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Rush Enterprises Inc 8-K Filings

RUSHB NASDAQ

Every 8-K that Rush Enterprises Inc (RUSHB) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow RUSHB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full RUSHB filings page.

Rhea-AI Summary

Rush Enterprises, Inc. reported second-quarter 2026 revenue of $1.900 billion, a 1.6% decrease from $1.931 billion a year earlier, while net income attributable to Rush Enterprises was $72.8 million, or $0.91 diluted EPS, versus $72.4 million, or $0.90, in the prior-year quarter.

The Board declared a three-for-two stock split for both Class A and Class B shares, payable August 31, 2026 to shareholders of record August 11, 2026, increasing Class A shares outstanding to approximately 91,713,687 and Class B shares to 25,016,016. It also approved a post-split quarterly cash dividend of $0.14 per share, payable September 24, 2026 to shareholders of record September 9, 2026, a 10.5% increase over the prior quarterly dividend.

Aftermarket products and services generated $645.7 million of revenue and about 64.0% of total gross profit. The company expanded through acquisitions of five Peterbilt dealerships in Louisiana and five commercial vehicle dealerships in Ontario, and agreed to form a 50%-owned joint venture with MCT Companies covering 17 Carrier Transicold dealerships and 3 mobile locations. As of June 30, 2026, Adjusted Net (Cash) Debt was ($261,605) thousand and Adjusted EBITDA for the trailing twelve months was $405,022 thousand.

Rhea-AI Summary

Rush Enterprises, Inc. plans to form a 50/50 joint venture with MCT Companies, creating MCT Holdings, LLC, which will operate MCT’s network of Carrier Transicold truck, trailer and rail refrigeration and auxiliary power unit dealerships. Rush will purchase 50% of the joint venture’s equity for approximately $47.5 million, subject to customary closing conditions, and the parties expect closing during the third quarter of 2026. The joint venture will be led by MCT’s Bill Willett as Chief Executive Officer and President.

The joint venture will operate 17 full-service dealerships and 3 mobile service locations in California, Nebraska, Kansas, North Carolina, South Carolina and Virginia, while continuing to lease real estate from an MCT affiliate. Rush states that this transaction aligns with its strategy to expand in adjacent commercial vehicle segments, deepen customer relationships and diversify revenue through refrigerated transportation services. For financial reporting, Rush does not intend to consolidate the joint venture within its Truck Segment or any other operating segment.

Rhea-AI Summary

Rush Enterprises, Inc. updated executive pay and announced a dual stock listing. Effective July 1, 2026, base salaries for key leaders will rise, including W.M. “Rusty” Rush, Chairman, President and CEO, whose annual base salary is set at $1,855,802, and CFO Steven L. Keller at $562,506.

The company’s Class A and Class B common stock will be dually listed on the new Nasdaq Texas exchange while keeping the primary listing on the Nasdaq Global Select Market under “RUSHA” and “RUSHB.” The dual listing involves no new share issuance and does not change governance or reporting obligations.

Rhea-AI Summary

Rush Enterprises, Inc., through its subsidiary Rush Truck Centres of Canada Limited, amended its wholesale financing arrangement with Bank of Montreal. Effective June 15, 2026, the Fourth Amendment to the RTC-Canada Floor Plan Credit Agreement increased the total loan commitment from $171.7 million CAD to $194.7 million CAD. The company remains a guarantor under this expanded Canadian credit facility, which provides additional committed borrowing capacity.

Rhea-AI Summary

Rush Enterprises, Inc. reported the results of its 2026 Annual Meeting of Shareholders held on May 19, 2026. Holders of 58,849,724 shares of Class A Common Stock and 16,264,511 shares of Class B Common Stock cast votes in person or by proxy.

Shareholders elected nine directors, including W.M. “Rusty” Rush and eight other nominees, to serve until the 2027 Annual Meeting. Each nominee received more votes for than withheld, with additional broker non-votes reported.

Shareholders also approved, on an advisory basis, the Company’s executive compensation and ratified the appointment of Ernst & Young LLP as the independent registered public accounting firm for the 2026 fiscal year.

Rhea-AI Summary

Rush Enterprises, Inc. filed a current report stating that senior management periodically meets with current and potential investors and business analysts. The company plans to use an updated Investor Presentation, furnished as Exhibit 99.1, at these meetings over the next couple of months.

The Investor Presentation will be posted in the Investor Relations section of the company’s website and may be removed at any time. The material in Item 7.01 and Exhibit 99.1 is furnished under Regulation FD and is not deemed filed or subject to Section 18 liability unless specifically stated otherwise.

Rhea-AI Summary

Rush Enterprises, Inc. reported first quarter 2026 results showing lower sales but slightly higher profit per share. Revenue was $1.68 billion, down from $1.85 billion a year earlier, mainly due to weaker new and used commercial vehicle sales.

Net income attributable to Rush Enterprises was $61.5 million, up from $60.3 million, with diluted earnings per share rising to $0.77 from $0.73, helped by expense control and strong aftermarket and leasing businesses. Aftermarket revenue was $627.2 million, up modestly year over year and representing about 66.1% of total gross profit.

