Rush Enterprises, Inc. (RUSHA) Stock Price & Analysis
Rush Enterprises, Inc. (RUSHA) closed at USD 45.54 on Thursday, October 22, 2026, down 1.34% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 46.16; the Oct 22, 2026 session ranged USD 45.49–46.3 on volume of 462,711 shares. Market capitalization is $5.32B, with a 52-week range of USD 30.45–55.74 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:22 UTC.
Also available as compact Markdown for AI agents: nexqual.com/RUSHA.md
Key facts (RUSHA)
- Last four reported quarters (through Jun 30, 2026): revenue $7.24B, net income $265M (3.7% margin), free cash flow $348M (SEC filings).
- Valuation: P/E 20.0x (avg 14.4x at the last 3 fiscal year-ends), EV/EBITDA 9.9x, net debt $17.8M.
- 1 of 80 tracked superinvestors hold RUSHA (13F, Q2 2026): 0 new, 0 added, 0 reduced, 1 unchanged.
- Insider open-market sales, last ~7 months: 5 Form 4 filings, $9.7M; 5 not under a Rule 10b5-1 plan ($9.7M); 3 by opportunistic insiders (3 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.25 on a 1–5 scale) (4 analysts), mean target USD 58.83 (range 55–63.33).
- Total return with dividends: 1Y +36.2% vs S&P 500 +14.9%; 5Y +109.0% vs S&P 500 +80.3%.
- Next earnings: 2026-10-27, EPS estimate USD 0.65, revenue estimate $2.05B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (RUSHA)
| USD | FY2022 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | — | $7.10B | $7.93B | $7.80B | $7.43B | $7.24B |
| Gross profit | — | $1.49B | $1.59B | $1.53B | $1.46B | — |
| Operating income | — | $506M | $512M | $468M | $394M | $371M |
| Net income | $392M | $391M | $347M | $304M | $264M | $265M |
| EPS (diluted) | — | $3.05 | $2.77 | $2.48 | $2.18 | — |
| Free cash flow | — | $51.3M | -$73.2M | $187M | $462M | $348M |
| Gross margin | — | 20.9% | 20.1% | 19.6% | 19.6% | — |
| Operating margin | — | 7.1% | 6.5% | 6.0% | 5.3% | 5.1% |
| Net margin | — | 5.5% | 4.4% | 3.9% | 3.5% | 3.7% |
| Revenue growth | — | +38.5% | +11.6% | -1.5% | -4.7% | — |
| Cash + short-term investments | — | $201M | $184M | $228M | $213M | — |
| Total debt | — | $275M | $414M | $408M | $275M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (RUSHA)
P/E 20.0x · P/S 0.7x · EV/EBITDA 9.9x · EV/Sales 0.7x · P/FCF 15.3x · P/B 2.3x · FCF yield 6.55% · Earnings yield 4.99% · Dividend yield (paid, TTM) 1.13% · Net debt $17.8M · EV $5.33B
P/E at fiscal year-ends: Dec 2025 16.5x, Dec 2024 14.7x, Dec 2023 12.1x.
Superinvestors (SEC 13F-HR, Q2 2026) (RUSHA)
1 of 80 tracked investors hold RUSHA. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Pacific Advisors | 0.12% | $9.4M | Unchanged |
Insider sales (SEC Form 4, open-market, last ~7 months) (RUSHA)
0 of 5 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-03 | McRoberts Michael | Director | 6,500 | $529K | 28.6% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-07-31…2026-08-03 | Rush William M Rusty | CEO, President and COB | 78,750 | $6.4M | 31.1% | No | Too little history (no open-market trades in 2025) |
| 2026-07-30…2026-08-03 | Goldstone Michael L | SVP, GC and Corp. Sec. | 4,500 | $365K | 26.3% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-07-30…2026-07-31 | Keller Steven L | CFO & Treasurer | 22,500 | $1.8M | 21.1% | No | Too little history (no open-market trades in 2025) |
| 2026-04-30 | McRoberts Michael | Director | 8,000 | $578K | 33% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (RUSHA)
Consensus Buy (mean 2.25 on a 1–5 scale), 4 analysts; mean target USD 58.83 (low 55, high 63.33).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-25 | UBS | Target raised | Neutral | $78 → $85 |
| 2026-07-30 | Stephens & Co. | Target raised | Overweight | $90 → $95 |
Total return (dividends reinvested) (RUSHA)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +36.2% | +109.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +36.3% | +15.8% |
| Volatility (annualized) | 30.1% | 28.8% |
| Max drawdown | -20.4% (Aug 2026→Oct 2026) | -23.6% (Nov 2024→Nov 2025) |
RUSHA revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Truck | $1.90B | 99.8% | -1.6% |
| All Other Segments | $4.5M | 0.2% | +0.8% |
| Total revenue | $1.90B | 100% | — |
RUSHA revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| New & Used Commercial Vehicle | $1.15B | 60.5% | -3.6% |
| Commercial Vehicle Sales Revenue | $1.15B | 60.5% | -3.6% |
| Parts & Service | $645.7M | 34.0% | +1.5% |
| Parts | $391.5M | 20.6% | +5.0% |
| Commercial Vehicle Repair Service | $254.2M | 13.4% | -3.5% |
| Finance & Insurance | $6.4M | 0.3% | +14.6% |
| Product & Service Other | $3.8M | 0.2% | -10.6% |
| Insurance | $3.6M | 0.2% | +4.4% |
| Financial Service | $2.8M | 0.1% | +31.4% |
| Total revenue | $1.90B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
RUSHA suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Ford (F) | “The Truck Segment includes our operation of a network of commercial vehicle dealerships under the name "Rush Truck Centers." Rush Truck Centers primarily sell commercial vehicles manufactured by Peterbilt, International, Hino, Ford, Isuzu, IC Bus, Blue Bird, Blue Arc and Battle Motors.” |
