RUSH ENTERPRISES INC \TX\(RUSHA)— Stock Profile, AI Score & Financials
Consumer Discretionary · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
RUSH ENTERPRISES INC \TX\ (RUSHA) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores RUSHA at 51.7/100 on a 32-signal composite quality model, placing it at rank #1,516 of 2,960 stocks — the bottom half of the AI-ranked universe. RUSHA scores in the top quartile across revenue scale (82.9). Areas of concern include revenue growth (14.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), RUSH ENTERPRISES INC \TX\ reports quarterly revenue of $1.9B, net income of $72.8M, an operating margin of 5.1%. Top institutional holders of RUSHA by reported 13-F value include BlackRock, FMR, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. RUSHA trades on the Nasdaq exchange and files with the SEC under CIK 1012019. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RUSHA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for RUSH ENTERPRISES INC \TX\ directly from SEC EDGAR.
AI Quality Score
51.7/100
AI Rank
#1,516
Revenue
$1.9B
Net Income
$72.8M
Free Cash Flow
$51.0M
Operating Margin
5.1%
RUSHA key financials by period
RUSH ENTERPRISES INC \TX\ reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$7.4B
$263.8M
5.3%
FY 2024
10-K
$7.8B
$304.2M
6.0%
FY 2023
10-K
$7.9B
$347.1M
6.5%
FY 2022
10-K
$7.1B
$391.4M
7.1%
FY 2021
10-K
$5.1B
$241.4M
6.0%
FY 2020
10-K
$4.7B
$114.9M
3.3%
Institutions holding RUSHA
Institutional investors reporting a position in RUSH ENTERPRISES INC \TX\ on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-07 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 revenue fell 1.6% to $1.9B as new vehicle sales declined, though aftermarket products and services grew 1.5% and operating income held steady.
Biggest Revenue Drivers
Aftermarket products and services sales$645.7M+1.5% YoY
Increase primarily related to successful execution of strategic initiatives and improving customer demand.
Lease and rental sales$94.8M+1.9% YoY
Modest increase in lease and rental revenues.
Biggest Revenue Drivers
Total revenue: $1,899.7M-1.6% YoY
Aftermarket products and services sales$645.7M+1.5% YoY
Increase primarily related to successful execution of strategic initiatives and improving customer demand.
Lease and rental sales$94.8M+1.9% YoY
Modest increase in lease and rental revenues.
Finance and insurance$6.4M+14.6% YoY
Finance and insurance revenues increased year-over-year.
Largest Expense Items
Cost of products sold$1,538.0M-0.8% YoY
Gross margin compressed due to increased sales to large over-the-road fleet customers and national accounts at lower margins.
Selling, general and administrative expense$245.5M-2.6% YoY
Decrease primarily due to ongoing efforts to control operating expenses.
Interest expense, net$4.4M-65.6% YoY
Net interest expense decreased substantially year-over-year.
Margins: Gross profit margin decreased to 19.0% in Q2 2026 from 19.7% in Q2 2025, primarily driven by a higher mix of lower-margin vehicle sales to large fleet customers and competitive pricing pressure in aftermarket. Operating income decreased 11.8% to $97.2M despite revenue decline remaining modest.
Watch Items from the Filing
Backlog surged to $1,975.9M as of June 30, 2026, more than double the $967.0M backlog year-ago, suggesting strong pipeline but subject to cancellation risk with no contractual protection.
Gross margin compression in both vehicle sales (down to 25.7% from 27.4%) and aftermarket (down to 64.0% from 63.0%) reflects challenging industry conditions and customer mix shift toward lower-margin national accounts.
Medium-duty vehicle sales declined 11.1% YoY in Q2; company forecasts 4.5% market decline for full-year 2026, indicating industry cyclicality headwinds despite heavy-duty stability.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
