Rush Enterprises is upgraded to Strong Buy with a $58.85 price target, anticipating a recovery in the heavy-duty truck market. Despite macroeconomic headwinds, RUSHB maintains strong financial health, resilient margins, and improving leverage through the trucking downturn. Tariffs, employment pressures, and shifting demand from new to used vehicles present risks, but leasing and used sales offer mid-term support.
Rush Enterprises is a unique, scaled leader in a fragmented, cyclical commercial vehicle dealership industry, with strong capital allocation and a resilient balance sheet. Despite razor-thin margins and industry cyclicality, RUSHA consistently weathers downturns, maintaining profitability and avoiding major losses even in challenging periods. The stock is currently undervalued, but not at a screaming buy; best returns come from buying during dips or after disappointing earnings, due to volatility.
Rush Enterprises, Inc. (NASDAQ:RUSHA ) Q2 2025 Earnings Call July 31, 2025 10:00 AM ET Company Participants Steven L. Keller - CFO & Treasurer W.
| Transportation Infrastructure Industry | Industrials Sector | W. Marvin Rush III CEO | NASDAQ (NGS) Exchange | 781846209 CUSIP |
| US Country | 7,827 Employees | 12 Nov 2025 Last Dividend | 11 Oct 2007 Last Split | 6 Jun 1996 IPO Date |
Rush Enterprises, Inc., headquartered in New Braunfels, Texas, is a prominent figure in the commercial vehicle retail industry across the United States and Canada, trading as an integrated retailer with a broad spectrum of services related to commercial vehicles. Founded in 1965, the company has expanded its operations to several states in the U.S., including Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Missouri, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Ontario, Canada. Through its Rush Truck Centers, Rush Enterprises, Inc. primarily engages in the sale of commercial vehicles crafted by leading manufacturers like Peterbilt, International, Hino, Ford, Isuzu, IC Bus, Blue Bird, and Dennis Eagle. Its service offerings cater to a wide range of clients, including regional and national fleets, corporations, local and state governments, and owner-operators, positioning the company as a comprehensive source for commercial vehicle sales and related services.