revenue $1.90B, net income $72.8M. Rush Enterprises backlog doubles; aftermarket margins compress

Filed August 7, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 8, 2025 · ~2 min read

Key Changes

• high

  Commercial vehicle backlog more than doubled YoY to (from ), reversing the prior year's decline driven by freight recession and regulatory uncertainty.

  MD&A: Backlog verify on EDGAR →
• high

  Aftermarket gross margin fell 170 basis points to 35.9% (from 37.6%), driven by a shift to lower-margin national account business and competitive pricing pressure; absorption ratio declined to 130.8% from 135.5%.

  MD&A: Aftermarket gross margin verify on EDGAR →
• high

  Management Class 8 market share to 6.1%-6.5%-15,000 unit sales (up from 12,000-13,000), while lowering Class 4-7 share to 5.3%-5.8%.

  MD&A: Market share guidance verify on EDGAR →