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亚德诺半导体（ADI）与RUSH ENTERPRISES INC \TX\（RUSHA）财务数据对比。点击上方公司名可切换其他公司
亚德诺半导体的季度营收约是RUSH ENTERPRISES INC \TX\的1.9倍（$3.2B vs $1.7B），亚德诺半导体净利率更高（26.3% vs 3.7%，领先22.6%），亚德诺半导体同比增速更快（30.4% vs -9.0%），亚德诺半导体自由现金流更多（$1.3B vs $411.6M），过去两年亚德诺半导体的营收复合增速更高（21.0% vs -6.8%）
亚德诺半导体（ADI）是总部位于美国马萨诸塞州威尔明顿的跨国半导体企业，专注于数据转换、信号处理与电源管理技术研发，相关产品广泛应用于通信、工业、汽车等多个领域，是全球模拟芯片领域的领先厂商。
Rush Enterprises是总部位于美国得克萨斯州新布朗费尔斯的商用车经销商，核心业务是通过旗下Rush Truck Centers销售全新及二手卡车。2019年该公司在全美20个州运营超200家卡车中心，在加拿大设有14个网点，2020年入选财富500强榜单。
ADI vs RUSHA — 直观对比
营收规模更大
ADI
是对方的1.9倍
$1.7B
营收增速更快
ADI
高出39.4%
-9.0%
净利率更高
ADI
高出22.6%
3.7%
自由现金流更多
ADI
多$847.6M
$411.6M
两年增速更快
ADI
近两年复合增速
-6.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $1.7B |
| 净利润 | $830.8M | $61.7M |
| 毛利率 | 64.7% | 20.4% |
| 营业利润率 | 31.5% | 4.9% |
| 净利率 | 26.3% | 3.7% |
| 营收同比 | 30.4% | -9.0% |
| 净利润同比 | 112.3% | 1.8% |
| 每股收益（稀释后） | $1.69 | $0.77 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ADIRUSHA
| Q1 26 | $3.2B | $1.7B | ||
| Q4 25 | $3.1B | $1.7B | ||
| Q3 25 | $2.9B | $1.8B | ||
| Q2 25 | $2.6B | $1.8B | ||
| Q1 25 | $2.4B | $1.8B | ||
| Q4 24 | $2.4B | $1.9B | ||
| Q3 24 | $2.3B | $1.8B | ||
| Q2 24 | $2.2B | $1.9B |
净利润ADIRUSHA
| Q1 26 | $830.8M | $61.7M | ||
| Q4 25 | $787.7M | $64.3M | ||
| Q3 25 | $518.5M | $66.7M | ||
| Q2 25 | $569.8M | $72.4M | ||
| Q1 25 | $391.3M | $60.3M | ||
| Q4 24 | $478.1M | $74.8M | ||
| Q3 24 | $392.2M | $79.1M | ||
| Q2 24 | $302.2M | $78.7M |
毛利率ADIRUSHA
| Q1 26 | 64.7% | 20.4% | ||
| Q4 25 | 63.1% | 20.8% | ||
| Q3 25 | 62.1% | 21.0% | ||
| Q2 25 | 61.0% | 20.7% | ||
| Q1 25 | 59.0% | 20.3% | ||
| Q4 24 | 58.0% | 19.3% | ||
| Q3 24 | 56.7% | 21.0% | ||
| Q2 24 | 54.7% | 20.2% |
营业利润率ADIRUSHA
| Q1 26 | 31.5% | 4.9% | ||
| Q4 25 | 30.7% | 5.5% | ||
| Q3 25 | 28.4% | 5.6% | ||
| Q2 25 | 25.7% | 6.0% | ||
| Q1 25 | 20.3% | 5.2% | ||
| Q4 24 | 23.3% | 5.8% | ||
| Q3 24 | 21.2% | 6.7% | ||
| Q2 24 | 17.9% | 6.4% |
净利率ADIRUSHA
| Q1 26 | 26.3% | 3.7% | ||
| Q4 25 | 25.6% | 3.8% | ||
| Q3 25 | 18.0% | 3.7% | ||
| Q2 25 | 21.6% | 3.9% | ||
| Q1 25 | 16.1% | 3.4% | ||
| Q4 24 | 19.6% | 3.9% | ||
| Q3 24 | 17.0% | 4.4% | ||
| Q2 24 | 14.0% | 4.1% |
每股收益（稀释后）ADIRUSHA
| Q1 26 | $1.69 | $0.77 | ||
| Q4 25 | $1.60 | $0.81 | ||
| Q3 25 | $1.04 | $0.83 | ||
| Q2 25 | $1.14 | $0.90 | ||
| Q1 25 | $0.78 | $0.73 | ||
| Q4 24 | $0.95 | $-95.13 | ||
| Q3 24 | $0.79 | $0.97 | ||
| Q2 24 | $0.61 | $97.00 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $2.9B | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $33.8B | $2.3B |
| 总资产 | $48.0B | $4.5B |
| 负债/权益比越低杠杆越低 | — | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资ADIRUSHA
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | $212.6M | ||
