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RUSHA 8-K filings, explained
Every material Form 8-K Rush Enterprises has filed with the SEC since April 30, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Rush Enterprises reported third-quarter 2026 revenue of $2.113 billion, up 12.4% from a year earlier, and net income attributable to the company of $78.0 million, or $0.65 per diluted share, versus $66.7 million, or $0.55, in the prior-year quarter. The board also declared a quarterly cash dividend of $0.14 per share, payable December 10, 2026, to shareholders of record as of November 11, 2026.
Q3 2026 revenue $2.113 billion, up 12.4% from $1.881 billion in Q3 2025
Net income $78.0 million, or $0.65 per diluted share, vs. $66.7 million, or $0.55, a year earlier
New U.S. Class 8 truck sales of 3,880 units, up 24.4% from Q3 2025, per the filing
Quarterly dividend of $0.14 per share, payable December 10, 2026; record date November 11, 2026
Rush Enterprises' Canadian subsidiary, RTC-Canada, and the company as guarantor amended two credit agreements with Bank of Montreal, both effective August 4, 2026. The amendments extend the expiration dates to December 31, 2029, and one amendment removes a $20.0 million CAD accordion feature that RTC-Canada said it does not need.
Second amendment to the BMO Revolving Lease and Rental Credit Agreement extends expiration to December 31, 2029
The $20.0 million CAD accordion feature is removed because RTC-Canada determined it does not need it
Fifth amendment to the Amended and Restated BMO Wholesale Financing and Security Agreement (floor plan credit) extends expiration to December 31, 2029
Both amendments were effective August 4, 2026; the filing was dated August 5, 2026
Rush Enterprises reported second-quarter 2026 revenue of $1.9 billion, down 1.6% from the prior year, while net income rose slightly to $72.8 million, or $0.91 per diluted share, from $0.90. The company also declared a three-for-two stock split and a post-split quarterly cash dividend of $0.14 per share, a 10.5% increase, which would change the share count and per-share dividend for shareholders.
Q2 2026 revenue was $1.900 billion versus $1.931 billion in Q2 2025.
Net income was $72.8 million, or $0.91 per diluted share, versus $72.4 million, or $0.90, a year earlier.
Three-for-two stock split payable August 31, 2026, to holders of record on August 11, 2026.
Quarterly cash dividend of $0.14 per share payable September 24, 2026, to holders of record on September 9, 2026.
Rush Enterprises said its Class A and Class B common stock was approved for dual listing on Nasdaq Texas, with trading expected to start July 1, 2026. The company said the dual listing will not affect where shareholders can trade, involve new shares, or change governance or reporting, and the filing also disclosed new base salaries for four named executive officers effective July 1, 2026.
Trading on Nasdaq Texas expected to begin July 1, 2026, under the symbols RUSHA and RUSHB.
The primary listing remains on the Nasdaq Global Select Market; the dual listing involves no new share issuance.
Chairman, President and CEO W.M. "Rusty" Rush's annual base salary is set at $1,855,802, effective July 1, 2026.
CFO Steven L. Keller's annual base salary is set at $562,506; COO Jody Pollard's at $530,450 and Corey Lowe's at $527,193.
Rush Enterprises disclosed that its subsidiary Rush Truck Centres of Canada and the company, as guarantor, signed a Fourth Amendment with Bank of Montreal effective June 15, 2026. The amendment raises the total loan commitment on the Canadian floor plan credit agreement from $171.7 million CAD to $194.7 million CAD, a routine expansion of borrowing capacity that does not change the company's reported financial results.
Effective date of the Fourth Amendment: June 15, 2026
Total loan commitment increased from $171.7 million CAD to $194.7 million CAD
Counterparty is Bank of Montreal; the original agreement is dated July 15, 2022
Rush Enterprises reported first-quarter 2026 revenue of $1.68 billion, down 9.2% from $1.85 billion a year earlier, while net income attributable to the company rose to $61.5 million, or $0.77 per diluted share, from $60.3 million, or $0.73. The board also declared a quarterly cash dividend of $0.19 per share, which matters to shareholders as a cash return, and management said it expects commercial vehicle sales to improve gradually beginning in the second quarter.
