Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Rush Enterprises (RUSHA)
NASDAQIndustrialsAuto - DealershipsSnapshot 2026-11-04
$46.33+4.65%
Close 2026-11-04 · 1-day change
NASDAQIndustrialsAuto - DealershipsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
3.05 → 2.94 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for RUSHA yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Aftermarket products and services gross profit share at or above 66.1% in Q1 2026 | Aftermarket services now make up 66.1% of gross profit, up from 63.7%. | Intact | aftermarket gross profit share falls below 63.7% | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a cyclical industrial business with dealership and aftermarket growth, rather than a pure growth story. The long-term thesis is intact, but earnings quality is fragile and management execution is neutral.
RUSHA is described as cheap versus peers, and the priced-in assessment says current fragility is justified rather than unusually concentrated. The expectations gap is negative, so the evidence does not suggest that the market is overlooking a large amount of weak execution.
Near term, the latest reported quarter showed higher revenue, stronger U.S. Class 8 truck sales, and growth in parts, service, and collision revenue. The aftermarket absorption measure declined, while the wider sector remains a headwind; a guidance cut on the next call is a stated risk.
Over the next few quarters, the thesis depends on continued truck-sales execution and progress expanding the dealership network and adjacent businesses. Sector bellwethers’ results and guidance could signal whether the industrial backdrop strengthens or weakens, while a RUSHA guidance cut would be a meaningful negative.
For the 1-3 year view, the thesis remains intact, supported by recent operating progress and a cheap-versus-peers valuation, but fragile earnings quality and sector weakness leave meaningful execution risks. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 3 of 4 supplied quarters. Management reported: “We remain focused on executing on certain of our aftermarket strategic initiatives, which include improving operating efficiency and expanding our relationships with local customers through a more disciplined approach to account management.” ““We also believe certain of our aftermarket strategic initiatives, including enhanced inspection processes, improved parts delivery operations, and a continued emphasis on customer uptime, are gaining traction across our network and contributing to our success,” Rush said.”
Maintain $0.19 per share dividend and $150 million stock repurchase program through 2026-Q1 | The company pays steady dividends and has a $150 million buyback program. | Intact | dividend cut or buyback program cancellation before end of 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 4 supplied quarters. Management reported: ““We remain committed to creating long-term value for our shareholders through disciplined capital allocation, including strategic investments in our business, returning capital through dividends and share repurchases, and maintaining a strong balance sheet,” he added.” ““Our Board of Directors’ decision to declare a quarterly cash dividend of $0.19 per share, along with the $200 million we spent pursuant to our prior stock repurchase program and the new $150 million stock repurchase program announced in the fourth quarter, reflect our continued confidence in the strength of our balance sheet, our ability to generate cash through all market cycles and our commitment to return value to our shareholders,” said Rush.” Delivery assessment Nov 4, 2026 |
Expand dealership network by at least 6 new locations by Q1 2026 | Rush Enterprises is growing by adding dealerships, with 6 new locations by Q1 2026. | Improving | fewer than 6 new dealerships added by Q1 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Used commercial vehicle sales growth of at least 5.4% YoY in Q1 2026 | Used vehicle sales rose 5.4% in Q1 2026. | Broken | used vehicle sales growth falls below 0% | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$4.53 → $2.94 · observed estimates
$8.49B → $8.65B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $4.53 | $8,486,980,790 | 4 / 4 |
| 2026-07-25 | $4.53 | $8,487,030,792 | 2 / 4 |
| 2026-07-26 | $4.53 | $8,486,980,790 | 4 / 4 |
| 2026-07-27 | $4.53 | $8,486,980,790 | 4 / 4 |
| 2026-07-28 | $4.53 | $8,486,980,790 | 4 / 4 |
| 2026-07-29 | $4.59 | $8,523,480,790 | 4 / 4 |
| 2026-07-30 | $4.59 | $8,523,480,790 | 4 / 4 |
| 2026-07-31 | $4.59 | $8,519,980,792 | 2 / 4 |
| 2026-08-01 | $4.59 | $8,519,980,792 | 2 / 4 |
| 2026-08-02 | $4.59 | $8,519,980,790 | 4 / 4 |
| 2026-08-03 | $4.59 | $8,519,980,790 | 4 / 4 |
| 2026-08-04 | $4.59 | $8,519,980,792 | 2 / 4 |
