SHARPE
Reported results
- Total revenue for the third quarter of 2026 was $2.113 billion, up 12.4% from $1.881 billion in the third quarter of 2025.
- Net income attributable to Rush Enterprises, Inc. was $78.0 million, or $0.65 per diluted share, in the third quarter of 2026, compared to $66.7 million, or $0.55 per diluted share, in the third quarter of 2025.
- Aftermarket products and services sales totaled $679.9 million in the third quarter of 2026, up 5.8% compared to the third quarter of 2025.
- The quarterly absorption ratio was 128.3% in the third quarter of 2026, compared to 129.3% in the third quarter of 2025.
- Adjusted Total Debt (Non-GAAP) was $3,289 thousand as of September 30, 2026, compared to $3,458 thousand as of September 30, 2025.
Notes
On July 28, 2026, the Company’s Board of Directors declared a three-for-two stock split effected in the form of a stock dividend distributed on August 31, 2026. All share and per share data in the earnings release have been adjusted and restated to reflect the stock split as if it occurred on the first day of the earliest period presented.
Price and volatility reaction
The stock moved -8.3% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved +0.6 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 45.48 | 2026-10-27 |
| Close after release | 41.7 | 2026-10-28 |
| Realised move | -8.3% | close to close |
| 30d ATM IV change | +0.6 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-27 (8-K, Item 2.02). Read the original filing on sec.gov.