Monitor Q2 new truck orders and aftermarket trends for confirmation of management's gradual recovery outlook. The stock may trade mixed near-term as revenue decline offsets EPS beat.
Price Chart
Executive Summary
Rush Enterprises beat Q1 2026 EPS consensus by 11.6% ($0.77 vs $0.69) despite a 9.2% revenue decline to $1.68B (below $1.73B consensus). Aftermarket parts and service revenue grew 1.3% to $627.2M, supporting profitability amid weak commercial vehicle sales.
Key Financial Metrics
Key Facts
- EPS of $0.77 beat consensus of $0.69 by 11.6%
- Revenue of $1.68B missed consensus of $1.73B; down 9.2% YoY
- Aftermarket revenue grew 1.3% to $627.2M; absorption ratio 126.9%
- Net income edged up to $61.5M from $60.3M YoY
- Board declared $0.19 dividend, up from $0.18
- Company to acquire Peterbilt dealerships in Louisiana, Mississippi
Financial Impact
Revenue fell 9.2% YoY to $1.68B, but EPS rose 5.5% YoY to $0.77 on cost control and aftermarket strength
Risk Factors
- Prolonged freight recession continuing to pressure new truck sales
- Medium-duty sales timing could weigh on Q2 results
- Guidance lacked specific numbers, adding uncertainty
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3283276 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 5, 2026 8w ago | Insider Cluster | $81.80 $49.33 | ▼ −39.70% | ▼ −39.10% | $47.18 (−42.32%) |
Aug 3, 2026 8w ago | Insider Cluster | $82.76 $48.75 | ▼ −41.09% | ▼ −39.86% | $47.18 (−42.99%) |
Jul 28, 2026 9w ago | 8-K | $81.62 $76.97 | ▼ −5.70% | ▼ −10.72% | $47.18 (−42.20%) |
Jul 28, 2026 9w ago | Press Release | $81.62 $76.97 | ▼ −5.70% | ▼ −10.72% | $47.18 (−42.20%) |
Jul 2, 2026 13w ago | Press Release | $73.16 $79.93 | ▼ −9.25% | ▼ −9.67% | $47.18 (+35.51%) |
Jun 30, 2026 13w ago | 8-K | $71.97 $81.62 | ▲ +13.41% | ▲ +15.59% | $47.18 (−34.44%) |
Apr 28, 2026 22w ago | Press Release | $71.79 $71.01 | ▼ −1.09% | ▼ −7.14% | $47.18 (−34.28%) |
Mar 24, 2026 27w ago | 8-K | $66.44 $73.74 | ▲ +10.99% | ▲ +2.09% | $47.18 (−28.98%) |
Mar 5, 2026 30w ago | 8-K | $65.86 $66.74 | ▲ +1.34% | ▲ +3.39% | $47.18 (−28.36%) |
US Market Status
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