The earnings call highlighted solid performance in aftermarket operations and leasing revenues, alongside an increase in dividends and share repurchases. However, these positives were counterbalanced by significant challenges, including a decline in Class 8 truck sales, ongoing freight recession, and uncertainties in truck production due to regulatory issues. The sentiment reflects a cautious outlook with balanced positive and negative aspects.

Company Guidance -

Q3 2025

In the Rush Enterprises Q2 earnings call, CEO Rusty Rush provided guidance on several key metrics despite ongoing market challenges. The company reported second quarter revenues of $1.9 billion and a net income of $72.4 million, equating to $0.90 per diluted share. The Board of Directors approved a $0.19 per share cash dividend, marking a 1% increase from the prior quarter. Aftermarket operations were highlighted, contributing approximately 63% to the total gross profit with parts, service, and collision center revenues reaching $636.3 million, a 1.4% increase compared to Q2 2024. The absorption ratio stood at 135.5%, indicating efficient cost management. Rush Enterprises sold 3,178 new Class 8 trucks in the U.S., accounting for 5.4% of the market, although this represented a 20% year-over-year decline. In Canada, Class 8 sales were 81 units, capturing 1.2% of the market. Medium-duty truck sales in the U.S. and Canada also showed growth, with a market share of 6.2% and 4.6%, respectively. The used commercial vehicle sales remained stable with 1,715 units sold. Additionally, Rush Truck Leasing achieved a record revenue of $93.1 million, up 6.3% year-over-year. The company continued to focus on shareholder value, repurchasing $83.9 million of stock and paying a $14.5 million cash dividend in the quarter. Looking ahead, the company expects stable aftermarket demand and challenges in new Class 8 truck sales due to regulatory uncertainties.

Solid Aftermarket Performance

Aftermarket operations accounted for approximately 63% of total gross profit in Q2, with parts, service, and collision center revenues reaching $636.3 million, a 1.4% increase compared to Q2 2024.

Record Leasing Revenues

Rush Truck Leasing achieved record revenues of $93.1 million in Q2, up 6.3% year-over-year, with full-service leasing revenue increasing due to new units brought into service.

Dividend Increase

The Board of Directors approved a $0.19 per share cash dividend, a 1% increase over the prior quarterly dividend, marking the ninth increase since 2018.

Share Repurchase

During Q2, Rush Enterprises repurchased $83.9 million of common stock as part of an expanded $200 million repurchase authorization.

Rush Enterprises A (RUSHA) 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

Daily Earnings Calendar >

RUSHA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	0.88 / -	0.97	―	―	―
Jul 30, 2025	2025 (Q2)	0.77 / 0.90	0.97	-7.22% (-0.07)	―
Apr 30, 2025	2025 (Q1)	0.69 / 0.73	0.88	-17.05% (-0.15)	―
Feb 18, 2025	2024 (Q4)	0.83 / 0.91	0.95	-4.21% (-0.04)	―
Oct 29, 2024	2024 (Q3)	0.82 / 0.97	0.96	1.04% (+0.01)	―
Jul 31, 2024	2024 (Q2)	0.77 / 0.97	1.167	-16.88% (-0.20)	―
Apr 23, 2024	2024 (Q1)	0.77 / 0.88	1.067	-17.53% (-0.19)	―
Feb 13, 2024	2023 (Q4)	0.85 / 0.95	1.16	-18.10% (-0.21)	―
Oct 24, 2023	2023 (Q3)	0.91 / 0.96	1.06	-9.43% (-0.10)	―
Jul 25, 2023	2023 (Q2)	0.99 / 1.17	1.167	0.00% (0.00)	―

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
Jul 30, 2025	$52.94	$53.95	+1.91%
Apr 30, 2025	$50.62	$50.34	-0.55%
Feb 18, 2025	$60.54	$61.35	+1.34%
Oct 29, 2024	$54.15	$57.58	+6.33%

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 Oct 28, 2025, After Close (Confirmed).

What is Rush Enterprises A (RUSHA) earnings time?

Rush Enterprises A (RUSHA) earnings time is at Oct 28, 2025, 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 2025 (Q3) is 0.88.

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