new $150M authorization through 12/31/2026, returned $58M in dividends [+5.6%], and declared a $0.19/share dividend), while monitoring potential prebuy activity and supply-chain constraints ahead of the 2027 NOx rule.
Strong Full-Year and Quarterly Financial Results
2025 revenues of $7.4 billion and net income of $263.8 million ($3.27 per diluted share). Fourth-quarter 2025 revenues of ~$1.8 billion and net income of $64.3 million ($0.81 per diluted share).
Disciplined Capital Returns
Board approved cash dividend of $0.19 per share; returned $58 million to shareholders via dividends (a 5.6% increase vs. 2024); repurchased $193.5 million of common stock in 2025 and established a new repurchase authorization of up to $150 million through 12/31/2026.
Aftermarket Revenue Stability and Margin Maintenance
Aftermarket parts, service and collision center revenues totaled $2.5 billion (essentially flat vs. 2024). Fourth-quarter aftermarket revenue rose to $625.2 million from $606.3 million (+~3.1% YoY). Blended parts and service margin around 37% in Q4, consistent with recent levels.
Medium-Duty Outperformance and Market Share Gains
Company sold 12,285 new U.S. Class 4–7 vehicles in 2025 (down 8.5% YoY) while the U.S. market declined 15.6%, resulting in increased market share to 5.7%. In Canada, sold 993 Class 5–7 vehicles representing a 6.3% share.
Leasing and Rental Growth
Leasing and rental revenues totaled $369.6 million in 2025, up 4.1% vs. 2024; fourth-quarter lease and rental revenue increased 3.6% YoY, supported by a younger fleet and full-service operations.
Network Expansion and Strategic Investments
Expanded footprint via acquisition of IC Bus dealerships in Ontario (covering Ontario, Quebec, New Brunswick, Nova Scotia and PEI) and addition of a full-service Peterbilt dealership in Tennessee. Continued investments in mobile service (incremental ~$4 million depreciation vs. 2024) with mobile now ~mid-30s% of business.
Improving Demand Signals and Optimistic Outlook
Late-Q4 and early-2026 improvement in Class 8 quoting and order intake; ACT forecasting 111,300 new U.S. Class 8 retail sales in 2026. Management expects Q1 to be the trough and anticipates replacement demand to strengthen as fleet ages are elevated.

Rush Enterprises B (DE:RUN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DE:RUN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 28, 2026
2026 (Q1)
0.66 / -
0.619
Feb 17, 2026
2025 (Q4)
0.59 / 0.69
0.772-10.99% (-0.08)
Oct 29, 2025
2025 (Q3)
0.69 / 0.70
0.822-14.43% (-0.12)
Jul 30, 2025
2025 (Q2)
0.65 / 0.76
0.822-7.22% (-0.06)
Apr 30, 2025
2025 (Q1)
0.58 / 0.62
0.746-17.05% (-0.13)
Feb 18, 2025
2024 (Q4)
0.71 / 0.77
0.806-4.21% (-0.03)
Oct 29, 2024
2024 (Q3)
0.70 / 0.82
0.8141.04% (<+0.01)
Jul 31, 2024
2024 (Q2)
0.65 / 0.82
0.99-16.88% (-0.17)
Apr 23, 2024
2024 (Q1)
0.65 / 0.75
0.905-17.53% (-0.16)
Feb 13, 2024
2023 (Q4)
0.72 / 0.81
0.984-18.10% (-0.18)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

DE:RUN Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 17, 2026
€53.50€53.00-0.93%
Oct 29, 2025
€45.83€46.43+1.30%
Jul 30, 2025
€46.86€46.27-1.27%
Apr 30, 2025
€49.47€49.96+1.00%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Rush Enterprises B (DE:RUN) report earnings?
Rush Enterprises B (DE:RUN) is schdueled to report earning on Apr 28, 2026, After Close (Confirmed).
    What is Rush Enterprises B (DE:RUN) earnings time?
    Rush Enterprises B (DE:RUN) earnings time is at Apr 28, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
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          What is the P/E ratio of Rush Enterprises B stock?
          The P/E ratio of Rush Enterprises B is N/A.
            What is DE:RUN EPS forecast?
            DE:RUN EPS forecast for the fiscal quarter 2026 (Q1) is 0.66.