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Rush Enterprises, Inc.(RUSHA)Earnings, Financials & Key Ratios
RUSHA•NASDAQ
$71.97
22.0× P/E·Price updated Jul 2, 2026
AboutRush 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 name. Its Rush Truck Centers primarily sell commercial vehicles manufactured by Peterbilt, International, Hino, Ford, Isuzu, IC Bus, or Blue Bird. The company also provides 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 to its commercial vehicle customers. 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, as well as sells tires for use on commercial vehicles, new and used trailers, and vehicle telematics products; and manufactures compressed natural gas fuel systems and related component parts for 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, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Missouri, Nevada, Nebraska, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, and Virginia. Rush Enterprises, Inc. was incorporated in 1965 and is headquartered in New Braunfels, Texas.Show more
- Revenue$7.43B-4.7%
- EBITDA$646M-8.2%
- Net Income$264M-13.3%
- EPS (Diluted)3.27-12.1%
- Gross Margin18.69%-4.7%
- EBITDA Margin8.69%-3.7%
- Operating Margin5.29%-11.8%
- Net Margin3.55%-9.0%
- ROE12.02%-19.9%
RUSHA Price & Volume
Rush Enterprises, Inc. (RUSHA) stock price & volume — 10-year historical chart
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Cyclical Revenue Contraction Challenges Dealership Margin Stability
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Decelerating
Profitability:Moderate
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Cyclical freight volume sensitivity
Key Thesis Takeaways
- Rush Enterprises faces a cooling demand environment for heavy-duty commercial vehicles, evidenced by a 9.0% year-over-year revenue decline in 2026Q1.
- While the company has proactively reduced its debt-to-equity ratio to 0.63, the persistent compression of operating margins from 6.3% in 2024Q3 to 4.9% in 2026Q1 suggests that the service-heavy business model remains vulnerable to freight industry volatility.
- Investors should monitor whether the company's capital expenditure, which reached 9.1% of revenue in 2024Q3, can continue to support long-term growth amidst these cyclical headwinds.
Verdict Logic
while the company has improved its balance sheet with a 0.63 debt-to-equity ratio, the ongoing 9.0% revenue contraction and erratic free cash flow generation warrant a cautious wait-and-see approach.
RUSHA Growth Metrics
Rush Enterprises, Inc. (RUSHA) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years4.09%
5 Years9.44%
3 Years1.54%
TTM-6.63%
Profit CAGR
10 Years14.85%
5 Years18.08%
3 Years-12.32%
TTM-9.55%
EPS CAGR
10 Years11.82%
5 Years10.33%
3 Years-10.56%
TTM-7.54%
Return on Capital
10 Years13.35%
5 Years17.53%
3 Years16.67%
Last Year13.32%
RUSHA Recent Earnings
Rush Enterprises, Inc. (RUSHA) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 11/12 qtrs (92%)
Q2 2026Latest
Apr 28, 2026Metric
Actual
Est
EPS
$0.77+6.9%
$0.72
Rev
$1.7B-2.5%
$1.7B
Q1 2026
Feb 17, 2026Metric
Actual
Est
EPS
$0.81+17.1%
$0.69
Rev
$1.8B+2.6%
$1.7B
Q4 2025
Oct 29, 2025Metric
Actual
Est
EPS
$0.83+2.5%
$0.81
Rev
$1.9B+9.5%
$1.7B
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$0.90+12.5%
$0.80
Rev
$1.9B+8.2%
$1.8B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 28, 2026 | $0.77vs $0.72+6.9% | $1.7Bvs $1.7B-2.5% |
| Q1 2026 | Feb 17, 2026 | $0.81vs $0.69+17.1% | $1.8Bvs $1.7B+2.6% |
| Q4 2025 | Oct 29, 2025 | $0.83vs $0.81+2.5% | $1.9Bvs $1.7B+9.5% |
| Q3 2025 | Jul 30, 2025 | $0.90vs $0.80+12.5% | $1.9Bvs $1.8B+8.2% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Rush Enterprises, Inc. (RUSHA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $71.97 | $5.59B | 22.01 | -4.75% | 3.55% | 12.02% | 1% | |
| $290.30 | $6.62B | 8.98 | 4% | 1.88% | 10.59% | — | |
| $198.02 | $3.82B | 7.88 | 4.71% | 2.27% | 14.14% | — | |
| $184.33 | $6.33B | 10.82 | 3.24% | 2.47% | 28.44% | — | |
| $83.05 | $2.82B | 24.28 | 6.53% | 0.72% | 10.5% | — | |
| $14.11 | $2.33B | 16.60 | -20.39% | 10.35% | 24.44% | — |
Compare RUSHA vs Peers
Rush Enterprises, Inc. (RUSHA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
RUSHA SEC Filings & Documents
Rush Enterprises, Inc. (RUSHA) SEC filings — annual & quarterly reports (10-K, 10-Q)
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RUSHA Frequently Asked Questions
Rush Enterprises, Inc. (RUSHA) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Rush Enterprises, Inc.'s revenue?
Rush Enterprises, Inc. (RUSHA) reported $7.27B in revenue for fiscal year 2025. This represents a 2015% increase from $343.7M in 1996.
How fast is Rush Enterprises, Inc. growing?
Rush Enterprises, Inc. (RUSHA) saw revenue decline by 4.7% over the past year.
Is RUSHA profitable?
Yes, Rush Enterprises, Inc. (RUSHA) is profitable, generating $264.9M in net income for fiscal year 2025 (3.5% net margin).
Dividend & Returns
Does RUSHA pay dividends?
Yes, Rush Enterprises, Inc. (RUSHA) pays a dividend with a yield of 1.00%. This makes it attractive for income-focused investors.
What is RUSHA's return on equity?
Rush Enterprises, Inc. (RUSHA) has a return on equity (ROE) of 12.0%. This is reasonable for most industries.
What is Rush Enterprises, Inc.'s free cash flow?
Rush Enterprises, Inc. (RUSHA) generated $188.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.