
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
Market Cap
$4.16B
P/E (TTM)
15.5
21.1
Dividend Yield
1.4%
52W High
$65.43
52W Low
$45.67
52W Range
Rank30Top 13.9%
5.5
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.5 / 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
Q3 2025 Data
Revenue
$1.88B-0.81%
4-Quarter Trend
EPS
$0.85-15.00%
4-Quarter Trend
FCF
$271.23M-1458.46%
4-Quarter Trend
2025 Q3 Earnings Highlights
Key Highlights
Nine Month Revenue Down Total revenue decreased $132.9 M, or 2.3%, for nine months ended September 30, 2025, driven by lower commercial vehicle sales volume.
Net Income Attributable Decreased Net income attributable to the company fell $29.9 M, or 13.1%, for the nine months ended September 30, 2025, compared to prior year.
Strong Cash Position Cash, cash equivalents, and restricted cash ended period at $242.0 M, showing a $56.9 M increase over December 31, 2024 balance.
Q3 Aftermarket Revenue Growth Aftermarket revenue grew 1.5% in Q3 2025 to $642.7 M, driven by strategic initiatives and increased parts pricing compared to Q3 2024.
Risk Factors
Commercial Sales Demand Weak New Class 8 truck sales volume decreased 10.8% in Q3 2025 due to ongoing freight recession and challenging market conditions.
Gross Profit Margin Declines Nine month gross profit margin fell to 19.6% in 2025 from 20.0% in 2024, primarily due to lower commercial vehicle margins.
Emission Rules Uncertainty Pending legal challenges regarding EPA and CARB emission rules create uncertainty impacting future compliance costs and demand.
SG&A Expense Rises SG&A expenses increased 12.6% in Q3 2025 to 13.6% of revenue, partly due to increased litigation accruals and insurance retentions.
Outlook
New Truck Sales Forecast Industry forecasts predict U.S. Class 8 retail truck sales will decrease 12.5% in 2025 to 216,300 units, reflecting continued weak demand.
Capital Expenditure Plans Expect purchasing or leasing commercial vehicles for leasing operations between $275.0 M and $325.0 M during 2025.
Stock Repurchase Activity Repurchased $130.6 M of common stock under the current program, which is authorized up to $200.0 M aggregate.
Interest Expense Forecast Expect net interest expense in 2025 to decrease compared to 2024, dependent on inventory levels and interest rate fluctuations.
Peer Comparison
Revenue (TTM)
$22.54B
$17.83B
SAH$15.18B
Gross Margin (Latest Quarter)
TNL97.5%
89.5%
56.3%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| GPI | $5.08B | 13.4 | 12.4% | 54.7% |
| BC | $4.83B | -20.6 | -13.1% | 43.3% |
| CVCO | $4.72B | 23.7 | 18.4% | 2.1% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-2.2%
Flat Growth
4Q Net Income CAGR
-3.7%
Stable Profitability
Cash Flow Stability
100%
Strong Cash Flow
Research & Insights
Next earnings:Feb 17, 2026
EPS:-
|Revenue:-
Reports
All Years
Form 10-Q - Q3 2025
Period End: Sep 30, 2025|Filed: Nov 7, 2025|Revenue: $1.88B-0.8%|EPS: $0.85-15.0%BeatForm 10-Q - Q2 2025
Period End: Jun 30, 2025|Filed: Aug 8, 2025|Revenue: $1.93B-4.8%|EPS: $0.92-8.0%BeatForm 10-Q - Q1 2025
Period End: Mar 31, 2025|Filed: May 9, 2025|Revenue: $1.85B-1.1%|EPS: $0.76-16.5%BeatForm 10-K - FY 2024
Period End: Dec 31, 2024|Filed: Feb 24, 2025|Revenue: $7.80B-1.5%|EPS: $3.85-10.0%BeatForm 10-Q - Q3 2024
Period End: Sep 30, 2024|Filed: Nov 7, 2024|Revenue: $1.90B-4.3%|EPS: $1.00+1.0%BeatForm 10-Q - Q2 2024
Period End: Jun 30, 2024|Filed: Aug 9, 2024|Revenue: $2.03B+1.2%|EPS: $1.00-16.7%BeatForm 10-Q - Q1 2024
Period End: Mar 31, 2024|Filed: May 10, 2024|Revenue: $1.87B-2.1%|EPS: $0.91-17.3%BeatForm 10-K - FY 2023
Period End: Dec 31, 2023|Filed: Feb 23, 2024|Revenue: $7.93B+11.6%|EPS: $4.28-9.1%Beat