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Rush Enterprises A
(NASDAQ:RUSHA)
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Rating:60Neutral
Price Target:
$44.00
▼(-42.94% Downside)
Action:Reiterated
Date:10/29/26
The score is driven primarily by mixed financial performance: strong cash flow and improving leverage offset by steep TTM revenue decline and margin compression. Weak technical signals (below major moving averages, negative MACD, oversold RSI) weigh meaningfully on the rating. Valuation is supportive at a moderate P/E with a modest dividend, while the earnings call was constructive but tempered by regulatory/supply uncertainty and limited visibility beyond Q1.
Positive Factors
Aftermarket Strength
The aftermarket business provides recurring revenue as commercial vehicles require maintenance, repairs, and replacement parts throughout their operating lives. Its large contribution to gross profit and 128.3% absorption ratio strengthens earnings resilience and reduces reliance on new-truck sales cycles.
Negative Factors
Revenue and Margin Pressure
The sharp revenue contraction and lower profitability indicate that the recent demand reset has materially reduced operating performance. Margin compression also limits earnings conversion from sales and could constrain reinvestment capacity until commercial-vehicle volumes and business mix improve.
Read all positive and negative factors
Positive Factors
Negative Factors
Aftermarket Strength
The aftermarket business provides recurring revenue as commercial vehicles require maintenance, repairs, and replacement parts throughout their operating lives. Its large contribution to gross profit and 128.3% absorption ratio strengthens earnings resilience and reduces reliance on new-truck sales cycles.
Read all positive factors
Rush Enterprises A (RUSHA) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$5.36B
Dividend Yield1.21%
Average Volume (3M)783.75K
Price to Earnings (P/E)13.3
Beta (1Y)0.88
Revenue Growth-2.65%
EPS Growth2.52%
CountryUS
Employees7,937
SectorConsumer Cyclical
Sector Strength84
IndustryAuto - Dealerships
Share Statistics
EPS (TTM)3.22
Shares Outstanding91,714,400
10 Day Avg. Volume961,307
30 Day Avg. Volume783,749
Financial Highlights & Ratios
PEG Ratio-0.86
Price to Book (P/B)1.28
Price to Sales (P/S)0.38
P/FCF Ratio4.92
Enterprise Value/Market Cap1.27
Enterprise Value/Revenue0.91
Enterprise Value/Gross Profit4.84
Enterprise Value/Ebitda11.47
Forecast
1Y Price Target
$56.00Price Target Upside-27.38% Downside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)2.43
Revenue Forecast (FY)$7.76B
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 primarily makes money through a dealership and aftermarket support model tied to commercial vehicle fleets and owner-operators. Key revenue streams include: (1) New truck sales: retail and fleet sales of new medium- and heavy-duty...
Rush Enterprises A Earnings Call Summary
Earnings Call Date:Oct 27, 2026
(Q3-2026)
| % Change Since: |
Next Earnings Date:Feb 17, 2027
Earnings Call Sentiment Positive
The call was predominantly positive, supported by strong revenue and earnings growth, market-share gains in Class 8 and medium-duty trucks, improving aftermarket activity, healthy used-truck demand, and a solid balance sheet. The main concerns were regulatory uncertainty around EPA 2027 emissions rules, slower ordering, supplier-related delivery delays, margin pressure from mix and customer costs, and limited visibility into the second quarter. Management generally characterized these challenges as timing or transition issues and remained confident that underlying demand would support improvement.Positive Updates
Strong Third-Quarter Financial Results
Revenue was approximately $2.1 billion, up 12.4% from a year ago. Net income was $78 million, or $0.65 per diluted share, up 18.2% year over year. The company also declared a quarterly cash dividend of $0.14 per share.
Negative Updates
EPA 2027 Emissions Rules Created Ordering Uncertainty
Quoting and new orders slowed as customers waited for clarity on the EPA's 2027 emissions rules and manufacturers' pricing. Management said the final decree had been expected in November but could be delayed until January or February, leaving customers and manufacturers working from a draft. The draft discussed non-conformance penalties of around $6.7 thousand for heavy-duty engines and around $4.4 thousand for medium-duty engines, plus FET on the heavy-duty engine, as well as changes to aftertreatment warranties.
Read all updates
Q3-2026 Updates
Positive
Negative
Strong Third-Quarter Financial Results
Revenue was approximately $2.1 billion, up 12.4% from a year ago. Net income was $78 million, or $0.65 per diluted share, up 18.2% year over year. The company also declared a quarterly cash dividend of $0.14 per share.
