RideNow Reports Q4 2025 Earnings with Mixed Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 10 2026
0mins
Source: Yahoo Finance
- Significant EBITDA Growth: RideNow's adjusted EBITDA reached $9.7 million in Q4 2025, reflecting a remarkable 341% year-over-year increase, indicating substantial progress in operational efficiency and cost control, thereby enhancing financial stability.
- Same-Store Gross Profit Surge: The same-store gross profit increased by 13.8% to $66.8 million in Q4 2025, showcasing strong performance in core operations, which helps improve overall profitability and market competitiveness.
- Improved New Unit Margins: New unit gross margins rose to 13.2% in Q4 2025, up from 10.8% in the same quarter last year, which not only enhances product profitability but also lays a solid foundation for future sales growth.
- Revenue Decline: Despite improvements in adjusted EBITDA and gross profit, RideNow's total revenue fell to $256.9 million in Q4 2025, primarily due to the wind-down of the Wholesale Express business, which may negatively impact future revenue streams.
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Analyst Views on RDNW
Wall Street analysts forecast RDNW stock price to fall
1 Analyst Rating
0 Buy
1 Hold
0 Sell
Hold
Current: 8.100
Low
4.00
Averages
4.00
High
4.00
Current: 8.100
Low
4.00
Averages
4.00
High
4.00
About RDNW
RideNow Group, Inc., formerly RumbleOn, Inc., is a powersports retailer in the United States. The Company operates through two segments: a powersports dealership group and a vehicle transportation services entity, Wholesale Express, LLC (Express). The Company offers an unmatched selection of new and pre-owned motorcycles, all-terrain vehicles (ATVs), utility terrain or side-by-side vehicles, personal watercraft, snowmobiles, and other powersports vehicles, along with parts, apparel, accessories, finance and insurance products and services, and aftermarket products from a range of industry’s brands. Additionally, the Company offers a full suite of repair and maintenance services. The Company utilizes its proprietary RideNow Cash Offer technology to source vehicles directly from consumers. It has more than 55 convenient stores across the United States and over 19,023 new and pre-owned motorcycles, ATVs, personal watercraft, and more, along with a selection of branded manufacturers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
RideNow Group Expands Borrowing Capacity Significantly
- Expansion of Financing Capacity: RideNow Group secured an additional $35 million in floorplan financing through Wells Fargo, increasing its total credit capacity to approximately $400 million, significantly enhancing its relationships with major OEMs.
- Inventory Optimization: Of the new $35 million funding, $115 million is allocated for new vehicle inventory for Polaris, Indian, and Suzuki, while $20 million is specifically designated for pre-owned vehicle inventory, ensuring dealerships can meet customer demand effectively.
- Strengthening Market Leadership: This increase in financing provides greater product availability for RideNow throughout the 2026 riding season, further solidifying its position as a national leader in the powersports industry and enhancing its competitive edge.
- Strategic Implications: CEO Michael Quartieri noted that the expanded financing capacity reflects the team's efforts to improve operations and strengthen OEM partnerships, which is expected to help align new and used vehicle inventories to better meet customer needs.
See More
RideNow Group Expands Borrowing Capacity to $400 Million
- Increased Financing Capacity: RideNow Group secured an additional $35 million in floorplan financing through Wells Fargo, raising its total credit capacity to approximately $400 million, significantly higher than the amount reported at the end of 2025, thereby strengthening its relationships with major OEMs.
- Inventory Optimization: The new $35 million funding will be allocated to new vehicle inventory, including $115 million dedicated to Polaris, Indian, and Suzuki vehicles, along with a new $20 million specifically for pre-owned vehicle inventory, ensuring dealerships can meet customer demand effectively.
- Market Leadership Consolidation: The timing of this financing is opportune, as it is expected to support product availability throughout the 2026 riding season, allowing RideNow to continue solidifying its position as a national leader in the powersports industry.
- Operational Efficiency Improvement: CEO Michael Quartieri noted that securing this expanded financing capacity is a testament to the team's efforts to improve operations and strengthen OEM partnerships, which will better align new and used vehicle inventories to enhance customer satisfaction.
See More
RideNow Group, Inc. Q1 2026 Earnings Call Highlights
- Significant Revenue Growth: RideNow Group reported Q1 2026 revenue of $260.4 million, exceeding analysts' expectations of $258.8 million, indicating that the momentum created in the latter half of 2025 continues, which is expected to drive profitability and cash flow growth moving forward.
