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Rush Enterprises A
(NASDAQ:RUSHA)
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Rating:67Neutral
Price Target:
$86.00
▲(12.32% Upside)
Action:Reiterated
Date:08/07/26
RUSHA scores as moderately attractive. The biggest offsetting factors are weaker financial performance trends (sharp TTM revenue contraction and margin compression) versus solid cash generation and improving leverage. Technicals add support with a clear uptrend above major moving averages and positive MACD. Valuation is a mild headwind (P/E ~23.5 with a sub-1% yield). Earnings call guidance and sentiment are supportive, driven by expectations for a stronger second half and a sizable backlog, though execution and market/regulatory risks remain.
Positive Factors
Aftermarket Profit Mix
Aftermarket activity provides recurring, typically higher-margin revenue tied to the installed truck base. Its 64% gross-profit contribution and 130.8% absorption rate help offset cyclicality in new vehicle sales and support durable earnings resilience.
Negative Factors
Revenue Contraction and Margin Compression
The sharp revenue decline and lower margins indicate a meaningful cyclical and volume reset rather than merely a temporary earnings fluctuation. Sustained weakness in truck demand or pricing could reduce operating leverage and limit the pace of profit recovery.
Read all positive and negative factors
Positive Factors
Negative Factors
Aftermarket Profit Mix
Aftermarket activity provides recurring, typically higher-margin revenue tied to the installed truck base. Its 64% gross-profit contribution and 130.8% absorption rate help offset cyclicality in new vehicle sales and support durable earnings resilience.
Read all positive factors
Rush Enterprises A (RUSHA) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$6.17B
Dividend Yield0.97%
Average Volume (3M)684.05K
Price to Earnings (P/E)23.0
Beta (1Y)0.94
Revenue Growth-5.86%
EPS Growth-5.73%
CountryUS
Employees7,937
SectorConsumer Cyclical
Sector Strength84
IndustryAuto - Dealerships
Share Statistics
EPS (TTM)3.40
Shares Outstanding61,142,933
10 Day Avg. Volume734,276
30 Day Avg. Volume684,052
Financial Highlights & Ratios
PEG Ratio-1.28
Price to Book (P/B)1.92
Price to Sales (P/S)0.57
P/FCF Ratio7.38
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$95.00Price Target Upside24.07% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)3.72
Revenue Forecast (FY)$7.75B
Rush Enterprises A Business Overview & Revenue Model
Company Description
Rush Enterprises, Inc. is a prominent provider of commercial vehicles and associated services throughout the United States. Operating a vast network of dealerships known as Rush Truck Centers, the company offers a diverse selection of new commerci...
How the Company Makes Money
Rush Enterprises generates revenue through multiple, complementary streams tied to the commercial truck lifecycle. (1) New commercial vehicle sales: The company sells new trucks through its dealership network, earning revenue on the sale price and...
Rush Enterprises A Earnings Call Summary
Earnings Call Date:Jul 28, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Oct 27, 2026
Earnings Call Sentiment Positive
The call presented more positives than negatives: the company reported solid Q2 financials (revenue $1.9B, net income $72.8M), a higher dividend and stock split, strategic acquisitions and a JV to expand into refrigerated transport, aftermarket contribution strength (64% of gross profit, $605M parts/service revenue, 130.8% absorption), stable leasing revenue (+1.9% YoY), increasing Class 8 market share (5.8%), and management optimism for a stronger second half. Headwinds include a 12.7% decline in medium-duty sales, lingering aftermarket margin pressure, supply and production constraints, regulatory/tariff uncertainties around EPA NCPs, and financing challenges for some customers. Overall, the tone was constructive and management conveyed growing confidence in a market recovery while acknowledging remaining execution and market risks.Positive Updates
Quarterly Revenue and Profitability
Generated revenues of $1.9 billion in Q2 2026 with net income of $72.8 million, or $0.91 per diluted share, demonstrating solid financial performance during the quarter.
Negative Updates
Medium-Duty Sales Decline
Sold 3,170 new Class 4-7 commercial vehicles in the U.S. in Q2, down 12.7% year-over-year, primarily due to timing of orders and deliveries as several large medium-duty fleet customers delayed purchases into H1 2026.
Read all updates
Q2-2026 Updates
Positive
Negative
Quarterly Revenue and Profitability
Generated revenues of $1.9 billion in Q2 2026 with net income of $72.8 million, or $0.91 per diluted share, demonstrating solid financial performance during the quarter.
