View Past PerformanceRush Enterprises バランスシートの健全性財務の健全性 基準チェック /56Rush Enterprisesの総株主資本は$2.3B 、総負債は$1.2Bで、負債比率は52.2%となります。総資産と総負債はそれぞれ$4.5Bと$2.2Bです。 Rush Enterprisesの EBIT は$384.1Mで、利息カバレッジ比率9.7です。現金および短期投資は$239.7Mです。主要情報52.23%負債資本比率US$1.20b負債インタレスト・カバレッジ・レシオ9.7x現金US$239.65mエクイティUS$2.29b負債合計US$2.22b総資産US$4.52b財務の健全性に関する最新情報分析記事 • Sep 18We Think Rush Enterprises (NASDAQ:RUSH.A) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...すべての更新を表示Recent updatesナラティブの更新 • May 21RUSH.A: Higher Fair Value Assumptions Are Expected To Support Bullish UpsideRush Enterprises' analyst price target has increased by $5, with analysts citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. Analyst Commentary Recent research suggests analysts are adjusting their fair value work on Rush Enterprises, with fresh views on revenue growth, margins, discount rates and future P/E levels feeding into the new price targets.ライブニュース • May 09Rush Enterprises Q1 Revenue Falls Short While EPS Beats and Dealership Expansion AnnouncedRush Enterprises reported Q1 2026 revenue of US$1.68b, 9% lower year over year and below Wall Street estimates. Net income for the quarter was US$61.5m, with GAAP EPS 11.2% above analyst expectations and an operating margin of 4.9%, in line with the prior year. The company agreed to acquire several Peterbilt dealerships in Louisiana and Mississippi and declared a quarterly dividend of US$0.19 per share, payable on June 10, 2026. For Q1 2026, the results present a mixed picture: revenue came in softer and under consensus, while earnings per share outpaced expectations and operating margin held at 4.9%. Management highlighted solid contributions from aftermarket, leasing and rental operations, which helped offset weaker new vehicle sales tied to industry production cuts. The company also reported a 7.2% market share in Class 8 truck sales, which provides a reference point for its position in the US heavy truck market. The planned acquisition of Peterbilt dealerships in Louisiana and Mississippi is consistent with Rush Enterprises’ focus on growing its commercial vehicle dealership network across North America. For investors, the continuation of the US$0.19 quarterly dividend indicates an ongoing capital return policy alongside expansion. The Q1 earnings call held on April 29, 2026 included further discussion of results and management’s priorities, which can be useful if you are assessing how the company is balancing growth investments with sensitivity to softer vehicle demand.Recent Insider Transactions Derivative • May 04Director exercised options and sold US$457k worth of stockOn the 30th of April, Michael McRoberts exercised 8k options at a strike price of around US$15.06 and sold these shares for an average price of US$72.23 per share. This trade did not impact their existing holding. Since September 2025, Michael's direct individual holding has decreased from 295.47k shares to 280.07k. Company insiders have collectively sold US$3.2m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • May 01First quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 12th May 2026 Payment date: 10th June 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 17% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • May 01Earnings Beat: Rush Enterprises, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsRush Enterprises, Inc. ( NASDAQ:RUSH.A ) last week reported its latest quarterly results, which makes it a good time...Reported Earnings • Apr 29First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: US$0.79 (up from US$0.76 in 1Q 2025). Revenue: US$1.68b (down 9.0% from 1Q 2025). Net income: US$61.5m (up 1.9% from 1Q 2025). Profit margin: 3.6% (up from 3.3% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.お知らせ • Apr 29Rush Enterprises, Inc. Declares Cash Dividend on Class A and Class B Common Stock, Payable on June 10, 2026Rush Enterprises, Inc.’s Board of Directors declared a cash dividend of $0.19 per share of Class A and Class B Common Stock, to be paid on June 10, 2026, to all shareholders of record as of May 12, 2026.ナラティブの更新 • Apr 25RUSH.A: 2026 Execution And Buybacks Are Expected To Support Cautious UpsideAnalysts have raised their price target on Rush Enterprises to $73 from $70, citing updated views on revenue, margins and future P/E assumptions as they express cautious optimism about potential improvement into 2026. Analyst Commentary Recent research points to a balanced view on Rush Enterprises, with the updated US$73 price target framed around revised revenue, margin and P/E expectations and a cautious stance on how quickly conditions could improve into 2026.ナラティブの更新 • Apr 09RUSH.A: 2026 Execution And Buybacks Are Expected To Unlock Upside PotentialNarrative Update on Rush Enterprises Analysts have lifted their blended price target on Rush Enterprises by $3 to $73. This reflects research that points to a modestly higher future P/E assumption and a slightly higher discount rate, while keeping long term growth and margin forecasts broadly consistent.お知らせ • Apr 09Rush Enterprises, Inc., Annual General Meeting, May 19, 2026Rush Enterprises, Inc., Annual General Meeting, May 19, 2026. Location: 555 ih-35 south, suite 500, new braunfels, texas 78130., United Statesお知らせ • Apr 03Rush Enterprises, Inc. to Report Q1, 2026 Results on Apr 28, 2026Rush Enterprises, Inc. announced that they will report Q1, 2026 results After-Market on Apr 28, 2026ナラティブの更新 • Mar 25RUSH.A: 2026 Execution And Repurchases Will Support Repricing PotentialAnalysts have lifted their price targets on Rush Enterprises by up to $10 to around the low $70s, reflecting cautiously optimistic expectations for improvement into 2026 and slightly higher assumptions for the company’s discount rate and future P/E multiple. Analyst Commentary Recent research points to a more constructive tone on Rush Enterprises, with price targets moving into the low US$70s and commentary centered on what execution and market conditions might look like into 2026.お知らせ • Mar 24Rush Enterprises, Inc. Announces Executive ChangesOn March 23, 2026, the Board of Directors of Rush Enterprises, Inc. appointed Jody Pollard to serve as Chief Operating Officer of the Company, effective immediately. Mr. Pollard, age 49, previously served as the Company’s Senior Vice President – Truck and Aftermarket Sales from March 2021 until his promotion to COO. From March 2017 to March 2021, Mr. Pollard served as Senior Vice President – Operations. Mr. Pollard joined the Company in 1999 and served in multiple roles of increasing responsibility until eventually being promoted to Regional General Manager of North Texas and Oklahoma, a position he held from 2010 until his promotion to Senior Vice President – Operations in March 2017. Mr. Pollard has a Bachelor of Science in Agriculture Leadership and Development from Texas A&M University. Jody Pollard will take over the role of Chief Operating Officer from Jason Wilder who has left the Company. Wilder joined Rush Enterprises in November 2006 as General Manager of the Atlanta medium-duty location. He later served as Regional General Manager and Senior Vice President of International Dealerships before becoming Chief Operating Officer in November 2024. Jody Pollard has been named Chief Operating Officer and will report to Rusty Rush. While Pollard is transitioning into this role, he will work closely with Rush and Michael McRoberts, Senior Advisor to the Company and member of the Board of Directors. McRoberts served as Chief Operating Officer of the Company from 2016 to 2024. Pollard previously served as Senior Vice President - Truck Sales and Aftermarket Sales from March 2021 until his recent promotion to Chief Operating Officer and was Senior Vice President of Operations from 2017 to 2021. Pollard also has significant experience in dealership roles where he was Regional General Manager of the Company’s North Texas and Oklahoma Region for six years and also served in a variety of other dealership management roles including Body Shop Manager, Service Manager, Regional Outside Sales Manager, Regional Service Manager and General Manager, supervising over 19 different Rush Enterprises locations from 1999 to 2017.Recent Insider Transactions • Mar 13Independent Director recently sold US$651k worth of stockOn the 10th of March, Raymond Chess sold around 10k shares on-market at roughly US$65.05 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.