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Rush Enterprises A (RUSHA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 28, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.91

Last Year’s EPS

0.9

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 4 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 28, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presented a balanced view: the company delivered solid profits, strong aftermarket performance (66% of gross profit), maintained cost discipline, grew leasing revenue, captured market share in Class 8, and is pursuing strategic expansion. At the same time, the underlying commercial vehicle market remains weak (Class 8 and medium-duty sales at multi-year lows), service revenues and small-account demand are depressed, rental activity lags, and regulatory/build uncertainties introduce timing and pricing risk. Management emphasized they believe Q1 represents the trough and pointed to early indicators of recovery, but meaningful recovery is expected to be gradual and dependent on emissions clarity and freight improvements.

Company Guidance

Management guided to a gradual recovery: they expect Q2 to be better than Q1 and a continued ramp through the second half and into Q1 2027 (Rusty cited a potential ~15% Class 8 increase in Q2 if conditions hold), said ACT’s ~225,000 Class 8 market implies roughly a ~60,000 quarterly average for the last three quarters (e.g., ~50k in Q2, higher in Q3/Q4), and called sustained order rates of 25k–30k/month “solid.” They expect aftermarket (Q1 revenue $627M, ~66% of gross profit) to gradually improve as miles and tonnage recover (tonnage rose in February; spot rates +25–30% YoY), see rental and leasing (Q1 revenue $92M, +~2% YoY) utilization trending up, anticipate medium-duty to recover quicker sequentially while Class 8 leads full-year growth, and emphasized disciplined cost control (G&A down ~2.5% YoY; SG&A only +2% sequential). For context they reported Q1 revenue $1.68B, net income $61.5M ($0.77 diluted EPS), declared a $0.19 quarterly dividend, expect EPA emissions clarity in ~45–60 days, and plan to close a Peterbilt dealership acquisition in June.

Revenue and Profitability

Generated revenues of $1.68 billion in Q1 FY2026 and net income of $61.5 million, or $0.77 per diluted share, demonstrating continued profitability despite a weak commercial vehicle market.

Shareholder Return

Declared a quarterly cash dividend of $0.19 per share, reflecting continued focus on returning value to shareholders.

Aftermarket Strength

Aftermarket accounted for roughly 66% of gross profit and produced $627 million in revenue in the quarter, up slightly year over year; aftermarket initiatives (inspection processes and parts delivery optimization) are driving incremental revenue and uptime improvements.

Truck Sales Execution and Market Share

Sold 2,964 Class 8 trucks in the U.S. in Q1 and captured a 7.2% market share, attributed to execution, inventory positioning, and customer diversity despite industry headwinds.

Leasing and Rental Resilience

Rental and leasing revenue of $92 million in the quarter, up a little over 2% year over year; leasing demand remained strong as customers replace aging equipment ahead of regulatory changes.

Cost Discipline (SG&A)

SG&A increased only ~2% sequentially and G&A was down about 2.5% year over year on the G&A piece, reflecting disciplined expense management through the trough of the cycle.

Business Growth and M&A

Signed an agreement to acquire Peterbilt dealerships in Southern Louisiana and Mississippi, expected to close in June, signaling continued investment and geographic expansion even in a down cycle.

Early Signs of Market Improvement

Management reported improving freight rates, increased miles driven, rising quoting activity and order intake (order activity up dramatically since December), and improving used truck demand tied to stronger spot rates and tighter capacity.

Rush Enterprises A (RUSHA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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RUSHA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 28, 2026	2026 (Q2)	0.91 / -	0.9	―	―	―
Apr 28, 2026	2026 (Q1)	0.69 / 0.77	0.73	5.48% (+0.04)	―
Feb 17, 2026	2025 (Q4)	0.69 / 0.81	0.91	-10.99% (-0.10)	―
Oct 29, 2025	2025 (Q3)	0.81 / 0.83	0.97	-14.43% (-0.14)	―
Jul 30, 2025	2025 (Q2)	0.77 / 0.90	0.97	-7.22% (-0.07)	―
Apr 30, 2025	2025 (Q1)	0.69 / 0.73	0.88	-17.05% (-0.15)	―
Feb 18, 2025	2024 (Q4)	0.83 / 0.91	0.95	-4.21% (-0.04)	―
Oct 29, 2024	2024 (Q3)	0.82 / 0.97	0.96	1.04% (+0.01)	―
Jul 31, 2024	2024 (Q2)	0.77 / 0.97	1.167	-16.88% (-0.20)	―
Apr 23, 2024	2024 (Q1)	0.77 / 0.88	1.067	-17.53% (-0.19)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

RUSHA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 28, 2026	$75.11	$71.79	-4.42%
Feb 17, 2026	$69.64	$71.63	+2.86%
Oct 29, 2025	$49.92	$49.79	-0.28%
Jul 30, 2025	$52.46	$53.47	+1.92%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Rush Enterprises A (RUSHA) report earnings?

Rush Enterprises A (RUSHA) is schdueled to report earning on Jul 28, 2026, After Close (Confirmed).

What is Rush Enterprises A (RUSHA) earnings time?

Rush Enterprises A (RUSHA) earnings time is at Jul 28, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is RUSHA EPS forecast?

RUSHA EPS forecast for the fiscal quarter 2026 (Q2) is 0.91.