Rush Enterprises A (RUSHA) AI Stock Analysis

• Market Cap: $3.71B
• Dividend Yield: 1.56%
• Average Volume (3M): 614.62K
• Price to Earnings (P/E): 14.1
• Beta (1Y): 1.00
• Revenue Growth: -1.95%
• EPS Growth: -10.89%
• Country: US
• Employees: 7,827
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Auto - Dealerships
• EPS (TTM): 0.83
• Shares Outstanding: 61,244,698
• 10 Day Avg. Volume: 834,155
• 30 Day Avg. Volume: 614,624
• PEG Ratio: -1.42
• Price to Book (P/B): 2.02
• Price to Sales (P/S): 0.56
• P/FCF Ratio: 23.23
• Enterprise Value/Market Cap: 1.51
• Enterprise Value/Revenue: 0.73
• Enterprise Value/Gross Profit: 3.79
• Enterprise Value/Ebitda: 9.82
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 1
• EPS Forecast (FY): 3.15
• Revenue Forecast (FY): $7.33B

• Rating: 65 Neutral
• Price Target: $54.00 ▲(14.84% Upside)

Rush Enterprises' overall stock score is driven by strong aftermarket performance and improved cash flow generation, despite facing revenue and profitability challenges. The stock's bearish technical indicators and moderate valuation also influence the score.

Rush Enterprises A Business Overview & Revenue Model

Company Description

Rush Enterprises, Inc. (RUSHA) is a leading provider of services and products to the commercial vehicle industry in the United States. The company operates through several segments, including the sale of new and used trucks, parts, and service for heavy- and medium-duty trucks. Rush Enterprises represents various manufacturers, including Peterbilt, International, and Isuzu, and also engages in the sale of truck-related equipment and accessories, providing a comprehensive suite of solutions to its customers.

How the Company Makes Money

Rush Enterprises generates revenue primarily through the sale of new and used trucks, which is a significant portion of its earnings. The company also earns income from its parts and service operations, which include maintenance, repairs, and aftermarket products. Additionally, Rush Enterprises has established key partnerships with major truck manufacturers, allowing it to offer a diverse range of products that cater to various customer needs. The company's revenue model is bolstered by its ability to provide financing options for customers, further enhancing its sales capabilities. Overall, the combination of vehicle sales, parts, services, and strategic partnerships contributes to Rush Enterprises' strong financial performance.

Rush Enterprises A Financial Statement Overview

Summary

Rush Enterprises faces revenue and profitability challenges, with declining margins and negative revenue growth. However, improvements in cash flow generation and leverage management are positive indicators for future stability.

Income Statement

Rush Enterprises shows a declining revenue trend with a negative revenue growth rate of -0.2% in the TTM period. The gross profit margin stands at 19.32%, indicating a solid ability to cover costs, but the net profit margin has decreased to 3.57%, reflecting reduced profitability. The EBIT and EBITDA margins have also declined, suggesting operational challenges.

Balance Sheet

The company's debt-to-equity ratio has improved to 0.57 in the TTM period, indicating better leverage management compared to previous years. Return on equity is at 12.64%, showing a reasonable return for shareholders, though it has decreased from prior periods. The equity ratio is stable, reflecting a balanced asset structure.

Cash Flow

Rush Enterprises has demonstrated strong free cash flow growth of 151.60% in the TTM period, indicating improved cash generation capabilities. The operating cash flow to net income ratio is 0.55, suggesting efficient cash conversion, while the free cash flow to net income ratio of 0.45 indicates a healthy cash flow relative to earnings.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	7.67B	7.80B	7.93B	7.10B	5.13B	4.74B
Gross Profit	1.48B	1.53B	1.59B	1.49B	1.09B	875.47M
EBITDA	571.21M	705.94M	736.90M	702.81M	477.10M	330.10M
Net Income	274.20M	304.15M	347.06M	391.38M	241.41M	114.89M
Balance Sheet
Total Assets	4.55B	4.62B	4.36B	3.82B	3.12B	2.99B
Cash, Cash Equivalents and Short-Term Investments	242.00M	228.13M	183.72M	201.04M	148.15M	312.05M
Total Debt	1.26B	1.73B	1.81B	1.44B	1.15B	1.22B
Total Liabilities	2.34B	2.46B	2.47B	2.06B	1.65B	1.72B
Stockholders Equity	2.21B	2.14B	1.87B	1.74B	1.47B	1.27B
Cash Flow
Free Cash Flow	1.01B	186.50M	-73.17M	51.34M	255.17M	626.78M
Operating Cash Flow	1.14B	619.55M	295.71M	294.40M	422.35M	762.98M
Investing Cash Flow	-469.97M	-445.58M	-387.03M	-240.93M	-432.90M	-127.46M
Financing Cash Flow	-614.19M	-129.32M	73.96M	-690.00K	-153.34M	-505.10M

Rush Enterprises A Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 47.02
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: 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 47.02 is below the 20-day moving average (MA) of 48.98, below the 50-day MA of 51.88, and below the 200-day MA of 52.99, indicating a bearish trend. The MACD of -1.12 indicates Negative momentum. The RSI at 33.64 is Neutral, neither overbought nor oversold. The STOCH value of 33.57 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RUSHA.