ナラティブの更新 • Mar 07RUSH.A: 2026 Execution And Ongoing Buybacks Will Drive Upside PotentialAnalysts have nudged their price target on Rush Enterprises higher, with the latest Street research pointing to incremental increases. UBS, for instance, has moved its target to $73, supported by a slightly lower discount rate and a modestly higher assumed future P/E multiple in their updated models.Recent Insider Transactions Derivative • Feb 27Insider exercised options and sold US$640k worth of stockOn the 19th of February, Jody Pollard exercised 11k options at a strike price of around US$15.06 and sold these shares for an average price of US$71.92 per share. This trade did not impact their existing holding. Since March 2025, Jody has owned 167.32k shares directly. Company insiders have collectively sold US$2.0m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Feb 21RUSH.A: Buybacks And 2026 Outlook Will Shape Future Return BalanceAnalysts have lifted their price expectations for Rush Enterprises, with recent target increases such as the move to $73 helping to support a higher blended fair value estimate of about $78.67 as they factor in updated views on growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on Rush Enterprises reflects a mix of optimism and caution, with price targets such as the move to US$73 and a US$10 upward adjustment from another firm feeding into the current blended fair value view.Declared Dividend • Feb 20Fourth quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 3rd March 2026 Payment date: 18th March 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 17% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 33% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 18Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$3.37 (down from US$3.85 in FY 2024). Revenue: US$7.43b (down 4.7% from FY 2024). Net income: US$263.8m (down 13% from FY 2024). Profit margin: 3.5% (down from 3.9% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.お知らせ • Feb 18Rush Enterprises, Inc. Declares Cash Dividend on Class A and Class B Common Stock, Payable on March 18, 2026Rush Enterprises, Inc. declared a cash dividend of $0.19 per share of Class A and Class B common stock, to be paid on March 18, 2026, to all shareholders of record as of March 3, 2026.新しいナラティブ • Feb 10Aftermarket And Leasing Strength Will Support A More Resilient Future Earnings ProfileCatalysts About Rush Enterprises Rush Enterprises operates a network of commercial vehicle dealerships offering truck sales, leasing, parts, service and collision repair across the U.S. and Canada. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Feb 05RUSH.A: Buybacks And Neutral Research Will Shape Future Return BalanceAnalysts have nudged their fair value estimate for Rush Enterprises to $65.00 from $62.50. This reflects updated assumptions on discount rate, revenue growth, profit margin and future P/E after recent research, including a new neutral initiation and a higher price target from major firms.分析記事 • Feb 04Rush Enterprises, Inc. (NASDAQ:RUSH.A) Stock Rockets 25% As Investors Are Less Pessimistic Than ExpectedRush Enterprises, Inc. ( NASDAQ:RUSH.A ) shares have continued their recent momentum with a 25% gain in the last month...お知らせ • Jan 22Rush Enterprises, Inc. to Report Q4, 2025 Results on Feb 17, 2026Rush Enterprises, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 17, 2026Price Target Changed • Jan 21Price target increased by 8.7% to US$62.50Up from US$57.50, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$64.72. Stock is up 7.1% over the past year. The company is forecast to post earnings per share of US$3.15 for next year compared to US$3.85 last year.ナラティブの更新 • Jan 21RUSH.A: Buybacks And Revised P E Assumptions Will Shape Future ReturnsAnalysts have lifted their price target on Rush Enterprises by US$5 to US$62.50, citing updated assumptions around revenue growth, margins and future P/E levels as key drivers of the change. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$62.50 target as better aligned with their updated assumptions on revenue growth, reflecting confidence that the current P/E multiple still leaves room for upside if execution matches their forecasts.ナラティブの更新 • Jan 07RUSH.A: Buybacks And Updated Assumptions Will Support Measured Future ReturnsAnalysts have maintained their fair value estimate for Rush Enterprises at $57.50 and have fine tuned assumptions around the discount rate, revenue growth, profit margins and future P/E, reflecting updated views on the risk profile and earnings power of the business. What's in the News On December 1, 2025, Rush Enterprises' board approved second amended and restated articles of incorporation at its annual general meeting, updating the company's governing documents (company filing).ナラティブの更新 • Dec 22RUSH.A: Buybacks And Stable Margins Will Support Future Shareholder ReturnsAnalysts have modestly adjusted their price target on Rush Enterprises upward to approximately $57.50 per share, citing slightly lower discount rate assumptions and steady expectations for long term growth, profitability, and valuation multiples. What's in the News The Board of Directors approved the second amended and restated articles of incorporation at the December 1, 2025 AGM, signaling updated corporate governance and capital structure provisions (company filing).ナラティブの更新 • Dec 07RUSH.A: Share Repurchases And Stable Margins Will Support Future ReturnsAnalysts have modestly raised their price target on Rush Enterprises to approximately $57.50 per share from about $57.00, citing slightly lower discount-rate assumptions and sustained expectations for steady revenue growth, stable profit margins, and a consistent future price to earnings multiple. What's in the News Shareholders approved the second amended and restated articles of incorporation at the December 1, 2025 annual general meeting, signaling updated corporate governance and capital structure provisions (company filing).お知らせ • Dec 04Rush Enterprises, Inc. (NasdaqGS:RUSH.A) announces an Equity Buyback for $150 million worth of its shares.Rush Enterprises, Inc. (NasdaqGS:RUSH.A) announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its class A common stock and/or class B common stock. The plan will be valid up to December 31, 2026.ナラティブの更新 • Nov 23RUSH.A: Share Buybacks And Lower Discount Rate Will Support Future UpsideAnalysts have reiterated their price target for Rush Enterprises at $57.50, citing minimal adjustments to key financial assumptions and an outlook that remains steady because of the company’s underlying fundamentals. What's in the News Between July 1, 2025 and September 30, 2025, Rush Enterprises repurchased 165,376 shares, equaling 0.21% of outstanding shares, for a total of $9.2 million (Key Developments).ナラティブの更新 • Nov 08RUSH.A: Share Buybacks And Rising Earnings Multiple Will Support Future DemandAnalysts have lowered their price target for Rush Enterprises from $60.00 to $57.50, citing a moderation in profit margin expectations. They also noted a slightly higher projected future price-to-earnings ratio, even though the outlook on revenue growth is more optimistic.Declared Dividend • Nov 02Third quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 12th November 2025 Payment date: 12th December 2025 Dividend yield will be 1.5%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 20% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 21% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 30Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.85 (down from US$1.00 in 3Q 2024). Revenue: US$1.88b (flat on 3Q 2024). Net income: US$66.7m (down 16% from 3Q 2024). Profit margin: 3.5% (down from 4.2% in 3Q 2024). Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.8%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Oct 30Rush Enterprises, Inc. Declares Cash Dividend on Class A and Class B Common Stock, Payable on December 12, 2025Rush Enterprises, Inc. announced that the Board of Directors declared a cash dividend of $0.19 per share of Class A and Class B Common Stock, to be paid on December 12, 2025, to all shareholders of record as of November 12, 2025.分析記事 • Oct 29Rush Enterprises (NASDAQ:RUSH.A) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...お知らせ • Oct 03Rush Enterprises, Inc. to Report Q3, 2025 Results on Oct 29, 2025Rush Enterprises, Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025分析記事 • Sep 18We Think Rush Enterprises (NASDAQ:RUSH.A) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Aug 04Rush Enterprises' (NASDAQ:RUSH.A) Shareholders Will Receive A Bigger Dividend Than Last YearRush Enterprises, Inc. ( NASDAQ:RUSH.A ) has announced that it will be increasing its dividend from last year's...Declared Dividend • Aug 03Second quarter dividend increased to US$0.19Dividend of US$0.19 is 5.6% higher than last year. Ex-date: 12th August 2025 Payment date: 12th September 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 20% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 18% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 31Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.93 (down from US$1.01 in 2Q 2024). Revenue: US$1.93b (down 4.8% from 2Q 2024). Net income: US$72.4m (down 7.9% from 2Q 2024). Profit margin: 3.8% (down from 3.9% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to stay flat during the next 2 years compared to a 7.