Rush Enterprises, Inc. is a prominent provider of commercial vehicles and associated services throughout the United States. Operating a vast network of ...
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$0.51 per share
$0.51 per share
Est. EPS $0.69 · Revenue $2.07B · 3 analysts
Est. EPS $0.68 · Revenue $2.14B · 2 analysts
EPS $0.73 · Revenue $1.85B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $7.4B | -4.7% | +12.8% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $263.8M | -13.3% | +18.4% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +18.7% | -4.7% | -1.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +5.3% | -11.8% | +4.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +3.5% | -9.0% | +5.0% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $573.3M | +207.4% | +141.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +7.7% | +222.7% | +114.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 70.4% | -13.1% | +0.7% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.40x | -3.2% | -0.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $4.4B | -4.1% | +3.2% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 3.27 vs 2.10 | +55.7% | 0.91 vs 0.69 | +32.8% |
| Revenue Surprise | $7.4B vs $7.4B | +0.6% | $1.9B vs $2.1B | -8.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | Mendoza Elaine | director | Class A Common Stock | D | 750 | — |
| Aug 3, 2026 | McRoberts Michael | director, other: Senior Advisor and Director | Class A Common Stock | A | 6,500 | $15.06 |
| Aug 3, 2026 | McRoberts Michael | director, other: Senior Advisor and Director | Class A Common Stock | D | 6,500 | $81.44 |
| Aug 3, 2026 | McRoberts Michael | director, other: Senior Advisor and Director | Option (right to buy) | D | 6,500 | $15.06 |
| Aug 3, 2026 | RUSH WILLIAM M RUSTY | director, 10 percent owner, officer: CEO, President and COB | Class A Common Stock | A | 71,574 | $15.06 |
Operator: Good day, and thank you for standing by. Welcome to Rush Enterprises, Inc. second quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 1 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star 1 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to our speaker today, Rusty Rush, President, CEO and Chairman of the Board. Please go ahead. W. Marvin Rush: Well, good morning. Welcome to our second quarter 2026 earnings release call. With me on the call this morning are Steve Keller, chief financial officer Jody Pollard, chief operating officer, Jay Hazelwood, vice president and controller Michael Goldstone, senior vice president, general counsel, and corporate secretary Before I get started, Steve will say a few words regarding forward-looking statements. Steve Keller: Certain statements we will make today are considered forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. Because these statements include risks and uncertainties, our actual results may differ materially from those expressed or implied by such forward-looking statements. Important factors that could cause actual results to differ materially from those expressed or implied by such forward-looking statements include but are not limited to, those discussed in our annual report on Form 10-K for the year ended December 31, 2025 and in our other filings with the Securities and Exchange Commission. W. Marvin Rush: Thank you, Steve, and thanks everyone for joining us today. As we reported yesterday, we generated revenues of $1.9 billion during the second quarter. With net income of $72.8 million or $0.91 per diluted share. In addition, our board declared a three-for-two stock split for both our Class A and Class B common stock. As well as a post-stock-split quarterly cash dividend of $0.14 per share representing a 10.5% increase compared to our prior quarter. Returning capital to our shareholders remains an important part of our long-term capital allocation strategy, and we are pleased to continue increasing our dividend while maintaining a strong balance sheet. As I mentioned on our Q1 call, we believe the first quarter represented the trough. Of the down cycle that the industry has been dealing with for the last few years. During the second quarter, we saw encouraging signs that market conditions are continuing to improve. While the recovery remains in early stages, improving freight rates and customer confidence, increased quoting activity, and significantly stronger new truck order intake all contributed to better business conditions as the quarter progressed. And we feel good about the second half of the year. …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
W. Marvin Rush | Chairman of the Board, Chief Executive Officer & President | USD 5,772,649 | Male | 1959 | Active |
Steven L. Keller | Chief Financial Officer & Treasurer | USD 1,195,810 | Male | 1970 | Active |
Corey H. Lowe | Senior Vice President of Peterbilt Dealerships | USD 1,102,658 | Male | 1976 | Active |
Jody Pollard | Chief Operating Officer | USD 1,091,407 | Male | 1977 | Active |
Michael Goldstone | Senior Vice President, General Counsel & Corporate Secretary | — | Male | 1967 | Active |
Jorgan Peterson | Senior Vice President of International Dealerships | — | Male | — | Active |
Rush Enterprises, Inc. (NASDAQ: RUSHA - Get Free Report)'s share price reached a new 52-week high on Wednesday after the company announced better than expected quarterly earnings. The stock traded as high as $81.77 and last traded at $82.32, with a volume of 24048 shares changing hands. The stock had previously closed at $78.82. The company
Rush Enterprises, Inc. (RUSHA) Q2 2026 Earnings Call Transcript
Revenues of $1.9 billion, net income of $72.8 million Earnings per diluted share of $0.91 Absorption ratio 130.8% Board declares three-for-two stock split with respect to both Class A and Class B common stock Board declares a post-stock split cash dividend of $0.14 per share of Class A and Class B common stock, representing a 10.5% increase Company announces acquisitions expanding network and signing joint venture agreement with MCT Companies, a Carrier Transicold dealer NEW BRAUNFELS, Texas, July 28, 2026 (GLOBE NEWSWIRE) -- Rush Enterprises, Inc. (Nasdaq: RUSHA & RUSHB), which operates the largest network of commercial vehicle dealerships in North America, today announced that for the quarter ended June 30, 2026, the Company achieved revenues of $1.900 billion and net income of $72.8 million, or $0.91 per diluted share, compared with revenues of $1.931 billion and net income of $72.4 million, or $0.90 per diluted share, in the quarter ended June 30, 2025. The Company's Board of Directors declared a three-for-two stock split with respect to both the Company's Class A and Class B common stock.
Fifth Third Bancorp grew its stake in Rush Enterprises, Inc. (NASDAQ: RUSHA) by 7,670.1% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 13,753 shares of the company's stock after acquiring an additional 13,576 shares during the period. Fifth Third Bancorp's holdings in Rush Enterprises
Bank of New York Mellon Corp lowered its stake in shares of Rush Enterprises, Inc. (NASDAQ: RUSHA) by 2.4% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 546,109 shares of the company's stock after selling 13,704 shares during the quarter. Bank
