Rush Enterprises B (RUSHB)
NASDAQ:RUSHB
Want to see RUSHB full AI Analyst Report?
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
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a cautious but constructive view: the company delivered solid profitability and cash returns despite a weak industry environment, highlighted strength in aftermarket and leasing, and pointed to improving leading indicators (order activity, spot rate increases, incremental tonnage). Significant headwinds remain — notably low industry retail volumes, service weakness, small-account softness, and regulatory uncertainty around 2027 emissions rules — but management believes Q1 was the trough and expects gradual improvement through the year. Overall, positives around financial resilience, cost discipline, aftermarket performance, and strategic expansion outweigh the cyclical and regulatory challenges.Company Guidance
Solid Quarterly Financial Results
Revenue of $1.68 billion; net income of $61.5 million; diluted EPS of $0.77; declared quarterly cash dividend of $0.19 per share — demonstrating profitability and shareholder returns despite a weak market.
Aftermarket Business Strength
Aftermarket generated $627 million in revenue and accounted for roughly 66% of gross profit; revenue was up slightly year-over-year and strategic initiatives (inspection processes, parts delivery optimization) are driving incremental revenue and higher uptime.
Resilient Truck Retail Performance
Sold 2,964 Class 8 trucks in the U.S. and captured a 7.2% market share, outperforming the broader market on share and execution in a market with Class 8 industry sales at their lowest levels since COVID.
Recurring Leasing and Rental Revenue
Rush Truck Leasing reported $92 million in revenue, up a little over 2% year-over-year; leasing demand remains strong as customers replace aging equipment and prepare for emissions changes.
Order Intake and Early Demand Indicators
Increased quoting activity and order intake since December; management cites sustained order strength in the 25,000–30,000 trucks/month range as a solid run rate and expects sequential improvement (management suggested Class 8 could be up ~15% in Q2 if conditions hold).
Cost Discipline and SG&A Management
SG&A increased only ~2% sequentially in Q1 and the G&A component was down approximately 2.5% year-over-year, reflecting disciplined expense management during the trough of the cycle.
Strategic Growth Moves
Completed agreement to acquire Peterbilt dealerships in Southern Louisiana and Mississippi, expected to close and be operated as Rush Truck Centers in June — signaling continued investment and geographic expansion even in a downturn.
RUSHB 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
RUSHB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2026 | $76.65 | $71.18 | -7.14% |
Feb 17, 2026 | $62.94 | $64.65 | +2.72% |
Oct 29, 2025 | $53.92 | $53.20 | -1.34% |
Jul 30, 2025 | $52.80 | $53.77 | +1.84% |
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 B (RUSHB) report earnings?
Rush Enterprises B (RUSHB) is schdueled to report earning on Jul 28, 2026, After Close (Confirmed).
What is Rush Enterprises B (RUSHB) earnings time?
Rush Enterprises B (RUSHB) 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 RUSHB EPS forecast?
RUSHB EPS forecast for the fiscal quarter 2026 (Q2) is 0.91.