RUSH ENTERPRISES INC \TX\ (RUSHA) Form 10-Q — Nov 6, 2026
Rush Enterprises posted Q3 2026 revenue of $2.11 billion, up 12.4% year over year, with net income attributable to the company of $78.0 million ($0.65 diluted EPS) versus $66.7 million ($0.55) a year earlier. The growth was driven by a 24.2% increase in new heavy-duty truck unit sales as over-the-road demand improved on better freight rates. Margins compressed, however: gross margin fell to 18.3% from 19.9%, and Class 8 truck gross margins dropped to 7.2% from 9.2% due to a shift toward large fleet and national account customers. Net interest expense fell 50.8%, helping offset the margin pressure.
Key figures
- Eps
- 0.65
- Revenue
- 2113098000
- Net Income
- 78883000
- Total Debt
- 269705000
- Revenue Yoy
- 12.4% (Q3 2026 vs Q3 2025)
- Total Assets
- 4737696000
- Cash Position
- 226400000
- Shares Outstanding
- 116,181,223 (91,177,835 Class A + 25,003,388 Class B as of Oct 30, 2026)
- Stock split
- 3-for-2 effected Aug 31, 2026
- Gross margin q3
- 18.3% vs 19.9%
- Q3 2025 revenue
- 1880765000
- Dividend declared
- $0.14 per share payable Dec 10, 2026
- Backlog prior year
- 647600000
- Nine month revenue
- 5696966000
- Absorption ratio q3
- 128.3%
- Q3 2025 diluted eps
- 0.55
- Class8 gross margin q3
- 7.2% vs 9.2%
- Nine month diluted eps
- 1.76
- Operating cash flow 9m
- 257577000
- Q3 net income attributable
- 78043000
- Stock repurchase remaining
- 134174786
- Nine month net income attributable
- 212258000
AI analysis
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