earnings
confidence high
sentiment negative
materiality 0.75
Q3 revenue $1.88B, EPS $0.83; aftermarket rev +1.5%; new Class 8 sales -11%; dividend $0.19
RUSH ENTERPRISES INC \TX\
2025-Q3 EPS
reported $2.46
vs consensus $0.84
▲ beat
(+193.0%)
- Net income $66.7M ($0.83 diluted) vs $79.1M ($0.97) a year ago; revenue down 0.8% to $1.881B.
- Aftermarket parts/service revenue $642.7M (+1.5% YoY); absorption ratio 129.3% (vs 132.6% last year).
- New Class 8 truck sales down 11% YoY to 3,120 units; industry retail sales down 18.9%.
- Board declared $0.19 per share dividend, payable Dec 12, 2025 to holders of record Nov 12.
- SG&A increased due to higher legal reserves for pending litigation and insurance retentions.