Rush Enterprises A Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
ABG	71 Outperform	$4.32B	7.79	15.49%	―	8.07%	60.95%
GPI	66 Neutral	$4.95B	13.79	12.27%	0.50%	19.45%	-24.27%
RUSHA	65 Neutral	$3.71B	14.06	12.76%	1.56%	-1.95%	-10.89%
RUSHB	62 Neutral	$3.71B	14.69	12.76%	1.50%	-1.95%	-10.89%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
SAH	61 Neutral	$2.18B	17.26	12.51%	1.84%	9.09%	-33.59%
AN	55 Neutral	$7.17B	11.57	27.16%	―	6.06%	-1.71%

Rush Enterprises A Corporate Events

Rush Enterprises A: Resilient Amid Market Challenges

Rush Enterprises A’s recent earnings call conveyed a strong sense of resilience and adaptability amidst challenging market conditions. The company reported robust performance in its aftermarket operations and achieved record leasing revenues, despite facing headwinds such as declining new truck sales and ongoing economic and regulatory uncertainties.

Rush Enterprises Reports Resilient Q3 2025 Performance

Rush Enterprises, Inc., the largest network of commercial vehicle dealerships in North America, provides comprehensive solutions for the commercial vehicle industry, including sales, aftermarket services, leasing, and more. In its third-quarter 2025 earnings report, Rush Enterprises announced revenues of $1.9 billion and a net income of $66.7 million, with earnings per diluted share at $0.83. Despite challenging market conditions, particularly in new Class 8 truck sales, the company maintained strong aftermarket and leasing performance. Key financial highlights include a slight decline in total revenues compared to the previous year, attributed to increased legal reserves and insurance costs. However, aftermarket products and services showed resilience, contributing significantly to gross profit. The company also declared a $0.19 per share dividend. Looking ahead, Rush Enterprises remains cautiously optimistic, focusing on operational discipline and customer service to navigate ongoing industry challenges and economic uncertainties.

Rush Enterprises Reports Q3 2025 Revenue Decline

In the third quarter of 2025, Rush Enterprises reported revenues of $1.881 billion and a net income of $66.7 million, reflecting a decline from the previous year due to challenging market conditions, particularly in new Class 8 truck sales. Despite these challenges, the company maintained strong aftermarket performance and declared a quarterly cash dividend of $0.19 per share. The company also experienced modest gains in aftermarket revenue and light-duty vehicle sales, although overall demand remained soft. The strategic acquisition of an IC Bus franchise in Canada bolstered medium-duty vehicle sales, while used truck sales remained stable. Looking forward, the company anticipates continued challenges but remains optimistic about potential market recovery in the latter half of 2026.

The most recent analyst rating on (RUSHA) stock is a Hold with a $57.00 price target. To see the full list of analyst forecasts on Rush Enterprises A stock, see the RUSHA Stock Forecast page.

Rush Enterprises Extends Credit Agreement with Wells Fargo

On September 30, 2025, Rush Enterprises, Inc. and its subsidiaries entered into a Fourth Amendment to their Credit Agreement with Wells Fargo Bank and other lenders. This amendment extends the expiration date of the Credit Agreement to September 30, 2028, and modifies certain provisions related to the company’s Canadian subsidiary. The amendment allows the Administrative Agent to terminate commitments in the event of a default, while Rush Enterprises retains the right to terminate commitments at any time. An upfront fee of $350,000 was paid to the Administrative Agent.

The most recent analyst rating on (RUSHA) stock is a Hold with a $57.00 price target. To see the full list of analyst forecasts on Rush Enterprises A stock, see the RUSHA Stock Forecast page.

Rush Enterprises Hosts Investor Presentation Meeting

Rush Enterprises, Inc. has announced that its senior management will be meeting with current and potential investors and business analysts, utilizing an Investor Presentation that will be available on their website. The company reserves the right to remove this presentation at any time, and it will not be considered filed under the Securities Exchange Act unless specifically stated.

The most recent analyst rating on (RUSHA) stock is a Buy with a $60.00 price target. To see the full list of analyst forecasts on Rush Enterprises A stock, see the RUSHA Stock Forecast page.