vs
LCI INDUSTRIES（LCII）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 $932.7M、LCI INDUSTRIESの約1.8倍）。RUSH ENTERPRISES INC \TX\の純利益率が高く（3.7% vs 2.0%、差は1.7%）。LCI INDUSTRIESの前年同期比売上増加率が高い（16.1% 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 $64.3M）。過去8四半期でLCI INDUSTRIESの売上複合成長率が高い（-1.8% vs -6.8%）
ラッキーコア・インダストリーズ・リミテッドは旧ICIパキスタンとして知られるパキスタンの複合企業グループで、本社をカラチに置き、ポリエステル、医薬品、農業化学品、ソーダ灰、獣医薬品などの製造・供給を行っています。
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。
LCII vs RUSHA — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $932.7M | $1.7B |
| 純利益 | $18.7M | $61.7M |
| 粗利率 | 22.1% | 20.4% |
| 営業利益率 | 3.8% | 4.9% |
| 純利益率 | 2.0% | 3.7% |
| 売上前年比 | 16.1% | -9.0% |
| 純利益前年比 | 95.7% | 1.8% |
| EPS（希薄化後） | $0.79 | $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 | $932.7M | $1.7B | ||
| Q3 25 | $1.0B | $1.8B | ||
| Q2 25 | $1.1B | $1.8B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $803.1M | $1.9B | ||
| Q3 24 | $915.5M | $1.8B | ||
| Q2 24 | $1.1B | $1.9B |
| Q1 26 | — | $61.7M | ||
| Q4 25 | $18.7M | $64.3M | ||
| Q3 25 | $62.5M | $66.7M | ||
| Q2 25 | $57.6M | $72.4M | ||
| Q1 25 | $49.4M | $60.3M | ||
| Q4 24 | $9.5M | $74.8M | ||
| Q3 24 | $35.6M | $79.1M | ||
| Q2 24 | $61.2M | $78.7M |
| Q1 26 | — | 20.4% | ||
| Q4 25 | 22.1% | 20.8% | ||
| Q3 25 | 24.4% | 21.0% | ||
| Q2 25 | 24.4% | 20.7% | ||
| Q1 25 | 24.1% | 20.3% | ||
| Q4 24 | 21.1% | 19.3% | ||
| Q3 24 | 24.0% | 21.0% | ||
| Q2 24 | 25.3% | 20.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 3.8% | 5.5% | ||
| Q3 25 | 7.3% | 5.6% | ||
| Q2 25 | 7.9% | 6.0% | ||
| Q1 25 | 7.8% | 5.2% | ||
| Q4 24 | 2.0% | 5.8% | ||
| Q3 24 | 5.9% | 6.7% | ||
| Q2 24 | 8.6% | 6.4% |
| Q1 26 | — | 3.7% | ||
| Q4 25 | 2.0% | 3.8% | ||
| Q3 25 | 6.0% | 3.7% | ||
| Q2 25 | 5.2% | 3.9% | ||
| Q1 25 | 4.7% | 3.4% | ||
| Q4 24 | 1.2% | 3.9% | ||
| Q3 24 | 3.9% | 4.4% | ||
| Q2 24 | 5.8% | 4.1% |
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.79 | $0.81 | ||
| Q3 25 | $2.55 | $0.83 | ||
| Q2 25 | $2.29 | $0.90 | ||
| Q1 25 | $1.94 | $0.73 | ||
| Q4 24 | $0.37 | $-95.13 | ||
| Q3 24 | $1.39 | $0.97 | ||
| Q2 24 | $2.40 | $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 | $222.6M | — |
| 総負債低いほど良い | $945.2M | $277.8M |
| 株主資本純資産 | $1.4B | $2.3B |
| 総資産 | $3.2B | $4.5B |
| 負債/資本比率低いほどレバレッジが低い | 0.69× | 0.12× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $222.6M | $212.6M | ||
| Q3 25 | $199.7M | $242.0M | ||
| Q2 25 | $191.9M | $211.1M | ||
| Q1 25 | $231.2M | $228.7M | ||
| Q4 24 | $165.8M | $228.1M | ||