Q1 2026 revenue was $1.68 billion versus $1.85 billion in Q1 2025; net income attributable to the company was $61.5 million versus $60.3 million
Diluted EPS was $0.77 versus $0.73 a year earlier; the absorption ratio was 126.9% versus 128.6%
Quarterly dividend of $0.19 per share on Class A and Class B common stock, payable June 10, 2026, to holders of record as of May 12, 2026
Company signed an asset purchase agreement in Q1 to acquire Peterbilt dealerships in Louisiana and Mississippi, with completion expected in the next few months
Rush Enterprises appointed Jody Pollard as Chief Operating Officer effective March 23, 2026, succeeding Jason Wilder, who has left the company. Pollard has been with the company since 1999 and was Senior Vice President - Truck and Aftermarket Sales from March 2021 until this promotion. The filing says the Compensation Committee will review possible changes to his pay, but no changes have been decided, and the filing contains no financial results.
Jody Pollard, age 49, named COO effective March 23, 2026
Jason Wilder, COO since November 2024, has left the company
Compensation Committee plans to review Pollard's pay; any changes subject to final approval
Pollard will report to W.M. "Rusty" Rush, Chairman, CEO and President
Rush Enterprises said Chief Operating Officer Jason Wilder notified the company on March 18, 2026 that he will resign to pursue other opportunities, and that the resignation did not stem from any disagreement about operations, policies or practices. Director Michael J. McRoberts, a former COO now serving as Senior Advisor, will assist with COO duties and support the transition until the board appoints a new COO. The filing also furnishes an investor presentation that management plans to use with investors and analysts over the next couple of months.
Jason Wilder notified the company on March 18, 2026 of his decision to resign as Chief Operating Officer.
The filing states the resignation was not the result of any disagreement regarding the company's operations, policies or practices.
Michael J. McRoberts, a Board member and Senior Advisor, will assist with COO duties until the board appoints a new COO.
An investor presentation (Exhibit 99.1) will be used in meetings over the next couple of months and posted on the company's investor relations website.
Rush Enterprises' board, on the recommendation of its Compensation and Human Capital Committee, approved 2025 cash bonuses, stock option grants and restricted stock awards for four named executives on March 4, 2026. The awards are tied to the company's 2025 fiscal year operating results and are set to take effect on March 13, 2026, with options and restricted stock vesting over multiple years.
CEO W. M. "Rusty" Rush's cash bonus is $3,508,150; CFO Steven L. Keller's is $634,000, and bonuses will be paid on March 13, 2026.
Options for 35,000 shares were approved for Rush, and 10,000 each for Keller, COO Jason Wilder and SVP Jody Pollard, with a grant date of March 13, 2026.
Restricted stock awards of 50,000 shares for Rush, 25,000 for Keller, 22,000 for Wilder and 17,400 for Pollard were approved.
Senior Advisor and director Michael J. McRoberts will receive restricted stock valued at $250,000 on the grant date.
Rush Enterprises reported fiscal 2025 revenue of $7.4 billion and net income of $263.8 million, or $3.27 per diluted share, down from $7.8 billion and $304.2 million, or $3.72 per diluted share, in 2024. Fourth-quarter net income also declined to $64.3 million, or $0.81 per diluted share, from $74.8 million, or $0.91, and management said it expects industry conditions to remain challenging in the first quarter of 2026.
FY2025 revenue was $7.4 billion versus $7.8 billion in 2024; net income was $263.8 million versus $304.2 million.
Q4 2025 revenue was $1.8 billion versus $2.0 billion in Q4 2024; Q4 net income was $64.3 million, or $0.81 per diluted share, versus $0.91.
The Board declared a quarterly cash dividend of $0.19 per share, payable March 18, 2026, to holders of record as of March 3, 2026.
Management expects industry conditions to remain challenging in the first quarter of 2026 and is cautiously optimistic about the rest of the year.
Rush Enterprises reported third-quarter 2025 revenue of $1.881 billion, down 0.8% from $1.896 billion a year earlier, and net income of $66.7 million, or $0.83 per diluted share, versus $79.1 million, or $0.97, in the same quarter of 2024. Management cited weak demand for new Class 8 trucks and higher selling, general and administrative expenses, including added legal reserves, and said it expects challenging conditions to continue. The board also declared a $0.19 per share quarterly dividend payable December 12, 2025.
