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爱科（AGCO）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
爱科的季度营收约是RUSH ENTERPRISES INC \TX\的1.7倍（$2.9B vs $1.7B），RUSH ENTERPRISES INC \TX\净利率更高（3.7% vs 3.3%，领先0.4%），爱科同比增速更快（1.1% vs -9.0%），爱科自由现金流更多（$675.0M vs $411.6M），过去两年爱科的营收复合增速更高（-0.1% vs -6.8%）
AGCO是1990年成立的美国农业机械制造商，总部位于佐治亚州德卢斯。公司主营设计、生产及销售拖拉机、联合收割机、青贮收获机、牧草设备、自走式喷雾机、播种耕作设备等产品，同时提供智慧农业相关技术解决方案。
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。
AGCO vs RUSHA — 直观对比
营收规模更大
AGCO
是对方的1.7倍
$1.7B
营收增速更快
AGCO
高出10.1%
-9.0%
净利率更高
RUSHA
高出0.4%
3.3%
自由现金流更多
AGCO
多$263.4M
$411.6M
两年增速更快
AGCO
近两年复合增速
-6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.9B | $1.7B |
| 净利润 | $95.5M | $61.7M |
| 毛利率 | 25.4% | 20.4% |
| 营业利润率 | 7.9% | 4.9% |
| 净利率 | 3.3% | 3.7% |
| 营收同比 | 1.1% | -9.0% |
| 净利润同比 | 137.3% | 1.8% |
| 每股收益（稀释后） | $1.30 | $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AGCORUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.9B | $1.7B | ||
| Q3 25 | $2.5B | $1.8B | ||
| Q2 25 | $2.6B | $1.8B | ||
| Q1 25 | $2.1B | $1.8B | ||
| Q4 24 | $2.9B | $1.9B | ||
| Q3 24 | $2.6B | $1.8B | ||
| Q2 24 | $3.2B | $1.9B |
净利润AGCORUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $95.5M | $64.3M | ||
| Q3 25 | $305.7M | $66.7M | ||
| Q2 25 | $314.8M | $72.4M | ||
| Q1 25 | $10.5M | $60.3M | ||
| Q4 24 | $-255.7M | $74.8M | ||
| Q3 24 | $30.0M | $79.1M | ||
| Q2 24 | $-367.1M | $78.7M |
毛利率AGCORUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 25.4% | 20.8% | ||
| Q3 25 | 26.1% | 21.0% | ||
| Q2 25 | 25.0% | 20.7% | ||
| Q1 25 | 25.4% | 20.3% | ||
| Q4 24 | 23.9% | 19.3% | ||
| Q3 24 | 23.2% | 21.0% | ||
| Q2 24 | 25.8% | 20.2% |
营业利润率AGCORUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 7.9% | 5.5% | ||
| Q3 25 | 6.1% | 5.6% | ||
| Q2 25 | 6.2% | 6.0% | ||
| Q1 25 | 2.4% | 5.2% | ||
| Q4 24 | -9.3% | 5.8% | ||
| Q3 24 | 4.4% | 6.7% | ||
| Q2 24 | -7.4% | 6.4% |
净利率AGCORUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 3.3% | 3.8% | ||
| Q3 25 | 12.3% | 3.7% | ||
| Q2 25 | 11.9% | 3.9% | ||
| Q1 25 | 0.5% | 3.4% | ||
| Q4 24 | -8.9% | 3.9% | ||
| Q3 24 | 1.2% | 4.4% | ||
| Q2 24 | -11.3% | 4.1% |
每股收益（稀释后）AGCORUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.30 | $0.81 | ||
| Q3 25 | $4.09 | $0.83 | ||
| Q2 25 | $4.22 | $0.90 | ||
| Q1 25 | $0.14 | $0.73 | ||
| Q4 24 | $-3.42 | $-95.13 | ||
| Q3 24 | $0.40 | $0.97 | ||
| Q2 24 | $-4.92 | $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 | $861.8M | — |
| 总债务越低越好 | $2.4B | $277.8M |
| 股东权益账面价值 | $4.3B | $2.3B |
| 总资产 | $11.9B | $4.5B |
| 负债/权益比越低杠杆越低 | 0.56× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资AGCORUSHA
| Q1 26 | — | — | ||
| Q4 25 | $861.8M | $212.6M | ||
| Q3 25 | $884.1M | $242.0M | ||
| Q2 25 | $783.9M | $211.1M | ||
