Earnings Releases·Oct 27, 2026, 5:28 PM ET

Rush Enterprises, Inc. — Third Quarter 2026 Earnings Summary

Total revenues rose 12.4% year-over-year to $2.113 billion, while net income increased 16.9% to $78.0 million ($0.65 per diluted share), driven by a 10.2% YoY increase in new U.S. Class 8 truck sales.
Management anticipates continued revenue and earnings growth into Q4 2026 and Q1 2027, though order activity remains temporarily slowed pending EPA 2027 emissions regulation finalization.
Strategic expansion included the completion of a 50% joint venture with MCT Companies to enter the refrigerated transportation sector, alongside $10.3 million in common stock repurchases and a $0.14 per share quarterly dividend declaration.
Key headwinds include supply capacity constraints affecting delivery timing and potential softening in leasing demand during Q1 2027 as customers accelerate purchases ahead of anticipated 2027 model price increases.