vs
ガートナー(IT)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
ガートナーの直近四半期売上が大きい($1.8B vs $1.7B、RUSH ENTERPRISES INC \TX\の約1.0倍)。ガートナーの純利益率が高く(13.8% vs 3.7%、差は10.2%)。ガートナーの前年同期比売上増加率が高い(2.2% 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 $270.7M)。過去8四半期でガートナーの売上複合成長率が高い(9.1% vs -6.8%)
ガートナーは米国発祥のビジネス・テクノロジー分野に特化した調査・アドバイザリー企業です。大手企業、政府機関、テクノロジー企業、投資会社などを顧客に持ち、調査レポートの提供、カンファレンス開催、コンサルティングサービスを通じ、顧客の意思決定を支援しています。
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。
IT vs RUSHA — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $1.8B | $1.7B |
| 純利益 | $242.2M | $61.7M |
| 粗利率 | 67.8% | 20.4% |
| 営業利益率 | 19.1% | 4.9% |
| 純利益率 | 13.8% | 3.7% |
| 売上前年比 | 2.2% | -9.0% |
| 純利益前年比 | -39.2% | 1.8% |
| EPS(希薄化後) | $3.36 | $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 | $1.8B | $1.7B | ||
| Q3 25 | $1.5B | $1.8B | ||
| Q2 25 | $1.7B | $1.8B | ||
| Q1 25 | $1.5B | $1.8B | ||
| Q4 24 | $1.7B | $1.9B | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.6B | $1.9B |
| Q1 26 | — | $61.7M | ||
| Q4 25 | $242.2M | $64.3M | ||
| Q3 25 | $35.4M | $66.7M | ||
| Q2 25 | $240.8M | $72.4M | ||
| Q1 25 | $210.9M | $60.3M | ||
| Q4 24 | $398.6M | $74.8M | ||
| Q3 24 | $415.0M | $79.1M | ||
| Q2 24 | $229.5M | $78.7M |
| Q1 26 | — | 20.4% | ||
| Q4 25 | 67.8% | 20.8% | ||
| Q3 25 | 69.3% | 21.0% | ||
| Q2 25 | 68.6% | 20.7% | ||
| Q1 25 | 69.4% | 20.3% | ||
| Q4 24 | 66.8% | 19.3% | ||
| Q3 24 | 68.4% | 21.0% | ||
| Q2 24 | 68.6% | 20.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 19.1% | 5.5% | ||
| Q3 25 | 5.7% | 5.6% | ||
| Q2 25 | 19.4% | 6.0% | ||
| Q1 25 | 18.1% | 5.2% | ||
| Q4 24 | 18.5% | 5.8% | ||
| Q3 24 | 16.6% | 6.7% | ||
| Q2 24 | 20.0% | 6.4% |
| Q1 26 | — | 3.7% | ||
| Q4 25 | 13.8% | 3.8% | ||
| Q3 25 | 2.3% | 3.7% | ||
| Q2 25 | 14.3% | 3.9% | ||
| Q1 25 | 13.7% | 3.4% | ||
| Q4 24 | 23.2% | 3.9% | ||
| Q3 24 | 28.0% | 4.4% | ||
| Q2 24 | 14.4% | 4.1% |
| Q1 26 | — | $0.77 | ||
| Q4 25 | $3.36 | $0.81 | ||
| Q3 25 | $0.47 | $0.83 | ||
| Q2 25 | $3.11 | $0.90 | ||
| Q1 25 | $2.71 | $0.73 | ||
| Q4 24 | $5.08 | $-95.13 | ||
| Q3 24 | $5.32 | $0.97 | ||
| Q2 24 | $2.93 | $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 | $1.7B | — |
| 総負債低いほど良い | — | $277.8M |
| 株主資本純資産 | $319.9M | $2.3B |
| 総資産 | $8.1B | $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 | $1.7B | $212.6M | ||
| Q3 25 | $1.4B | $242.0M | ||
| Q2 25 | $2.2B | $211.1M | ||
| Q1 25 | $2.1B | $228.7M | ||
| Q4 24 | $1.9B | $228.1M | ||
| Q3 24 | $1.8B | $185.1M | ||
| Q2 24 | $1.2B | $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 | $319.9M | $2.2B | ||
| Q3 25 | $556.6M | $2.2B | ||
| Q2 25 | $1.5B | $2.2B | ||
| Q1 25 | $1.5B | $2.2B | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.1B | $2.1B | ||
| Q2 24 | $646.7M | $2.0B |
| Q1 26 | — | $4.5B | ||
| Q4 25 | $8.1B | $4.4B | ||
| Q3 25 | $7.2B | $4.6B | ||
| Q2 25 | $8.3B | $4.7B | ||
| Q1 25 | $8.5B | $4.7B | ||
| Q4 24 | $8.5B | $4.6B | ||
| Q3 24 | $7.8B | $4.6B | ||
| Q2 24 | $7.4B | $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 | $294.5M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $270.7M | $411.6M |
| FCFマージンFCF / 売上 | 15.4% | 24.4% |
| 設備投資強度設備投資 / 売上 | 1.4% | 2.0% |
| キャッシュ転換率営業CF / 純利益 | 1.22× | — |
| 直近12ヶ月FCF直近4四半期 | $1.2B | $828.4M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $294.5M | $112.9M | ||
| Q3 25 | $298.7M | $367.8M | ||
| Q2 25 | $383.6M | $227.6M | ||
| Q1 25 | $313.5M | $153.5M | ||
| Q4 24 | $335.4M | $392.3M | ||
| Q3 24 | $590.8M | $111.7M | ||
| Q2 24 | $370.0M | $270.6M |
| Q1 26 | — | $411.6M | ||
| Q4 25 | $270.7M | $31.9M | ||
| Q3 25 | $269.3M | $271.2M | ||
| Q2 25 | $347.3M | $113.8M | ||
| Q1 25 | $287.9M | $45.1M | ||
| Q4 24 | $311.4M | $263.5M | ||
| Q3 24 | $565.0M | $-20.0M | ||
| Q2 24 | $340.6M | $177.2M |
| Q1 26 | — | 24.4% | ||
| Q4 25 | 15.4% | 1.9% | ||
| Q3 25 | 17.7% | 15.2% | ||
| Q2 25 | 20.6% | 6.2% | ||
| Q1 25 | 18.8% | 2.6% | ||
| Q4 24 | 18.2% | 13.7% | ||
| Q3 24 | 38.1% | -1.1% | ||
| Q2 24 | 21.4% | 9.1% |
| Q1 26 | — | 2.0% | ||
| Q4 25 | 1.4% | 4.8% | ||
| Q3 25 | 1.9% | 5.4% | ||
| Q2 25 | 2.1% | 6.2% | ||
| Q1 25 | 1.7% | 6.2% | ||
| Q4 24 | 1.4% | 6.7% | ||
| Q3 24 | 1.7% | 7.3% | ||
| Q2 24 | 1.8% | 4.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.22× | 1.75× | ||
| Q3 25 | 8.45× | 5.51× | ||
| Q2 25 | 1.59× | 3.14× | ||
| Q1 25 | 1.49× | 2.55× | ||
| Q4 24 | 0.84× | 5.25× | ||
| Q3 24 | 1.42× | 1.41× | ||
| Q2 24 | 1.61× | 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
IT
| Transferred Over Time | $1.3B | 73% |
| Conferences | $286.2M | 16% |
| Consulting | $133.6M | 8% |
| Other | $52.3M | 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% |