Rush Enterprises
Commercial truck dealership network combining vehicle sales with parts, service, leasing and financing.
Something off on this page? Send us feedback.
Profile
Sells new and used commercial vehicles through Rush Truck Centers and earns additional revenue from parts, repair, collision work, upfitting, leasing, rentals, financing and insurance. A single Truck Segment spans the United States and Ontario, with aftermarket products and services contributing most gross profit.
Operates Rush Truck Centers, an integrated commercial-vehicle dealership network across the United States and Ontario. New and used heavy-, medium- and light-duty trucks and buses generate most revenue; aftermarket parts, maintenance, repair, collision work and upfitting provide post-sale support. Leasing, rentals, third-party financing and insurance round out the offering.
Network scale supports fleet customers through broad parts inventory, mobile technicians, on-site maintenance and the ability to redistribute vehicles and trade-ins among locations. Aftermarket products and services produce most gross profit, reducing exposure to cyclical vehicle orders. Operations sit in one Truck Segment and depend on commercial-vehicle demand, skilled technicians, inventory financing and franchise agreements with manufacturers, particularly Peterbilt and International.
Company facts
Categories
Key statistics
Year to date +41.1% · Average volume (30d) 446.9K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 25, 2026 | UBS | Reiterate | Neutral | $73 | $85 |
| Jul 30, 2026 | Stephens | Reiterate | Overweight | $85 | $95 |
| Apr 30, 2026 | Stephens | Target | $80 | $85 | |
| Apr 27, 2026 | Wolfe Research | Target | $88 | ||
| Feb 19, 2026 | Stephens | Target | $66 | $80 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026Q2 FY26 | $0.86 | $0.91 | +6.4% | $1.89B | $1.90B | +0.4% | +3.55% |
| Apr 28, 2026Q1 FY26 | $0.72 | $0.77 | +6.9% | $1.73B | $1.68B | −2.5% | −4.42% |
| Feb 17, 2026Q4 FY25 | $0.69 | $0.81 | +17.1% | $1.73B | $1.77B | +2.6% | +2.86% |
| Oct 29, 2025Q3 FY25 | $0.81 | $0.83 | +2.5% | $1.72B | $1.88B | +9.5% | −0.28% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.85B | $1.93B | $1.88B | $1.77B | $1.68B | $1.90B | |
| Gross profit | $340.5M | $362.1M | $356.6M | $330.4M | $325.1M | $361.7M | |
| Operating income | $91.7M | $110.1M | $100.2M | $91.4M | $82.5M | $97.2M | |
| Net income | $60.3M | $72.4M | $66.7M | $64.3M | $61.5M | $72.8M | |
| Diluted EPS | $0.73 | $0.90 | $0.83 | $0.81 | $0.77 | $0.91 | |
| Gross margin | 18.4% | 18.8% | 19.0% | 18.6% | 19.3% | 19.0% | |
| Operating margin | 5.0% | 5.7% | 5.3% | 5.2% | 4.9% | 5.1% |
Fiscal years (4-quarter sums)FY21 $5.13B · FY22 $7.10B · FY23 $7.93B · FY24 $7.80B · FY25 $7.43B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $264.9M · Total debt $1.49B · Total assets $4.66B · Shareholders' equity $2.33B
Dividends
Raised for 6 straight years — most recently to $0.19 from $0.18 in Aug 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 12, 2026 | May 12 | Jun 10 | $0.19 | |
| Mar 3, 2026 | Mar 3 | Mar 18 | $0.19 | |
| Nov 12, 2025 | Nov 12 | Dec 12 | $0.19 | |
| Aug 12, 2025 | Aug 12 | Sep 12 | $0.19 | raised from $0.18 |
| May 12, 2025 | May 12 | Jun 12 | $0.18 | |
| Mar 3, 2025 | Mar 3 | Mar 18 | $0.18 | |
| Nov 12, 2024 | Nov 12 | Dec 12 | $0.18 | |
| Aug 13, 2024 | Aug 13 | Sep 10 | $0.18 | raised from $0.17 |
Ownership
Shares outstanding 77.71M · Float 68.40M · 88.0% free float
A split settled after this quarter ended and restating the quarter by it contradicts the provider's own figure, so the quarter is served as filed.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 3, 2026 | Michael McRoberts | director, other: Senior Advisor and Director | −6,500 | $81.44 |
| Aug 3, 2026 | Michael L. Goldstone | officer: SVP, GC and Corp. Sec. | −2,100 | $81.30 |
| Jul 30, 2026 | Michael L. Goldstone | officer: SVP, GC and Corp. Sec. | −2,400 | $81.05 |
| Jul 31, 2026 | Steven L. Keller | officer: CFO & Treasurer | −20,678 | $80.73 |
| Jul 30, 2026 | Steven L. Keller | officer: CFO & Treasurer | −1,822 | $81.12 |
Peers
- Penske Automotive Group
Direct dealer peer through Premier Truck Group and fleet services
- Ryder System
Fleet leasing, rental, maintenance and used-truck substitute
- PACCAR
Kenworth, parts, financing and leasing overlap around truck fleets
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Rush Enterprises | $76.27 | −0.07% | $5.93B | 23.0 | 18.4 | 0.8 | −1.6% |
| Penske Automotive Group | $217.01 | −0.03% | $14.25B | 16.0 | 15.5 | 0.4 | +11.1% |
| Ryder System | $245.86 | +0.04% | $9.43B | 20.0 | 15.1 | 0.7 | +5.0% |
| PACCAR | $125.65 | +0.26% | $65.97B | 26.3 | 18.9 | 2.4 | −6.8% |
| Median | 20.0 | 15.5 | 0.7 | +5.0% |