| Supplier | Battle Motors | “The Truck Segment includes our operation of a network of commercial vehicle dealerships under the name "Rush Truck Centers." Rush Truck Centers primarily sell commercial vehicles manufactured by Peterbilt, International, Hino, Ford, Isuzu, IC Bus, Blue Bird, Blue Arc and Battle Motors.” |
| Supplier | IC Bus | “The Truck Segment includes our operation of a network of commercial vehicle dealerships under the name "Rush Truck Centers." Rush Truck Centers primarily sell commercial vehicles manufactured by Peterbilt, International, Hino, Ford, Isuzu, IC Bus, Blue Bird, Blue Arc and Battle Motors.” |
| Partner | CUMMINS INC (CMI) | “We offer an integrated approach to meeting customer needs by providing service, parts and collision repairs in addition to new and used commercial vehicle sales and leasing, plus financial services, vehicle upfitting, CNG fuel systems through our joint venture with Cummins and vehicle telematics products.” |
| Partner | PACCAR Financing | “Pursuant to a written agreement with Peterbilt, we pay Peterbilt directly for inventory financed pursuant to the PFC Floor Plan Credit Agreement.” |
| Partner | PACCAR INC (PCAR) | “In July 2023, CARB and various manufacturers of heavy-duty commercial vehicles and engines, including PACCAR, International, Ford, Hino, Isuzu and Cummins, entered into the Clean Truck Partnership, whereby the manufacturers agreed to comply with CARB's emission requirements where applicable, regardless of whether any entity challenges CARB's rule-making authority, and CARB agreed to work with manufacturers to prov…” |
| Partner | PACCAR Leasing | “On November 1, 2023, we entered into that certain Second Amended and Restated Inventory Financing and Purchase Money Security Agreement with PACCAR Leasing Company ("PLC"), a division of PFC (the "PLC Agreement").” |
Quoted from the company's 10-K filed Feb 25, 2026.
RUSHA company outlook (results filed Jul 28, 2026)
- “Subject to customary closing conditions, the parties expect the transaction to close during the third quarter of 2026.”
- “ACT Research forecasts U.S. retail sales of new Class 8 trucks to total 228,800 units in 2026, a 7.6% increase compared to 2025.”
- “While we expect the industry's overall recovery to remain gradual, we believe Rush Enterprises is well positioned to capitalize on improving Class 8 demand throughout the remainder of the year," he explained.”
- “ACT Research forecasts U.S. retail sales for new Class 4 through 7 commercial vehicles to be approximately 207,575 units in 2026, a decrease of 4.5% compared to 2025.”
Quoted word-for-word from the SEC 8-K results press release.
RUSHA analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.65 | $0.67 | -3.1% | $2.05B | 4 |
| Next quarter (ends Dec 2026) | $0.68 | $0.68 | -0.3% | $2.13B | 3 |
| Current fiscal year (ends Dec 2026) | $2.45 | $2.46 | -0.2% | $7.75B | 4 |
| Next fiscal year (ends Dec 2027) | $3.06 | $3.03 | +1.0% | $8.58B | 4 |
Key Statistics (as of October 23, 2026 at 09:22 UTC)
| Price | USD 45.54 |
|---|---|
| Change | ▼ 1.34% (down) |
| Previous Close | USD 46.16 |
| Open | USD 46.11 |
| Day Range | USD 45.49 – 46.3 |
| 52-Week Range | USD 30.45 – 55.74 |
| Volume | 462,711 shares |
| Market Cap | $5.32B |
| Exchange | NMS |
Technical Analysis (RUSHA)
Nexqual's technical model rates RUSHA "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:22 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 41.21 (neutral) |
| vs SMA50 | Below (USD 48.6) |
| MACD | -0.88 (negative) |
Analyst Ratings (RUSHA)
Wall Street analysts rate RUSHA "Buy" based on 4 analysts, with a mean price target of USD 58.83 (range USD 55–63.33), per Nexqual as of October 23, 2026 at 09:22 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 4 |
| Mean Target | USD 58.83 |
| High Target | USD 63.33 |
| Low Target | USD 55 |
| Buy / Hold / Sell | 3 / 1 / 0 |
Earnings (RUSHA)
| Next Earnings Date | 2026-10-27 |
|---|---|
| EPS Estimate | USD 0.65 |
| Revenue Estimate | $2.05B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.61 vs est 0.57 ▲ beat |
| 2026-03-31 | USD 0.51 vs est 0.46 ▲ beat |
| 2025-12-31 | USD 0.54 vs est 0.46 ▲ beat |
| 2025-09-30 | USD 0.55 vs est 0.54 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Financials & Fundamentals (RUSHA)
| Total Revenue | $7.24B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -1.60% |
| Gross Margin | +19.85% |
| Operating Margin | +5.11% |
| Profit Margin | +3.67% |
| ROE | +11.79% |
| Debt / Equity | 0.63 |
| Current Ratio | 1.45 |
| Total Cash | $257.84M |
| Total Debt | $1.49B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $348.44M (4.8% of revenue) |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Financial Health Score (RUSHA)
Nexqual rates Rush Enterprises, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:22 UTC.
