Rush Enterprises, Inc. (RUSHB) Stock

Rush Enterprises, Inc. (RUSHB) is a Consumer Discretionary stock trading at $77.42 (as of 2026-08-20), with a market capitalization of $6.21B and a trailing P/E of 23.7. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Rush Enterprises, Inc., through its subsidiaries, operates an integrated network of commercial vehicle dealerships in the United States, including Rush Truck Centers, selling new and used commercial vehicles from multiple manufacturers. The company also provides related parts, service and repair, financing and leasing or rental services, and commercial vehicle insurance, along with select installation and upfitting and related offerings such as tires, trailers, and telematics.

Understand Rush Enterprises, Inc.: how it makes money

Rush Enterprises operates commercial vehicle dealerships and related services, selling new and used trucks, aftermarket parts and services, and providing financing, leasing, and insurance through its Rush Truck Centers network.

The profit model is structurally linked to how vehicle sales translate into recurring aftermarket opportunity, which is captured by the Aftermarket Absorption Ratio.

Revenue by segment (latest quarter)
Vehicle Sales$1.0B
Aftermarket$0.6B
Lease Rental$0.1B
Financing/Ins$0.0B
Other$0.0B

Business quality (Weak): The company has a diversified dealership revenue mix (vehicle sales plus a sizable aftermarket business), but profitability is modest, so results can be sensitive to changes in vehicle sales and aftermarket demand.

Valuation: At 23× earnings, RUSHB trades 20% above the Retail average (19×). Note: one-time items can distort reported P/E.

Bull case

  • Aftermarket scale alongside vehicle sales: Aftermarket Products and Services Revenue is a large share of total revenue, supported by aftermarket parts, service, and collision center offerings.
  • Multiple ways to monetize customer relationships: Beyond selling vehicles, the company also generates revenue from lease and rental services and provides financing and insurance.

Bear case

  • Thin operating margin: Operating margin is 4.9%, which can leave limited room for cost increases or weaker demand.
  • Sensitivity to commercial vehicle demand: The business depends heavily on new and used commercial vehicle sales, and these categories are a major portion of revenue.
Valuation — source: SEC EDGAR (first-party)
Price$77.42
Market Cap$6.21B
P/E Ratio23.7
EV / EBITDA11.8
Price / Book2.64
Price / Sales0.87
FCF Yield7.5%
DCF Value (model)$54.06
DCF Upside vs Price-30.2%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$7.43B
Net Margin3.5%
Revenue Growth (YoY)-4.7%
EPS Growth (YoY)-12.5%
FCF Growth (YoY)147.7%
Financial Health — source: SEC EDGAR
Altman Z-Score4.44 (safe)
Piotroski F-Score6/9 (moderate)
Valuation vs Sector & Industry
Stock P/E23.7
Sector P/E (Consumer Discretionary)20.5
Industry P/E (Retail)19.5
vs Sector15.5%
vs Industry21.1%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderDIMENSIONAL FUND ADVISORS LP ($83.19M)
Institutional Holders Tracked10
Congressional Trades (recent)1
Company
SectorConsumer Discretionary
IndustryRetail
CEOW. Marvin Rush
Employees7,827
CountryUS
IPO Date1996-06-07

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RUSHB earnings history · RUSHB institutional & insider holders · RUSHB KPIs & operating metrics · RUSHB financials · RUSHB investor presentations & press releases · RUSHB SEC filings · RUSHB peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.