Read all positive updates
Company Guidance
The company expects parts and service same store growth of “mid singles, maybe upper” next year, not “double digit” growth; rental demand to remain healthy into next year; used truck results to remain “solid next year,” with used trucks potentially “up a little bit,” but not “up 10% next year”; Q4 and Q1 to be “good,” with Q2 uncertain; supply constraints could stretch deliveries into Q1, while manufacturers may build “3 or 4 weeks” into January under a “5% carry rule”; pricing and technology issues are expected to be sorted out in the “next 60 days”; Q4 includes “3 less working days,” with a working day worth “3 plus million dollars a day in gross profits”; and the company expects a “small blip” during the transition to new technology that “will not last long.”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 | 7.47B | 7.43B | 7.80B | 7.93B | 7.10B | 5.13B |
| Gross Profit | 1.40B | 1.39B | 1.53B | 1.59B | 1.49B | 1.09B |
| EBITDA | 591.82M | 646.86M | 705.94M | 736.90M | 702.81M | 477.10M |
| Net Income | 276.59M | 263.78M | 304.15M | 347.06M | 391.38M | 241.41M |
Balance Sheet | ||||||
| Total Assets | 4.74B | 4.43B | 4.62B | 4.36B | 3.82B | 3.12B |
| Cash, Cash Equivalents and Short-Term Investments | 226.40M | 212.65M | 228.13M | 183.72M | 201.04M | 148.15M |
| Total Debt | 1.47B | 1.55B | 1.73B | 1.81B | 1.44B | 1.15B |
| Total Liabilities | 2.32B | 2.20B | 2.46B | 2.47B | 2.06B | 1.65B |
| Stockholders Equity | 2.39B | 2.20B | 2.14B | 1.87B | 1.74B | 1.47B |
Cash Flow | ||||||
| Free Cash Flow | -145.76M | 573.25M | 186.50M | -73.17M | 51.34M | 255.17M |
| Operating Cash Flow | 333.26M | 973.09M | 619.55M | 295.71M | 294.40M | 422.35M |
| Investing Cash Flow | -281.29M | -417.11M | -445.58M | -387.03M | -240.93M | -432.90M |
| Financing Cash Flow | -28.72M | -571.60M | -129.32M | 73.96M | -690.00K | -153.34M |
Rush Enterprises A Technical Analysis
Negative
77.11
Price Trends
47.43
Negative
48.93
Negative
47.29
Negative
Market Momentum
-1.07
Positive
37.74
Neutral
32.47
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For RUSHA, the sentiment is Negative. The current price of 77.11 is above the 20-day moving average (MA) of 44.93, above the 50-day MA of 47.43, and above the 200-day MA of 47.29, indicating a bearish trend. The MACD of -1.07 indicates Positive momentum. The RSI at 37.74 is Neutral, neither overbought nor oversold. The STOCH value of 32.47 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RUSHA.
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 | $13.93B | 15.47 | 16.40% | 2.66% | 6.12% | -3.41% | |
63 Neutral | $3.12B | 8.25 | 13.03% | 0.82% | -3.41% | 11.11% | |
62 Neutral | $3.56B | 7.89 | 11.85% | ― | -1.34% | -12.29% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
60 Neutral | $5.36B | 13.35 | 12.03% | 1.21% | -2.65% | 2.52% | |
58 Neutral | $5.94B | 8.53 | 31.76% | ― | -0.06% | 35.87% | |
56 Neutral | $6.48B | 8.59 | 12.12% | 0.79% | 1.46% | 0.70% |
* Consumer Cyclical Sector Average
RUSHA
Rush Enterprises A
42.98
12.00
38.75%
ABG
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198.03
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AN
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179.64
-18.65
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GPI
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260.80
-130.19
-33.30%
LAD
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299.72
-6.09
-1.99%
PAG
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212.12
58.25
37.86%
Rush Enterprises A Corporate Events
Business Operations and StrategyDividendsFinancial DisclosuresStock Split
Rush Enterprises reports strong Q3 results and dividend
Positive
Oct 27, 2026
For the quarter ended September 30, 2026, Rush Enterprises reported revenues of $2.113 billion and net income of $78.0 million, or $0.65 per diluted share, up from $1.881 billion in revenues and $66.7 million in net income a year earlier. The comp...
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 ...
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.