Rush Enterprises B (RUSHB) AI Stock Analysis

Rush Enterprises B

(NASDAQ:RUSHB)

Select Model

Rating:64Neutral

Price Target:$63.00▲(11.09% Upside)

Action:reiterated

Date:10/28/26

RUSHB earns a moderate score. The heaviest factor — financial performance — is the main drag, with falling revenue, compressing margins and a lower return on equity, only partly offset by meaningful deleveraging (debt-to-equity down to 0.64x) and strong cash generation. Technicals are the clearest positive, with the stock trading above all key moving averages on supportive momentum. The latest earnings call adds further support through double-digit revenue and earnings growth, Class 8 and medium-duty market-share gains and a healthy aftermarket, though margin pressure, slower order intake tied to EPA 2027 uncertainty and limited visibility past the first quarter temper the outlook. A P/E of 14.1 is reasonable, while the sub-1% dividend yield offers limited income support.

Positive Factors

Aftermarket resilienceAftermarket operations provide recurring revenue tied to the installed commercial-truck fleet rather than only new-vehicle purchases. Their leading contribution to gross profit and continued growth support earnings resilience, customer retention, and durable cash-generation potential through truck-market cycles.

Negative Factors

Revenue and margin contractionThe sharp TTM revenue decline and lower profitability show that the business remains exposed to a meaningful commercial-truck volume reset. Compressed margins reduce earnings durability and leave less operating cushion if weaker demand or competitive pricing persists over coming quarters.

Rush Enterprises B (RUSHB) vs. SPDR S&P 500 ETF (SPY)

Market Cap: $6.75B
Dividend Yield: 0.92%
Average Volume (3M): 138.85K
Price to Earnings (P/E): 13.3
Beta (1Y): 0.81
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

Earnings Call Date:Oct 26, 2026(Q3-2026)|% Change Since:-4.34%|Next Earnings Date:Feb 16, 2027

Earnings Call SentimentPositive

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.

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-Regulation Uncertainty

Quoting and orders have slowed as customers wait for clarity around the EPA's 2027 emissions rules and manufacturers' pricing. Management said the final decree may be delayed beyond November, potentially requiring manufacturers and customers to work from a draft, and said the timing and terms remain up in the air.

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

Financial results are mixed and skew weak. The income statement (score 42) shows a clear contraction phase: revenue has declined for several periods with a steep TTM drop to $7.2 billion, while net income fell from $391 million in 2022 to $265 million, and gross, EBITDA and net margins have all compressed. The balance sheet (score 58) is the steadier element, with equity rising to $2.33 billion and debt-to-equity improving from 0.97x to 0.64x, though return on equity has fallen from 22.4% to 11.8%. Cash flow (score 62) is the bright spot, with operating cash flow surging to $1.24 billion TTM and free cash flow swinging from negative in 2023 to $573 million in 2025, providing flexibility — though free cash flow has been volatile. Overall, deleveraging and cash generation partially offset weakening revenue and margins in a cyclical business.

Income Statement

42Neutral

Balance Sheet

58Neutral

Cash Flow

62Positive

Financial statement breakdown
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 B Technical Analysis

Technical Analysis SentimentNeutral

Last Price56.71

Price Trends

50DMA54.48Positive

100DMA52.51Positive

200DMA47.95Positive

Market Momentum

MACD0.64Positive

RSI51.29Neutral

STOCH27.32Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For RUSHB, the sentiment is Neutral. The current price of 56.71 is below the 20-day moving average (MA) of 57.07, above the 50-day MA of 54.48, and above the 200-day MA of 47.95, indicating a neutral trend. The MACD of 0.64 indicates Positive momentum. The RSI at 51.29 is Neutral, neither overbought nor oversold. The STOCH value of 27.32 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

Rush Enterprises B Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

RUSHB against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
RUSHB	64Neutral	$5.36B	13.35	12.03%	0.92%	-2.65%	2.52%
GPI	63Neutral	$3.12B	8.24	13.03%	0.82%	-3.41%	11.11%
Sector *	61Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
PAG	61Neutral	$13.93B	15.47	16.40%	2.66%	6.12%	-3.41%
AN	58Neutral	$5.94B	8.53	31.76%	―	-1.77%	22.76%
SAH	53Neutral	$2.00B	10.00	19.94%	2.50%	2.01%	64.76%
LAD	51Neutral	$6.48B	8.59	12.12%	0.79%	1.46%	0.70%

* Consumer Cyclical Sector Average

Performance Comparison

RUSHB and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
RUSHB	Rush Enterprises B	56.71	23.70	71.81%
AN	AutoNation Inc	179.64	-18.65	-9.41%
GPI	Group 1 Automotive	260.80	-130.19	-33.30%
LAD	Driveway Vehicle Solutions	299.72	-6.09	-1.99%
PAG	Penske Automotive	212.12	58.25	37.86%
SAH	Sonic Automotive	63.23	1.54	2.50%

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.

Date of analysis: Oct 28, 2026

Rush Enterprises B AI Stock Analysis