Rush Enterprises B (RUSHB)
NASDAQ:RUSHB
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Rush Enterprises B
(NASDAQ:RUSHB)
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Rating:67Neutral
Price Target:
$77.00
▲(33.89% Upside)
Action:DowngradedDate:04/30/26
The score reflects stable fundamentals supported by improved leverage and a strong 2025 cash flow rebound, but tempered by recent revenue/margin compression. Technicals are mixed with neutral momentum, while valuation looks only fair (P/E ~20.8, ~1.05% yield). The earnings call adds modest support via guidance that Q1 was the trough and conditions should gradually improve, though cyclicality and regulatory uncertainty remain meaningful risks.
Positive Factors
Aftermarket recurring revenue
Aftermarket sales produce recurring, higher‑margin revenue and accounted for roughly two‑thirds of gross profit. This installed‑base service and parts demand cushions cyclical new‑truck sales, supports steady cash generation, and improves long‑term margin resilience versus pure retail exposure.
Negative Factors
Revenue and margin compression
Falling revenue and compressed gross/net margins weaken earnings power and reduce the firm's ability to cover fixed costs and reinvest. For a dealer model reliant on operating leverage, sustained margin erosion makes profitability and return targets harder to maintain across cycles.
Read all positive and negative factors
Positive Factors
Negative Factors
Aftermarket recurring revenue
Aftermarket sales produce recurring, higher‑margin revenue and accounted for roughly two‑thirds of gross profit. This installed‑base service and parts demand cushions cyclical new‑truck sales, supports steady cash generation, and improves long‑term margin resilience versus pure retail exposure.
Read all positive factors
Rush Enterprises B (RUSHB) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$5.62B
Dividend Yield1.26%
Average Volume (3M)34.59K
Price to Earnings (P/E)20.8
Beta (1Y)0.92
Revenue Growth-6.63%
EPS Growth-7.99%
CountryUS
Employees7,827
SectorConsumer Cyclical
Sector Strength84
IndustryAuto - Dealerships
Share Statistics
EPS (TTM)0.77
Shares Outstanding17,439,571
10 Day Avg. Volume33,451
30 Day Avg. Volume34,590
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 TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)3.65
Revenue Forecast (FY)$7.74B
Rush Enterprises B 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 makes money primarily through a multi-stream dealership model tied to the commercial truck lifecycle. (1) New and used vehicle sales: Revenue is generated from selling new commercial trucks and used trucks through its dealership n...
Rush Enterprises B Earnings Call Summary
Earnings Call Date:Apr 28, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Jul 28, 2026
Earnings Call Sentiment Positive
The call presented a cautious but constructive view: the company delivered solid profitability and cash returns despite a weak industry environment, highlighted strength in aftermarket and leasing, and pointed to improving leading indicators (order activity, spot rate increases, incremental tonnage). Significant headwinds remain — notably low industry retail volumes, service weakness, small-account softness, and regulatory uncertainty around 2027 emissions rules — but management believes Q1 was the trough and expects gradual improvement through the year. Overall, positives around financial resilience, cost discipline, aftermarket performance, and strategic expansion outweigh the cyclical and regulatory challenges.Positive Updates
Solid Quarterly Financial Results
Revenue of $1.68 billion; net income of $61.5 million; diluted EPS of $0.77; declared quarterly cash dividend of $0.19 per share — demonstrating profitability and shareholder returns despite a weak market.
Negative Updates
Weak Industry Demand and Freight Recession
Industry-wide retail sales for new trucks remained at historically low levels; Q1 U.S. Class 8 retail was roughly 41,000 units (the lowest in years) and Class 4–7 demand was the weakest since 2015 — reflecting a deep, ongoing freight recession and excess capacity.
Read all updates
Q1-2026 Updates
Positive
Negative
Solid Quarterly Financial Results
Revenue of $1.68 billion; net income of $61.5 million; diluted EPS of $0.77; declared quarterly cash dividend of $0.19 per share — demonstrating profitability and shareholder returns despite a weak market.
Read all positive updates
Company Guidance
Management said Q1 was the trough and guided to gradual improvement — Q2 should be better than Q1 with a stronger second half — even suggesting Class 8 could be up ~15% in Q2, industry volumes of about 225,000 Class 8s for 2026 (implying roughly 60,000 average per quarter in the back half), and sustainable order rates in the 25,000–30,000/month range; they noted spot rates are up ~25–30% year‑over‑year, tonnage showed a first uptick in months in February, and aftermarket (which generated $627 million of revenue and drove roughly 66% of gross profit) and parts/service are expected to gradually improve (rental & leasing revenue was $92M, up just over 2% y/y, with utilization trending up). Reported Q1 results were revenue $1.68B, net income $61.5M ($0.77 diluted EPS), 2,964 Class 8 retail trucks sold (7.2% market share), Q1 Class 8 retail ~41,000 (a multi‑year low), medium duty at its weakest since 2015 but should rebound faster sequentially, SG&A rose only ~2% sequentially (G&A down ~2.5% y/y), and the company expects to close a Peterbilt dealership acquisition in June while managing inventory into 2027 around engine stamp‑date rules.Rush Enterprises B Financial Statement Overview
Summary
Income Statement
67
Positive
Balance Sheet
70
Positive
Cash Flow
74
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 B Technical Analysis
Positive
57.51
Price Trends
64.83
Positive
61.04
Positive
57.94
Positive
Market Momentum
2.78
Negative
74.00
Negative
82.31
Negative
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 57.51 is below the 20-day moving average (MA) of 67.18, below the 50-day MA of 64.83, and below the 200-day MA of 57.94, indicating a bullish trend. The MACD of 2.78 indicates Negative momentum. The RSI at 74.00 is Negative, neither overbought nor oversold. The STOCH value of 82.31 is Negative, 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 |
|---|---|---|---|---|---|---|---|
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
RUSHB
Rush Enterprises B
71.18
14.11
24.73%
ABG
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AN
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GPI
Group 1 Automotive
349.21
-52.33
-13.03%
RUSHA
Rush Enterprises A
71.98
21.68
43.11%
SAH
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73.31
13.88
23.35%
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.