Rush Enterprises A (RUSHA)
NASDAQ:RUSHA
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Rush Enterprises A
(NASDAQ:RUSHA)
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Rating:72Outperform
Price Target:
$84.00
▲(13.62% Upside)
Action:ReiteratedDate:04/29/26
The score is driven primarily by solid fundamentals (strong 2025 cash generation and improving leverage) despite softer revenue and margin/ROE compression. Technicals are constructive with the stock in a clear uptrend, while valuation is only average and the latest call indicates recovery potential but with meaningful cyclical and regulatory uncertainty.
Positive Factors
Strong free cash flow
Surging operating and free cash flow (~$862M in 2025) materially improves liquidity and self-funding capacity. Durable FCF supports dividends, buybacks, M&A and inventory financing through cyclical troughs, lowering dependence on external debt and enabling strategic investments across dealership cycles.
Negative Factors
Revenue and margin compression
Sustained revenue declines and compressing gross and net margins weaken operating leverage and ROE. Lower margins constrain reinvestment in locations, tech and service capacity, and reduce the buffer against cyclical shocks, making recovery-dependent strategies more sensitive to volume rebounds.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong free cash flow
Surging operating and free cash flow (~$862M in 2025) materially improves liquidity and self-funding capacity. Durable FCF supports dividends, buybacks, M&A and inventory financing through cyclical troughs, lowering dependence on external debt and enabling strategic investments across dealership cycles.
Read all positive factors
Rush Enterprises A (RUSHA) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$5.62B
Dividend Yield1.32%
Average Volume (3M)684.05K
Price to Earnings (P/E)20.8
Beta (1Y)0.90
Revenue Growth-6.63%
EPS Growth-7.99%
CountryUS
Employees7,827
SectorConsumer Cyclical
Sector Strength84
IndustryAuto - Dealerships
Share Statistics
EPS (TTM)0.77
Shares Outstanding60,853,058
10 Day Avg. Volume734,276
30 Day Avg. Volume684,052
Financial Highlights & Ratios
PEG Ratio-1.29
Price to Book (P/B)1.92
Price to Sales (P/S)0.57
P/FCF Ratio7.38
Enterprise Value/Market Cap1.15
Enterprise Value/Revenue0.87
Enterprise Value/Gross Profit4.48
Enterprise Value/Ebitda11.67
Forecast
1Y Price Target
$82.25Price Target Upside11.25% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering4
EPS Forecast (FY)3.65
Revenue Forecast (FY)$7.74B
Rush Enterprises A Business Overview & Revenue Model
Company Description
Rush Enterprises, Inc., through its subsidiaries, operates as an integrated retailer of commercial vehicles and related services in the United States. The company operates a network of commercial vehicle dealerships under the Rush Truck Centers na...
How the Company Makes Money
Rush Enterprises generates revenue primarily through multiple dealership-related streams: (1) New and used truck sales: It sells new commercial vehicles (including heavy-duty trucks) and used trucks through its dealership network, earning gross pr...
Rush Enterprises A Earnings Call Summary
Earnings Call Date:Apr 28, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Jul 28, 2026
Earnings Call Sentiment Neutral
The call presented a balanced view: the company delivered solid profits, strong aftermarket performance (66% of gross profit), maintained cost discipline, grew leasing revenue, captured market share in Class 8, and is pursuing strategic expansion. At the same time, the underlying commercial vehicle market remains weak (Class 8 and medium-duty sales at multi-year lows), service revenues and small-account demand are depressed, rental activity lags, and regulatory/build uncertainties introduce timing and pricing risk. Management emphasized they believe Q1 represents the trough and pointed to early indicators of recovery, but meaningful recovery is expected to be gradual and dependent on emissions clarity and freight improvements.Positive Updates
Revenue and Profitability
Generated revenues of $1.68 billion in Q1 FY2026 and net income of $61.5 million, or $0.77 per diluted share, demonstrating continued profitability despite a weak commercial vehicle market.
Negative Updates
Weak Industry Demand
Industry-wide retail sales for new trucks remained at historically low levels: U.S. Class 8 retail was ~41,000 units in Q1 (lowest in years) and medium-duty (Class 4-7) demand was the weakest since 2015.
Read all updates
Q1-2026 Updates
Positive
Negative
Revenue and Profitability
Generated revenues of $1.68 billion in Q1 FY2026 and net income of $61.5 million, or $0.77 per diluted share, demonstrating continued profitability despite a weak commercial vehicle market.