- Strong Same-Store Sales: Same-store unit sales increased by 16.3% and revenue by 13.1% in Q1, with same-store sales gross profit up by 12.2%, demonstrating enhanced competitiveness in the retail market and laying a foundation for future market share expansion.
- Legal Compliance Progress: The SEC concluded its investigation with a recommendation of no enforcement action against the company, alleviating market concerns regarding compliance risks, which could enhance investor confidence and potentially improve capital structure.
- Clear Acquisition Strategy: Management emphasized plans to drive future growth through highly accretive acquisitions, reflecting the company's commitment to its value creation strategy and its keen awareness of market opportunities.
See More
RumbleON Q1 Earnings Beat Expectations
- Earnings Beat: RumbleON reported a Q1 GAAP EPS of -$0.11, beating expectations by $0.03, indicating positive signs of recovery in profitability despite still being in the red.
- Revenue Growth: The company achieved revenue of $260.4M, a 6.4% year-over-year increase, surpassing analyst expectations by $1.6M, suggesting ongoing improvement in sales performance that may attract more investor interest.
- Positive Market Reaction: The earnings beat is likely to have a favorable impact on RumbleON's stock price, boosting investor confidence and enhancing market expectations for its future growth potential.
- Strategic Adjustments Paying Off: The company's operational and market strategy adjustments appear to be yielding results, with potential for further revenue growth and improved profitability, strengthening its position in a competitive market.
See More
RideNow Group to Release Q1 2026 Financial Results
- Earnings Release Schedule: RideNow Group plans to release its Q1 2026 operational and financial results on May 14, 2026, after market close, highlighting its performance in the U.S. powersports retail market.
- Management Conference Call: Senior management will hold a conference call at 4:30 PM ET on the same day to discuss the earnings report, which is expected to provide crucial financial insights for investors and analysts.
- Webcast Availability: The earnings release will be accessible via a live and archived webcast on the company's Investor Relations section, ensuring that investors can access relevant information at any time, thereby enhancing transparency.
- Company Background: RideNow Group is one of the largest powersports retail groups in the U.S., offering a wide range of new and pre-owned motorcycles and related products, utilizing its proprietary RideNow Cash Offer tool to acquire used vehicles directly from consumers, further solidifying its market position.
See More
RideNow Group Sets New Sales Record During Bike Week
- Significant Sales Growth: During Bike Week 2026, RideNow Group's Indian motorcycle sales surged by 40% compared to 2025, demonstrating the brand's strong appeal despite a general decline in attendance, indicating robust market positioning.
- Event-Driven Customer Engagement: The Indian dealership transformed into a destination through a continuous calendar of events, which not only attracted motorcycle enthusiasts but also led to a 32% sales increase at RideNow Daytona Beach during the rally.
- Customer Engagement Strategy: General Manager Kevin Dunn emphasized the proactive approach of his team in connecting with customers and creating memorable moments, which directly contributed to natural sales growth, highlighting the importance of customer engagement in retail.
- Efficient Operational Model: Regional Director Lyle Kramper noted that the company's focus on efficiency and engagement, termed the “RideNow Way,” enabled the team to achieve record-breaking performance during Bike Week, showcasing the company's responsiveness to market demands.
See More
RideNow Group Expands Borrowing Capacity Significantly
- Expansion of Financing Capacity: RideNow Group secured an additional $35 million in floorplan financing through Wells Fargo, increasing its total credit capacity to approximately $400 million, significantly enhancing its relationships with major OEMs.
- Inventory Optimization: Of the new $35 million funding, $115 million is allocated for new vehicle inventory for Polaris, Indian, and Suzuki, while $20 million is specifically designated for pre-owned vehicle inventory, ensuring dealerships can meet customer demand effectively.
- Strengthening Market Leadership: This increase in financing provides greater product availability for RideNow throughout the 2026 riding season, further solidifying its position as a national leader in the powersports industry and enhancing its competitive edge.
- Strategic Implications: CEO Michael Quartieri noted that the expanded financing capacity reflects the team's efforts to improve operations and strengthen OEM partnerships, which is expected to help align new and used vehicle inventories to better meet customer needs.
See More
RideNow Group Expands Borrowing Capacity to $400 Million
- Increased Financing Capacity: RideNow Group secured an additional $35 million in floorplan financing through Wells Fargo, raising its total credit capacity to approximately $400 million, significantly higher than the amount reported at the end of 2025, thereby strengthening its relationships with major OEMs.