| Q3 25 | $2.3B | $242.0M | ||
| Q2 25 | $2.4B | $211.1M | ||
| Q1 25 | $2.3B | $228.7M | ||
| Q4 24 | $2.4B | $228.1M | ||
| Q3 24 | $2.1B | $185.1M | ||
| Q2 24 | $2.4B | $167.3M |
总债务ADIRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | — | $274.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $408.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ADIRUSHA
| Q1 26 | $33.8B | $2.3B | ||
| Q4 25 | $33.8B | $2.2B | ||
| Q3 25 | $34.1B | $2.2B | ||
| Q2 25 | $35.0B | $2.2B | ||
| Q1 25 | $35.1B | $2.2B | ||
| Q4 24 | $35.2B | $2.1B | ||
| Q3 24 | $35.2B | $2.1B | ||
| Q2 24 | $35.2B | $2.0B |
总资产ADIRUSHA
| Q1 26 | $48.0B | $4.5B | ||
| Q4 25 | $48.0B | $4.4B | ||
| Q3 25 | $48.2B | $4.6B | ||
| Q2 25 | $47.3B | $4.7B | ||
| Q1 25 | $48.0B | $4.7B | ||
| Q4 24 | $48.2B | $4.6B | ||
| Q3 24 | $48.6B | $4.6B | ||
| Q2 24 | $48.9B | $4.5B |
负债/权益比ADIRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $1.4B | — |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $411.6M |
| 自由现金流率自由现金流/营收 | 39.8% | 24.4% |
| 资本支出强度资本支出/营收 | 3.5% | 2.0% |
| 现金转化率经营现金流/净利润 | 1.65× | — |
| 过去12个月自由现金流最近4个季度 | $4.6B | $828.4M |
8季度趋势，按日历期对齐
经营现金流ADIRUSHA
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $112.9M | ||
| Q3 25 | $1.2B | $367.8M | ||
| Q2 25 | $819.5M | $227.6M | ||
| Q1 25 | $1.1B | $153.5M | ||
| Q4 24 | $1.1B | $392.3M | ||
| Q3 24 | $855.0M | $111.7M | ||
| Q2 24 | $807.9M | $270.6M |
自由现金流ADIRUSHA
| Q1 26 | $1.3B | $411.6M | ||
| Q4 25 | $1.5B | $31.9M | ||
| Q3 25 | $1.1B | $271.2M | ||
| Q2 25 | $729.2M | $113.8M | ||
| Q1 25 | $977.8M | $45.1M | ||
| Q4 24 | $885.4M | $263.5M | ||
| Q3 24 | $701.1M | $-20.0M | ||
| Q2 24 | $619.7M | $177.2M |
自由现金流率ADIRUSHA
| Q1 26 | 39.8% | 24.4% | ||
| Q4 25 | 48.3% | 1.9% | ||
| Q3 25 | 37.7% | 15.2% | ||
| Q2 25 | 27.6% | 6.2% | ||
| Q1 25 | 40.4% | 2.6% | ||
| Q4 24 | 36.2% | 13.7% | ||
| Q3 24 | 30.3% | -1.1% | ||
| Q2 24 | 28.7% | 9.1% |
资本支出强度ADIRUSHA
| Q1 26 | 3.5% | 2.0% | ||
| Q4 25 | 7.0% | 4.8% | ||
| Q3 25 | 2.7% | 5.4% | ||
| Q2 25 | 3.4% | 6.2% | ||
| Q1 25 | 6.1% | 6.2% | ||
| Q4 24 | 6.8% | 6.7% | ||
| Q3 24 | 6.7% | 7.3% | ||
| Q2 24 | 8.7% | 4.8% |
现金转化率ADIRUSHA
| Q1 26 | 1.65× | — | ||
| Q4 25 | 2.16× | 1.75× | ||
| Q3 25 | 2.25× | 5.51× | ||
| Q2 25 | 1.44× | 3.14× | ||
| Q1 25 | 2.88× | 2.55× | ||
| Q4 24 | 2.20× | 5.25× | ||
| Q3 24 | 2.18× | 1.41× | ||
| Q2 24 | 2.67× | 3.44× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ADI
| Sales Channel Directly To Consumer | $1.4B | 44% |
| Automotive | $794.4M | 25% |
| Communications | $476.8M | 15% |
| Consumer | $399.8M | 13% |
| Other | $71.3M | 2% |
| Sales Channel Other | $40.8M | 1% |
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% |