Read all positive updates
Company Guidance
Management guided to a gradual recovery: they expect Q2 to be better than Q1 and a continued ramp through the second half and into Q1 2027 (Rusty cited a potential ~15% Class 8 increase in Q2 if conditions hold), said ACT’s ~225,000 Class 8 market implies roughly a ~60,000 quarterly average for the last three quarters (e.g., ~50k in Q2, higher in Q3/Q4), and called sustained order rates of 25k–30k/month “solid.” They expect aftermarket (Q1 revenue $627M, ~66% of gross profit) to gradually improve as miles and tonnage recover (tonnage rose in February; spot rates +25–30% YoY), see rental and leasing (Q1 revenue $92M, +~2% YoY) utilization trending up, anticipate medium-duty to recover quicker sequentially while Class 8 leads full-year growth, and emphasized disciplined cost control (G&A down ~2.5% YoY; SG&A only +2% sequential). For context they reported Q1 revenue $1.68B, net income $61.5M ($0.77 diluted EPS), declared a $0.19 quarterly dividend, expect EPA emissions clarity in ~45–60 days, and plan to close a Peterbilt dealership acquisition in June.Rush Enterprises A Financial Statement Overview
Summary
Income Statement
66
Positive
Balance Sheet
71
Positive
Cash Flow
78
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 7.43B | 7.80B | 7.93B | 7.10B | 5.13B |
| Gross Profit | 1.39B | 1.53B | 1.59B | 1.49B | 1.09B |
| EBITDA | 463.24M | 705.94M | 736.90M | 702.81M | 477.10M |
| Net Income | 263.78M | 304.15M | 347.06M | 391.38M | 241.41M |
Balance Sheet | |||||
| Total Assets | 4.43B | 4.62B | 4.36B | 3.82B | 3.12B |
| Cash, Cash Equivalents and Short-Term Investments | 212.65M | 228.13M | 183.72M | 201.04M | 148.15M |
| Total Debt | 1.55B | 1.73B | 1.81B | 1.44B | 1.15B |
| Total Liabilities | 2.20B | 2.46B | 2.47B | 2.06B | 1.65B |
| Stockholders Equity | 2.20B | 2.14B | 1.87B | 1.74B | 1.47B |
Cash Flow | |||||
| Free Cash Flow | 573.25M | 186.50M | -73.17M | 51.34M | 255.17M |
| Operating Cash Flow | 973.09M | 619.55M | 295.71M | 294.40M | 422.35M |
| Investing Cash Flow | -417.11M | -445.58M | -387.03M | -240.93M | -432.90M |
| Financing Cash Flow | -571.60M | -129.32M | 73.96M | -690.00K | -153.34M |
Rush Enterprises A Technical Analysis
Positive
73.93
Price Trends
68.62
Positive
63.22
Positive
58.17
Positive
Market Momentum
1.44
Negative
70.11
Negative
79.10
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For RUSHA, the sentiment is Positive. The current price of 73.93 is above the 20-day moving average (MA) of 67.99, above the 50-day MA of 68.62, and above the 200-day MA of 58.17, indicating a bullish trend. The MACD of 1.44 indicates Negative momentum. The RSI at 70.11 is Negative, neither overbought nor oversold. The STOCH value of 79.10 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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 |
|---|---|---|---|---|---|---|---|
72 Outperform | $5.62B | 20.81 | 12.07% | 1.32% | -6.63% | -7.99% | |
67 Neutral | $5.62B | 20.81 | 12.07% | 1.26% | -6.63% | -7.99% | |
63 Neutral | $3.89B | 4.94 | 14.14% | ― | 4.83% | 33.96% | |
62 Neutral | $4.15B | 15.78 | 10.85% | 0.49% | 13.23% | -32.12% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
58 Neutral | $7.06B | 12.12 | 26.70% | ― | 3.24% | 1.39% | |
56 Neutral | $2.46B | 11.15 | 11.15% | 2.27% | 6.53% | -44.84% |
* Consumer Cyclical Sector Average
RUSHA
Rush Enterprises A
71.98
21.68
43.11%
ABG
Asbury
201.39
-16.75
-7.68%
AN
AutoNation
205.69
31.54
18.11%
GPI
Group 1 Automotive
349.21
-52.33
-13.03%
SAH
Sonic Automotive
73.31
13.88
23.35%
RUSHB
Rush Enterprises B
71.18
14.11
24.73%
Rush Enterprises A Corporate Events
Business Operations and StrategyDividendsFinancial DisclosuresM&A Transactions
Rush Enterprises Sees Downcycle Trough, Expands Dealer Network
Positive
Apr 28, 2026
Rush Enterprises reported first-quarter 2026 revenue of $1.68 billion and net income of $61.5 million, or $0.77 per diluted share, on April 28, 2026, slightly below prior-year revenue but with higher earnings per share, and its board declared a qu...
Business Operations and StrategyExecutive/Board Changes
Rush Enterprises Appoints Jody Pollard as New COO
Positive
Mar 24, 2026
On March 23, 2026, Rush Enterprises, Inc., the premier solutions provider to the commercial vehicle industry and operator of the Rush Truck Centers dealership network, announced a leadership transition with the appointment of longtime executive Jo...
Business Operations and StrategyExecutive/Board ChangesRegulatory Filings and Compliance
Rush Enterprises Announces COO Resignation and Leadership Transition
Neutral
Mar 19, 2026
On March 18, 2026, Rush Enterprises, Inc. announced that Chief Operating Officer Jason Wilder had resigned to pursue other opportunities, with the company stating his departure did not stem from any disagreement over operations, policies or practi...
Business Operations and StrategyExecutive/Board Changes
Rush Enterprises Approves 2025 Executive Bonuses and Equity Awards
Positive
Mar 5, 2026
On March 4, 2026, Rush Enterprises’ board, acting on the recommendation of its Compensation and Human Capital Committee, approved substantial 2025 performance-based cash bonuses for top executives, including $3,508,150 for President, CEO and...
Business Operations and StrategyStock BuybackDividendsFinancial Disclosures
Rush Enterprises Posts Lower 2025 Results, Maintains Dividend
Negative
Feb 17, 2026
Rush Enterprises, Inc., which runs North America’s largest commercial vehicle dealership network focused on trucks, buses and aftermarket services, reported 2025 revenues of $7.4 billion and net income of $263.8 million, or $3.27 per diluted...
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.