- Inventory Optimization: The new $35 million funding will be allocated to new vehicle inventory, including $115 million dedicated to Polaris, Indian, and Suzuki vehicles, along with a new $20 million specifically for pre-owned vehicle inventory, ensuring dealerships can meet customer demand effectively.
- Market Leadership Consolidation: The timing of this financing is opportune, as it is expected to support product availability throughout the 2026 riding season, allowing RideNow to continue solidifying its position as a national leader in the powersports industry.
- Operational Efficiency Improvement: CEO Michael Quartieri noted that securing this expanded financing capacity is a testament to the team's efforts to improve operations and strengthen OEM partnerships, which will better align new and used vehicle inventories to enhance customer satisfaction.
See More
RideNow Group, Inc. Q1 2026 Earnings Call Highlights
- Significant Revenue Growth: RideNow Group reported Q1 2026 revenue of $260.4 million, exceeding analysts' expectations of $258.8 million, indicating that the momentum created in the latter half of 2025 continues, which is expected to drive profitability and cash flow growth moving forward.
- Strong Same-Store Sales: Same-store unit sales increased by 16.3% and revenue by 13.1% in Q1, with same-store sales gross profit up by 12.2%, demonstrating enhanced competitiveness in the retail market and laying a foundation for future market share expansion.
- Legal Compliance Progress: The SEC concluded its investigation with a recommendation of no enforcement action against the company, alleviating market concerns regarding compliance risks, which could enhance investor confidence and potentially improve capital structure.
- Clear Acquisition Strategy: Management emphasized plans to drive future growth through highly accretive acquisitions, reflecting the company's commitment to its value creation strategy and its keen awareness of market opportunities.
See More
RumbleON Q1 Earnings Beat Expectations
- Earnings Beat: RumbleON reported a Q1 GAAP EPS of -$0.11, beating expectations by $0.03, indicating positive signs of recovery in profitability despite still being in the red.
- Revenue Growth: The company achieved revenue of $260.4M, a 6.4% year-over-year increase, surpassing analyst expectations by $1.6M, suggesting ongoing improvement in sales performance that may attract more investor interest.
- Positive Market Reaction: The earnings beat is likely to have a favorable impact on RumbleON's stock price, boosting investor confidence and enhancing market expectations for its future growth potential.
- Strategic Adjustments Paying Off: The company's operational and market strategy adjustments appear to be yielding results, with potential for further revenue growth and improved profitability, strengthening its position in a competitive market.
See More
RideNow Group to Release Q1 2026 Financial Results
- Earnings Release Schedule: RideNow Group plans to release its Q1 2026 operational and financial results on May 14, 2026, after market close, highlighting its performance in the U.S. powersports retail market.
- Management Conference Call: Senior management will hold a conference call at 4:30 PM ET on the same day to discuss the earnings report, which is expected to provide crucial financial insights for investors and analysts.
- Webcast Availability: The earnings release will be accessible via a live and archived webcast on the company's Investor Relations section, ensuring that investors can access relevant information at any time, thereby enhancing transparency.
- Company Background: RideNow Group is one of the largest powersports retail groups in the U.S., offering a wide range of new and pre-owned motorcycles and related products, utilizing its proprietary RideNow Cash Offer tool to acquire used vehicles directly from consumers, further solidifying its market position.
See More
RideNow Group Sets New Sales Record During Bike Week
- Significant Sales Growth: During Bike Week 2026, RideNow Group's Indian motorcycle sales surged by 40% compared to 2025, demonstrating the brand's strong appeal despite a general decline in attendance, indicating robust market positioning.
- Event-Driven Customer Engagement: The Indian dealership transformed into a destination through a continuous calendar of events, which not only attracted motorcycle enthusiasts but also led to a 32% sales increase at RideNow Daytona Beach during the rally.
- Customer Engagement Strategy: General Manager Kevin Dunn emphasized the proactive approach of his team in connecting with customers and creating memorable moments, which directly contributed to natural sales growth, highlighting the importance of customer engagement in retail.
- Efficient Operational Model: Regional Director Lyle Kramper noted that the company's focus on efficiency and engagement, termed the “RideNow Way,” enabled the team to achieve record-breaking performance during Bike Week, showcasing the company's responsiveness to market demands.
See More
