Rush Enterprises (RUSHA)

Stated as a priority in 3 of last 3 quarters. Management declared a stock split and increased dividends by 10.5% in 2026-Q2, repurchased $5.5 million of stock in the quarter under a $150 million plan, and maintained disciplined capital allocation. The trajectory shows consistent delivery on returning capital while preserving financial strength.

Stated as a priority in 3 of last 3 quarters. Management completed acquisitions of 10 dealerships in 2026-Q2 and expanded network with 3 dealerships in 2025-Q4. These actions demonstrate delivering on network expansion to strengthen presence in strategic markets.

Stated as a priority in 3 of last 3 quarters. New Class 8 truck sales were flat at about 3,172 units in 2026-Q2 versus prior year, while used vehicle sales increased 4.3%. Management reports improving quoting and order intake, indicating gradual progress consistent with stated recovery expectations.