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IES Holdings, Inc.（IESC）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 $871.0M、IES Holdings, Inc.の約1.9倍）。IES Holdings, Inc.の純利益率が高く（10.5% vs 3.7%、差は6.9%）。IES Holdings, Inc.の前年同期比売上増加率が高い（16.2% 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 $-18.9M）。過去8四半期でIES Holdings, Inc.の売上複合成長率が高い（11.1% vs -6.8%）
IES Holdings, Inc.は旧社名Integrated Electrical Services, Inc.で、統合電気・技術システムの設計・設置を手がけるほか、データセンター、住宅、商業施設・工業施設など多様な末端市場向けにインフラ関連製品・サービスを提供している。
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。
IESC vs RUSHA — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $871.0M | $1.7B |
| 純利益 | $91.8M | $61.7M |
| 粗利率 | 25.3% | 20.4% |
| 営業利益率 | 11.2% | 4.9% |
| 純利益率 | 10.5% | 3.7% |
| 売上前年比 | 16.2% | -9.0% |
| 純利益前年比 | 59.1% | 1.8% |
| EPS（希薄化後） | $4.51 | $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 | $871.0M | $1.7B | ||
| Q3 25 | $897.8M | $1.8B | ||
| Q2 25 | $890.2M | $1.8B | ||
| Q1 25 | $834.0M | $1.8B | ||
| Q4 24 | $749.5M | $1.9B | ||
| Q3 24 | $775.8M | $1.8B | ||
| Q2 24 | $768.4M | $1.9B |
| Q1 26 | — | $61.7M | ||
| Q4 25 | $91.8M | $64.3M | ||
| Q3 25 | $102.3M | $66.7M | ||
| Q2 25 | $79.3M | $72.4M | ||
| Q1 25 | $72.6M | $60.3M | ||
| Q4 24 | $57.7M | $74.8M | ||
| Q3 24 | $65.5M | $79.1M | ||
| Q2 24 | $66.6M | $78.7M |
| Q1 26 | — | 20.4% | ||
| Q4 25 | 25.3% | 20.8% | ||
| Q3 25 | 26.0% | 21.0% | ||
| Q2 25 | 26.9% | 20.7% | ||
| Q1 25 | 25.0% | 20.3% | ||
| Q4 24 | 23.8% | 19.3% | ||
| Q3 24 | 24.0% | 21.0% | ||
| Q2 24 | 25.3% | 20.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 11.2% | 5.5% | ||
| Q3 25 | 11.6% | 5.6% | ||
| Q2 25 | 12.6% | 6.0% | ||
| Q1 25 | 11.1% | 5.2% | ||
| Q4 24 | 10.0% | 5.8% | ||
| Q3 24 | 9.7% | 6.7% | ||
| Q2 24 | 11.7% | 6.4% |
| Q1 26 | — | 3.7% | ||
| Q4 25 | 10.5% | 3.8% | ||
| Q3 25 | 11.4% | 3.7% | ||
| Q2 25 | 8.9% | 3.9% | ||
| Q1 25 | 8.7% | 3.4% | ||
| Q4 24 | 7.7% | 3.9% | ||
| Q3 24 | 8.4% | 4.4% | ||
| Q2 24 | 8.7% | 4.1% |
| Q1 26 | — | $0.77 | ||
| Q4 25 | $4.51 | $0.81 | ||
| Q3 25 | $4.99 | $0.83 | ||
| Q2 25 | $3.81 | $0.90 | ||
| Q1 25 | $3.50 | $0.73 | ||
| Q4 24 | $2.72 | $-95.13 | ||
| Q3 24 | $3.06 | $0.97 | ||
| Q2 24 | $2.67 | $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 | $258.7M | — |
| 総負債低いほど良い | — | $277.8M |
| 株主資本純資産 | $961.1M | $2.3B |
| 総資産 | $1.7B | $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 | $258.7M | $212.6M | ||
| Q3 25 | $231.8M | $242.0M | ||
| Q2 25 | $168.3M | $211.1M | ||
| Q1 25 | $88.3M | $228.7M | ||
| Q4 24 | $112.0M | $228.1M | ||
| Q3 24 | $135.8M | $185.1M | ||
| Q2 24 | $44.9M | $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 | $961.1M | $2.2B | ||
| Q3 25 | $884.0M | $2.2B | ||
| Q2 25 | $781.4M | $2.2B | ||
| Q1 25 | $705.8M | $2.2B | ||
| Q4 24 | $652.4M | $2.1B | ||
| Q3 24 | $611.1M | $2.1B | ||
| Q2 24 | $567.5M | $2.0B |
| Q1 26 | — | $4.5B | ||
| Q4 25 | $1.7B | $4.4B | ||
| Q3 25 | $1.6B | $4.6B | ||
| Q2 25 | $1.5B | $4.7B | ||
| Q1 25 | $1.4B | $4.7B | ||
| Q4 24 | $1.3B | $4.6B | ||
| Q3 24 | $1.2B | $4.6B | ||
| Q2 24 | $1.2B | $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 | $27.7M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $-18.9M | $411.6M |
| FCFマージンFCF / 売上 | -2.2% | 24.4% |
| 設備投資強度設備投資 / 売上 | 5.3% | 2.0% |
| キャッシュ転換率営業CF / 純利益 | 0.30× | — |
| 直近12ヶ月FCF直近4四半期 | $175.9M | $828.4M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $27.7M | $112.9M | ||
| Q3 25 | $132.0M | $367.8M | ||
| Q2 25 | $92.0M | $227.6M | ||
| Q1 25 | $24.8M | $153.5M | ||
| Q4 24 | $37.3M | $392.3M | ||
| Q3 24 | $92.8M | $111.7M | ||
| Q2 24 | $82.9M | $270.6M |
| Q1 26 | — | $411.6M | ||
| Q4 25 | $-18.9M | $31.9M | ||
| Q3 25 | $112.0M | $271.2M | ||
| Q2 25 | $74.8M | $113.8M | ||
| Q1 25 | $7.9M | $45.1M | ||
| Q4 24 | $24.1M | $263.5M | ||
| Q3 24 | $78.5M | $-20.0M | ||
| Q2 24 | $65.4M | $177.2M |
| Q1 26 | — | 24.4% | ||
| Q4 25 | -2.2% | 1.9% | ||
| Q3 25 | 12.5% | 15.2% | ||
| Q2 25 | 8.4% | 6.2% | ||
| Q1 25 | 0.9% | 2.6% | ||
| Q4 24 | 3.2% | 13.7% | ||
| Q3 24 | 10.1% | -1.1% | ||
| Q2 24 | 8.5% | 9.1% |
| Q1 26 | — | 2.0% | ||
| Q4 25 | 5.3% | 4.8% | ||
| Q3 25 | 2.2% | 5.4% | ||
| Q2 25 | 1.9% | 6.2% | ||
| Q1 25 | 2.0% | 6.2% | ||
| Q4 24 | 1.8% | 6.7% | ||
| Q3 24 | 1.8% | 7.3% | ||
| Q2 24 | 2.3% | 4.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.30× | 1.75× | ||
| Q3 25 | 1.29× | 5.51× | ||
| Q2 25 | 1.16× | 3.14× | ||
| Q1 25 | 0.34× | 2.55× | ||
| Q4 24 | 0.65× | 5.25× | ||
| Q3 24 | 1.42× | 1.41× | ||
| Q2 24 | 1.24× | 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
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
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% |
