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MUELLER INDUSTRIES INC（MLI）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 $962.4M、MUELLER INDUSTRIES INCの約1.8倍）。MUELLER INDUSTRIES INCの純利益率が高く（16.0% vs 3.7%、差は12.3%）。MUELLER INDUSTRIES INCの前年同期比売上増加率が高い（4.2% 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 $121.4M）。過去8四半期でMUELLER INDUSTRIES INCの売上複合成長率が高い（6.4% vs -6.8%）
Mueller Industriesは1917年創業の米国製造企業で、本社はテネシー州メンフィスに所在する。配管製品、産業用金属、空調機器を主力事業とし、2022年にフォーチュン1000にランクインした、年商数十億ドルの上場企業である。
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。
MLI vs RUSHA — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $962.4M | $1.7B |
| 純利益 | $153.7M | $61.7M |
| 粗利率 | — | 20.4% |
| 営業利益率 | 17.9% | 4.9% |
| 純利益率 | 16.0% | 3.7% |
| 売上前年比 | 4.2% | -9.0% |
| 純利益前年比 | 11.7% | 1.8% |
| EPS（希薄化後） | $1.37 | $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 | $962.4M | $1.7B | ||
| Q3 25 | $1.1B | $1.8B | ||
| Q2 25 | $1.1B | $1.8B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $923.5M | $1.9B | ||
| Q3 24 | $997.8M | $1.8B | ||
| Q2 24 | $997.7M | $1.9B |
| Q1 26 | — | $61.7M | ||
| Q4 25 | $153.7M | $64.3M | ||
| Q3 25 | $208.1M | $66.7M | ||
| Q2 25 | $245.9M | $72.4M | ||
| Q1 25 | $157.4M | $60.3M | ||
| Q4 24 | $137.7M | $74.8M | ||
| Q3 24 | $168.7M | $79.1M | ||
| Q2 24 | $160.2M | $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 | 27.6% | 21.0% | ||
| Q2 24 | 27.3% | 20.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 17.9% | 5.5% | ||
| Q3 25 | 25.6% | 5.6% | ||
| Q2 25 | 26.7% | 6.0% | ||
| Q1 25 | 20.6% | 5.2% | ||
| Q4 24 | 18.4% | 5.8% | ||
| Q3 24 | 20.7% | 6.7% | ||
| Q2 24 | 21.0% | 6.4% |
| Q1 26 | — | 3.7% | ||
| Q4 25 | 16.0% | 3.8% | ||
| Q3 25 | 19.3% | 3.7% | ||
| Q2 25 | 21.6% | 3.9% | ||
| Q1 25 | 15.7% | 3.4% | ||
| Q4 24 | 14.9% | 3.9% | ||
| Q3 24 | 16.9% | 4.4% | ||
| Q2 24 | 16.1% | 4.1% |
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.37 | $0.81 | ||
| Q3 25 | $1.88 | $0.83 | ||
| Q2 25 | $2.22 | $0.90 | ||
| Q1 25 | $1.39 | $0.73 | ||
| Q4 24 | $1.21 | $-95.13 | ||
| Q3 24 | $1.48 | $0.97 | ||
| Q2 24 | $1.41 | $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 | $1.4B | — |
| 総負債低いほど良い | — | $277.8M |
| 株主資本純資産 | $3.2B | $2.3B |
| 総資産 | $3.7B | $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 | $1.4B | $212.6M | ||
| Q3 25 | $1.3B | $242.0M | ||
| Q2 25 | $1.1B | $211.1M | ||
| Q1 25 | $873.6M | $228.7M | ||
| Q4 24 | $1.1B | $228.1M | ||
| Q3 24 | $969.6M | $185.1M | ||
| Q2 24 | $825.7M | $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 | $3.2B | $2.2B | ||
| Q3 25 | $3.1B | $2.2B | ||
| Q2 25 | $2.9B | $2.2B | ||
| Q1 25 | $2.7B | $2.2B | ||
| Q4 24 | $2.8B | $2.1B | ||
| Q3 24 | $2.7B | $2.1B | ||
| Q2 24 | $2.5B | $2.0B |
| Q1 26 | — | $4.5B | ||
| Q4 25 | $3.7B | $4.4B | ||
| Q3 25 | $3.7B | $4.6B | ||
| Q2 25 | $3.5B | $4.7B | ||
| Q1 25 | $3.2B | $4.7B | ||
| Q4 24 | $3.3B | $4.6B | ||
| Q3 24 | $3.2B | $4.6B | ||
| Q2 24 | $3.1B | $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 | $141.2M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $121.4M | $411.6M |
| FCFマージンFCF / 売上 | 12.6% | 24.4% |
| 設備投資強度設備投資 / 売上 | 2.1% | 2.0% |
| キャッシュ転換率営業CF / 純利益 | 0.92× | — |
| 直近12ヶ月FCF直近4四半期 | $686.6M | $828.4M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $141.2M | $112.9M | ||
| Q3 25 | $310.1M | $367.8M | ||
| Q2 25 | $190.6M | $227.6M | ||
| Q1 25 | $113.6M | $153.5M | ||
| Q4 24 | $140.1M | $392.3M | ||
| Q3 24 | $231.4M | $111.7M | ||
| Q2 24 | $100.8M | $270.6M |
| Q1 26 | — | $411.6M | ||
| Q4 25 | $121.4M | $31.9M | ||
| Q3 25 | $291.8M | $271.2M | ||
| Q2 25 | $176.5M | $113.8M | ||
| Q1 25 | $97.0M | $45.1M | ||
| Q4 24 | $111.2M | $263.5M | ||
| Q3 24 | $205.7M | $-20.0M | ||
| Q2 24 | $91.6M | $177.2M |
| Q1 26 | — | 24.4% | ||
| Q4 25 | 12.6% | 1.9% | ||
| Q3 25 | 27.1% | 15.2% | ||
| Q2 25 | 15.5% | 6.2% | ||
| Q1 25 | 9.7% | 2.6% | ||
| Q4 24 | 12.0% | 13.7% | ||
| Q3 24 | 20.6% | -1.1% | ||
| Q2 24 | 9.2% | 9.1% |
| Q1 26 | — | 2.0% | ||
| Q4 25 | 2.1% | 4.8% | ||
| Q3 25 | 1.7% | 5.4% | ||
| Q2 25 | 1.2% | 6.2% | ||
| Q1 25 | 1.7% | 6.2% | ||
| Q4 24 | 3.1% | 6.7% | ||
| Q3 24 | 2.6% | 7.3% | ||
| Q2 24 | 0.9% | 4.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.92× | 1.75× | ||
| Q3 25 | 1.49× | 5.51× | ||
| Q2 25 | 0.78× | 3.14× | ||
| Q1 25 | 0.72× | 2.55× | ||
| Q4 24 | 1.02× | 5.25× | ||
| Q3 24 | 1.37× | 1.41× | ||
| Q2 24 | 0.63× | 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
MLI
| Tube And Fittings | $484.6M | 50% |
| Industrial Metals | $252.2M | 26% |
| Valves And Plumbing Specialties | $122.5M | 13% |
| Flex Duct And Other HVAC Components | $80.8M | 8% |
| Other Products | $14.9M | 2% |
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% |
