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Rush Enterprises
Rush Enterprises (RUSHA) investor relations material
Rush Enterprises Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary18 Feb, 2026
Executive summary
Generated $7.4 billion in revenue and $263.8 million net income for 2025; Q4 revenue was $1.8 billion with $64.3 million net income.
Diluted EPS was $3.27 in 2025, down from $304.2 million net income and $7.8 billion revenue in 2024.
Board approved a $0.19 per share dividend and a new $150 million stock repurchase program.
$193.5 million in stock repurchases and $58 million returned via dividends in 2025.
Navigated a challenging commercial vehicle market with disciplined expense management and continued investment in growth.
Financial highlights
Annual absorption ratio was 130.7, down from 132.2 in 2024; Q4 absorption at 129.3.
Aftermarket revenues for 2025 were $2.5 billion, flat year-over-year; Q4 aftermarket revenue rose to $625.2 million from $606.3 million.
Leasing and rental revenues grew 4.1% to $369.6 million in 2025.
36,032 new and used vehicles sold in 2025, a 6.7% decrease from 2024.
Free cash flow (non-GAAP) was $448.2 million; adjusted free cash flow was $733.4 million.
Outlook and guidance
Expect Q1 2026 to be the trough for Class 8 retail sales, with improvement anticipated in later quarters.
Anticipate increased replacement demand as fleet ages remain elevated; cautious optimism for medium-duty and used truck markets.
ACT Research forecasts slight declines in new Class 8 truck sales and slight increases in Class 4-7 sales for 2026.
Inflation expected to be a slight headwind in 2026, but manageable if market growth resumes.
Expense discipline to continue, with G&A costs targeted to remain flat unless parts and service growth accelerates.
Aftermarket's role in reducing earnings volatility
Key drivers for improved Class 8 demand
Justification for capital return strategy
Class 8 prebuy drivers and sustainability?
Aftermarket expense management with growth?
Medium-duty demand vs. Class 8 acceleration?
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Next Rush Enterprises earnings date
Q1 202630 Apr, 2026
Rush Enterprises
Next Rush Enterprises earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Rush Enterprises Inc is a commercial vehicle dealership operator that provides sales, leasing, rental, and service of trucks and related equipment. The company represents multiple manufacturers and also offers aftermarket parts, maintenance, and financial services. It operates through a nationwide network of Rush Truck Centers. Rush Enterprises Inc is headquartered in New Braunfels, Texas, and its shares are listed on the NASDAQ.
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