Rush Enterprises, Inc. reported third-quarter revenue of 2,113,098 thousand and net income of 78,883 thousand, up from 67,738 thousand, with diluted earnings per share of 0.65. Nine-month net income reached 213,584 thousand.
RUSHA · Rush Enterprises Inc Tx
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The closing range begins at the captured split on Sep 1, 2026.
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Rush Enterprises reported approximately $2.1 billion in third-quarter revenue, up 12.4%, and sold 3,880 U.S. Class 8 trucks, up 24.4%, lifting market share to 6.5%. Management said higher truck deliveries and improving aftermarket activity drove the quarter.
Rush Enterprises, Inc. reported third-quarter revenue of $2.113 billion, net income of $78.0 million and diluted earnings of $0.65 per share. Its board declared a $0.14 per-share dividend payable December 10, 2026 to shareholders of record November 11, 2026.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Oct 28, 2026TL;DR. Third-quarter revenue rose 12.4% to $2.113 billion, diluted EPS increased to $0.65, and Class 8, medium-duty, used-vehicle, aftermarket, and leasing/rental activity improved; Rush also returned capital and expanded into refrigerated transportation through MCT. Risks include EPA-related order delays, supply constraints affecting delivery timing, lower year-over-year absorption and margin pressure, plus possible leasing-demand softness in the first quarter of 2027.
- + Third-quarter revenue increased 12.4%, net income rose to $78.0 million, and diluted EPS advanced to $0.65 from $0.55. new
- + Aftermarket revenue grew 5.8% to $679.9 million and represented 62.8% of total gross profit. new
- + Leasing and rental revenue increased 5.3% to $98.2 million on higher utilization, stronger rental profitability, and continued full-service leasing growth. new
- − EPA regulatory uncertainty and fluid manufacturer pricing have slowed quoting and new-order activity. new
- − Supply-capacity constraints may delay some deliveries despite a backlog supporting near-term sales. new
- − The quarterly absorption ratio declined to 128.3% from 129.3% a year earlier. new
- − Leasing demand may soften in the first quarter of 2027 after customers advanced replacement purchases. new
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Effective tax rate | 20.9% | the second quarter of 2026 filing | — |
| SG&A expenses as a percentage of total revenues | 12.9% | the second quarter of 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Auto & Truck Dealerships — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
RUSHA
this stock
Rush Enterprises Inc Tx
|
$5.25B | — | -4.7% | 19.5 | 5.2% |
|
CVNA
Carvana Co.
|
$79.84B | — | +48.6% | 46.8 | 5.9% |
|
PAG
Penske Automotive Group, Inc.
|
$13.92B | +33.9% | -0.2% | 15.5 | 3.3% |
|
KMX
Carmax Inc
|
$7.55B | +37.7% | -1.8% | — | 7.0% |
|
LAD
Lithia Motors Inc
|
$6.41B | -10.8% | +17.2% | 8.5 | 8.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Nov 6, 2026
- This year
- 20
Rush Enterprises, Inc. reported third-quarter revenue of 2,113,098 thousand and net income of 78,883 thousand, up from 67,738 thousand, with diluted earnings per share of 0.65. Nine-month net income reached 213,584 thousand.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| RUSHA | +2.2% | -0.5% | -3.7% | +5.1% | +25.6% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -0.4% | +0.7% | -4.2% | +5.2% | +14.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.