Rush Enterprises B AI Stock Analysis
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Rush Enterprises B (RUSHB) AI Stock Analysis
Rush Enterprises B
(NASDAQ:RUSHB)
The score is primarily held back by weak and volatile TTM free cash flow despite generally stable earnings and an improving balance sheet. Technicals are supportive (price above major moving averages with neutral RSI), and valuation is moderate (P/E ~13.7) but not strongly reinforced by income (sub-1% dividend yield). The latest earnings call adds a positive tilt on near-term demand/backlog, though regulatory and order-visibility risks constrain the upside.
Rush Enterprises B (RUSHB) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $7.17B
- Dividend Yield
- 0.88%
- Average Volume (3M)
- 138.24K
- Price to Earnings (P/E)
- 14.0
- Beta (1Y)
- 0.73
- Revenue Growth
- -2.65%
- EPS Growth
- 2.52%
- Country
- US
- Employees
- 7,937
- Sector
- Consumer Cyclical
- Sector Strength
- 61
- Industry
- Auto - Dealerships
Rush Enterprises B Business Overview & Revenue Model
Company Description
Rush Enterprises, Inc., operating through its various divisions, functions as a comprehensive provider within the commercial vehicle industry across the United States. The company manages a vast network of commercial vehicle dealerships, collectively...
How the Company Makes Money
Rush Enterprises generates revenue through multiple dealership-based streams tied to the commercial truck lifecycle. (1) New and used truck sales: The company sells new commercial vehicles (including heavy- and medium-duty trucks) and also sells used...
Rush Enterprises B Earnings Call Summary
The call was predominantly positive, supported by double-digit revenue and earnings growth, Class 8 and medium-duty market-share gains, improving aftermarket activity, healthy used-truck and leasing demand, strong liquidity, and confidence that underlying replacement demand remains intact. The main concerns were EPA 2027 regulatory uncertainty, slower new orders, supplier constraints that may delay deliveries, lower margins year over year, cost pressure on customers, and limited visibility into the second quarter. Overall, the highlights significantly outweighed the lowlights, with management characterizing most challenges as timing or transition issues.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management expects rental demand to remain healthy into next year, medium duty demand to remain positive going into early 2020, Class 8 backlog to provide visibility into the strong fourth quarter and first quarter of next year, and parts and service growth to be sustainable as “gradual good growth”; for next year, it would like same-store parts and service growth in the “mid singles, maybe upper,” and is “not looking for double digit” growth. Q4 will include “3 less working days,” with a working day worth “3 plus million dollars a day in gross profits,” while used truck results are expected to remain “solid next year,” potentially “up a little bit,” but not “up 10% next year” on a like-for-like basis. Management feels good about Q4 and Q1, has “some uncertainty” in Q2, expects a “small blip” in the back half of Q1 and “something Q2,” and expects pricing and technology issues to be sorted out in the “next 60 days.”
Rush Enterprises B Financial Statement Overview
Summary
Mixed fundamentals. Income statement is steady but cooling (modest ~3.2% TTM revenue growth and lower margins vs. 2022–2023). Balance sheet is a clear positive with improving leverage (debt-to-equity down to ~0.62) and a stronger equity base. The main drag is cash flow: TTM free cash flow is very low (~$39.8M, ~11% of net income) and volatile versus the prior year, reducing near-term financial flexibility.
Income Statement
66PositiveBalance Sheet
72PositiveCash Flow
41Neutral| 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 | -190.25M | 462.01M | 186.50M | -73.17M | 51.34M | 255.17M |
| Operating Cash Flow | 370.47M | 861.84M | 619.55M | 295.71M | 294.40M | 422.35M |
| Investing Cash Flow | -415.09M | -417.11M | -445.58M | -387.03M | -240.93M | -432.90M |
| Financing Cash Flow | 29.17M | -460.36M | -129.32M | 73.96M | -690.00K | -153.34M |
Rush Enterprises B Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For RUSHB, the sentiment is Positive. The current price of 60.27 is above the 20-day moving average (MA) of 58.17, above the 50-day MA of 55.66, and above the 200-day MA of 48.64, indicating a bullish trend. The MACD of 1.09 indicates Negative momentum. The RSI at 57.93 is Neutral, neither overbought nor oversold. The STOCH value of 57.79 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RUSHB.
Rush Enterprises B Risk Analysis
Rush Enterprises B disclosed 26 risk factors in its most recent earnings report. Rush Enterprises B reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
3 New RisksRush Enterprises B Peers Comparison
Overall Rating
- RUSHB64Neutral
PAG61Neutral
AN58Neutral
GPI54Neutral
SAH53Neutral
LAD51Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| RUSHB | 64Neutral | $5.58B | 14.01 | 12.03% | 0.88% | -2.65% | 2.52% |
| Sector * | 61Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
| PAG | 61Neutral | $14.01B | 15.63 | 16.40% | 2.63% | 6.12% | -3.41% |
| AN | 58Neutral | $5.89B | 8.88 | 31.76% | ― | -1.77% | 22.76% |
| GPI | 54Neutral | $3.16B | 8.54 | 13.03% | 0.80% | -3.41% | 11.11% |
| SAH | 53Neutral | $1.97B | 10.00 | 19.94% | 2.50% | 2.01% | 64.76% |
| LAD | 51Neutral | $6.61B | 8.95 | 12.12% | 0.82% | 1.46% | 0.70% |
* Consumer Cyclical Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| RUSHB | Rush Enterprises B | 60.27 | 27.17 | 82.06% | |
| AN | AutoNation Inc | 187.21 | -9.61 | -4.88% | |
| GPI | Group 1 Automotive | 270.27 | -119.07 | -30.58% | |
| LAD | Driveway Vehicle Solutions | 312.25 | 15.34 | 5.17% | |
| PAG | Penske Automotive | 214.23 | 59.55 | 38.50% | |
| SAH | Sonic Automotive | 63.23 | 0.28 | 0.45% |
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.
Date of analysis: Nov 07, 2026