| Q3 24 | $161.2M | $185.1M | ||
| Q2 24 | $130.4M | $167.3M |
| Q1 26 | — | $277.8M | ||
| Q4 25 | $945.2M | $274.8M | ||
| Q3 25 | $947.8M | — | ||
| Q2 25 | $948.0M | — | ||
| Q1 25 | $938.3M | — | ||
| Q4 24 | $757.3M | $408.4M | ||
| Q3 24 | $822.5M | — | ||
| Q2 24 | $829.7M | — |
| Q1 26 | — | $2.3B | ||
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.4B | $2.2B | ||
| Q1 25 | $1.4B | $2.2B | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.4B | $2.0B |
| Q1 26 | — | $4.5B | ||
| Q4 25 | $3.2B | $4.4B | ||
| Q3 25 | $3.2B | $4.6B | ||
| Q2 25 | $3.2B | $4.7B | ||
| Q1 25 | $3.1B | $4.7B | ||
| Q4 24 | $2.9B | $4.6B | ||
| Q3 24 | $3.0B | $4.6B | ||
| Q2 24 | $3.0B | $4.5B |
| Q1 26 | — | 0.12× | ||
| Q4 25 | 0.69× | 0.12× | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.68× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.55× | 0.19× | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.60× | — |
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 | $78.9M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $64.3M | $411.6M |
| FCFマージンFCF / 売上 | 6.9% | 24.4% |
| 設備投資強度設備投資 / 売上 | 1.6% | 2.0% |
| キャッシュ転換率営業CF / 純利益 | 4.22× | — |
| 直近12ヶ月FCF直近4四半期 | $278.3M | $828.4M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $78.9M | $112.9M | ||
| Q3 25 | $97.2M | $367.8M | ||
| Q2 25 | $112.2M | $227.6M | ||
| Q1 25 | $42.7M | $153.5M | ||
| Q4 24 | $106.6M | $392.3M | ||
| Q3 24 | $78.4M | $111.7M | ||
| Q2 24 | $192.9M | $270.6M |
| Q1 26 | — | $411.6M | ||
| Q4 25 | $64.3M | $31.9M | ||
| Q3 25 | $80.9M | $271.2M | ||
| Q2 25 | $99.5M | $113.8M | ||
| Q1 25 | $33.7M | $45.1M | ||
| Q4 24 | $95.7M | $263.5M | ||
| Q3 24 | $68.3M | $-20.0M | ||
| Q2 24 | $180.2M | $177.2M |
| Q1 26 | — | 24.4% | ||
| Q4 25 | 6.9% | 1.9% | ||
| Q3 25 | 7.8% | 15.2% | ||
| Q2 25 | 9.0% | 6.2% | ||
| Q1 25 | 3.2% | 2.6% | ||
| Q4 24 | 11.9% | 13.7% | ||
| Q3 24 | 7.5% | -1.1% | ||
| Q2 24 | 17.1% | 9.1% |
| Q1 26 | — | 2.0% | ||
| Q4 25 | 1.6% | 4.8% | ||
| Q3 25 | 1.6% | 5.4% | ||
| Q2 25 | 1.2% | 6.2% | ||
| Q1 25 | 0.9% | 6.2% | ||
| Q4 24 | 1.4% | 6.7% | ||
| Q3 24 | 1.1% | 7.3% | ||
| Q2 24 | 1.2% | 4.8% |
| Q1 26 | — | — | ||
| Q4 25 | 4.22× | 1.75× | ||
| Q3 25 | 1.55× | 5.51× | ||
| Q2 25 | 1.95× | 3.14× | ||
| Q1 25 | 0.86× | 2.55× | ||
| Q4 24 | 11.17× | 5.25× | ||
| Q3 24 | 2.20× | 1.41× | ||
| Q2 24 | 3.15× | 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
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
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% |