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • Jul 31Rush Enterprises, Inc. Declares Cash Dividend on Class A and Class B Common Stock, Payable on September 12, 2025The board of directors of Rush Enterprises, Inc. declared a cash dividend of $0.19 per share of Class A and Class B Common Stock, to be paid on September 12, 2025, to all shareholders of record as of August 12, 2025.分析記事 • Jul 18Investors Don't See Light At End Of Rush Enterprises, Inc.'s (NASDAQ:RUSH.A) TunnelWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...お知らせ • Jul 09Rush Enterprises, Inc. to Report Q2, 2025 Results on Jul 30, 2025Rush Enterprises, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025分析記事 • Jun 30We Like These Underlying Return On Capital Trends At Rush Enterprises (NASDAQ:RUSH.A)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Jun 12Is Now The Time To Look At Buying Rush Enterprises, Inc. (NASDAQ:RUSH.A)?While Rush Enterprises, Inc. ( NASDAQ:RUSH.A ) might not have the largest market cap around , it saw significant share...Major Estimate Revision • May 07Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$7.73b to US$7.50b. EPS estimate also fell from US$3.60 per share to US$3.19 per share. Net income forecast to shrink 4.9% next year vs 7.6% growth forecast for Trade Distributors industry in the US . Consensus price target of US$60.50 unchanged from last update. Share price fell 5.6% to US$48.04 over the past week.Declared Dividend • May 04First quarter dividend of US$0.18 announcedShareholders will receive a dividend of US$0.18. Ex-date: 12th May 2025 Payment date: 12th June 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 19% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 10% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 01First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.76 (down from US$0.91 in 1Q 2024). Revenue: US$1.85b (down 1.1% from 1Q 2024). Net income: US$60.3m (down 16% from 1Q 2024). Profit margin: 3.3% (down from 3.8% in 1Q 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.4%. Revenue is forecast to grow 1.8% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • May 01Rush Enterprises, Inc. Declares Cash Dividend on Class A and Class B Common Stock, Payable on June 12, 2025Rush Enterprises, Inc.’s Board of Directors declared a cash dividend of $0.18 per share of Class A and Class B Common Stock, to be paid on June 12, 2025, to all shareholders of record as of May 12, 2025.Major Estimate Revision • Apr 15Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$7.98b to US$7.75b. EPS estimate also fell from US$3.86 per share to US$3.45 per share. Net income forecast to shrink 8.0% next year vs 7.2% growth forecast for Trade Distributors industry in the US . Consensus price target down from US$68.50 to US$61.50. Share price rose 6.9% to US$52.72 over the past week.Price Target Changed • Apr 14Price target decreased by 12% to US$61.50Down from US$69.50, the current price target is an average from 2 analysts. New target price is 17% above last closing price of US$52.48. Stock is up 6.7% over the past year. The company is forecast to post earnings per share of US$3.45 for next year compared to US$3.85 last year.お知らせ • Apr 11Rush Enterprises, Inc. to Report Q1, 2025 Results on Apr 30, 2025Rush Enterprises, Inc. announced that they will report Q1, 2025 results After-Market on Apr 30, 2025お知らせ • Apr 10Rush Enterprises, Inc., Annual General Meeting, May 20, 2025Rush Enterprises, Inc., Annual General Meeting, May 20, 2025. Location: executive offices, 555 ih-35, suite 500, texas 78130, new braunfels United StatesRecent Insider Transactions Derivative • Feb 27Insider exercised options and sold US$547k worth of stockOn the 25th of February, Jody Pollard exercised 11k options at a strike price of around US$7.84 and sold these shares for an average price of US$56.43 per share. This trade did not impact their existing holding. Since March 2024, Jody has owned 155.54k shares directly. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Feb 21Fourth quarter dividend of US$0.18 announcedShareholders will receive a dividend of US$0.18. Ex-date: 3rd March 2025 Payment date: 18th March 2025 Dividend yield will be 1.3%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 18% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 19Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$3.85 (down from US$4.28 in FY 2023). Revenue: US$7.80b (down 1.5% from FY 2023). Net income: US$304.2m (down 12% from FY 2023). Profit margin: 3.9% (down from 4.4% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 1.8%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 19Rush Enterprises, Inc. Announces Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on March 18, 2025The Board of Directors of Rush Enterprises, Inc. declared a quarterly cash dividend of $0.18 per share of Class A and Class B common stock, to be paid on March 18, 2025, to all shareholders of record as of March 3, 2025.お知らせ • Jan 17Rush Enterprises, Inc. to Report Q4, 2024 Results on Feb 18, 2025Rush Enterprises, Inc. announced that they will report Q4, 2024 results After-Market on Feb 18, 2025お知らせ • Dec 04Rush Enterprises, Inc. (NasdaqGS:RUSH.A) announces an Equity Buyback for $150 million worth of its shares.Rush Enterprises, Inc. (NasdaqGS:RUSH.A) announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its class A common stock and/or class B common stock. The plan will be valid up to December 31, 2025.Recent Insider Transactions Derivative • Nov 06CFO & Treasurer notifies of intention to sell stockSteven Keller intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of November. If the sale is conducted around the recent share price of US$58.50, it would amount to US$856k. Since December 2023, Steven's direct individual holding has decreased from 304.86k shares to 271.73k. Company insiders have collectively sold US$7.4m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Nov 05Price target increased by 8.9% to US$67.00Up from US$61.50, the current price target is an average from 2 analysts. New target price is 13% above last closing price of US$59.50. Stock is up 59% over the past year. The company is forecast to post earnings per share of US$3.65 for next year compared to US$4.28 last year.Declared Dividend • Nov 01Third quarter dividend of US$0.18 announcedShareholders will receive a dividend of US$0.18. Ex-date: 12th November 2024 Payment date: 12th December 2024 Dividend yield will be 1.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 7.6% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 30Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$1.00. Revenue: US$1.90b (down 4.3% from 3Q 2023). Net income: US$79.1m (down 1.4% from 3Q 2023). Profit margin: 4.2% (up from 4.1% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to stay flat during the next 2 years compared to a 5.3% growth forecast for the Trade Distributors industry in the US.お知らせ • Oct 30Rush Enterprises, Inc. Announces Cash Dividend on Class A and Class B Common Stock, Payable on December 12, 2024The Board of Directors of Rush Enterprises, Inc. declared a cash dividend of $0.18 per share of Class A and Class B Common Stock, to be paid on December 12, 2024, to all shareholders of record as of November 12, 2024.お知らせ • Sep 27Rush Enterprises, Inc. to Report Q3, 2024 Results on Oct 29, 2024Rush Enterprises, Inc. announced that they will report Q3, 2024 results After-Market on Oct 29, 2024新しいナラティブ • Sep 03Tactical Diversification And Efficiency Boosts Set To Counter Economic Downturns And Drive Growth Diversifying customer base and expanding product offerings could significantly boost revenue and market share in a recovering market. Recent Insider Transactions Derivative • Aug 28Chairman of the Board notifies of intention to sell stockW. Rush intends to sell 40k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of August. If the sale is conducted around the recent share price of US$53.81, it would amount to US$2.2m. For the year to December 2017, Rush's total compensation was 16% salary and 84% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Rush's direct individual holding has increased from 917.96k shares to 941.45k. Company insiders have collectively sold US$6.8m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Aug 07Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$7.27b to US$7.49b. EPS estimate increased from US$2.98 to US$3.44 per share. Net income forecast to shrink 2.5% next year vs 5.5% growth forecast for Trade Distributors industry in the US . Consensus price target of US$61.50 unchanged from last update. Share price was steady at US$50.00 over the past week.Upcoming Dividend • Aug 06Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 13 August 2024. Payment date: 10 September 2024. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.6%).Reported Earnings • Aug 01Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$1.01 (down from US$1.20 in 2Q 2023). Revenue: US$2.03b (up 1.2% from 2Q 2023). Net income: US$78.7m (down 20% from 2Q 2023). Profit margin: 3.9% (down from 4.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.6%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 01Rush Enterprises, Inc. Announces Cash Dividend, Payable on September 10, 2024Rush Enterprises, Inc.’s Board of Directors declared a cash dividend of $0.18 per share of Class A and Class B Common Stock, to be paid on September 10, 2024, to all shareholders of record as of August 13, 2024.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 21%After last week's 21% share price gain to US$49.70, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Trade Distributors industry in the US. Total returns to shareholders of 72% over the past three years.お知らせ • Jul 10Rush Enterprises, Inc. to Report Q2, 2024 Results on Jul 31, 2024Rush Enterprises, Inc. announced that they will report Q2, 2024 results After-Market on Jul 31, 2024Declared Dividend • Apr 27First quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 8th May 2024 Payment date: 10th June 2024 Dividend yield will be 1.5%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 6 years and payments have been stable during that time. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.Reported Earnings • Apr 25First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: US$0.91 (down from US$1.10 in 1Q 2023). Revenue: US$1.87b (down 2.1% from 1Q 2023). Net income: US$71.6m (down 21% from 1Q 2023). Profit margin: 3.8% (down from 4.7% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is expected to decline by 1.3% p.a. on average during the next 2 years, while revenues in the Trade Distributors industry in the US are expected to grow by 5.6%. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 24Rush Enterprises, Inc. Declares Cash Dividend, Payable on June 10, 2024Rush Enterprises, Inc.’s board of directors declared a cash dividend of $0.17 per share of Class A and Class B Common Stock, to be paid on June 10, 2024, to all shareholders of record as of May 9, 2024.お知らせ • Apr 17Rush Enterprises, Inc. to Report Q1, 2024 Results on Apr 23, 2024Rush Enterprises, Inc. announced that they will report Q1, 2024 results After-Market on Apr 23, 2024Major Estimate Revision • Apr 16Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$7.43b to US$7.28b. EPS estimate also fell from US$3.20 per share to US$2.88 per share. Net income forecast to shrink 33% next year vs 6.7% growth forecast for Trade Distributors industry in the US . Consensus price target of US$58.50 unchanged from last update. Share price fell 6.2% to US$49.11 over the past week.Price Target Changed • Apr 02Price target increased by 7.3% to US$58.50Up from US$54.50, the current price target is an average from 2 analysts. New target price is 13% above last closing price of US$51.86. Stock is up 46% over the past year. The company is forecast to post earnings per share of US$3.20 for next year compared to US$4.28 last year.Major Estimate Revision • Apr 02Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$7.10b to US$7.43b. EPS estimate increased from US$2.85 to US$3.20 per share. Net income forecast to shrink 25% next year vs 6.5% growth forecast for Trade Distributors industry in the US . Consensus price target of US$58.50 unchanged from last update. Share price was steady at US$51.86 over the past week.お知らせ • Mar 09Rush Enterprises, Inc. Announces Executive ChangesRush Enterprises, Inc. announced that Michael McRoberts, Chief Operating Officer and a member of the Board of Directors of the Company, will step down from his role as COO later this year, and Scott Anderson, Senior Vice President of Finance, Insurance and Leasing, will retire effective March 30, 2024. McRoberts was instrumental in leading the Company’s operations through a period of substantial growth and transformation. His extensive background in the commercial vehicle dealership, leasing, and contract-carriage industries markedly impacted the Company’s operations and strategic direction. In addition, McRoberts’ leadership was pivotal in refining the Company’s operations to achieve greater efficiencies, leveraging its data in furtherance of the Company’s strategic initiatives, and driving the customer experience. When McRoberts steps down as Chief Operating Officer, he will continue to serve in a senior advisory role and in his current capacity as a member of the Company’s Board of Directors. Further details regarding the timing of McRoberts’ retirement, which will occur in the second half of the year, will be provided at a later date. McRoberts was appointed Chief Operating Officer in July 2016. He joined the Company in 2011 and served as Regional Manager for Rush Truck Centers in California until he was appointed Senior Vice President – Dealer Operations in March 2013. Prior to joining Rush Enterprises, McRoberts served as the Vice President – General Manager and Chief Operating Officer for the Scully Companies, a regional full-service leasing and dedicated contract carriage organization. His background also includes 13 years of experience with other commercial vehicle dealership groups, serving in various executive positions. Jason Wilder will assume the role of Chief Operating Officer upon McRoberts’ retirement later in the year. Wilder has served as Senior Vice President – Navistar Dealerships since May 2019. From 2011 until 2019, he served as Regional General Manager of the Georgia Region, and as the Regional General Manager of the Company’s North Carolina dealerships from 2008 until 2011. Wilder joined the Company in November 2006 as the General Manager of the Atlanta medium-duty dealership. Prior to joining the Company, he was the General Manager of Fouts Brothers Truck Center in Smyrna, Georgia. “Jason has a tremendous depth of knowledge of commercial vehicle dealership operations and has demonstrated strong leadership ability since the first day he joined Company. Jorgan Peterson will assume Wilder’s current role of Senior Vice President – Navistar Dealerships later this year. Peterson has served as Regional General Manager of the Utah and Idaho region of Navistar dealerships since 2013, where he was responsible for guiding the growth and transformation of the Company’s dealerships in the region. He started with the Company in 2010 as District General Manager of the Idaho region and prior to joining the Company had been with Lake City International Truck dealership group in Salt Lake City, Utah and Boise, Idaho since 2003. Anderson oversaw Rush Enterprises’ commercial vehicle finance and insurance operations during a period of significant growth in the number of the Company’s dealerships. He also led the Company’s PacLease and Idealease truck leasing and rental operations, growing the network to more than fifty locations and a fleet of over 10,000 vehicles. Anderson refined the leasing and rental operation to become an important contributor to the Company’s overall financial success. He will remain as a consultant to the Company through at least September 30, 2024. Anderson served as Vice President – Finance and Insurance of the Company from 2005 until his promotion to Senior Vice President – Finance and Insurance, and he assumed responsibility for Rush Truck Leasing in 2007. Prior to joining the Company, Anderson served as Manager of Continental European Operations for CIT Group and Managing Director of European Commercial Finance for Associates Capital Corp. Mark Kuhn will assume the role of Vice President – Leasing. Kuhn became General Manager of Rush Truck Leasing – PacLease Division, in 2021. He joined the Company in 2015 as General Manager of Rush Truck Leasing – Fort Worth, after serving in numerous management roles with PACCAR Leasing Company.財務状況分析短期負債: RUSH.Aの 短期資産 ( $2.2B ) が 短期負債 ( $1.5B ) を超えています。長期負債: RUSH.Aの短期資産 ( $2.2B ) が 長期負債 ( $711.9M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: RUSH.Aの 純負債対資本比率 ( 41.8% ) は 高い と見なされます。負債の削減: RUSH.Aの負債対資本比率は、過去 5 年間で80.6%から52.2%に減少しました。債務返済能力: RUSH.Aの負債は 営業キャッシュフロー によって 十分にカバー されています ( 64.2% )。インタレストカバレッジ: RUSH.Aの負債に対する 利息支払い は EBIT ( 9.7 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 18:55終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Rush Enterprises, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Joel TissBMO Capital Markets Equity ResearchAndrew ObinBofA Global ResearchWilliam ArmstrongCL King & Associates, Inc.9 その他のアナリストを表示
分析記事 • Sep 18We Think Rush Enterprises (NASDAQ:RUSH.A) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
ナラティブの更新 • May 21RUSH.A: Higher Fair Value Assumptions Are Expected To Support Bullish UpsideRush Enterprises' analyst price target has increased by $5, with analysts citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. Analyst Commentary Recent research suggests analysts are adjusting their fair value work on Rush Enterprises, with fresh views on revenue growth, margins, discount rates and future P/E levels feeding into the new price targets.
