Rush Enterprises, Inc. Class B (RUSHB)

In the past six months, Rush Enterprises, Inc. experienced a share price increase of 9.67% between December 23, 2024, and December 19, 2025. As of January 7, 2026, the stock price was $55.72. On December 3, 2025, a new $150 million stock repurchase program was approved. On December 18, 2025, the CEO and COO discussed the freight market downturn as a "right-sizing." Rush Enterprises presented at the 49th Annual Automotive Symposium on November 3, 2025. On October 30, 2025, the company reported third-quarter revenues of $1.9 billion and net income of $66.7 million, noting challenging conditions in the commercial vehicle industry. As of October 31, 2025, the stock price was $49.41.

Demand for Rush Enterprises' products and services is seasonal and influenced by industry conditions. Management anticipated continued challenges for the aftermarket segment due to seasonality and industry headwinds as of October 2025. New Class 8 truck sales were expected to be negatively impacted for at least the first two quarters following October 2025, with a potential market rebound in the second half of 2026. Medium-duty commercial vehicle sales are projected to remain stable. The company strategically focuses on vocational segments, medium-duty vehicles, parts, services, and leasing to maintain stability during soft market conditions.

Rush Enterprises, Inc. is an integrated retailer of commercial vehicles and related services in North America, operating in the Automotive, Truck Dealerships, Specialty Retail, and Auto Vehicles, Parts & Service Retailers sectors. The company sells new and used heavy, medium, and light-duty trucks and buses through Rush Truck Centers, representing major manufacturers. Rush Enterprises provides aftermarket products and services, including parts sales, service and repair, collision repair, financing, leasing, rental solutions, and insurance products. They also offer specialized services like equipment installation, pre-delivery inspection, truck modification, natural gas fuel system installation, and vehicle telematics products.

Rush Enterprises operates the largest network of commercial vehicle dealerships in North America. As of 2019, the company had over 200 Rush Truck Centers across 20 U.S. states and 14 locations in Canada. More recently, it operates in 23 U.S. states and Ontario, Canada, with over 125 franchised Rush Truck Centers, strategically located in high-traffic areas near major highways in the southern and western United States.

Rush Enterprises maintains a strong brand reputation as the largest integrated network of commercial vehicle dealerships in North America and was a Fortune 500 corporation as of 2020. Its strategic vision, ethical standards, and stakeholder focus have contributed to profitability and growth. Recent strategic moves, like the acquisition of Lake City International, demonstrate market leadership. The company emphasizes its diversified customer base and aftermarket operations to navigate industry challenges, which helps maintain its reputation.

Rush Enterprises, Inc. has 282 institutional owners and shareholders, including Dimensional Fund Advisors Lp and Vanguard Group Inc. As of December 31, 2023, W.M. "Rusty" Rush and other "Dealer Principals" controlled approximately 41.6% of the voting power. Insider trading activity between May and August 2025 involved sales and awards of shares by officers and directors.