| Growth | Weak — Revenue -5% YoY (annual), declining |
|---|---|
| Profitability | Mixed — Gross margin 20%, operating 5% (last 12 months) |
| Balance Sheet | Solid — $265M cash and investments vs $283M debt (Jun 2026, SEC) |
| Cash Flow | Mixed — FCF $348M (last 4 quarters to Jun 2026, SEC), slim 4.8% margin |
| Efficiency | Mixed — ROE 12%, ROA 4.9% |
Ownership (RUSHA)
| Insider Ownership | +1.35% |
|---|---|
| Institutional Ownership | +107.92% |
| Shares Outstanding | 91.71M |
| Float | 102.75M |
| Short % of Float | +11.32% |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Leadership (RUSHA)
Rush Enterprises, Inc. is led by W. Marvin Rush, Chairman of the Board, CEO & President, per Nexqual as of October 23, 2026 at 09:22 UTC.
| Chairman of the Board, CEO & President | W. Marvin Rush |
|---|---|
| CFO & Treasurer | Steven L. Keller |
| Chief Operating Officer | Jody Pollard |
| Senior Vice President of Peterbilt Dealerships | Corey H. Lowe |
| Senior Vice President of International Dealerships | Jorgan Peterson |
Major Backers & Investors (RUSHA)
Notable institutional backers of Rush Enterprises, Inc. include FMR, LLC, American Century Companies Inc, Wellington Management, according to Nexqual as of October 23, 2026 at 09:22 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 8.36% |
| American Century Companies Inc | 3.28% |
| Wellington Management | 2.19% |
| Fidelity | 2.08% |
| Jennison Associates LLC | 1.85% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 11.21% |
| Vanguard Group | 6.65% |
| Dimensional Fund Advisors | 3.57% |
| State Street | 2.65% |
| Geode Capital | 1.89% |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
From Rush Enterprises, Inc.'s Latest SEC 10-K Filing (filed 2026-02-25)
Key Strengths & Strategy (as disclosed to the SEC)
- Warranty-related parts and service revenues accounted for approximately $182.7 million, or 2.5%, of our total revenues for 2025.
- New bus sales accounted for approximately $239.4 million, or 3.2%, of our total revenues for 2025, and 5.8% of our new commercial vehicle revenues for 2025.
- New light-duty commercial vehicle sales accounted for approximately $179.1 million, or 2.4%, of our total revenues for 2025, and 4.3% of our new commercial vehicle revenues for 2025.
- Used commercial vehicle sales accounted for approximately $363.7 million, or 4.9%, of our total revenues for 2025.
Partnerships
- On November 1, 2023, we entered into that certain Second Amended and Restated Inventory Financing and Purchase Money Security Agreement with PACCAR Leasing Company ("PLC"), a division of PFC (the "PLC Agreement").
- Pursuant to the terms of the PLC Agreement (as amended), PLC agreed to make up to $500.0 million of revolving credit loans to finance certain of our capital expenditures, including commercial vehicle purchases and other equipment to be leased or rented through our PacLease franchises.
Legal & Regulatory Risks (Item 1A, quoted)
- We are subject to risks associated with commercial vehicles and parts manufactured outside of the United States, and the Commercial Vehicle Tariffs may impact demand for certain of the commercial vehicles and parts that we sell.
- The recently enacted Commercial Vehicle Tariffs may impact demand for certain of the commercial vehicles and parts that we sell.
- We are exposed to a variety of claims relating to our business and the liability associated with such claims may exceed the level of our insurance coverage.
- Our dealerships are subject to federal, state and local environmental regulations that may result in claims and liabilities, which could be material.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
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|---|---|---|---|
| AN | AutoNation, Inc. | USD 161.84 | ▲ 5.77% |
| OPLN | OPENLANE, Inc. | USD 38.05 | ▲ 1.63% |
| LAD | Lithia Motors, Inc. | USD 291.07 | ▲ 8.15% |
| VVV | Valvoline Inc. | USD 32.44 | ▲ 4.24% |
| KMX | CarMax Inc | USD 52.96 | ▲ 2.85% |
| ABG | Asbury Automotive Group Inc | USD 173.43 | ▲ 5.72% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:22 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt