vs
DARLING INGREDIENTS INC.(DAR)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 $1.6B、DARLING INGREDIENTS INC.の約1.1倍)。RUSH ENTERPRISES INC \TX\の純利益率が高く(3.7% vs 1.2%、差は2.4%)。DARLING INGREDIENTS INC.の前年同期比売上増加率が高い(10.0% vs -9.0%)。過去8四半期でDARLING INGREDIENTS INC.の売上複合成長率が高い(-1.6% vs -6.8%)
ダーリングイングレディエンツ社は持続可能な天然原料を開発・製造するグローバル企業で、可食性・非可食性の有機副産物を食品用栄養成分、動物飼料添加物、医薬品原料、バイオ燃料部品などの高付加価値製品に加工し、世界中の複数産業の顧客に提供している。
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。
DAR vs RUSHA — 直接比較
損益計算書 — Q3 FY2025 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $1.6B | $1.7B |
| 純利益 | $19.4M | $61.7M |
| 粗利率 | 24.7% | 20.4% |
| 営業利益率 | 4.6% | 4.9% |
| 純利益率 | 1.2% | 3.7% |
| 売上前年比 | 10.0% | -9.0% |
| 純利益前年比 | 14.2% | 1.8% |
| EPS(希薄化後) | $0.12 | $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 | — | $1.7B | ||
| Q3 25 | $1.6B | $1.8B | ||
| Q2 25 | $1.5B | $1.8B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.5B | $1.9B |
| Q1 26 | — | $61.7M | ||
| Q4 25 | — | $64.3M | ||
| Q3 25 | $19.4M | $66.7M | ||
| Q2 25 | $12.7M | $72.4M | ||
| Q1 25 | $-26.2M | $60.3M | ||
| Q4 24 | $101.9M | $74.8M | ||
| Q3 24 | $16.9M | $79.1M | ||
| Q2 24 | $78.9M | $78.7M |
| Q1 26 | — | 20.4% | ||
| Q4 25 | — | 20.8% | ||
| Q3 25 | 24.7% | 21.0% | ||
| Q2 25 | 23.3% | 20.7% | ||
| Q1 25 | 22.6% | 20.3% | ||
| Q4 24 | 23.5% | 19.3% | ||
| Q3 24 | 22.1% | 21.0% | ||
| Q2 24 | 22.5% | 20.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | — | 5.5% | ||
| Q3 25 | 4.6% | 5.6% | ||
| Q2 25 | 5.1% | 6.0% | ||
| Q1 25 | 2.1% | 5.2% | ||
| Q4 24 | 8.6% | 5.8% | ||
| Q3 24 | 4.2% | 6.7% | ||
| Q2 24 | 10.2% | 6.4% |
| Q1 26 | — | 3.7% | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | 1.2% | 3.7% | ||
| Q2 25 | 0.9% | 3.9% | ||
| Q1 25 | -1.9% | 3.4% | ||
| Q4 24 | 7.2% | 3.9% | ||
| Q3 24 | 1.2% | 4.4% | ||
| Q2 24 | 5.4% | 4.1% |
| Q1 26 | — | $0.77 | ||
| Q4 25 | — | $0.81 | ||
| Q3 25 | $0.12 | $0.83 | ||
| Q2 25 | $0.08 | $0.90 | ||
| Q1 25 | $-0.16 | $0.73 | ||
| Q4 24 | $0.63 | $-95.13 | ||
| Q3 24 | $0.11 | $0.97 | ||
| Q2 24 | $0.49 | $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 | $91.5M | — |
| 総負債低いほど良い | $4.0B | $277.8M |
| 株主資本純資産 | $4.7B | $2.3B |
| 総資産 | $10.5B | $4.5B |
| 負債/資本比率低いほどレバレッジが低い | 0.86× | 0.12× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | — | $212.6M | ||
| Q3 25 | $91.5M | $242.0M | ||
| Q2 25 | $94.6M | $211.1M | ||
| Q1 25 | $81.5M | $228.7M | ||
| Q4 24 | $76.0M | $228.1M | ||
| Q3 24 | $114.8M | $185.1M | ||
| Q2 24 | $121.6M | $167.3M |
| Q1 26 | — | $277.8M | ||
| Q4 25 | — | $274.8M | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $3.9B | — | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.9B | $408.4M | ||
| Q3 24 | $4.1B | — | ||
| Q2 24 | $4.3B | — |
| Q1 26 | — | $2.3B | ||
| Q4 25 | — | $2.2B | ||
| Q3 25 | $4.7B | $2.2B | ||
| Q2 25 | $4.6B | $2.2B | ||
| Q1 25 | $4.4B | $2.2B | ||
| Q4 24 | $4.4B | $2.1B | ||
| Q3 24 | $4.6B | $2.1B | ||
| Q2 24 | $4.5B | $2.0B |
| Q1 26 | — | $4.5B | ||
| Q4 25 | — | $4.4B | ||
| Q3 25 | $10.5B | $4.6B | ||
| Q2 25 | $10.3B | $4.7B | ||
| Q1 25 | $10.0B | $4.7B | ||
| Q4 24 | $10.1B | $4.6B | ||
| Q3 24 | $10.6B | $4.6B | ||
| Q2 24 | $10.6B | $4.5B |
| Q1 26 | — | 0.12× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | 0.86× | — | ||
| Q2 25 | 0.85× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 0.89× | 0.19× | ||
| Q3 24 | 0.91× | — | ||
| Q2 24 | 0.97× | — |
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 | $224.3M | — |
| フリーキャッシュフロー営業CF - 設備投資 | — | $411.6M |
| FCFマージンFCF / 売上 | — | 24.4% |
| 設備投資強度設備投資 / 売上 | — | 2.0% |
| キャッシュ転換率営業CF / 純利益 | 11.59× | — |
| 直近12ヶ月FCF直近4四半期 | — | $828.4M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | — | $112.9M | ||
| Q3 25 | $224.3M | $367.8M | ||
| Q2 25 | $145.8M | $227.6M | ||
| Q1 25 | $249.0M | $153.5M | ||
| Q4 24 | $154.4M | $392.3M | ||
| Q3 24 | $274.5M | $111.7M | ||
| Q2 24 | $146.5M | $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 | 11.59× | 5.51× | ||
| Q2 25 | 11.52× | 3.14× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | 1.52× | 5.25× | ||
| Q3 24 | 16.19× | 1.41× | ||
| Q2 24 | 1.86× | 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
DAR
| Fats | $428.4M | 27% |
| Food Ingredients | $380.6M | 24% |
| Diamond Green Diesel Holdings Llc Joint Venture | $342.1M | 22% |
| Fuel Ingredients | $154.3M | 10% |
| Used Cooking Oil | $125.9M | 8% |
| Other Rendering | $76.9M | 5% |
| Bakery | $46.9M | 3% |
| Other Products And Services | $12.2M | 1% |
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% |