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Rush Enterprises, Inc.

NASDAQ•RUSHA
CEO: Mr. W. Marvin Rush III
Sector: Consumer Cyclical
Industry: Auto - Dealerships
Listing Date: 2003-10-07
Rush Enterprises, Inc., through its subsidiaries, operates as an integrated retailer of commercial vehicles and related services in the United States and Canada. The company operates a network of commercial vehicle dealerships under the Rush Truck Centers name. Its Rush Truck Centers primarily sell commercial vehicles manufactured by Peterbilt, International, Hino, Ford, Isuzu, IC Bus, Blue Bird, and Dennis Eagle. The company also offers new and used commercial vehicles, and aftermarket parts, as well as service and repair, financing, and leasing and rental services; and offers property and casualty insurance, including collision and liability insurance on commercial vehicles, cargo insurance, and credit life insurance products. In addition, it provides equipment installation and repair, parts installation, and paint and body repair services; new vehicle pre-delivery inspection, truck modification, and natural gas fuel system installation services, body, chassis upfitting, and component installation services; and vehicle telematics products, as well as sells new and used trailers, and tires for use on commercial vehicles. The company serves regional and national fleets, corporations, local and state governments, and owner-operators. It operates a network of centers located in the states of Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Missouri, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Ontario. Rush Enterprises, Inc. was incorporated in 1965 and is headquartered in New Braunfels, Texas.
Contact Information
555 IH 35 South, Suite 500, New Braunfels, TX, 78130, United States
830-302-5200
www.rushenterprises.com
Market Cap
$4.75B
P/E (TTM)
18.1
13.7
Dividend Yield
1.2%
52W High
$75.99
52W Low
$45.67
52W Range
53%
Rank27Top 14.4%
5.4
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$1.77B+0.00%
4-Quarter Trend

EPS

$0.83+0.00%
4-Quarter Trend

FCF

-$217.79M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Aftermarket Profitability Strength Aftermarket Products revenue reached $2,523.2M, up 0.3%; gross margin increased to 36.9% in 2025.
Reduced Interest Expense Burden Net interest expense decreased 34.7% to $46.2M in 2025, driven by lower inventory levels and rates.
Improved Technician Retention Rate Technician turnover rate improved to 35.0% in 2025, down from 38.1% in 2024, supporting service operations.
Strong 5-Year Total Return Cumulative total return reached 224.79 since 12/20, significantly outpacing S&P 500 return of 196.16.

Risk Factors

Heavy-Duty Sales Volume Decline New Class 8 unit sales dropped 17.4% to 12,770 units in 2025, reflecting difficult freight recession conditions.
Manufacturer Agreement Dependency Long-term success depends on maintaining Peterbilt and International dealership agreements, facing renewal risks.
Regulatory Emissions Uncertainty Evolving EPA/CARB engine emission rules create compliance costs and potential adverse demand impacts.
Cybersecurity Evolving Threats Sophisticated cyberattacks, intensified by AI evolution, pose risks to data security and business continuity.

Outlook

Aftermarket Demand Expected Pickup Aftermarket demand expected weak Q1 2026, but improving freight markets should drive revenue growth later.
Strategic Geographic Expansion Focus Growth strategy centers on expanding product offerings and entering new geographic areas via strategic acquisitions.
2026 New Truck Sales Stable Forecasts suggest 2026 U.S. Class 8 sales near 211,300 units, a slight 0.6% decrease from 2025 levels.
SG&A Ratio Expected Improvement Expect Selling, General and Administrative expenses as percentage of revenue to narrow to 12.5% to 13.5% range.

Peer Comparison

Revenue (TTM)

GPI stock ticker logoGPI
$22.57B
+13.2%
ABG stock ticker logoABG
$18.00B
+4.7%
SAH stock ticker logoSAH
$15.15B
+6.5%

Gross Margin (Latest Quarter)

CARG stock ticker logoCARG
90.4%
+10.6pp
PVH stock ticker logoPVH
56.0%
-2.0pp
KAR stock ticker logoKAR
54.3%
-2.6pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
RUSHA$4.75B18.112.1%35.0%
BC$4.48B-32.9-7.8%45.7%
SKY$4.33B20.513.6%5.6%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-1.4%
Flat Growth
4Q Net Income CAGR
2.2%
Profitability Slowly Improving
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:Apr 28, 2026
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LTM
No Data