The company’s leasing and rental revenue grew to $92.3 million, and management highlighted resilience despite an industry downcycle. The Board declared a quarterly cash dividend of $0.19 per share for both Class A and Class B shares, payable on June 10, 2026 to shareholders of record on May 12, 2026. Rush Enterprises also signed an asset purchase agreement to acquire several Peterbilt and TRP locations in Louisiana and Mississippi, expanding its dealership network.

Rhea-AI Summary

Rush Enterprises, Inc. announced that Jason Wilder has decided to resign as Chief Operating Officer to pursue other opportunities. The company states that his resignation is not due to any disagreement related to operations, policies or practices.

Former COO and current Senior Advisor and director Michael J. McRoberts will assist with certain COO duties and support the transition until the Board appoints a new COO. The company also plans to use an Investor Presentation, furnished as Exhibit 99.1 and posted in its Investor Relations website section, in meetings with current and potential investors and analysts, while reserving the right to remove it at any time.

Rhea-AI Summary

Rush Enterprises, Inc. approved 2025 performance-based cash bonuses and new equity awards for key executives. The Board’s Compensation and Human Capital Committee set a cash bonus of $3,508,150 for President, CEO and Chairman W. M. “Rusty” Rush, with bonuses of $634,000 for CFO Steven L. Keller, $628,000 for COO Jason Wilder, and $574,293 for Senior Vice President Jody Pollard. These bonuses will be paid on March 13, 2026.

The Committee also approved stock options for Class A common stock and restricted stock awards under the company’s long-term incentive plan, all to be granted on March 13, 2026. Rusty Rush will receive options on 35,000 shares and 50,000 restricted shares, with other executives receiving between 10,000–25,000 options or restricted shares. Options vest in three equal annual installments beginning on the third anniversary of the grant date, while restricted stock vests in three equal installments beginning on the first anniversary. Senior Advisor and director Michael J. McRoberts will receive restricted stock awards valued at $250,000 in Class B common stock, based on the grant date closing price.

Rhea-AI Summary

Rush Enterprises, Inc. reported softer results for 2025 but strong cash generation and continued capital returns. Full-year revenue was $7.4 billion and net income was $263.8 million, or $3.27 per diluted share, down from $7.8 billion and $3.72 per diluted share in 2024. Fourth quarter 2025 revenue was $1.8 billion with net income of $64.3 million, or $0.81 per diluted share.

Aftermarket parts and service remained a profit engine, generating $2.5 billion of revenue and about 63.7% of total gross profit in 2025. Leasing and rental revenue grew to $369.6 million, up 4.1% from 2024, and free cash flow reached $448.2 million, with adjusted free cash flow of $733.4 million.

The company emphasized disciplined expenses and a diversified model amid weak Class 8 and medium-duty truck demand. Management highlighted late-2025 and early-2026 improvement in quoting and orders as fleets face aging equipment and clearer tariff and emissions rules. The board declared a quarterly cash dividend of $0.19 per share of Class A and Class B common stock, payable March 18, 2026 to shareholders of record on March 3, 2026, and the company repurchased $193.5 million of stock in 2025 while operating with adjusted net cash.

Rhea-AI Summary

Rush Enterprises, Inc. provided a Regulation FD disclosure stating it will use an Investor Presentation (Exhibit 99.1) in meetings with current and potential investors and analysts over the next couple of months. The Company intends to post the presentation in the Investor Relations section of its website at www.rushenterprises.com and may discontinue availability at any time. The filing clarifies that the furnished information, including Exhibit 99.1, is not intended to be "filed" under the Exchange Act unless the Company expressly states otherwise or incorporates it into a filing.

Rhea-AI Summary

Rush Enterprises (Nasdaq: RUSHB) filed an 8-K dated June 27 2025 disclosing Item 5.02 compensation actions.

Effective July 1 2025, the Board approved new annual base salaries:

  • CEO W.M. “Rusty” Rush – $1,801,750
  • CFO Steven L. Keller – $546,123
  • COO Jason Wilder – $515,000
  • SVP Jody Pollard – $503,194
The filing reports no director departures, equity awards or other material events and does not modify previously issued financial guidance. Focus is solely on executive cash compensation.

Rhea-AI Summary

Rush Enterprises, Inc. (Nasdaq: RUSHA/RUSHB) filed a Form 8-K to disclose that on June 13, 2025 its subsidiary Rush Truck Centres of Canada Limited (RTC-Canada), with the Company acting as guarantor, executed a Third Amendment to the existing Amended and Restated BMO Wholesale Financing and Security Agreement with Bank of Montreal (BMO).

The amendment raises the total loan commitment under the RTC-Canada Floor Plan Credit Agreement from C$116.7 million to C$171.7 million, representing an increase of approximately C$55 million. All other core provisions of the facility remain as previously disclosed. The full text of the amendment is filed as Exhibit 10.1 and incorporated by reference.

No other items, financial statements or pro-forma financial information were included in this filing.