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Encompass Health Corp（EHC）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 $1.5B、Encompass Health Corpの約1.1倍）。Encompass Health Corpの純利益率が高く（9.5% vs 3.7%、差は5.8%）。Encompass Health Corpの前年同期比売上増加率が高い（9.9% 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 $116.7M）。過去8四半期でEncompass Health Corpの売上複合成長率が高い（8.3% vs -6.8%）
エンコンパスヘルスコーポレーション（旧Amcare、HealthSouth）は米国アラバマ州バーミンガムに本社を置く米国最大の入院リハビリサービス事業者で、39州とプエルトリコに173の入院リハビリ病院を展開し、脳卒中や神経疾患、心肺疾患、脳損傷から回復中の患者に専門的な治療とケアを提供している。
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。
EHC vs RUSHA — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.5B | $1.7B |
| 純利益 | $146.1M | $61.7M |
| 粗利率 | — | 20.4% |
| 営業利益率 | 16.7% | 4.9% |
| 純利益率 | 9.5% | 3.7% |
| 売上前年比 | 9.9% | -9.0% |
| 純利益前年比 | 20.8% | 1.8% |
| EPS（希薄化後） | $1.43 | $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 | $1.5B | $1.7B | ||
| Q3 25 | $1.5B | $1.8B | ||
| Q2 25 | $1.5B | $1.8B | ||
| Q1 25 | $1.5B | $1.8B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.3B | $1.9B |
| Q1 26 | — | $61.7M | ||
| Q4 25 | $146.1M | $64.3M | ||
| Q3 25 | $126.5M | $66.7M | ||
| Q2 25 | $142.1M | $72.4M | ||
| Q1 25 | $151.5M | $60.3M | ||
| Q4 24 | $120.9M | $74.8M | ||
| Q3 24 | $108.2M | $79.1M | ||
| Q2 24 | $114.1M | $78.7M |
| Q1 26 | — | 20.4% | ||
| Q4 25 | — | 20.8% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | — | 20.7% | ||
| Q1 25 | — | 20.3% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 21.0% | ||
| Q2 24 | — | 20.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 16.7% | 5.5% | ||
| Q3 25 | 14.9% | 5.6% | ||
| Q2 25 | 16.2% | 6.0% | ||
| Q1 25 | 16.4% | 5.2% | ||
| Q4 24 | 14.3% | 5.8% | ||
| Q3 24 | 13.6% | 6.7% | ||
| Q2 24 | 14.3% | 6.4% |
| Q1 26 | — | 3.7% | ||
| Q4 25 | 9.5% | 3.8% | ||
| Q3 25 | 8.6% | 3.7% | ||
| Q2 25 | 9.7% | 3.9% | ||
| Q1 25 | 10.4% | 3.4% | ||
| Q4 24 | 8.6% | 3.9% | ||
| Q3 24 | 8.0% | 4.4% | ||
| Q2 24 | 8.8% | 4.1% |
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.43 | $0.81 | ||
| Q3 25 | $1.24 | $0.83 | ||
| Q2 25 | $1.39 | $0.90 | ||
| Q1 25 | $1.48 | $0.73 | ||
| Q4 24 | $1.18 | $-95.13 | ||
| Q3 24 | $1.06 | $0.97 | ||
| Q2 24 | $1.12 | $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 | $72.2M | — |
| 総負債低いほど良い | $2.4B | $277.8M |
| 株主資本純資産 | $2.4B | $2.3B |
| 総資産 | $7.1B | $4.5B |
| 負債/資本比率低いほどレバレッジが低い | 1.00× | 0.12× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $72.2M | $212.6M | ||
| Q3 25 | $48.7M | $242.0M | ||
| Q2 25 | $99.1M | $211.1M | ||
| Q1 25 | $95.8M | $228.7M | ||
| Q4 24 | $85.4M | $228.1M | ||
| Q3 24 | $147.8M | $185.1M | ||
| Q2 24 | $154.4M | $167.3M |
