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Dec 31, 2025
Rush Enterprises Q4 2025 Earnings Report
Rush Enterprises reported its fourth quarter and year-end 2025 financial results, including revenues, net income, and earnings per diluted share.
Key Takeaways
Rush Enterprises, Inc. reported fourth quarter revenues of $1.8 billion and net income of $64.3 million, with diluted earnings per share of $0.81. For the full year 2025, revenues were $7.4 billion and net income was $263.8 million, with diluted earnings per share of $3.27. The company declared a cash dividend of $0.19 per share.
Fourth quarter revenues totaled $1.8 billion, compared to $2.0 billion in the prior year's fourth quarter.
Net income for the fourth quarter was $64.3 million, or $0.81 per diluted share, compared to $74.8 million, or $0.91 per diluted share, in the prior year's fourth quarter.
Aftermarket products and services revenues were $625.2 million in the fourth quarter, an increase from $606.3 million in the prior year's fourth quarter.
The Board of Directors declared a cash dividend of $0.19 per share of Class A and Class B common stock.
Revenue by Segment
Forward Guidance
Rush Enterprises expects industry conditions to remain challenging in the first quarter of 2026 but is cautiously optimistic for the remainder of the year, anticipating improved customer demand and retail sales.
Positive Outlook
- Customer fleets are aging beyond historical norms, leading to increasing maintenance needs.
- Signs of improvement in freight markets are beginning to emerge.
- Increased clarity around tariffs and emissions regulations is helping customers plan for future purchases.
- Quoting activity and order intake are increasing, indicating future sales growth.
- Strategic investments in operational efficiency, customer experience, and capabilities across parts, service, and leasing position the company to gain market share as conditions improve.
Challenges Ahead
- Industry conditions are expected to remain challenging in the first quarter of 2026.
- The pace of market recovery is uncertain and beyond the company's control.
- The medium-duty market softened in 2025, though the company outperformed the industry.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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