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Earnings transcript
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RUSHA
Rush Enterprises, Inc.
$65.74
-0.28
(-0.42%)
| Exchange: | NASDAQ |
| Market Cap: | 5.058B |
| Shares Outstanding: | 12.9M |
About The Company
| Sector: | Consumer Cyclical | |||||
| Industry: | Auto – Dealerships | |||||
| CEO: | W. Marvin Rush | |||||
| Full Time Employees: | 7827 | |||||
| Address: |
| |||||
| Website: | https://www.rushenterprises.com |
Rush Enterprises, Inc., through its subsidiaries, operates as an integrated retailer of commercial vehicles and related services in the United States. The company operates a network of commercial vehicle dealerships under the Rush Truck Centers name. Its Rush Truck Centers primarily sell commercial vehicles manufactured by Peterbilt, International, Hino, Ford, Isuzu, IC Bus, or Blue Bird. The company also provides new and used commercial vehicles, and aftermarket parts, as well as service and repair, financing, and leasing and rental services; and offers property and casualty insurance, including collision and liability insurance on commercial vehicles, cargo insurance, and credit life insurance to its commercial vehicle customers. In addition, it provides equipment installation and repair, parts installation, and paint and body repair services; new vehicle pre-delivery inspection, truck modification, and natural gas fuel system installation services; body, chassis upfitting, and component installation services, as well as sells tires for use on commercial vehicles, new and used trailers, and vehicle telematics products; and manufactures compressed natural gas fuel systems and related component parts for commercial vehicles. The company serves regional and national fleets, corporations, local and state governments, and owner operators. It operates a network of centers located in the states of Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Missouri, Nevada, Nebraska, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, and Virginia. Rush Enterprises, Inc. was incorporated in 1965 and is headquartered in New Braunfels, Texas.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 7,925,024 | 7,804,746 | 7,434,195 |
| Gross Profit | 1,593,090 | 1,531,416 | 1,389,528 |
| EBITDA | 736,896 | 705,940 | 463,237 |
| Operating Income | 512,381 | 468,090 | 393,344 |
| Net Income | 347,055 | 304,153 | 263,778 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 4,364,241 | 4,617,547 | 4,430,536 |
| Total Liabilities | 2,473,825 | 2,455,644 | 2,204,693 |
| Total Stockholders Equity | 1,870,879 | 2,141,549 | 2,203,229 |
| Total Debt | 1,809,434 | 1,734,090 | 1,550,102 |
| Cash and Cash Equivalents | 183,725 | 228,131 | 212,645 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 295,713 | 619,550 | 861,839 |
| Capital Expenditure | -368,881 | -433,047 | 0 |
| Free Cash Flow | -73,168 | 186,503 | 861,839 |
| Net Income | 347,055 | 304,970 | 266,038 |
| Net Change in Cash | -17,319 | 44,406 | -15,486 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2027 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 7,917,663.200 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 8,954,349.681 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 8,460,070.960 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 693,240.427 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 784,008.746 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 740,731.584 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 330,597.191 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 373,902.655 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 353,790.579 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 1,051,156.061 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 1,188,787.487 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 1,123,166.601 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 4.380 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 4.630 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 4.100 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 3 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 2 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Solid Revenue Performance: Rush Enterprises reported Q2 revenues of $1.9 billion, reflecting strong top-line growth as highlighted in the latest earnings call transcript. This performance aligns with consistent revenue figures from income statements, indicating sustained demand in their product segments.
- Positive Free Cash Flow: Financial statements show healthy free cash flow generation, with operating cash flow and free cash flow metrics from cash flow statements demonstrating the company’s ability to fund operations and investments without excessive reliance on external financing.
- Strong Industry Positioning: As part of the relevant industry and sector data, RUSHA benefits from operating in a sector with stable performance metrics over 1-year and 5-year periods, providing a competitive edge relative to peers as reflected in industry performance data.
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Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates RUSHA intrinsic value between $33.54 – $36.08 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about RUSHA valuation
Is Rush Enterprises, Inc. (RUSHA) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Rush Enterprises, Inc. (RUSHA) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is RUSHA a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether RUSHA trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is RUSHA’s P/E ratio?
You can see RUSHA’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for RUSHA?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is RUSHA a good long-term investment?
Whether RUSHA fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
RUSHA
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
-0.42
Trading Metrics:
| Open: | 65.89 | Previous Close: | 66.02 | |
| Day Low: | 64.3 | Day High: | 66.47 | |
| Year Low: | 45.67 | Year High: | 75.99 | |
| Price Avg 50: | 67.62 | Price Avg 200: | 57.45 | |
| Volume: | 306668 | Average Volume: | 490141 |
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Login — it's freeRUSHA full analysis
Welcome to MARKETSNAP’s SWOT analysis for Rush Enterprises, a company that might not be on everyone’s radar but definitely deserves a closer look if you’re into long-term investing with a focus on niche industrial plays. I’m stoked to dive into this one with you today, breaking down the strengths, weaknesses, opportunities, and threats for Rush Enterprises, while keeping an eye on what this means for your portfolio over the long haul. Let’s unpack this together and see if this stock…
