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BWX Technologies, Inc.（BWXT）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
RUSH ENTERPRISES INC \TX\の直近四半期売上が大きい（$1.7B vs $885.8M、BWX Technologies, Inc.の約1.9倍）。BWX Technologies, Inc.の純利益率が高く（10.5% vs 3.7%、差は6.8%）。BWX Technologies, Inc.の前年同期比売上増加率が高い（18.7% vs -9.0%）。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 $56.8M）。過去8四半期でBWX Technologies, Inc.の売上複合成長率が高い（21.1% vs -6.8%）
BWXテクノロジーズ社（略称BWXT）は米国バージニア州リンチバーグに本社を置き、原子力関連部品及び燃料を世界各国に供給する企業です。原子力発電や関連産業分野の顧客ニーズに応え、高品質な製品を提供しています。
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。
BWXT vs RUSHA — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $885.8M | $1.7B |
| 純利益 | $93.0M | $61.7M |
| 粗利率 | — | 20.4% |
| 営業利益率 | 10.4% | 4.9% |
| 純利益率 | 10.5% | 3.7% |
| 売上前年比 | 18.7% | -9.0% |
| 純利益前年比 | 30.9% | 1.8% |
| EPS（希薄化後） | $1.02 | $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 | $885.8M | $1.7B | ||
| Q3 25 | $866.3M | $1.8B | ||
| Q2 25 | $764.0M | $1.8B | ||
| Q1 25 | $682.3M | $1.8B | ||
| Q4 24 | $746.3M | $1.9B | ||
| Q3 24 | $672.0M | $1.8B | ||
| Q2 24 | $681.5M | $1.9B |
| Q1 26 | — | $61.7M | ||
| Q4 25 | $93.0M | $64.3M | ||
| Q3 25 | $82.1M | $66.7M | ||
| Q2 25 | $78.4M | $72.4M | ||
| Q1 25 | $75.5M | $60.3M | ||
| Q4 24 | $71.0M | $74.8M | ||
| Q3 24 | $69.5M | $79.1M | ||
| Q2 24 | $73.0M | $78.7M |
| Q1 26 | — | 20.4% | ||
| Q4 25 | — | 20.8% | ||
| Q3 25 | 21.8% | 21.0% | ||
| Q2 25 | 25.1% | 20.7% | ||
| Q1 25 | 24.2% | 20.3% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | 24.4% | 21.0% | ||
| Q2 24 | 24.7% | 20.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 10.4% | 5.5% | ||
| Q3 25 | 13.1% | 5.6% | ||
| Q2 25 | 13.4% | 6.0% | ||
| Q1 25 | 14.2% | 5.2% | ||
| Q4 24 | 12.4% | 5.8% | ||
| Q3 24 | 14.4% | 6.7% | ||
| Q2 24 | 14.5% | 6.4% |
| Q1 26 | — | 3.7% | ||
| Q4 25 | 10.5% | 3.8% | ||
| Q3 25 | 9.5% | 3.7% | ||
| Q2 25 | 10.3% | 3.9% | ||
| Q1 25 | 11.1% | 3.4% | ||
| Q4 24 | 9.5% | 3.9% | ||
| Q3 24 | 10.3% | 4.4% | ||
| Q2 24 | 10.7% | 4.1% |
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.02 | $0.81 | ||
| Q3 25 | $0.89 | $0.83 | ||
| Q2 25 | $0.85 | $0.90 | ||
| Q1 25 | $0.82 | $0.73 | ||
| Q4 24 | $0.77 | $-95.13 | ||
| Q3 24 | $0.76 | $0.97 | ||
| Q2 24 | $0.79 | $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 | $499.8M | — |
| 総負債低いほど良い | — | $277.8M |
| 株主資本純資産 | $1.2B | $2.3B |
| 総資産 | $4.3B | $4.5B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.12× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $499.8M | $212.6M | ||
| Q3 25 | $79.6M | $242.0M | ||
| Q2 25 | $37.0M | $211.1M | ||
| Q1 25 | $55.4M | $228.7M | ||
| Q4 24 | $74.1M | $228.1M | ||
| Q3 24 | $35.5M | $185.1M | ||
| Q2 24 | $48.3M | $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 | $1.2B | $2.2B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.2B | $2.2B | ||
| Q1 25 | $1.1B | $2.2B | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $1.1B | $2.1B | ||
| Q2 24 | $998.5M | $2.0B |
| Q1 26 | — | $4.5B | ||
| Q4 25 | $4.3B | $4.4B | ||
| Q3 25 | $3.8B | $4.6B | ||
| Q2 25 | $3.7B | $4.7B | ||
| Q1 25 | $3.1B | $4.7B | ||
| Q4 24 | $2.9B | $4.6B | ||
| Q3 24 | $2.9B | $4.6B | ||
| Q2 24 | $2.8B | $4.5B |
| Q1 26 | — | 0.12× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $127.0M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $56.8M | $411.6M |
| FCFマージンFCF / 売上 | 6.4% | 24.4% |
| 設備投資強度設備投資 / 売上 | 7.9% | 2.0% |
| キャッシュ転換率営業CF / 純利益 | 1.37× | — |
| 直近12ヶ月FCF直近4四半期 | $295.3M | $828.4M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $127.0M | $112.9M | ||
| Q3 25 | $143.2M | $367.8M | ||
| Q2 25 | $159.0M | $227.6M | ||
| Q1 25 | $50.6M | $153.5M | ||
| Q4 24 | $276.9M | $392.3M | ||
| Q3 24 | $32.6M | $111.7M | ||
| Q2 24 | $65.9M | $270.6M |
| Q1 26 | — | $411.6M | ||
| Q4 25 | $56.8M | $31.9M | ||
| Q3 25 | $94.9M | $271.2M | ||
| Q2 25 | $126.3M | $113.8M | ||
| Q1 25 | $17.3M | $45.1M | ||
| Q4 24 | $224.4M | $263.5M | ||
| Q3 24 | $-7.7M | $-20.0M | ||
| Q2 24 | $35.5M | $177.2M |
| Q1 26 | — | 24.4% | ||
| Q4 25 | 6.4% | 1.9% | ||
| Q3 25 | 11.0% | 15.2% | ||
| Q2 25 | 16.5% | 6.2% | ||
| Q1 25 | 2.5% | 2.6% | ||
| Q4 24 | 30.1% | 13.7% | ||
| Q3 24 | -1.1% | -1.1% | ||
| Q2 24 | 5.2% | 9.1% |
| Q1 26 | — | 2.0% | ||
| Q4 25 | 7.9% | 4.8% | ||
| Q3 25 | 5.6% | 5.4% | ||
| Q2 25 | 4.3% | 6.2% | ||
| Q1 25 | 4.9% | 6.2% | ||
| Q4 24 | 7.0% | 6.7% | ||
| Q3 24 | 6.0% | 7.3% | ||
| Q2 24 | 4.5% | 4.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.37× | 1.75× | ||
| Q3 25 | 1.74× | 5.51× | ||
| Q2 25 | 2.03× | 3.14× | ||
| Q1 25 | 0.67× | 2.55× | ||
| Q4 24 | 3.90× | 5.25× | ||
| Q3 24 | 0.47× | 1.41× | ||
| Q2 24 | 0.90× | 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
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
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% |
