Overview

* Rush Enterprises ( RUSHA ) Q3 revenue beats analyst expectations despite challenging market conditions

* Net income for Q3 2025 decreased compared to Q3 2024

* Company declares cash dividend of $0.19 per share

Outlook

* Rush Enterprises ( RUSHA ) expects challenging conditions in new truck sales through early 2026

* Company anticipates stable aftermarket conditions despite ongoing industry challenges

* Rush Enterprises ( RUSHA ) sees cautious optimism for truck sales recovery in late 2026

Result Drivers

* AFTERMARKET RESILIENCE - Aftermarket products and services accounted for 63.7% of gross profit, with revenues up 1.5% YoY, despite market challenges

* VOCATIONAL CUSTOMER STABILITY - Demand from vocational customers remained stable, helping offset softness in over-the-road fleet activity

* LEASING AND RENTAL STRENGTH - Leasing and rental revenue increased by 4.7% YoY, supported by a modernized fleet and disciplined cost management

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $1.90 $1.77

Revenue bln bln (2

Analysts

)

Q3 Gross $1.88

Revenue bln

Q3 EPS $0.83

Q3 Net $66.70

Income mln

Q3 $0.19

Dividend

Analyst Coverage

* The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the auto vehicles, parts & service retailers peer group is "buy."

* Wall Street's median 12-month price target for Rush Enterprises Inc ( RUSHA ) is $60.00, about 16.7% above its October 28 closing price of $49.96

* The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release:

For questions concerning the data in this report, contact [email protected]. For any other questions or feedback, contact .

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)