| Q1 26 | — | $277.8M | ||
| Q4 25 | $2.4B | $274.8M | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.4B | $408.4M | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.7B | — |
| Q1 26 | — | $2.3B | ||
| Q4 25 | $2.4B | $2.2B | ||
| Q3 25 | $2.4B | $2.2B | ||
| Q2 25 | $2.3B | $2.2B | ||
| Q1 25 | $2.2B | $2.2B | ||
| Q4 24 | $2.1B | $2.1B | ||
| Q3 24 | $2.0B | $2.1B | ||
| Q2 24 | $1.8B | $2.0B |
| Q1 26 | — | $4.5B | ||
| Q4 25 | $7.1B | $4.4B | ||
| Q3 25 | $6.9B | $4.6B | ||
| Q2 25 | $6.8B | $4.7B | ||
| Q1 25 | $6.6B | $4.7B | ||
| Q4 24 | $6.5B | $4.6B | ||
| Q3 24 | $6.5B | $4.6B | ||
| Q2 24 | $6.4B | $4.5B |
| Q1 26 | — | 0.12× | ||
| Q4 25 | 1.00× | 0.12× | ||
| Q3 25 | 1.01× | — | ||
| Q2 25 | 1.02× | — | ||
| Q1 25 | 1.08× | — | ||
| Q4 24 | 1.14× | 0.19× | ||
| Q3 24 | 1.20× | — | ||
| Q2 24 | 1.46× | — |
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 | $346.0M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $116.7M | $411.6M |
| FCFマージンFCF / 売上 | 7.6% | 24.4% |
| 設備投資強度設備投資 / 売上 | 14.8% | 2.0% |
| キャッシュ転換率営業CF / 純利益 | 2.37× | — |
| 直近12ヶ月FCF直近4四半期 | $439.2M | $828.4M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $346.0M | $112.9M | ||
| Q3 25 | $270.8M | $367.8M | ||
| Q2 25 | $270.2M | $227.6M | ||
| Q1 25 | $288.6M | $153.5M | ||
| Q4 24 | $278.8M | $392.3M | ||
| Q3 24 | $267.8M | $111.7M | ||
| Q2 24 | $217.4M | $270.6M |
| Q1 26 | — | $411.6M | ||
| Q4 25 | $116.7M | $31.9M | ||
| Q3 25 | $83.7M | $271.2M | ||
| Q2 25 | $113.3M | $113.8M | ||
| Q1 25 | $125.5M | $45.1M | ||
| Q4 24 | $80.1M | $263.5M | ||
| Q3 24 | $120.3M | $-20.0M | ||
| Q2 24 | $60.5M | $177.2M |
| Q1 26 | — | 24.4% | ||
| Q4 25 | 7.6% | 1.9% | ||
| Q3 25 | 5.7% | 15.2% | ||
| Q2 25 | 7.8% | 6.2% | ||
| Q1 25 | 8.6% | 2.6% | ||
| Q4 24 | 5.7% | 13.7% | ||
| Q3 24 | 8.9% | -1.1% | ||
| Q2 24 | 4.6% | 9.1% |
| Q1 26 | — | 2.0% | ||
| Q4 25 | 14.8% | 4.8% | ||
| Q3 25 | 12.7% | 5.4% | ||
| Q2 25 | 10.8% | 6.2% | ||
| Q1 25 | 11.2% | 6.2% | ||
| Q4 24 | 14.1% | 6.7% | ||
| Q3 24 | 10.9% | 7.3% | ||
| Q2 24 | 12.1% | 4.8% |
| Q1 26 | — | — | ||
| Q4 25 | 2.37× | 1.75× | ||
| Q3 25 | 2.14× | 5.51× | ||
| Q2 25 | 1.90× | 3.14× | ||
| Q1 25 | 1.90× | 2.55× | ||
| Q4 24 | 2.31× | 5.25× | ||
| Q3 24 | 2.48× | 1.41× | ||
| Q2 24 | 1.91× | 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
EHC
| Medicare | $1.0B | 66% |
| Medicare Advantage | $243.1M | 16% |
| Managed Care | $160.7M | 10% |
| Medicaid | $47.0M | 3% |
| Other Income Source | $44.8M | 3% |
| Other Thirdparty Payors | $11.2M | 1% |
| Workers Compensation | $7.6M | 0% |
| Patients | $4.6M | 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% |