| 2026-08-05 | $4.59 | $8,519,980,792 | 2 / 4 |
| 2026-08-06 | $4.59 | $8,519,980,790 | 4 / 4 |
| 2026-08-08 | $4.59 | $8,519,980,790 | 4 / 4 |
| 2026-08-09 | $4.59 | $8,519,980,792 | 2 / 4 |
| 2026-08-10 | $4.59 | $8,519,980,790 | 4 / 4 |
| 2026-08-12 | $4.59 | $8,519,980,792 | 2 / 4 |
| 2026-08-13 | $4.59 | $8,519,980,790 | 4 / 4 |
| 2026-08-14 | $4.59 | $8,519,980,792 | 2 / 4 |
| 2026-08-15 | $4.59 | $8,519,980,792 | 2 / 4 |
| 2026-08-16 | $4.59 | $8,519,980,792 | 2 / 4 |
| 2026-08-17 | $4.59 | $8,519,980,792 | 2 / 4 |
| 2026-08-18 | $4.59 | $8,519,980,792 | 2 / 4 |
| 2026-08-19 | $4.59 | $8,519,980,792 | 2 / 4 |
| 2026-08-20 | $4.79 | $8,714,701,852 | 2 / 4 |
| 2026-08-21 | $4.79 | $8,714,701,852 | 2 / 4 |
| 2026-08-22 | $4.79 | $8,714,701,852 | 2 / 4 |
| 2026-08-23 | $4.79 | $8,714,701,852 | 2 / 4 |
| 2026-08-24 | $4.79 | $8,714,701,852 | 2 / 4 |
| 2026-08-25 | $4.79 | $8,714,701,852 | 2 / 4 |
| 2026-08-26 | $4.60 | $8,586,060,665 | 2 / 4 |
| 2026-08-27 | $4.60 | $8,586,060,665 | 2 / 4 |
| 2026-08-28 | $4.60 | $8,586,060,665 | 2 / 4 |
| 2026-08-29 | $4.60 | $8,586,060,665 | 2 / 4 |
| 2026-08-30 | $4.60 | $8,586,060,665 | 2 / 4 |
| 2026-08-31 | $4.60 | $8,586,060,665 | 2 / 4 |
| 2026-09-01 | $4.60 | $8,586,060,665 | 2 / 4 |
| 2026-09-02 | $3.07 | $8,586,060,665 | 2 / 4 |
| 2026-09-03 | $3.07 | $8,586,060,665 | 2 / 4 |
| 2026-09-04 | $3.07 | $8,586,060,665 | 2 / 4 |
| 2026-09-05 | $3.07 | $8,586,060,665 | 2 / 4 |
| 2026-09-06 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-07 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-08 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-09 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-10 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-11 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-12 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-13 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-14 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-15 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-16 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-17 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-18 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-19 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-20 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-21 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-22 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-23 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-24 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-25 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-26 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-27 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-28 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-29 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-09-30 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-10-01 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-10-02 | $3.06 | $8,559,471,809 | 2 / 4 |
| 2026-10-03 | $3.05 | $8,563,771,810 | 2 / 4 |
| 2026-10-04 | $3.05 | $8,563,771,810 | 2 / 4 |
| 2026-10-05 | $3.05 | $8,563,771,810 | 2 / 4 |
| 2026-10-06 | $3.05 | $8,563,896,810 | 2 / 4 |
| 2026-10-07 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-08 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-09 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-10 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-11 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-12 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-13 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-14 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-15 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-16 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-17 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-18 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-19 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-20 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-21 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-22 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-23 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-24 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-25 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-26 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-27 | $3.06 | $8,583,850,452 | 2 / 4 |
| 2026-10-28 | $2.97 | $8,633,850,452 | 2 / 4 |
| 2026-10-29 | $2.97 | $8,635,786,423 | 2 / 4 |
| 2026-10-30 | $2.94 | $8,646,486,423 | 2 / 4 |
| 2026-10-31 | $2.94 | $8,646,486,423 | 2 / 4 |
| 2026-11-01 | $2.94 | $8,646,486,423 | 2 / 4 |
| 2026-11-02 | $2.94 | $8,646,486,423 | 2 / 4 |
| 2026-11-03 | $2.94 | $8,646,486,423 | 2 / 4 |
| 2026-11-04 | $2.94 | $8,646,486,423 | 2 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
0 raises · 1 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.