RUSHB
RUSH ENTERPRISES INC \TX\
Next earnings Jul 28, 2026 · consensus $0.93 EPS, $1.96B rev
Last earnings -2.3% on 2026-04-28
$75.91
▼ -0.13%$75.91▲ +49.63%
over 1Y
L $47.67EODHDH $78.24
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-0.1%
1W+3.6%
1M+14.0%
3M+20.0%
YTD+38.7%
1Y+49.6%
Hold
Conviction
Horizon
Medium (3–12mo)
12-mo target
$•••
Street · 12 analysts
Strong Buy
Largest US commercial-truck dealer network in a cyclical down year — earnings falling but cash flow surging and the balance sheet is pristine.
Revenue $7.06B · FY2025
The read
Middling fundamentals and a rich price (~65% above fair value) leave little margin of safety — a wait-and-see.
Rush Enterprises operates the largest network of commercial-vehicle dealerships in North America (Rush Truck Centers), selling and servicing Class 4-8 trucks plus parts and service — a recurring, higher-margin aftermarket business layered on cyclical new-truck sales. FY2025 was a cyclical down year: revenue fell 5.2% to $7.06B, net income dropped 13.3% to $264M and operating income fell 15.9% to $394M as Class 8 truck demand softened in the lull ahead of the next emissions pre-buy. Margins are inherently thin for a dealer (gross 20.7%, operating 5.6%, net 3.7%), so volume declines bite the bottom line.
Financials · annual, by fiscal year
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $4.88B | $6.78B | $7.57B | $7.45B | $7.06B |
| Gross profit | $1.09B | $1.49B | $1.59B | $1.53B | $1.46B |
| Operating income | $309M | $506M | $512M | $468M | $394M |
| Net income | $241M | $391M | $347M | $304M | $264M |
| Diluted EPS | $2.78 | $4.57 | $4.15 | $3.72 | $3.27 |
| Net margin | 4.9% | 5.8% | 4.6% | 4.1% | 3.7% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value—
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield—
FCF yield—
Quality & risk
ROIC (est.)12.6%
Free cash flow$462M
Total debt$275M
Net cash-$62.3M
Piotroski F-Score5/8
Capital returns
Buyback yield—
Dividend yield (est.)—
Shareholder yield—
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsSome governance/structural items recently, but no outright red flags.
Recent filings
all on EDGAR ↗8-KPeriod ending 2026-06-152026-06-22open ↗144Filing2026-06-10open ↗SDFiling2026-05-22open ↗4Period ending 2026-05-192026-05-21open ↗4Period ending 2026-05-192026-05-21open ↗4Period ending 2026-05-192026-05-21open ↗4Period ending 2026-05-192026-05-21open ↗4Period ending 2026-05-192026-05-21open ↗4Period ending 2026-05-192026-05-21open ↗4Period ending 2026-05-192026-05-21open ↗8-KPeriod ending 2026-05-192026-05-19open ↗SCHEDULE 13G/AFiling2026-05-15open ↗
Frequently asked
- Is RUSH ENTERPRISES INC \TX\ (RUSHB) a buy?
- RUSHB currently carries a Hold rating with 3/5 conviction, derived from its latest SEC filings. Largest US commercial-truck dealer network in a cyclical down year — earnings falling but cash flow surging and the balance sheet is pristine.
- What is RUSHB's fair value?
- A Modified-Graham model based on RUSHB's SEC fundamentals estimates a fair value of about $26.41. It is an estimate from reported earnings, not a price target.
- Is RUSHB overvalued or undervalued?
- Against a Modified-Graham fair-value estimate, RUSHB currently appears overvalued relative to its SEC-grounded earnings power.
- What is RUSH ENTERPRISES INC \TX\'s quality score?
- RUSHB scores 57.82352941176471/100 (grade C) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0001012019, latest 10-Q filed 2026-05-08) · EODHD · analysis by claude-code · as of 6/21/2026, 8:57:01 PM.
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