RUSH ENTERPRISES INC CLASS A (RUSHA)
Industrials · Commercial vehicle dealerships and truck leasing · NASDAQ
Largest integrated network of commercial truck dealerships in North America, selling and servicing Class 4-8 vehicles with leasing, financing, and aftermarket services.
What RUSH ENTERPRISES INC CLASS A does
Rush Enterprises is a full-service, integrated retailer of commercial vehicles and related services, operating a network of 126 franchised Rush Truck Centers in 23 U.S. states and Ontario, Canada, principally representing brands such as Peterbilt, International, Hino, Ford, Isuzu, IC Bus, Blue Bird, Blue Arc, and Battle Motors. Through its dealership network, the company provides new and used commercial vehicle sales, aftermarket parts, service and repair, financing, leasing and rental, and insurance products. Rush also operates 55 franchised Rush Truck Leasing locations offering Class 4 through Class 8 commercial vehicles and heavy-duty equipment on daily, monthly, or long-term lease or rental basis.
Themes: ["Commercial vehicle dealerships","Heavy-duty truck sales and distribution","Vehicle leasing and rental","Aftermarket parts and service","Commercial vehicle financing","CNG / alternative fuel systems","Vehicle telematics"]
Fundamentals
- Price$73.94 as of 2026-07-09 close
- Market cap$5.7B as of 2026-07-10
- 1-year return+37.6% as of 2026-07-09 close
- P/E21.47 as of 2026-07-10
- Net margin+3.6% as of 2026-07-10
- Gross margin+19.9% as of 2026-07-10
- ROE+12.0% as of 2026-07-10
- Debt / equity0.58 as of 2026-07-10
- Revenue growth (YoY)-6.6% as of 2026-07-10
- Revenue CAGR (3y)+1.5% SEC XBRL
- Beta0.90 as of 2026-07-10
Dividend: yield +1.0%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Revenue decline of 6.63% year-over-year indicates softening commercial vehicle demand and market headwinds that could pressure future profitability","Significant inventory levels ($1.64 billion) and floor plan notes payable ($919 million) expose the company to inventory obsolescence risk and fluctuations in financing costs","Concentrated customer base in commercial trucking industry creates exposure to economic downturns, fuel price volatility, and competitive pressures from OEM direct sales"]
Competitors & peers
- Saia Inc. (SAIA) – commercial trucking and logistics
- ESCO Technologies – heavy-equipment and vehicle-related services
- Bridger Aerospace – heavy-duty vehicle operations
- Truck manufacturers' direct sales channels (Peterbilt, International Truck, Cummins)
- Regional and independent truck dealership networks
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.