Read all positive updates
Company Guidance
Management guided that the second half of 2026 should be considerably stronger than the first, pointing to Q2 results of $1.9 billion revenue, $72.8 million net income ($0.91 diluted EPS), and key operating metrics—aftermarket represented ~64% of total gross profit, parts/service/collision revenues of $605 million (+1.5% YoY) with a 130.8% absorption rate—and said they sold 3,170 U.S. Class 8 trucks in the quarter (flat YoY) with U.S. Class 8 market share of 5.8% and 3,170 Class 4–7 units (down 12.7% YoY); Rush Truck Leasing generated $94.8 million of revenue (+1.9% YoY). They reiterated expectations for continued aftermarket improvement, medium‑duty sales roughly in line with 2025, healthy used‑truck demand, stable leasing/rental growth, a backlog covering roughly three quarters of demand, a planned Q3 close of the 50% JV with MCT, and noted the EPA nonconformance penalties are being viewed at about $6k–$8k (before the 12% FET) as a manageable transition.Rush Enterprises A Financial Statement Overview
Summary
Income Statement
56
Neutral
Balance Sheet
63
Positive
Cash Flow
70
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 7.24B | 7.43B | 7.80B | 7.93B | 7.10B | 5.13B |
| Gross Profit | 1.37B | 1.39B | 1.53B | 1.59B | 1.49B | 1.09B |
| EBITDA | 536.40M | 646.86M | 705.94M | 736.90M | 702.81M | 477.10M |
| Net Income | 265.23M | 263.78M | 304.15M | 347.06M | 391.38M | 241.41M |
Balance Sheet | ||||||
| Total Assets | 4.66B | 4.43B | 4.62B | 4.36B | 3.82B | 3.12B |
| Cash, Cash Equivalents and Short-Term Investments | 264.94M | 212.65M | 228.13M | 183.72M | 201.04M | 148.15M |
| Total Debt | 1.49B | 1.55B | 1.73B | 1.81B | 1.44B | 1.15B |
| Total Liabilities | 2.31B | 2.20B | 2.46B | 2.47B | 2.06B | 1.65B |
| Stockholders Equity | 2.33B | 2.20B | 2.14B | 1.87B | 1.74B | 1.47B |
Cash Flow | ||||||
| Free Cash Flow | 125.47M | 573.25M | 186.50M | -73.17M | 51.34M | 255.17M |
| Operating Cash Flow | 701.04M | 973.09M | 619.55M | 295.71M | 294.40M | 422.35M |
| Investing Cash Flow | -379.29M | -417.11M | -445.58M | -387.03M | -240.93M | -432.90M |
| Financing Cash Flow | -267.41M | -571.60M | -129.32M | 73.96M | -690.00K | -153.34M |
Rush Enterprises A Risk Analysis
Rush Enterprises A disclosed 26 risk factors in its most recent earnings report. Rush Enterprises A reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Rush Enterprises A Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
69 Neutral | $6.51B | 9.10 | 33.18% | ― | -0.06% | 35.87% | |
67 Neutral | $6.17B | 23.04 | 11.76% | 0.99% | -5.86% | -5.73% | |
66 Neutral | $6.17B | 23.04 | 11.76% | 0.99% | -5.86% | -5.73% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
55 Neutral | $3.66B | 7.95 | 13.04% | ― | 4.12% | -2.47% | |
53 Neutral | $2.98B | 10.97 | 9.96% | 0.63% | 0.81% | -33.60% | |
51 Neutral | $2.44B | 12.36 | 20.45% | 1.55% | 5.25% | 37.36% |
* Consumer Cyclical Sector Average
RUSHA
Rush Enterprises A
77.11
21.38
38.36%
ABG
Asbury
215.37
-24.77
-10.31%
AN
AutoNation
200.09
-10.22
-4.86%
GPI
Group 1 Automotive
263.82
-178.95
-40.42%
SAH
Sonic Automotive
77.78
1.19
1.56%
RUSHB
Rush Enterprises B
77.57
22.29
40.33%
Rush Enterprises A Corporate Events
Business Operations and StrategyPrivate Placements and Financing
Rush Enterprises Extends Canadian Credit Facilities to 2029
Positive
Aug 6, 2026
Effective August 4, 2026, Rush Truck Centres of Canada Limited and its parent Rush Enterprises amended their BMO Revolving Lease and Rental Credit Agreement with Bank of Montreal, extending the facility’s expiration to December 31, 2029 and ...
Business Operations and StrategyDividendsFinancial DisclosuresM&A TransactionsStock Split
Rush Enterprises Announces Stock Split and Dividend Increase
Positive
Jul 28, 2026
Rush Enterprises reported second-quarter 2026 revenue of $1.9 billion and net income of $72.8 million, or $0.91 per diluted share, essentially flat versus a year earlier, as its diversified business model and improving freight markets supported so...
Business Operations and StrategyM&A Transactions
Rush Enterprises forms joint venture in refrigerated services
Positive
Jul 23, 2026
On July 23, 2026, Rush Enterprises, Inc. announced an agreement with MCT Companies, a major U.S. Carrier Transicold dealer, to form a 50-50 joint venture called MCT Holdings, LLC that will operate MCT’s 17 truck, trailer and rail refrigerati...
Business Operations and StrategyExecutive/Board ChangesDelistings and Listing Changes
Rush Enterprises Gains Dual Listing on Nasdaq Texas
Positive
Jun 30, 2026
On June 29, 2026, Rush Enterprises’ board approved new base salaries for its top executives, effective July 1, 2026, reflecting adjustments for Chairman, President and CEO W.M. “Rusty” Rush, CFO Steven L. Keller, COO Jody Pollard...
Business Operations and StrategyPrivate Placements and Financing
Rush Enterprises Expands Canadian Credit Facility with BMO
Positive
Jun 22, 2026
On June 15, 2026, Rush Truck Centres of Canada Limited, a subsidiary of Rush Enterprises, Inc., and Bank of Montreal amended their existing BMO Wholesale Financing and Security Agreement, originally dated July 15, 2022. Under this Fourth Amendment...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.