Rush Enterprises, Inc. (RUSHB) AI Stock Analysis

Headquartered in New Braunfels, Texas, Rush Enterprises, Inc. is an integrated retailer of commercial vehicles and related services operating as Rush Truck Centers. The company sells commercial vehicles from manufacturers including Peterbilt, International, Hino, Ford, Isuzu, IC Bus, and Blue Bird. Its operations encompass aftermarket parts distribution, vehicle maintenance, repair, financing, leasing, and rental services. Rush Enterprises also offers specialized commercial vehicle insurance, equipment installation, vehicle modification, body and chassis upfitting, natural gas fuel system installations, and telematics products. Additionally, it sells new and used trailers, tires, and manufactures compressed natural gas fuel systems for fleets, corporate clients, governments, and owner-operators.

Rush Enterprises recorded a 5-year revenue compound annual growth rate of 9.4% from FY2020 to FY2025. Annual revenue expanded from $5.13B in FY2021 to a peak of $7.93B in FY2023, before falling 1.5% in FY2024 to $7.80B and declining 4.7% in FY2025 to $7.43B. Net income reached $391.4M in FY2022 and subsequently moderated to $263.8M in FY2025, alongside an operating margin of 5.3% and a gross margin of 18.7%. Over the trailing twelve months, revenue totaled $7.24B with an operating margin of 5.1%. For the latest quarter ended June 30, 2026, quarterly revenue fell 1.6% year-over-year, while quarterly earnings grew 1.1%.

As of June 30, 2026, Rush Enterprises held $264.9M in cash and short-term investments against total debt of $1.49B, yielding net debt of $1.22B. Shareholders' equity stood at $2.33B, and the current ratio was 1.45, with a debt-to-equity ratio of 0.64. In FY2025, the company generated operating cash flow of $973.1M and free cash flow of $573.3M. Capital allocation in FY2025 included $399.8M in capital expenditures, $194.9M for share buybacks, and $58.3M in dividends paid.

Trading at $57.42 as of October 16, 2026, Rush Enterprises has a market capitalization of $6.70B and an enterprise value of $7.00B. Its trailing P/E ratio of 26.0x sits above the 18.0x median of its US-listed Consumer Cyclical peers, while its forward P/E of 11.6x is below the peer median of 14.1x. Its EV/EBITDA multiple is 11.1x, matching the peer median of 11.1x. Over the past year, the stock returned 54.5%, outperforming the S&P 500 return of 16.8%. Over five years, the stock gained 190.7% compared to 83.0% for the S&P 500.

Rush Enterprises pays a quarterly dividend with an annualized forward rate of $0.56 per share, representing a dividend yield of 0.98%. The company has paid dividends for 9 consecutive years and achieved a 5-year annualized dividend growth rate of 22.2%. Its payout ratio stands at 15.7%, and its most recent ex-dividend date was September 9, 2026.

Consensus analyst estimates project revenue of $7.75B for the current fiscal year ending December 31, 2026. For the next fiscal year, analysts forecast revenue of $8.58B, reflecting estimated revenue growth of 10.8%. Rush Enterprises exceeded quarterly EPS estimates in 2 of the last 4 quarters. The company is scheduled to report its next earnings results on October 27, 2026.

This page is an AI-written research summary of Rush Enterprises, Inc. (RUSHB). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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