Rush Enterprises A (RUSHA)
NASDAQ:RUSHA
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Earnings Data
Report Date
Jul 28, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.91Last Year’s EPS
0.9Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
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
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.
RUSHA Earnings History
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 | $75.31 | $71.98 | -4.42% |
Feb 17, 2026 | $69.83 | $71.82 | +2.86% |
Oct 29, 2025 | $50.06 | $49.92 | -0.28% |
Jul 30, 2025 | $52.60 | $53.61 | +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.