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Builders FirstSource（BLDR）とRUSH ENTERPRISES INC \TX\（RUSHA）の財務データ比較。上の社名をクリックして会社を切り替えられます
Builders FirstSourceの直近四半期売上が大きい（$3.4B vs $1.7B、RUSH ENTERPRISES INC \TX\の約2.0倍）。RUSH ENTERPRISES INC \TX\の純利益率が高く（3.7% vs 0.9%、差は2.7%）。RUSH ENTERPRISES INC \TX\の前年同期比売上増加率が高い（-9.0% vs -12.1%）。RUSH ENTERPRISES INC \TX\の直近四半期フリーキャッシュフローが多い（$411.6M vs $106.7M）。過去8四半期でRUSH ENTERPRISES INC \TX\の売上複合成長率が高い（-6.8% vs -7.1%）
Builders FirstSource, Inc.はフォーチュン500にランクインする建築資材の製造・供給企業です。1998年3月に設立され本社はテキサス州アービングに所在し、全米で1万5千人以上を雇用し、新築住宅建設、補修・リフォーム分野の専門事業者向けに製品やサービスを提供しています。
ラッシュ・エンタープライズは米国テキサス州ニューブラウンフェルズに本拠を置く商用車ディーラーで、傘下のRush Truck Centersを通じて新車・中古トラックを主力販売している。2019年時点で米国20州に200店舗以上、カナダに14拠点を展開し、2020年にフォーチュン500入りを果たした。
BLDR vs RUSHA — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $3.4B | $1.7B |
| 純利益 | $31.5M | $61.7M |
| 粗利率 | 29.8% | 20.4% |
| 営業利益率 | 1.8% | 4.9% |
| 純利益率 | 0.9% | 3.7% |
| 売上前年比 | -12.1% | -9.0% |
| 純利益前年比 | -83.5% | 1.8% |
| EPS（希薄化後） | $0.29 | $0.77 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q1 26 | — | $1.7B | ||
| Q4 25 | $3.4B | $1.7B | ||
| Q3 25 | $3.9B | $1.8B | ||
| Q2 25 | $4.2B | $1.8B | ||
| Q1 25 | $3.7B | $1.8B | ||
| Q4 24 | $3.8B | $1.9B | ||
| Q3 24 | $4.2B | $1.8B | ||
| Q2 24 | $4.5B | $1.9B |
| Q1 26 | — | $61.7M | ||
| Q4 25 | $31.5M | $64.3M | ||
| Q3 25 | $122.4M | $66.7M | ||
| Q2 25 | $185.0M | $72.4M | ||
| Q1 25 | $96.3M | $60.3M | ||
| Q4 24 | $190.2M | $74.8M | ||
| Q3 24 | $284.8M | $79.1M | ||
| Q2 24 | $344.1M | $78.7M |
| Q1 26 | — | 20.4% | ||
| Q4 25 | 29.8% | 20.8% | ||
| Q3 25 | 30.4% | 21.0% | ||
| Q2 25 | 30.7% | 20.7% | ||
| Q1 25 | 30.5% | 20.3% | ||
| Q4 24 | 32.3% | 19.3% | ||
| Q3 24 | 32.8% | 21.0% | ||
| Q2 24 | 32.8% | 20.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 1.8% | 5.5% | ||
| Q3 25 | 5.8% | 5.6% | ||
| Q2 25 | 7.4% | 6.0% | ||
| Q1 25 | 5.0% | 5.2% | ||
| Q4 24 | 8.0% | 5.8% | ||
| Q3 24 | 10.1% | 6.7% | ||
| Q2 24 | 11.0% | 6.4% |
| Q1 26 | — | 3.7% | ||
| Q4 25 | 0.9% | 3.8% | ||
| Q3 25 | 3.1% | 3.7% | ||
| Q2 25 | 4.4% | 3.9% | ||
| Q1 25 | 2.6% | 3.4% | ||
| Q4 24 | 5.0% | 3.9% | ||
| Q3 24 | 6.7% | 4.4% | ||
| Q2 24 | 7.7% | 4.1% |
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.29 | $0.81 | ||
| Q3 25 | $1.10 | $0.83 | ||
| Q2 25 | $1.66 | $0.90 | ||
| Q1 25 | $0.84 | $0.73 | ||
| Q4 24 | $1.65 | $-95.13 | ||
| Q3 24 | $2.44 | $0.97 | ||
| Q2 24 | $2.87 | $97.00 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $181.8M | — |
| 総負債低いほど良い | $4.4B | $277.8M |
| 株主資本純資産 | $4.4B | $2.3B |
| 総資産 | $11.2B | $4.5B |
| 負債/資本比率低いほどレバレッジが低い | 1.02× | 0.12× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $181.8M | $212.6M | ||
| Q3 25 | $296.2M | $242.0M | ||
| Q2 25 | $87.0M | $211.1M | ||
