RUSH ENTERPRISES INC \TX\ (RUSHA) Form 8-K — Oct 27, 2026
Rush Enterprises reported Q3 2026 revenues of $2.113 billion, up 12.4% year over year, with net income of $78.0 million and diluted EPS of $0.65 versus $0.55 a year ago. The company outpaced the truck market: U.S. Class 8 unit sales rose 24.4% to 3,880 trucks, lifting market share to 6.5%, while aftermarket revenues grew 5.8% to $679.9 million with a 128.3% absorption ratio. The Board declared a $0.14 per share quarterly dividend payable December 10, 2026, and the quarter also saw completion of a 50% joint venture with MCT Companies, marking Rush's entry into refrigerated transportation.
Key figures
- Eps
- 0.65
- Revenue
- 2113098000
- Guidance
- Strong Q4 2026 into Q1 2027 deliveries from backlog expected, though EPA 2027 emissions rule uncertainty has slowed order activity; aftermarket demand expected to gradually improve.
- Net Income
- 78043000
- Total Debt
- 1344726000
- Revenue Yoy
- 12.4%
- Cash Position
- 226400000
- Shares Outstanding
- 91,790,881 Class A and 25,003,388 Class B
- Absorption ratio
- 128.3%
- Dividends paid q3
- $16.4M
- Dividend per share
- $0.14
- Adjusted ebitda ttm
- $419.765M
- Aftermarket revenue
- $679.9M, up 5.8% YoY
- New class8 units us
- 3880
- Dividend record date
- 2026-11-11
- Share repurchases q3
- $10.3M
- Dividend payment date
- 2026-12-10
- Class8 market share us
- 6.5%
- Leasing rental revenue
- $98.2M, up 5.3% YoY
AI analysis
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