| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 88 | 14.5x | 17.8x | Top tier | |
Growth | 66 | -5.9% | 7.1% | Top tier | |
Quality | 60 | 11.0% | 4.5% | Around median | |
Safety | 82 | 0.2x | 2.6x | Top tier | |
Capital Return | 48 | 1.57% | 2.12% | Around median | |
Momentum | 29 | 36.5% | 2.9% | Bottom tier | |
Sentiment | 68 | 4 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Rush Enterprises operates a network of commercial vehicle dealerships in the United States and Canada under the Rush Truck Centers brand, generating revenue from sales of Class 8 trucks, Class 4 through 7 vehicles, and used vehicles, in addition to parts, maintenance, and collision repair centers. Rush Truck Leasing adds more stable revenue from leasing and contract maintenance, partially mitigating the cyclicality of new truck sales. The company also expands its network through acquisitions of commercial dealerships and investments in adjacent businesses serving the same customer base.
In Q2 of fiscal year 2026, the company reported revenue of $1.9 billion, gross profit of $361.7 million, net income of $72.8 million, and diluted earnings per share of $0.91. This equates to a gross profit margin of approximately 19.0% and a net income margin of approximately 3.8%. Compared with Q1 of fiscal year 2026, revenue increased by approximately 11.8% and net income by approximately 18.4%, while the gross profit margin declined from approximately 20.2% to approximately 19.0%.
Aftermarket operations accounted for approximately 64% of total gross profit in Q2 of fiscal year 2026, while parts, service, and collision repair center revenue reached $605 million, up 1.5% year over year, with a strong absorption rate of 130.8%. The company sold 3,170 new Class 8 trucks in the United States, with sales remaining roughly flat year over year despite market contraction, raising Rush's U.S. market share to 5.8%. Rush Truck Leasing generated revenue of $94.8 million, up 1.9% year over year.
Automated analysis for informational purposes only — not investment advice.
The average analyst price target is $89.33, within a range of $85 to $95, while the upper end of the stock's 52-week range is $83.61; the average target is therefore approximately 6.8% above that upper end. However, the analyst consensus is “Neutral,” reflecting a balance between the improving Class 8 order backlog and Q2 fiscal year 2026 profitability on one hand, and cyclical demand, pressure on aftermarket margins, and production constraint risks on the other.
Figures in the text are as of 2026-08-30; the live price is shown at the top of the page.
Rush Enterprises generated revenue of $1.9 billion and net income of $72.8 million in Q2 of fiscal year 2026. Diluted earnings per share reached $0.91, exceeding the analyst estimate of $0.86. Revenue also increased by approximately 11.8% and net income by approximately 18.4% compared with Q1 of fiscal year 2026, when the company reported $1.7 billion and $61.5 million, respectively.
Aftermarket operations accounted for approximately 64% of total gross profit in Q2 of fiscal year 2026, making them a key source of the company's profitability. Parts, service, and collision repair center revenue reached $605 million, up 1.5% year over year, with an absorption rate of 130.8%. Management reported on July 29, 2026 that activity among small, non-designated customers, which represent approximately 30% to 32% of the service business, increased by approximately 4% sequentially after three years of double-digit annual declines.
The company sold 3,170 new Class 8 trucks in the United States during Q2 of fiscal year 2026, raising its market share to 5.8% despite a decline in the overall market. Management said on the July 29, 2026 call that the order backlog was the largest in approximately two years and covered nearly three quarters, and that allocations for large customers were nearly fully sold out for the remainder of fiscal year 2026. Management expects the second half of fiscal year 2026 to be stronger than the first half, with some deliveries extending into Q1 of fiscal year 2027.
In Q2 of fiscal year 2026, the company completed the acquisition of five Peterbilt dealerships in Louisiana and five commercial dealerships in Southwestern Ontario. It also signed an agreement to form a 50%-owned joint venture with MCT Companies, a Carrier Transicold dealership group, to enter the refrigerated transportation market. Management stated on July 29, 2026 that the venture is not a one-off transaction, but rather a starting point from which it seeks additional growth by leveraging the overlap between its customer base and Rush Truck Centers.
New Class 4 through 7 vehicle sales declined 12.7% year over year to 3,170 vehicles in Q2 of fiscal year 2026, confirming the business's continued sensitivity to the freight cycle and fleet decisions. The recovery in parts and service also remained slower than the recovery in truck orders, with margin pressure due to competition, while the calculated gross profit margin declined from approximately 20.2% in Q1 to approximately 19.0% in Q2 of fiscal year 2026. Additional risks include truck component supplier constraints and uncertainty related to 2027 emissions regulations and estimated noncompliance penalties of approximately $6,000 to $8,000 per engine before the federal excise tax.