ライブニュース • May 09Rush Enterprises Q1 Revenue Falls Short While EPS Beats and Dealership Expansion AnnouncedRush Enterprises reported Q1 2026 revenue of US$1.68b, 9% lower year over year and below Wall Street estimates. Net income for the quarter was US$61.5m, with GAAP EPS 11.2% above analyst expectations and an operating margin of 4.9%, in line with the prior year. The company agreed to acquire several Peterbilt dealerships in Louisiana and Mississippi and declared a quarterly dividend of US$0.19 per share, payable on June 10, 2026. For Q1 2026, the results present a mixed picture: revenue came in softer and under consensus, while earnings per share outpaced expectations and operating margin held at 4.9%. Management highlighted solid contributions from aftermarket, leasing and rental operations, which helped offset weaker new vehicle sales tied to industry production cuts. The company also reported a 7.2% market share in Class 8 truck sales, which provides a reference point for its position in the US heavy truck market. The planned acquisition of Peterbilt dealerships in Louisiana and Mississippi is consistent with Rush Enterprises’ focus on growing its commercial vehicle dealership network across North America. For investors, the continuation of the US$0.19 quarterly dividend indicates an ongoing capital return policy alongside expansion. The Q1 earnings call held on April 29, 2026 included further discussion of results and management’s priorities, which can be useful if you are assessing how the company is balancing growth investments with sensitivity to softer vehicle demand.
Recent Insider Transactions Derivative • May 04Director exercised options and sold US$457k worth of stockOn the 30th of April, Michael McRoberts exercised 8k options at a strike price of around US$15.06 and sold these shares for an average price of US$72.23 per share. This trade did not impact their existing holding. Since September 2025, Michael's direct individual holding has decreased from 295.47k shares to 280.07k. Company insiders have collectively sold US$3.2m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • May 01First quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 12th May 2026 Payment date: 10th June 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 17% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • May 01Earnings Beat: Rush Enterprises, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsRush Enterprises, Inc. ( NASDAQ:RUSH.A ) last week reported its latest quarterly results, which makes it a good time...
Reported Earnings • Apr 29First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: US$0.79 (up from US$0.76 in 1Q 2025). Revenue: US$1.68b (down 9.0% from 1Q 2025). Net income: US$61.5m (up 1.9% from 1Q 2025). Profit margin: 3.6% (up from 3.3% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
お知らせ • Apr 29Rush Enterprises, Inc. Declares Cash Dividend on Class A and Class B Common Stock, Payable on June 10, 2026Rush Enterprises, Inc.’s Board of Directors declared a cash dividend of $0.19 per share of Class A and Class B Common Stock, to be paid on June 10, 2026, to all shareholders of record as of May 12, 2026.
ナラティブの更新 • Apr 25RUSH.A: 2026 Execution And Buybacks Are Expected To Support Cautious UpsideAnalysts have raised their price target on Rush Enterprises to $73 from $70, citing updated views on revenue, margins and future P/E assumptions as they express cautious optimism about potential improvement into 2026. Analyst Commentary Recent research points to a balanced view on Rush Enterprises, with the updated US$73 price target framed around revised revenue, margin and P/E expectations and a cautious stance on how quickly conditions could improve into 2026.
ナラティブの更新 • Apr 09RUSH.A: 2026 Execution And Buybacks Are Expected To Unlock Upside PotentialNarrative Update on Rush Enterprises Analysts have lifted their blended price target on Rush Enterprises by $3 to $73. This reflects research that points to a modestly higher future P/E assumption and a slightly higher discount rate, while keeping long term growth and margin forecasts broadly consistent.
お知らせ • Apr 09Rush Enterprises, Inc., Annual General Meeting, May 19, 2026Rush Enterprises, Inc., Annual General Meeting, May 19, 2026. Location: 555 ih-35 south, suite 500, new braunfels, texas 78130., United States
お知らせ • Apr 03Rush Enterprises, Inc. to Report Q1, 2026 Results on Apr 28, 2026Rush Enterprises, Inc. announced that they will report Q1, 2026 results After-Market on Apr 28, 2026
ナラティブの更新 • Mar 25RUSH.A: 2026 Execution And Repurchases Will Support Repricing PotentialAnalysts have lifted their price targets on Rush Enterprises by up to $10 to around the low $70s, reflecting cautiously optimistic expectations for improvement into 2026 and slightly higher assumptions for the company’s discount rate and future P/E multiple. Analyst Commentary Recent research points to a more constructive tone on Rush Enterprises, with price targets moving into the low US$70s and commentary centered on what execution and market conditions might look like into 2026.
お知らせ • Mar 24Rush Enterprises, Inc. Announces Executive ChangesOn March 23, 2026, the Board of Directors of Rush Enterprises, Inc. appointed Jody Pollard to serve as Chief Operating Officer of the Company, effective immediately. Mr. Pollard, age 49, previously served as the Company’s Senior Vice President – Truck and Aftermarket Sales from March 2021 until his promotion to COO. From March 2017 to March 2021, Mr. Pollard served as Senior Vice President – Operations. Mr. Pollard joined the Company in 1999 and served in multiple roles of increasing responsibility until eventually being promoted to Regional General Manager of North Texas and Oklahoma, a position he held from 2010 until his promotion to Senior Vice President – Operations in March 2017. Mr. Pollard has a Bachelor of Science in Agriculture Leadership and Development from Texas A&M University. Jody Pollard will take over the role of Chief Operating Officer from Jason Wilder who has left the Company. Wilder joined Rush Enterprises in November 2006 as General Manager of the Atlanta medium-duty location. He later served as Regional General Manager and Senior Vice President of International Dealerships before becoming Chief Operating Officer in November 2024. Jody Pollard has been named Chief Operating Officer and will report to Rusty Rush. While Pollard is transitioning into this role, he will work closely with Rush and Michael McRoberts, Senior Advisor to the Company and member of the Board of Directors. McRoberts served as Chief Operating Officer of the Company from 2016 to 2024. Pollard previously served as Senior Vice President - Truck Sales and Aftermarket Sales from March 2021 until his recent promotion to Chief Operating Officer and was Senior Vice President of Operations from 2017 to 2021. Pollard also has significant experience in dealership roles where he was Regional General Manager of the Company’s North Texas and Oklahoma Region for six years and also served in a variety of other dealership management roles including Body Shop Manager, Service Manager, Regional Outside Sales Manager, Regional Service Manager and General Manager, supervising over 19 different Rush Enterprises locations from 1999 to 2017.
