RUSHB · Rush Enterprises Inc \Tx\
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AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Rush Enterprises reported Q2 2026 net income of $72.8 million ($0.91/diluted share) on revenue of $1.900 billion, down 1.6% year-over-year, while declaring a three-for-two stock split and raising its post-split quarterly dividend 10.5% to $0.14 per share; the company announced acquisitions of five Louisiana Peterbilt dealerships and five Canadian dealerships and signed a 50/50 joint venture with MCT Companies to enter the refrigerated trailer segment.
- + Board declared a three-for-two stock split plus a 10.5% increase in the post-split quarterly cash dividend to $0.14 per share
- + Aftermarket products and services revenue rose 1.5% year-over-year to $645.7 million in Q2
- + Used commercial vehicle unit sales increased 4.3% year-over-year to 1,788 units, with demand strengthening through the quarter
- + Lease and rental revenue rose 1.9% year-over-year to $94.8 million, with management calling it a consistent contributor
- + Management sees the second half of 2026 considerably stronger than the first half on Class 8 demand and customers planning purchases ahead of 2027 emissions regulations
- − Total revenue declined 1.6% year-over-year to $1.900 billion in Q2 2026
- − Absorption ratio declined to 130.8% from 135.5% year-over-year
- − New U.S. Class 4-7 unit sales fell 12.7% year-over-year to 3,165 units as medium-duty market headwinds persist
- − New U.S. Class 8 retail market shrank 6.7% year-over-year with industry sales below normal replacement levels
- − Aftermarket recovery is trailing commercial vehicle sales improvement and parts/service still 'very depressed' versus three years ago, with management expecting gradual rather than sharp recovery
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Technicals
trend & momentum for long-term holders illustrative — not investment adviceIllustrative 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 |
|---|---|---|---|---|---|
|
RUSHB
this stock
Rush Enterprises Inc \Tx\
|
$7.80B | — | -4.7% | — | — |
|
CVNA
Carvana Co.
|
$70.13B | — | +48.6% | 44.7 | 6.1% |
|
PAG
Penske Automotive Group, Inc.
|
$12.88B | +23.9% | -0.2% | 14.3 | 3.8% |
|
KMX
Carmax Inc
|
$7.47B | +36.2% | -1.8% | — | 7.6% |
|
LAD
Lithia Motors Inc
|
$6.38B | -12.7% | +17.2% | 9.6 | 8.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| RUSHB | +1.1% | +15.0% | +16.2% | +6.4% | +52.9% |
| SPY | +1.2% | +1.9% | +9.9% | +2.1% | +14.2% |
| vs SPY | -0.1% | +13.1% | +6.3% | +4.3% | +38.7% |
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.