Rush Enterprises (RUSHA)
Commercial truck dealership network combining vehicle sales with parts, service, leasing and financing.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 25, 2026 | UBS | Reiterate | Rating: —Target: $73 | Target: $85 |
| Jul 30, 2026 | Stephens | Reiterate | Rating: —Target: $85 | Target: $95 |
| Apr 30, 2026 | Stephens | Target | Target: $80 | Target: $85 |
| Apr 27, 2026 | Wolfe Research | Target | Target: — | Target: $88 |
| Feb 19, 2026 | Stephens | Target | Target: $66 | Target: $80 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $264.9M · Total debt $1.49B · Total assets $4.66B · Shareholders' equity $2.33B
- Revenue
- $1.90B
- Operating income
- $97.2M
- Net income
- $72.8M
HistoryDividendAnnual yield
| Institutions | ≥ 84.12% | 98.06M shares | |
|---|---|---|---|
| 368 holders · as of Jun 30, 2026 | |||
| Insiders | 3.44% | 4.01M shares | |
| 14 holders · as of Aug 14, 2026 | |||
| Other | ≤ 12.44% | 14.49M shares | |
| remainder | |||
116.57M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Institutional filings for RUSHB (22% of the company) are not on file here, so the institutional figure is a floor.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 13.23% | 10.28M A | as of Jun 30, 2026 |
FMR LLCInstitution | 9.87% | 7.67M A | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.62% | 3.59M A | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 4.22% | 3.28M A | as of Jun 30, 2026 |
American Century Companies IncInstitution | 3.87% | 3.01M A | as of Jun 30, 2026 |
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 |
- 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
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Rush Enterprises | $48.26 | +0.35% | $5.61B | 14.5 | 16.9 | 0.8 | −1.6% |
| Penske Automotive Group | $211.08 | −0.51% | $13.93B | 15.6 | 15.0 | 0.4 | +11.1% |
| Ryder System | $238.04 | +0.38% | $9.09B | 19.2 | 14.6 | 0.7 | +5.0% |
| PACCAR | $113.91 | −0.71% | $60.39B | 24.1 | 17.2 | 2.2 | −6.8% |
| Median | 19.2 | 15.0 | 0.7 | +5.0% |