Recent Insider Transactions • Mar 13Independent Director recently sold US$651k worth of stockOn the 10th of March, Raymond Chess sold around 10k shares on-market at roughly US$65.05 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
ナラティブの更新 • Mar 07RUSH.A: 2026 Execution And Ongoing Buybacks Will Drive Upside PotentialAnalysts have nudged their price target on Rush Enterprises higher, with the latest Street research pointing to incremental increases. UBS, for instance, has moved its target to $73, supported by a slightly lower discount rate and a modestly higher assumed future P/E multiple in their updated models.
Recent Insider Transactions Derivative • Feb 27Insider exercised options and sold US$640k worth of stockOn the 19th of February, Jody Pollard exercised 11k options at a strike price of around US$15.06 and sold these shares for an average price of US$71.92 per share. This trade did not impact their existing holding. Since March 2025, Jody has owned 167.32k shares directly. Company insiders have collectively sold US$2.0m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Feb 21RUSH.A: Buybacks And 2026 Outlook Will Shape Future Return BalanceAnalysts have lifted their price expectations for Rush Enterprises, with recent target increases such as the move to $73 helping to support a higher blended fair value estimate of about $78.67 as they factor in updated views on growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on Rush Enterprises reflects a mix of optimism and caution, with price targets such as the move to US$73 and a US$10 upward adjustment from another firm feeding into the current blended fair value view.
Declared Dividend • Feb 20Fourth quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 3rd March 2026 Payment date: 18th March 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 17% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 33% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 18Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$3.37 (down from US$3.85 in FY 2024). Revenue: US$7.43b (down 4.7% from FY 2024). Net income: US$263.8m (down 13% from FY 2024). Profit margin: 3.5% (down from 3.9% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
お知らせ • Feb 18Rush Enterprises, Inc. Declares Cash Dividend on Class A and Class B Common Stock, Payable on March 18, 2026Rush Enterprises, Inc. declared a cash dividend of $0.19 per share of Class A and Class B common stock, to be paid on March 18, 2026, to all shareholders of record as of March 3, 2026.
新しいナラティブ • Feb 10Aftermarket And Leasing Strength Will Support A More Resilient Future Earnings ProfileCatalysts About Rush Enterprises Rush Enterprises operates a network of commercial vehicle dealerships offering truck sales, leasing, parts, service and collision repair across the U.S. and Canada. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Feb 05RUSH.A: Buybacks And Neutral Research Will Shape Future Return BalanceAnalysts have nudged their fair value estimate for Rush Enterprises to $65.00 from $62.50. This reflects updated assumptions on discount rate, revenue growth, profit margin and future P/E after recent research, including a new neutral initiation and a higher price target from major firms.
分析記事 • Feb 04Rush Enterprises, Inc. (NASDAQ:RUSH.A) Stock Rockets 25% As Investors Are Less Pessimistic Than ExpectedRush Enterprises, Inc. ( NASDAQ:RUSH.A ) shares have continued their recent momentum with a 25% gain in the last month...
お知らせ • Jan 22Rush Enterprises, Inc. to Report Q4, 2025 Results on Feb 17, 2026Rush Enterprises, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 17, 2026
Price Target Changed • Jan 21Price target increased by 8.7% to US$62.50Up from US$57.50, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$64.72. Stock is up 7.1% over the past year. The company is forecast to post earnings per share of US$3.15 for next year compared to US$3.85 last year.
ナラティブの更新 • Jan 21RUSH.A: Buybacks And Revised P E Assumptions Will Shape Future ReturnsAnalysts have lifted their price target on Rush Enterprises by US$5 to US$62.50, citing updated assumptions around revenue growth, margins and future P/E levels as key drivers of the change. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$62.50 target as better aligned with their updated assumptions on revenue growth, reflecting confidence that the current P/E multiple still leaves room for upside if execution matches their forecasts.
ナラティブの更新 • Jan 07RUSH.A: Buybacks And Updated Assumptions Will Support Measured Future ReturnsAnalysts have maintained their fair value estimate for Rush Enterprises at $57.50 and have fine tuned assumptions around the discount rate, revenue growth, profit margins and future P/E, reflecting updated views on the risk profile and earnings power of the business. What's in the News On December 1, 2025, Rush Enterprises' board approved second amended and restated articles of incorporation at its annual general meeting, updating the company's governing documents (company filing).
ナラティブの更新 • Dec 22RUSH.A: Buybacks And Stable Margins Will Support Future Shareholder ReturnsAnalysts have modestly adjusted their price target on Rush Enterprises upward to approximately $57.50 per share, citing slightly lower discount rate assumptions and steady expectations for long term growth, profitability, and valuation multiples. What's in the News The Board of Directors approved the second amended and restated articles of incorporation at the December 1, 2025 AGM, signaling updated corporate governance and capital structure provisions (company filing).
ナラティブの更新 • Dec 07RUSH.A: Share Repurchases And Stable Margins Will Support Future ReturnsAnalysts have modestly raised their price target on Rush Enterprises to approximately $57.50 per share from about $57.00, citing slightly lower discount-rate assumptions and sustained expectations for steady revenue growth, stable profit margins, and a consistent future price to earnings multiple. What's in the News Shareholders approved the second amended and restated articles of incorporation at the December 1, 2025 annual general meeting, signaling updated corporate governance and capital structure provisions (company filing).
お知らせ • Dec 04Rush Enterprises, Inc. (NasdaqGS:RUSH.A) announces an Equity Buyback for $150 million worth of its shares.Rush Enterprises, Inc. (NasdaqGS:RUSH.A) announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its class A common stock and/or class B common stock. The plan will be valid up to December 31, 2026.
ナラティブの更新 • Nov 23RUSH.A: Share Buybacks And Lower Discount Rate Will Support Future UpsideAnalysts have reiterated their price target for Rush Enterprises at $57.50, citing minimal adjustments to key financial assumptions and an outlook that remains steady because of the company’s underlying fundamentals. What's in the News Between July 1, 2025 and September 30, 2025, Rush Enterprises repurchased 165,376 shares, equaling 0.21% of outstanding shares, for a total of $9.2 million (Key Developments).
ナラティブの更新 • Nov 08RUSH.A: Share Buybacks And Rising Earnings Multiple Will Support Future DemandAnalysts have lowered their price target for Rush Enterprises from $60.00 to $57.50, citing a moderation in profit margin expectations. They also noted a slightly higher projected future price-to-earnings ratio, even though the outlook on revenue growth is more optimistic.
Declared Dividend • Nov 02Third quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 12th November 2025 Payment date: 12th December 2025 Dividend yield will be 1.5%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 20% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 21% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 30Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.85 (down from US$1.00 in 3Q 2024). Revenue: US$1.88b (flat on 3Q 2024). Net income: US$66.7m (down 16% from 3Q 2024). Profit margin: 3.5% (down from 4.2% in 3Q 2024). Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.8%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Oct 30Rush Enterprises, Inc. Declares Cash Dividend on Class A and Class B Common Stock, Payable on December 12, 2025Rush Enterprises, Inc. announced that the Board of Directors declared a cash dividend of $0.19 per share of Class A and Class B Common Stock, to be paid on December 12, 2025, to all shareholders of record as of November 12, 2025.
分析記事 • Oct 29Rush Enterprises (NASDAQ:RUSH.A) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
お知らせ • Oct 03Rush Enterprises, Inc. to Report Q3, 2025 Results on Oct 29, 2025Rush Enterprises, Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025
分析記事 • Sep 18We Think Rush Enterprises (NASDAQ:RUSH.A) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Aug 04Rush Enterprises' (NASDAQ:RUSH.A) Shareholders Will Receive A Bigger Dividend Than Last YearRush Enterprises, Inc. ( NASDAQ:RUSH.A ) has announced that it will be increasing its dividend from last year's...
