EarningsQ2 2026 Earnings Report
DE:RUN Q2 2026 EPS Results
Actual EPS€0.54
Consensus EPS€0.51
Beat/MissBeat by +€0.03
One Year Ago EPS€0.53
DE:RUN Q2 2026 Revenue Results
Actual Revenue€1.69B
Expected Revenue€1.69B
Beat/MissBeat by +€6.03M
YoY Revenue Growth-1.61%
Earnings Announcement Details
QuarterQ2 2026
Date07/28/2026
TimeAfter Close
Conference CallTuesday, July 28, 2026
DE:RUN Upcoming Earnings
Rush Enterprises B's next earnings date is estimated for October 27, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
DE:RUN Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a cautiously optimistic outlook: solid Q2 financial results (revenue, net income, dividend increase, and buy-side actions), strategic expansion via acquisitions and a JV, improving aftermarket and used-vehicle demand, and stable leasing performance. Offsetting these positives were medium-duty sales declines, lingering aftermarket recovery and margin pressure, production constraints that limit near-term deliveries, and external uncertainties (EPA, tariffs, financing). Management emphasized improving market momentum and a view that the second half of 2026 should be stronger, but noted the recovery is still early and subject to variable factors.Company Guidance
Quarterly Revenue and Profitability
Reported Q2 2026 revenues of $1.9 billion and net income of $72.8 million, or $0.91 per diluted share, demonstrating solid profitability during an industry recovery.
Shareholder Returns and Capital Actions
Board declared a three-for-two stock split for Class A and B shares and a post-split quarterly cash dividend of $0.14 per share, a 10.5% increase versus the prior quarter, continuing capital return initiatives.
Aftermarket Strength and Mix
Aftermarket (parts, service, collision) accounted for approximately 64% of total gross profit. Parts, service and collision revenues were $605 million, up 1.5% year-over-year, with absorption strong at 130.8%.
Stable Class 8 Retail Sales and Market Share Gain
Sold 3,170 Class 8 trucks in the U.S. during Q2 (essentially flat year-over-year), while increasing U.S. Class 8 market share to 5.8%, reflecting disciplined inventory management and customer relationships.
Leasing Business Consistency
Rush Truck Leasing generated revenues of $94.8 million in Q2, up 1.9% year-over-year, underscoring a stable, counter-cyclical revenue stream that offsets new-vehicle cyclicality.
Used-Vehicle Demand Improvement
Used commercial vehicle demand improved during the quarter, with June noted as the strongest month so far; management expects continued healthy used-truck demand as new truck prices rise and 2027 emissions rules approach.
Acquisitions and Strategic Expansion
Completed acquisitions of five Peterbilt dealerships in Louisiana and five commercial dealerships in southwestern Ontario, Canada, expanding geographic footprint and customer touchpoints across key transport corridors.
Entry into Refrigerated-Transportation Market (JV)
Signed agreement to form a 50% joint venture with MCT Companies (Carrier Transicold dealer group) to enter the refrigerated-transportation space, expected to close in Q3 (target ~Aug 31) as a strategic adjacency with long-term growth intent.
DE:RUN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed