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Rush Enterprises B
(NASDAQ:RUSHB)
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Rating:67Neutral
Price Target:
$84.00
▲(10.48% Upside)
Action:Reiterated
Date:07/29/26
RUSHB’s score is driven mainly by steady but softening fundamentals (revenue decline and margin compression) tempered by improving leverage and continued profitability. The technical picture is a key support, with the stock trading above all major moving averages. Valuation is a headwind due to a ~23 P/E and sub-1% yield. The latest earnings call adds support via stronger second-half guidance and resilient aftermarket contribution, though production constraints and medium-duty weakness remain notable risks.
Positive Factors
Aftermarket mix and margins
A ~64% aftermarket share of gross profit with 130.8% absorption signals durable, higher-margin recurring revenue. Aftermarket parts, service and collision work drives repeat demand, steadier gross margins and better fixed-cost absorption, cushioning earnings through new-unit cycles.
Negative Factors
Revenue decline and margin compression
Falling TTM revenue and compressed net margins indicate weakening top-line momentum and squeezed profitability. Sustained revenue declines reduce operating leverage, limit reinvestment capacity, and pressure free cash flow and returns if recovery is slow or competitive pricing persists.
Read all positive and negative factors
Positive Factors
Negative Factors
Aftermarket mix and margins
A ~64% aftermarket share of gross profit with 130.8% absorption signals durable, higher-margin recurring revenue. Aftermarket parts, service and collision work drives repeat demand, steadier gross margins and better fixed-cost absorption, cushioning earnings through new-unit cycles.
Read all positive factors
Rush Enterprises B (RUSHB) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$6.17B
Dividend Yield0.98%
Average Volume (3M)34.59K
Price to Earnings (P/E)23.5
Beta (1Y)0.88
Revenue Growth-5.86%
EPS Growth-5.73%
CountryUS
Employees7,937
SectorConsumer Cyclical
Sector Strength84
IndustryAuto - Dealerships
Share Statistics
EPS (TTM)3.40
Shares Outstanding16,715,210
10 Day Avg. Volume33,451
30 Day Avg. Volume34,590
Financial Highlights & Ratios
PEG Ratio-1.28
Price to Book (P/B)1.92
Price to Sales (P/S)0.57
P/FCF Ratio7.38
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)3.65
Revenue Forecast (FY)$7.75B
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, collectiv...
How the Company Makes Money
Rush Enterprises primarily makes money through a multi-stream dealership model centered on commercial vehicles. Key revenue streams include: (1) New and used truck sales: Revenue is generated from selling new commercial trucks (typically from majo...
Rush Enterprises B Earnings Call Summary
Earnings Call Date:Jul 28, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Oct 27, 2026
Earnings Call Sentiment Positive
The call conveyed a cautiously optimistic outlook: solid Q2 financial results (revenue, net income, dividend increase, and buy-side actions), strategic expansion via acquisitions and a JV, improving aftermarket and used-vehicle demand, and stable leasing performance. Offsetting these positives were medium-duty sales declines, lingering aftermarket recovery and margin pressure, production constraints that limit near-term deliveries, and external uncertainties (EPA, tariffs, financing). Management emphasized improving market momentum and a view that the second half of 2026 should be stronger, but noted the recovery is still early and subject to variable factors.Positive Updates
Quarterly Revenue and Profitability
Reported Q2 2026 revenues of $1.9 billion and net income of $72.8 million, or $0.91 per diluted share, demonstrating solid profitability during an industry recovery.
Negative Updates
Medium-Duty Sales Decline
New Class 4–7 commercial vehicle sales in the U.S. totaled 3,170 in Q2, down 12.7% year-over-year, driven largely by timing shifts in orders and deliveries from larger fleet customers.
Read all updates
Q2-2026 Updates
Positive
Negative
Quarterly Revenue and Profitability
Reported Q2 2026 revenues of $1.9 billion and net income of $72.8 million, or $0.91 per diluted share, demonstrating solid profitability during an industry recovery.
Read all positive updates
Company Guidance
Management guided that the second half of 2026 should be considerably stronger than the first for Class 8 sales, noting Q2 results of $1.9 billion revenue, $72.8 million net income ($0.91 diluted EPS), a three-for-two stock split and a post-split quarterly dividend of $0.14 (a 10.5% increase), while aftermarket comprised ~64% of total gross profit with parts, service and collision revenues of $605 million (up 1.5% YoY) and a 130.8% absorption rate; Rush Truck Leasing delivered $94.8 million of revenue (up 1.9% YoY). Management reported selling 3,170 U.S. Class 8 trucks in Q2 (flat YoY) and raising U.S. Class 8 market share to 5.8%, sold 3,170 Class 4–7 vehicles (down 12.7% YoY), described backlog as “as big as it has been in a couple years” (basically sold out for large fleets with roughly three quarters of backlog), and accordingly expects Class 8 deliveries to ramp in Q3/Q4 (with some carryover into Q1), medium‑duty to be roughly in line with 2025, used-truck demand and parts & service to continue improving, and the 50% JV with MCT to close in Q3.Rush Enterprises B Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
68
Positive
Cash Flow
55
Neutral
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 7.27B | 7.43B | 7.80B | 7.93B | 7.10B | 5.13B |
| Gross Profit | 1.37B | 1.39B | 1.53B | 1.59B | 1.49B | 1.09B |
| EBITDA | 592.49M | 646.86M | 705.94M | 736.90M | 702.81M | 477.10M |
| Net Income | 264.91M | 263.78M | 304.15M | 347.06M | 391.38M | 241.41M |
Balance Sheet | ||||||
| Total Assets | 4.52B | 4.43B | 4.62B | 4.36B | 3.82B | 3.12B |
| Cash, Cash Equivalents and Short-Term Investments | 239.65M | 212.65M | 228.13M | 183.72M | 201.04M | 148.15M |
| Total Debt | 1.44B | 1.55B | 1.73B | 1.81B | 1.44B | 1.15B |
| Total Liabilities | 2.22B | 2.20B | 2.46B | 2.47B | 2.06B | 1.65B |
| Stockholders Equity | 2.27B | 2.20B | 2.14B | 1.87B | 1.74B | 1.47B |
Cash Flow | ||||||
| Free Cash Flow | 188.29M | 573.25M | 186.50M | -73.17M | 51.34M | 255.17M |
| Operating Cash Flow | 795.43M | 973.09M | 619.55M | 295.71M | 294.40M | 422.35M |
| Investing Cash Flow | -381.25M | -417.11M | -445.58M | -387.03M | -240.93M | -432.90M |
| Financing Cash Flow | -403.33M | -571.60M | -129.32M | 73.96M | -690.00K | -153.34M |
Rush Enterprises B Technical Analysis
Positive
76.03
Price Trends
72.88
Positive
70.13
Positive
63.74
Positive
Market Momentum
1.57
Negative
68.24
Neutral
73.44
Neutral
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 76.03 is below the 20-day moving average (MA) of 76.55, above the 50-day MA of 72.88, and above the 200-day MA of 63.74, indicating a bullish trend. The MACD of 1.57 indicates Negative momentum. The RSI at 68.24 is Neutral, neither overbought nor oversold. The STOCH value of 73.44 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.
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
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
69 Neutral | $7.11B | 9.80 | 33.18% | ― | -0.06% | 35.87% | |
67 Neutral | $6.17B | 23.47 | 11.76% | 0.99% | -5.86% | -5.73% | |
65 Neutral | $4.31B | 8.65 | 17.42% | ― | 4.12% | -2.47% | |
65 Neutral | $6.17B | 23.47 | 11.76% | 0.99% | -5.86% | -5.73% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
56 Neutral | $2.89B | 14.35 | 20.45% | 1.55% | 5.25% | 37.36% | |
52 Neutral | $3.42B | 11.92 | 9.96% | 0.63% | 0.81% | -33.60% |
* Consumer Cyclical Sector Average
RUSHB
Rush Enterprises B
81.04
27.13
50.32%
ABG
Asbury
222.85
-6.31
-2.75%
AN
AutoNation
215.60
20.10
10.28%
GPI
Group 1 Automotive
285.88
-131.73
-31.54%
RUSHA
Rush Enterprises A
82.76
26.99
48.41%
SAH
Sonic Automotive
88.27
17.28
24.34%
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.