Declared Dividend • Aug 03Second quarter dividend increased to US$0.19Dividend of US$0.19 is 5.6% higher than last year. Ex-date: 12th August 2025 Payment date: 12th September 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 20% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 18% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 31Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.93 (down from US$1.01 in 2Q 2024). Revenue: US$1.93b (down 4.8% from 2Q 2024). Net income: US$72.4m (down 7.9% from 2Q 2024). Profit margin: 3.8% (down from 3.9% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to stay flat during the next 2 years compared to a 7.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • Jul 31Rush Enterprises, Inc. Declares Cash Dividend on Class A and Class B Common Stock, Payable on September 12, 2025The board of directors of Rush Enterprises, Inc. declared a cash dividend of $0.19 per share of Class A and Class B Common Stock, to be paid on September 12, 2025, to all shareholders of record as of August 12, 2025.
分析記事 • Jul 18Investors Don't See Light At End Of Rush Enterprises, Inc.'s (NASDAQ:RUSH.A) TunnelWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
お知らせ • Jul 09Rush Enterprises, Inc. to Report Q2, 2025 Results on Jul 30, 2025Rush Enterprises, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025
分析記事 • Jun 30We Like These Underlying Return On Capital Trends At Rush Enterprises (NASDAQ:RUSH.A)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Jun 12Is Now The Time To Look At Buying Rush Enterprises, Inc. (NASDAQ:RUSH.A)?While Rush Enterprises, Inc. ( NASDAQ:RUSH.A ) might not have the largest market cap around , it saw significant share...
Major Estimate Revision • May 07Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$7.73b to US$7.50b. EPS estimate also fell from US$3.60 per share to US$3.19 per share. Net income forecast to shrink 4.9% next year vs 7.6% growth forecast for Trade Distributors industry in the US . Consensus price target of US$60.50 unchanged from last update. Share price fell 5.6% to US$48.04 over the past week.
Declared Dividend • May 04First quarter dividend of US$0.18 announcedShareholders will receive a dividend of US$0.18. Ex-date: 12th May 2025 Payment date: 12th June 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 19% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 10% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 01First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.76 (down from US$0.91 in 1Q 2024). Revenue: US$1.85b (down 1.1% from 1Q 2024). Net income: US$60.3m (down 16% from 1Q 2024). Profit margin: 3.3% (down from 3.8% in 1Q 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.4%. Revenue is forecast to grow 1.8% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • May 01Rush Enterprises, Inc. Declares Cash Dividend on Class A and Class B Common Stock, Payable on June 12, 2025Rush Enterprises, Inc.’s Board of Directors declared a cash dividend of $0.18 per share of Class A and Class B Common Stock, to be paid on June 12, 2025, to all shareholders of record as of May 12, 2025.
Major Estimate Revision • Apr 15Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$7.98b to US$7.75b. EPS estimate also fell from US$3.86 per share to US$3.45 per share. Net income forecast to shrink 8.0% next year vs 7.2% growth forecast for Trade Distributors industry in the US . Consensus price target down from US$68.50 to US$61.50. Share price rose 6.9% to US$52.72 over the past week.
Price Target Changed • Apr 14Price target decreased by 12% to US$61.50Down from US$69.50, the current price target is an average from 2 analysts. New target price is 17% above last closing price of US$52.48. Stock is up 6.7% over the past year. The company is forecast to post earnings per share of US$3.45 for next year compared to US$3.85 last year.
お知らせ • Apr 11Rush Enterprises, Inc. to Report Q1, 2025 Results on Apr 30, 2025Rush Enterprises, Inc. announced that they will report Q1, 2025 results After-Market on Apr 30, 2025
お知らせ • Apr 10Rush Enterprises, Inc., Annual General Meeting, May 20, 2025Rush Enterprises, Inc., Annual General Meeting, May 20, 2025. Location: executive offices, 555 ih-35, suite 500, texas 78130, new braunfels United States
Recent Insider Transactions Derivative • Feb 27Insider exercised options and sold US$547k worth of stockOn the 25th of February, Jody Pollard exercised 11k options at a strike price of around US$7.84 and sold these shares for an average price of US$56.43 per share. This trade did not impact their existing holding. Since March 2024, Jody has owned 155.54k shares directly. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Feb 21Fourth quarter dividend of US$0.18 announcedShareholders will receive a dividend of US$0.18. Ex-date: 3rd March 2025 Payment date: 18th March 2025 Dividend yield will be 1.3%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 18% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 19Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$3.85 (down from US$4.28 in FY 2023). Revenue: US$7.80b (down 1.5% from FY 2023). Net income: US$304.2m (down 12% from FY 2023). Profit margin: 3.9% (down from 4.4% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 1.8%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 19Rush Enterprises, Inc. Announces Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on March 18, 2025The Board of Directors of Rush Enterprises, Inc. declared a quarterly cash dividend of $0.18 per share of Class A and Class B common stock, to be paid on March 18, 2025, to all shareholders of record as of March 3, 2025.
お知らせ • Jan 17Rush Enterprises, Inc. to Report Q4, 2024 Results on Feb 18, 2025Rush Enterprises, Inc. announced that they will report Q4, 2024 results After-Market on Feb 18, 2025
お知らせ • Dec 04Rush Enterprises, Inc. (NasdaqGS:RUSH.A) announces an Equity Buyback for $150 million worth of its shares.Rush Enterprises, Inc. (NasdaqGS:RUSH.A) announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its class A common stock and/or class B common stock. The plan will be valid up to December 31, 2025.
Recent Insider Transactions Derivative • Nov 06CFO & Treasurer notifies of intention to sell stockSteven Keller intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of November. If the sale is conducted around the recent share price of US$58.50, it would amount to US$856k. Since December 2023, Steven's direct individual holding has decreased from 304.86k shares to 271.73k. Company insiders have collectively sold US$7.4m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Nov 05Price target increased by 8.9% to US$67.00Up from US$61.50, the current price target is an average from 2 analysts. New target price is 13% above last closing price of US$59.50. Stock is up 59% over the past year. The company is forecast to post earnings per share of US$3.65 for next year compared to US$4.28 last year.
Declared Dividend • Nov 01Third quarter dividend of US$0.18 announcedShareholders will receive a dividend of US$0.18. Ex-date: 12th November 2024 Payment date: 12th December 2024 Dividend yield will be 1.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 22% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 7.6% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 30Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$1.00. Revenue: US$1.90b (down 4.3% from 3Q 2023). Net income: US$79.1m (down 1.4% from 3Q 2023). Profit margin: 4.2% (up from 4.1% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to stay flat during the next 2 years compared to a 5.3% growth forecast for the Trade Distributors industry in the US.
お知らせ • Oct 30Rush Enterprises, Inc. Announces Cash Dividend on Class A and Class B Common Stock, Payable on December 12, 2024The Board of Directors of Rush Enterprises, Inc. declared a cash dividend of $0.18 per share of Class A and Class B Common Stock, to be paid on December 12, 2024, to all shareholders of record as of November 12, 2024.
お知らせ • Sep 27Rush Enterprises, Inc. to Report Q3, 2024 Results on Oct 29, 2024Rush Enterprises, Inc. announced that they will report Q3, 2024 results After-Market on Oct 29, 2024
新しいナラティブ • Sep 03Tactical Diversification And Efficiency Boosts Set To Counter Economic Downturns And Drive Growth Diversifying customer base and expanding product offerings could significantly boost revenue and market share in a recovering market.
Recent Insider Transactions Derivative • Aug 28Chairman of the Board notifies of intention to sell stockW. Rush intends to sell 40k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of August. If the sale is conducted around the recent share price of US$53.81, it would amount to US$2.2m. For the year to December 2017, Rush's total compensation was 16% salary and 84% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Rush's direct individual holding has increased from 917.96k shares to 941.45k. Company insiders have collectively sold US$6.8m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Aug 07Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$7.27b to US$7.49b. EPS estimate increased from US$2.98 to US$3.44 per share. Net income forecast to shrink 2.5% next year vs 5.5% growth forecast for Trade Distributors industry in the US . Consensus price target of US$61.50 unchanged from last update. Share price was steady at US$50.00 over the past week.
Upcoming Dividend • Aug 06Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 13 August 2024. Payment date: 10 September 2024. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.6%).
Reported Earnings • Aug 01Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$1.01 (down from US$1.20 in 2Q 2023). Revenue: US$2.03b (up 1.2% from 2Q 2023). Net income: US$78.7m (down 20% from 2Q 2023). Profit margin: 3.9% (down from 4.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.6%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 01Rush Enterprises, Inc. Announces Cash Dividend, Payable on September 10, 2024Rush Enterprises, Inc.’s Board of Directors declared a cash dividend of $0.18 per share of Class A and Class B Common Stock, to be paid on September 10, 2024, to all shareholders of record as of August 13, 2024.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 21%After last week's 21% share price gain to US$49.70, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Trade Distributors industry in the US. Total returns to shareholders of 72% over the past three years.
お知らせ • Jul 10Rush Enterprises, Inc. to Report Q2, 2024 Results on Jul 31, 2024Rush Enterprises, Inc. announced that they will report Q2, 2024 results After-Market on Jul 31, 2024
Declared Dividend • Apr 27First quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 8th May 2024 Payment date: 10th June 2024 Dividend yield will be 1.5%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 21% per year over the past 6 years and payments have been stable during that time. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.
Reported Earnings • Apr 25First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: US$0.91 (down from US$1.10 in 1Q 2023). Revenue: US$1.87b (down 2.1% from 1Q 2023). Net income: US$71.6m (down 21% from 1Q 2023). Profit margin: 3.8% (down from 4.7% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is expected to decline by 1.3% p.a. on average during the next 2 years, while revenues in the Trade Distributors industry in the US are expected to grow by 5.6%. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 24Rush Enterprises, Inc. Declares Cash Dividend, Payable on June 10, 2024Rush Enterprises, Inc.’s board of directors declared a cash dividend of $0.17 per share of Class A and Class B Common Stock, to be paid on June 10, 2024, to all shareholders of record as of May 9, 2024.
お知らせ • Apr 17Rush Enterprises, Inc. to Report Q1, 2024 Results on Apr 23, 2024Rush Enterprises, Inc. announced that they will report Q1, 2024 results After-Market on Apr 23, 2024
Major Estimate Revision • Apr 16Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$7.43b to US$7.28b. EPS estimate also fell from US$3.20 per share to US$2.88 per share. Net income forecast to shrink 33% next year vs 6.7% growth forecast for Trade Distributors industry in the US . Consensus price target of US$58.50 unchanged from last update. Share price fell 6.2% to US$49.11 over the past week.
Price Target Changed • Apr 02Price target increased by 7.3% to US$58.50Up from US$54.50, the current price target is an average from 2 analysts. New target price is 13% above last closing price of US$51.86. Stock is up 46% over the past year. The company is forecast to post earnings per share of US$3.20 for next year compared to US$4.28 last year.
Major Estimate Revision • Apr 02Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$7.10b to US$7.43b. EPS estimate increased from US$2.85 to US$3.20 per share. Net income forecast to shrink 25% next year vs 6.5% growth forecast for Trade Distributors industry in the US . Consensus price target of US$58.50 unchanged from last update. Share price was steady at US$51.86 over the past week.
お知らせ • Mar 09Rush Enterprises, Inc. Announces Executive ChangesRush Enterprises, Inc. announced that Michael McRoberts, Chief Operating Officer and a member of the Board of Directors of the Company, will step down from his role as COO later this year, and Scott Anderson, Senior Vice President of Finance, Insurance and Leasing, will retire effective March 30, 2024. McRoberts was instrumental in leading the Company’s operations through a period of substantial growth and transformation. His extensive background in the commercial vehicle dealership, leasing, and contract-carriage industries markedly impacted the Company’s operations and strategic direction. In addition, McRoberts’ leadership was pivotal in refining the Company’s operations to achieve greater efficiencies, leveraging its data in furtherance of the Company’s strategic initiatives, and driving the customer experience. When McRoberts steps down as Chief Operating Officer, he will continue to serve in a senior advisory role and in his current capacity as a member of the Company’s Board of Directors. Further details regarding the timing of McRoberts’ retirement, which will occur in the second half of the year, will be provided at a later date. McRoberts was appointed Chief Operating Officer in July 2016. He joined the Company in 2011 and served as Regional Manager for Rush Truck Centers in California until he was appointed Senior Vice President – Dealer Operations in March 2013. Prior to joining Rush Enterprises, McRoberts served as the Vice President – General Manager and Chief Operating Officer for the Scully Companies, a regional full-service leasing and dedicated contract carriage organization. His background also includes 13 years of experience with other commercial vehicle dealership groups, serving in various executive positions. Jason Wilder will assume the role of Chief Operating Officer upon McRoberts’ retirement later in the year. Wilder has served as Senior Vice President – Navistar Dealerships since May 2019. From 2011 until 2019, he served as Regional General Manager of the Georgia Region, and as the Regional General Manager of the Company’s North Carolina dealerships from 2008 until 2011. Wilder joined the Company in November 2006 as the General Manager of the Atlanta medium-duty dealership. Prior to joining the Company, he was the General Manager of Fouts Brothers Truck Center in Smyrna, Georgia. “Jason has a tremendous depth of knowledge of commercial vehicle dealership operations and has demonstrated strong leadership ability since the first day he joined Company. Jorgan Peterson will assume Wilder’s current role of Senior Vice President – Navistar Dealerships later this year. Peterson has served as Regional General Manager of the Utah and Idaho region of Navistar dealerships since 2013, where he was responsible for guiding the growth and transformation of the Company’s dealerships in the region. He started with the Company in 2010 as District General Manager of the Idaho region and prior to joining the Company had been with Lake City International Truck dealership group in Salt Lake City, Utah and Boise, Idaho since 2003. Anderson oversaw Rush Enterprises’ commercial vehicle finance and insurance operations during a period of significant growth in the number of the Company’s dealerships. He also led the Company’s PacLease and Idealease truck leasing and rental operations, growing the network to more than fifty locations and a fleet of over 10,000 vehicles. Anderson refined the leasing and rental operation to become an important contributor to the Company’s overall financial success. He will remain as a consultant to the Company through at least September 30, 2024. Anderson served as Vice President – Finance and Insurance of the Company from 2005 until his promotion to Senior Vice President – Finance and Insurance, and he assumed responsibility for Rush Truck Leasing in 2007. Prior to joining the Company, Anderson served as Manager of Continental European Operations for CIT Group and Managing Director of European Commercial Finance for Associates Capital Corp. Mark Kuhn will assume the role of Vice President – Leasing. Kuhn became General Manager of Rush Truck Leasing – PacLease Division, in 2021. He joined the Company in 2015 as General Manager of Rush Truck Leasing – Fort Worth, after serving in numerous management roles with PACCAR Leasing Company.