| Q1 25 | $115.4M | $228.7M | ||
| Q4 24 | $153.6M | $228.1M | ||
| Q3 24 | $328.1M | $185.1M | ||
| Q2 24 | $75.6M | $167.3M |
| Q1 26 | — | $277.8M | ||
| Q4 25 | $4.4B | $274.8M | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.7B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $3.7B | $408.4M | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.8B | — |
| Q1 26 | — | $2.3B | ||
| Q4 25 | $4.4B | $2.2B | ||
| Q3 25 | $4.3B | $2.2B | ||
| Q2 25 | $4.2B | $2.2B | ||
| Q1 25 | $4.4B | $2.2B | ||
| Q4 24 | $4.3B | $2.1B | ||
| Q3 24 | $4.4B | $2.1B | ||
| Q2 24 | $4.3B | $2.0B |
| Q1 26 | — | $4.5B | ||
| Q4 25 | $11.2B | $4.4B | ||
| Q3 25 | $11.4B | $4.6B | ||
| Q2 25 | $11.5B | $4.7B | ||
| Q1 25 | $11.4B | $4.7B | ||
| Q4 24 | $10.6B | $4.6B | ||
| Q3 24 | $10.9B | $4.6B | ||
| Q2 24 | $10.7B | $4.5B |
| Q1 26 | — | 0.12× | ||
| Q4 25 | 1.02× | 0.12× | ||
| Q3 25 | 1.03× | — | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | 0.86× | 0.19× | ||
| Q3 24 | 0.83× | — | ||
| Q2 24 | 0.88× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $194.8M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $106.7M | $411.6M |
| FCFマージンFCF / 売上 | 3.2% | 24.4% |
| 設備投資強度設備投資 / 売上 | 2.6% | 2.0% |
| キャッシュ転換率営業CF / 純利益 | 6.19× | — |
| 直近12ヶ月FCF直近4四半期 | $853.3M | $828.4M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $194.8M | $112.9M | ||
| Q3 25 | $547.7M | $367.8M | ||
| Q2 25 | $341.0M | $227.6M | ||
| Q1 25 | $132.3M | $153.5M | ||
| Q4 24 | $373.5M | $392.3M | ||
| Q3 24 | $730.0M | $111.7M | ||
| Q2 24 | $452.1M | $270.6M |
| Q1 26 | — | $411.6M | ||
| Q4 25 | $106.7M | $31.9M | ||
| Q3 25 | $461.9M | $271.2M | ||
| Q2 25 | $252.3M | $113.8M | ||
| Q1 25 | $32.4M | $45.1M | ||
| Q4 24 | $273.8M | $263.5M | ||
| Q3 24 | $630.4M | $-20.0M | ||
| Q2 24 | $364.0M | $177.2M |
| Q1 26 | — | 24.4% | ||
| Q4 25 | 3.2% | 1.9% | ||
| Q3 25 | 11.7% | 15.2% | ||
| Q2 25 | 6.0% | 6.2% | ||
| Q1 25 | 0.9% | 2.6% | ||
| Q4 24 | 7.2% | 13.7% | ||
| Q3 24 | 14.9% | -1.1% | ||
| Q2 24 | 8.2% | 9.1% |
| Q1 26 | — | 2.0% | ||
| Q4 25 | 2.6% | 4.8% | ||
| Q3 25 | 2.2% | 5.4% | ||
| Q2 25 | 2.1% | 6.2% | ||
| Q1 25 | 2.7% | 6.2% | ||
| Q4 24 | 2.6% | 6.7% | ||
| Q3 24 | 2.4% | 7.3% | ||
| Q2 24 | 2.0% | 4.8% |
| Q1 26 | — | — | ||
| Q4 25 | 6.19× | 1.75× | ||
| Q3 25 | 4.48× | 5.51× | ||
| Q2 25 | 1.84× | 3.14× | ||
| Q1 25 | 1.37× | 2.55× | ||
| Q4 24 | 1.96× | 5.25× | ||
| Q3 24 | 2.56× | 1.41× | ||
| Q2 24 | 1.31× | 3.44× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
BLDR
| Specialty Building Products And Services | $949.0M | 28% |
| Windows Doors And Millwork | $893.5M | 27% |
| Lumber And Lumber Sheet Goods | $772.6M | 23% |
| Manufactured Products | $742.8M | 22% |
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% |
