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Rush Enterprises A (RUSHA)
NASDAQ:RUSHA
Earnings Data
Report Date
Apr 28, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.78Last Year’s EPS
0.73Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a cautiously optimistic tone: the company showed resilience with solid full-year revenue and earnings, disciplined capital returns (large buybacks and higher dividends), maintained aftermarket margins, network expansion, and investments in mobile service. These positive items were balanced by meaningful industry headwinds — soft Class 8 demand for much of 2025, seasonal and weather-driven pressures in Q1, a decline in absorption in Q4, medium-duty market weakness, technician staffing pressures, and potential supply-chain/pricing risks as the industry prepares for 2027 emissions. Management is constructive about order activity improving and expects the market to recover through 2026, but warned the first quarter will be weak and highlighted timing and supply risks for later in the year.Company Guidance
Strong Full-Year Financial Results
Fiscal 2025 revenue of $7.4 billion and net income of $263.8 million (diluted EPS $3.27). Q4 2025 revenue of $1.8 billion and Q4 net income of $64.3 million (diluted EPS $0.81).
Shareholder Returns and Capital Allocation
Repurchased $193.5 million of common stock in 2025 and authorized a new repurchase program up to $150 million through 12/31/2026. Board approved a cash dividend of $0.19 per share; $58 million returned via dividends in 2025, a 5.6% increase vs. 2024.
Aftermarket Resilience and Margin Stability
Annual aftermarket parts, service, and collision revenues of $2.5 billion (essentially flat vs. 2024). Q4 aftermarket revenue $625.2 million (up from $606.3 million, ~+3.2% YoY). Blended parts & service margin around 37% in Q4 (consistent with prior-year ranges).
Market Share Gains in Medium-Duty Segment
Sold 12,285 new U.S. Class 4–7 vehicles in 2025 (down 8.5% YoY) while the market declined 15.6%, increasing company market share to 5.7% — a clear outperformance of the market.
Leasing and Rental Growth
Leasing and rental revenues totaled $369.6 million in 2025, up 4.1% YoY; Q4 lease & rental revenue increased 3.6% YoY, reflecting strength in full-service leasing and a younger fleet profile.
Network Expansion and Strategic Acquisitions
Acquired IC Bus dealerships covering Ontario, Quebec, New Brunswick, Nova Scotia, and Prince Edward Island, and added a full-service Peterbilt dealership in Tennessee (Trucks Plug Centers Nashville Central) to strengthen geographic footprint and service capability.
Operational Investments — Mobile Service
Increased investment in mobile service capabilities with approximately $4 million more depreciation expense in mobile units vs. 2024; mobile service now comprises mid-30% of the overall service footprint (up from ~30%).
Inventory and Absorption — Full-Year Strength
Annual absorption ratio of 130.7% (vs. 132.2% in 2024) and maintenance of healthy blended parts/service gross margins (~37%), demonstrating operational discipline despite market headwinds.
Inventory & Used Truck Positioning
Sold 6,977 used trucks in 2025 (down 1.9% YoY). Management expects used truck demand to improve as freight rates and prebuy activity build ahead of emissions changes.
RUSHA Earnings History
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
RUSHA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | $70.01 | $72.01 | +2.86% |
Oct 29, 2025 | $50.19 | $50.05 | -0.28% |
Jul 30, 2025 | $52.73 | $53.75 | +1.92% |
Apr 30, 2025 | $50.43 | $50.14 | -0.57% |
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 A (RUSHA) report earnings?
Rush Enterprises A (RUSHA) is schdueled to report earning on Apr 28, 2026, After Close (Confirmed).
What is Rush Enterprises A (RUSHA) earnings time?
Rush Enterprises A (RUSHA) 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?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RUSHA EPS forecast?
RUSHA EPS forecast for the fiscal quarter 2026 (Q1) is 0.78.