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Brady Lears

Senior Research Associate at Stephens

Brady Lierz is a Senior Research Associate at Stephens Inc., specializing in transportation sector research with a focus on railroads and related companies such as Hub Group. He provides detailed analysis on industry dynamics, including cost efficiencies, segment performance, and volume trends, though specific performance metrics like success rates or rankings on platforms such as TipRanks are not publicly detailed. Lierz joined Stephens in 2021 after earning a B.S.B.A. in Finance with a minor in Business Analytics from the Sam M. Walton School of Business at the University of Arkansas; no prior firms or FINRA registrations are specified in available profiles.

Brady Lears's questions to RUSH ENTERPRISES INC \TX\ (RUSHA) leadership

Question · Q4 2025

Brady Lears inquired about the Class 8 market, specifically the potential for a meaningful pre-buy in 2026 ahead of 2027 regulations, customer sentiment, and the sustainability of recent order improvements. He also asked about Q1 parts and service performance, the impact of severe winter weather, and strategic initiatives like technician headcount and mobile service. Finally, he questioned the company's expense management strategy for 2026, balancing cost discipline with anticipated market improvement.

Answer

CEO, President, and Chairman Rusty Rush expressed optimism for a 2026 pre-buy driven by 2027 emissions regulations and improving business conditions, citing increased spot rates and clarity on EPA NOx standards and tariffs. He expects solid Class 8 order intake to continue, potentially leading to supply-side challenges later in the year. For aftermarket, Mr. Rush noted January was tough due to severe winter weather in southern regions. He highlighted mobile service as a key strategic initiative with significant investment in 2025, now representing 30-35% of the business, and affirmed focus on technician growth. Regarding expenses, Mr. Rush aims to keep G&A close to flat in Q1, acknowledging typical Q1 jumps due to payroll taxes and equity costs, and indicated potential spending increases if parts and service gross profits grow.

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Fintool can predict RUSH ENTERPRISES INC \TX\ logo RUSHA's earnings beat/miss a week before the call