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Side-by-side financial comparison of KE Holdings Inc. (BEKE) and RUSH ENTERPRISES INC \TX\ (RUSHA). Click either name above to swap in a different company.
KE Holdings Inc. is the larger business by last-quarter revenue ($3.2B vs $1.7B, roughly 1.9× RUSH ENTERPRISES INC \TX\). RUSH ENTERPRISES INC \TX\ runs the higher net margin — 3.7% vs 3.2%, a 0.4% gap on every dollar of revenue. Over the past eight quarters, KE Holdings Inc.'s revenue compounded faster (9.8% CAGR vs -6.8%).
KE Holdings Inc., operating under the well-known Beike brand, is a leading integrated online and offline residential service platform based in China. It offers a full range of services including second-hand property brokerage, new housing sales agency, home rental, renovation, and related financial consultation to meet diverse housing-related demands of consumers across multiple scenarios.
Rush Enterprises is an American commercial vehicle dealership headquartered in New Braunfels, Texas. It primarily sells new and used trucks, through its Rush Truck Centers. In 2019, the company operated over 200 Rush Truck Centers in 20 U.S. states as well as 14 locations in Canada. As of 2020, it was a Fortune 500 corporation.
BEKE vs RUSHA — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $3.2B | $1.7B |
| Net Profit | $104.9M | $61.7M |
| Gross Margin | 21.4% | 20.4% |
| Operating Margin | 2.6% | 4.9% |
| Net Margin | 3.2% | 3.7% |
| Revenue YoY | — | -9.0% |
| Net Profit YoY | — | 1.8% |
| EPS (diluted) | — | $0.77 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $1.7B | ||
| Q4 25 | $3.2B | $1.7B | ||
| Q3 25 | $3.6B | $1.8B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | $3.2B | $1.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | $3.2B | $1.8B | ||
| Q2 24 | $3.2B | $1.9B |
| Q1 26 | — | $61.7M | ||
| Q4 25 | $104.9M | $64.3M | ||
| Q3 25 | $182.4M | $66.7M | ||
| Q2 25 | — | $72.4M | ||
| Q1 25 | $117.9M | $60.3M | ||
| Q4 24 | — | $74.8M | ||
| Q3 24 | $166.5M | $79.1M | ||
| Q2 24 | $261.5M | $78.7M |
| Q1 26 | — | 20.4% | ||
| Q4 25 | 21.4% | 20.8% | ||
| Q3 25 | 21.9% | 21.0% | ||
| Q2 25 | — | 20.7% | ||
| Q1 25 | 20.7% | 20.3% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | 22.7% | 21.0% | ||
| Q2 24 | 27.9% | 20.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 2.6% | 5.5% | ||
| Q3 25 | 4.1% | 5.6% | ||
| Q2 25 | — | 6.0% | ||
| Q1 25 | 2.5% | 5.2% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | 3.2% | 6.7% | ||
| Q2 24 | 8.6% | 6.4% |
| Q1 26 | — | 3.7% | ||
| Q4 25 | 3.2% | 3.8% | ||
| Q3 25 | 5.0% | 3.7% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | 3.7% | 3.4% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | 5.2% | 4.4% | ||
| Q2 24 | 8.1% | 4.1% |
| Q1 26 | — | $0.77 | ||
| Q4 25 | — | $0.81 | ||
| Q3 25 | — | $0.83 | ||
| Q2 25 | — | $0.90 | ||
| Q1 25 | — | $0.73 | ||
| Q4 24 | — | $-95.13 | ||
| Q3 24 | — | $0.97 | ||
| Q2 24 | — | $97.00 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.3B | — |
| Total DebtLower is stronger | — | $277.8M |
| Stockholders' EquityBook value | — | $2.3B |
| Total Assets | $16.8B | $4.5B |
| Debt / EquityLower = less leverage | — | 0.12× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $212.6M | ||
| Q3 25 | $1.6B | $242.0M | ||
| Q2 25 | — | $211.1M | ||
| Q1 25 | $1.8B | $228.7M | ||
| Q4 24 | — | $228.1M | ||
| Q3 24 | $1.4B | $185.1M | ||
| Q2 24 | $1.3B | $167.3M |
| Q1 26 | — | $277.8M | ||
| Q4 25 | — | $274.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $408.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $2.3B | ||
| Q4 25 | — | $2.2B | ||
| Q3 25 | $9.6B | $2.2B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | $9.5B | $2.2B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | $10.1B | $2.1B | ||
| Q2 24 | $9.7B | $2.0B |
| Q1 26 | — | $4.5B | ||
| Q4 25 | $16.8B | $4.4B | ||
| Q3 25 | $17.3B | $4.6B | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | $18.0B | $4.7B | ||
| Q4 24 | — | $4.6B | ||
| Q3 24 | $17.5B | $4.6B | ||
| Q2 24 | $16.9B | $4.5B |
| Q1 26 | — | 0.12× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | — | — |
| Free Cash FlowOCF − Capex | — | $411.6M |
| FCF MarginFCF / Revenue | — | 24.4% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $828.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $112.9M | ||
| Q3 25 | — | $367.8M | ||
| Q2 25 | — | $227.6M | ||
| Q1 25 | $-546.4M | $153.5M | ||
| Q4 24 | — | $392.3M | ||
| Q3 24 | $64.0M | $111.7M | ||
| Q2 24 | — | $270.6M |
| Q1 26 | — | $411.6M | ||
| Q4 25 | — | $31.9M | ||
| Q3 25 | — | $271.2M | ||
| Q2 25 | — | $113.8M | ||
| Q1 25 | — | $45.1M | ||
| Q4 24 | — | $263.5M | ||
| Q3 24 | — | $-20.0M | ||
| Q2 24 | — | $177.2M |
| Q1 26 | — | 24.4% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 15.2% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 13.7% | ||
| Q3 24 | — | -1.1% | ||
| Q2 24 | — | 9.1% |
| Q1 26 | — | 2.0% | ||
| Q4 25 | — | 4.8% | ||
| Q3 25 | — | 5.4% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 6.2% | ||
| Q4 24 | — | 6.7% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 4.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.75× | ||
| Q3 25 | — | 5.51× | ||
| Q2 25 | — | 3.14× | ||
| Q1 25 | -4.64× | 2.55× | ||
| Q4 24 | — | 5.25× | ||
| Q3 24 | 0.38× | 1.41× | ||
| Q2 24 | — | 3.44× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BEKE
| New home transaction services | $932.6M | 29% |
| Existing home transaction services | $841.5M | 26% |
| Home rental services | $804.4M | 25% |
| Home renovation and furnishing | $604.0M | 19% |
| Emerging and other services | $55.6M | 2% |
RUSHA
| New and used commercial vehicle sales | $955.1M | 57% |
| Aftermarket products and services sales | $627.2M | 37% |
| Lease and rental sales | $92.3M | 5% |
| Finance and insurance | $5.6M | 0% |