| Q1 25 | $562.6M | $228.7M | ||
| Q4 24 | $612.7M | $228.1M | ||
| Q3 24 | $622.6M | $185.1M | ||
| Q2 24 | $657.3M | $167.3M |
总债务AGCORUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $2.4B | $274.8M | ||
| Q3 25 | $2.7B | — | ||
| Q2 25 | $2.8B | — | ||
| Q1 25 | $2.8B | — | ||
| Q4 24 | $2.6B | $408.4M | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $3.9B | — |
股东权益AGCORUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $4.3B | $2.2B | ||
| Q3 25 | $4.5B | $2.2B | ||
| Q2 25 | $4.2B | $2.2B | ||
| Q1 25 | $3.8B | $2.2B | ||
| Q4 24 | $3.7B | $2.1B | ||
| Q3 24 | $4.1B | $2.1B | ||
| Q2 24 | $4.1B | $2.0B |
总资产AGCORUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $11.9B | $4.4B | ||
| Q3 25 | $12.5B | $4.6B | ||
| Q2 25 | $12.3B | $4.7B | ||
| Q1 25 | $11.5B | $4.7B | ||
| Q4 24 | $11.2B | $4.6B | ||
| Q3 24 | $13.5B | $4.6B | ||
| Q2 24 | $13.6B | $4.5B |
负债/权益比AGCORUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 0.56× | 0.12× | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.68× | — | ||
| Q1 25 | 0.74× | — | ||
| Q4 24 | 0.68× | 0.19× | ||
| Q3 24 | 0.95× | — | ||
| Q2 24 | 0.95× | — |
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 | $763.6M | — |
| 自由现金流经营现金流 - 资本支出 | $675.0M | $411.6M |
| 自由现金流率自由现金流/营收 | 23.1% | 24.4% |
| 资本支出强度资本支出/营收 | 3.0% | 2.0% |
| 现金转化率经营现金流/净利润 | 8.00× | — |
| 过去12个月自由现金流最近4个季度 | $740.2M | $828.4M |
8季度趋势，按日历期对齐
经营现金流AGCORUSHA
| Q1 26 | — | — | ||
| Q4 25 | $763.6M | $112.9M | ||
| Q3 25 | $71.0M | $367.8M | ||
| Q2 25 | $365.7M | $227.6M | ||
| Q1 25 | $-212.2M | $153.5M | ||
| Q4 24 | $797.9M | $392.3M | ||
| Q3 24 | $26.5M | $111.7M | ||
| Q2 24 | $235.5M | $270.6M |
自由现金流AGCORUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $675.0M | $31.9M | ||
| Q3 25 | $2.1M | $271.2M | ||
| Q2 25 | $323.5M | $113.8M | ||
| Q1 25 | $-260.4M | $45.1M | ||
| Q4 24 | $683.9M | $263.5M | ||
| Q3 24 | $-59.8M | $-20.0M | ||
| Q2 24 | $137.5M | $177.2M |
自由现金流率AGCORUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 23.1% | 1.9% | ||
| Q3 25 | 0.1% | 15.2% | ||
| Q2 25 | 12.3% | 6.2% | ||
| Q1 25 | -12.7% | 2.6% | ||
| Q4 24 | 23.7% | 13.7% | ||
| Q3 24 | -2.3% | -1.1% | ||
| Q2 24 | 4.2% | 9.1% |
资本支出强度AGCORUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 3.0% | 4.8% | ||
| Q3 25 | 2.8% | 5.4% | ||
| Q2 25 | 1.6% | 6.2% | ||
| Q1 25 | 2.4% | 6.2% | ||
| Q4 24 | 3.9% | 6.7% | ||
| Q3 24 | 3.3% | 7.3% | ||
| Q2 24 | 3.0% | 4.8% |
现金转化率AGCORUSHA
| Q1 26 | — | — | ||
| Q4 25 | 8.00× | 1.75× | ||
| Q3 25 | 0.23× | 5.51× | ||
| Q2 25 | 1.16× | 3.14× | ||
| Q1 25 | -20.21× | 2.55× | ||
| Q4 24 | — | 5.25× | ||
| Q3 24 | 0.88× | 1.41× | ||
| Q2 24 | — | 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
AGCO
暂无分部数据
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% |