Q3 2025 revenue was $1.881 billion, down 0.8% from $1.896 billion in Q3 2024
Net income attributable to Rush was $66.7 million, or $0.83 per diluted share, compared with $0.97 a year earlier
Prior-year quarter included a one-time pre-tax Hurricane Helene charge of about $3.3 million, or $0.03 per share
Quarterly dividend of $0.19 per share is payable December 12, 2025, to holders of record as of November 12, 2025
Rush Enterprises and its subsidiaries entered into a Fourth Amendment to their Credit Agreement with lenders and Wells Fargo Bank, N.A., as administrative agent, effective September 30, 2025. The amendment extends the facility's expiration date to September 30, 2028 and modifies certain provisions related to the company's Canadian subsidiary, with the company paying an upfront fee of $350,000. The filing is a routine financing update that extends the company's borrowing arrangement.
Credit Agreement expiration extended to September 30, 2028
Upfront fee of $350,000 paid to the Administrative Agent
Certain provisions modified for the Canadian subsidiary
Amendment effective September 30, 2025; the agreement dates to September 14, 2021
Rush Enterprises reported second-quarter 2025 revenue of $1.931 billion, down 4.8% from $2.027 billion a year earlier, and net income of $72.4 million, or $0.90 per diluted share, versus $78.7 million, or $0.97, in the prior-year quarter. The board also declared a quarterly dividend of $0.19 per share, a $0.01 increase over the prior $0.18 payout, payable September 12, 2025 to shareholders of record as of August 12, 2025.
Q2 2025 revenue was $1.931 billion versus $2.027 billion in Q2 2024, a 4.8% decrease.
Q2 2025 net income attributable to the company was $72.4 million, or $0.90 per diluted share, versus $78.7 million, or $0.97, a year earlier.
Quarterly dividend declared at $0.19 per share, up from $0.18, payable September 12, 2025 to holders of record as of August 12, 2025.
The company said challenging market conditions continue to affect its business and overall financial performance.
On June 23, 2025, Rush Enterprises' Board of Directors, acting on the recommendation of its Compensation and Human Capital Committee, approved new annual base salaries for four named executive officers, effective July 1, 2025. The filing covers only base salary and does not describe changes to bonuses, equity awards or other pay elements.
Chairman, President and CEO W.M. "Rusty" Rush: $1,801,750 annual base salary
CFO and Treasurer Steven L. Keller: $546,123; COO Jason Wilder: $515,000
SVP Truck and Aftermarket Sales Jody Pollard: $503,194
Rush Enterprises disclosed that its subsidiary Rush Truck Centres of Canada, with the company as guarantor, signed a Third Amendment with Bank of Montreal effective June 13, 2025. The amendment raises the total loan commitment under the existing floor plan credit agreement from $116.7 million CAD to $171.7 million CAD, a filing-stated increase of $55.0 million CAD. The filing does not describe the reason for the increase or any change to other loan terms.
Effective date of the Third Amendment: June 13, 2025
Total loan commitment increased from $116.7 million CAD to $171.7 million CAD
Parties: Rush Truck Centres of Canada Limited, Rush Enterprises as guarantor, and Bank of Montreal
Rush Enterprises reported first-quarter 2025 revenue of $1.85 billion, down 1.1% from $1.87 billion a year earlier, and net income of $60.3 million, or $0.73 per diluted share, versus $71.6 million, or $0.88 per diluted share, in the first quarter of 2024. The company also declared a quarterly cash dividend of $0.18 per share, and management cited weak new Class 8 truck demand tied to tariff and emissions uncertainty.
Revenue of $1.85 billion, down 1.1% from $1.87 billion in Q1 2024
Net income of $60.3 million, or $0.73 per diluted share, versus $71.6 million, or $0.88, a year earlier
Quarterly dividend of $0.18 per share, payable June 12, 2025, to holders of record as of May 12, 2025
Aftermarket revenue fell to $619.1 million from $649.2 million; absorption ratio was 128.6% versus 130.1%
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