Rush Enterprises, Inc.
NASDAQ•RUSHA
CEO: Mr. W. Marvin Rush III
セクター: Consumer Cyclical
業種: Auto - Dealerships
上場日: 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.
連絡先情報
555 IH 35 South, Suite 500, New Braunfels, TX, 78130, United States
830-302-5200
時価総額
$4.74B
PER (TTM)
18.0
12.9
配当利回り
1.2%
52週高値
$75.99
52週安値
$45.67
52週レンジ
順位27Top 14.4%
5.4
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$1.77B+0.00%
直近4四半期の推移
EPS
$0.83+0.00%
直近4四半期の推移
フリーCF
-$217.79M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
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.
リスク要因
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.
見通し
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.
同業比較
売上高 (TTM)
$22.57B
$18.00B
$15.15B
粗利益率 (最新四半期)
90.4%
56.0%
54.3%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| RUSHA | $4.74B | 18.0 | 12.1% | 35.0% |
| BC | $4.49B | -33.0 | -7.8% | 45.7% |
| TNL | $4.36B | 19.4 | -26.0% | 72.6% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-1.4%
横ばい
4四半期純利益CAGR
2.2%
収益性の緩やかな改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年4月28日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし