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Nasdaq · Consumer Discretionary

RUSH ENTERPRISES INC \TX\ (RUSHA)

As-reported financials and SEC filings for RUSH ENTERPRISES INC \TX\. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About RUSH ENTERPRISES INC \TX\

Rush Enterprises Inc operates in the commercial vehicle industry. The company sells commercial vehicles and provides related parts, repair services, insurance, and financial services. It serves customers who require commercial trucks and associated support services.

Snapshot

Revenue
$7.06B
Revenue growth (YoY)
-5.2%
Net income
$263.8M
Diluted EPS
$3.27
Gross margin
15.4%
Operating margin
5.6%
Net margin
3.7%
FCF margin
6.5%
ROE
11.9%
net income / fiscal-year-end equity
P/E
22.1×
trailing when available, otherwise FY EPS
Market cap
$5.69B
Long-term debt / equity
0.12×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Rush Enterprises Inc \tx\

  • Revenue fell 5.2% to $7.1B in FY2025, after a 1.6% decline the year before.
  • Most recent quarter Q2 FY2026: revenue $1.8B, down 1.8% from Q2 FY2025.
  • Free cash flow was $462M in FY2025, 6.5% of revenue.
  • Net income fell 13.3% to $264M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Rush Enterprises Inc \tx\’s fundamentals sit among the 403 Consumer Discretionary companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin15.4%
14th percentile of 275
Operating margin5.6%
57th percentile of 348
Net margin3.7%
57th percentile of 377
FCF margin6.5%
65th percentile of 351
Revenue growth (YoY)-5.2%
22nd percentile of 394
ROE11.9%
62nd percentile of 343
P/E22.1×
65th percentile of 249
Long-term debt / equity0.12×
21st percentile of 234
Short interest10.49d
92nd percentile of 401

Rush Enterprises Inc \tx\’s gross margin of 15.4% ranks in the 14th percentile of the 275 Consumer Discretionary companies reporting it.

No reported insider purchases (code P) in the last 90 days; 7 insider sales totaling $9.1M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 2 of the superinvestors we track (plus 7 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
2
+7 quant / multi-strat
Initiated / added
2
1 new, 1 added
Reduced / exited
7
7 trimmed, 0 exited
Combined position
$62.5M
reported long value
InvestorAs ofPosition valueSharesChange
Two Sigma InvestmentsquantQ2 2026$16.1M220.3KAdded
Renaissance TechnologiesquantQ2 2026$11.1M152.2KReduced
Millennium ManagementquantQ2 2026$8.3M113.4KReduced
Point72 Asset ManagementquantQ2 2026$8.1M110.9KNew
D. E. ShawquantQ2 2026$6.7M91.3KReduced
AQR Capital ManagementquantQ2 2026$6.5M89.2KReduced
Citadel AdvisorsquantQ2 2026$4.9M66.6KReduced
Gotham Asset ManagementQ2 2026$556,8037.6KReduced
Soros Fund ManagementQ2 2026$333,8334.6KReduced

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
7
$9.1M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-03
RUSH WILLIAM M RUSTYCEO, President and COBSell71.6K$81.05$5.8M
2026-08-03
filed 2026-08-05
McRoberts MichaelDirectorSell6.5K$81.44$529K
2026-08-03
Goldstone Michael LSVP, GC and Corp. Sec.Sell2.1K$81.30$171K
2026-07-31
filed 2026-08-03
Keller Steven LCFO & TreasurerSell20.7K$80.73$1.7M
2026-07-31
filed 2026-08-03
RUSH WILLIAM M RUSTYCEO, President and COBSell7.2K$80.76$580K
2026-07-30
filed 2026-08-03
Goldstone Michael LSVP, GC and Corp. Sec.Sell2.4K$81.05$195K
2026-07-30
filed 2026-08-03
Keller Steven LCFO & TreasurerSell1.8K$81.12$148K
2026-04-30
filed 2026-05-01
McRoberts MichaelDirectorSell8.0K$72.23$578K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
4.5M
settled 2026-08-14
Change vs prior
-3.2%
vs previous settlement
Days to cover
10.49
at avg daily volume
Avg daily volume
430.5K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-144.5M-3.2%10.49
2026-07-314.7M-2.8%8.56
2026-07-154.8M+0.8%12.05
2026-06-304.8M+17.6%6.27
2026-06-154.0M+10.2%7.50
2026-05-293.7M+8.6%9.49
2026-05-153.4M+2.9%7.83
2026-04-303.3M+1.4%7.84

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$7.06B$7.45B$7.57B$6.78B
Gross profit$1.09B$1.18B$1.24B$1.16B
Operating income$393.8M$468.1M$512.4M$506.1M
Net income$263.8M$304.2M$347.1M$391.4M$392.1M
Diluted EPS$3.27$3.72$4.15$4.57

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$212.6M$228.1M$183.7M$201.0M
Current assets$2.09B$2.39B$2.26B$1.87B
Total assets$4.43B$4.62B$4.36B$3.82B
Current liabilities$1.49B$1.65B$1.67B$1.43B
Long-term debt$274.8M$408.4M$414.0M$275.4M
Total liabilities$2.20B$2.46B$2.47B$2.06B
Total equity$2.23B$2.16B$1.89B$1.76B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$861.8M$619.5M$295.7M$294.4M
Capital expenditure$399.8M$433.0M$368.9M$243.1M
Free cash flow$462.0M$186.5M$-73.2M$51.3M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$1.80B-1.8%$72.8M$0.91
Q1 FY2026$1.59B-9.6%$61.5M$0.77
Q4 FY2025$1.68B-12.5%$64.3M$0.81
Q3 FY2025$1.79B-1.1%$66.7M$0.83
Q2 FY2025$1.84B-5.2%$72.4M$0.90
Q1 FY2025$1.76B-1.3%$60.3M$0.73
Q4 FY2024$1.92B-1.1%$74.8M$0.91
Q3 FY2024$1.81B-4.5%$79.1M$0.97

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorConsumer Discretionary
SIC industryRetail-Auto Dealers & Gasoline Stations
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2011
SEC CIK1012019

Selected SEC filings

10-K2026-02-25
View on EDGAR →
10-Q2026-08-07
View on EDGAR →
10-Q2026-05-08
View on EDGAR →
8-K2026-08-06
View on EDGAR →
8-K2026-07-28
View on EDGAR →
8-K2026-07-23
View on EDGAR →
8-K2026-06-30
View on EDGAR →

Largest Consumer Discretionary peers

All Consumer Discretionary companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.