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爱齐科技（ALGN）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
RUSH ENTERPRISES INC \TX\的季度营收约是爱齐科技的1.6倍（$1.7B vs $1.0B），爱齐科技净利率更高（10.8% vs 3.7%，领先7.2%），爱齐科技同比增速更快（6.2% vs -9.0%），过去两年爱齐科技的营收复合增速更高（0.6% vs -6.8%）
爱齐科技是一家全球知名医疗设备企业，主营设计、生产及销售隐适美透明矫治器、iTero口内扫描仪及配套服务，客户覆盖正畸医师、全科牙医，面向修复、美容牙科领域，业务分为透明矫治器、扫描仪及服务两大板块，可满足青少年等不同群体的正畸需求
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。
ALGN vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.6倍
$1.0B
营收增速更快
ALGN
高出15.2%
-9.0%
净利率更高
ALGN
高出7.2%
3.7%
两年增速更快
ALGN
近两年复合增速
-6.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.7B |
| 净利润 | $112.8M | $61.7M |
| 毛利率 | 70.8% | 20.4% |
| 营业利润率 | 13.6% | 4.9% |
| 净利率 | 10.8% | 3.7% |
| 营收同比 | 6.2% | -9.0% |
| 净利润同比 | 21.0% | 1.8% |
| 每股收益（稀释后） | $1.57 | $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ALGNRUSHA
| Q1 26 | $1.0B | $1.7B | ||
| Q4 25 | $1.0B | $1.7B | ||
| Q3 25 | $995.7M | $1.8B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $979.3M | $1.8B | ||
| Q4 24 | $995.2M | $1.9B | ||
| Q3 24 | $977.9M | $1.8B | ||
| Q2 24 | $1.0B | $1.9B |
净利润ALGNRUSHA
| Q1 26 | $112.8M | $61.7M | ||
| Q4 25 | $135.8M | $64.3M | ||
| Q3 25 | $56.8M | $66.7M | ||
| Q2 25 | $124.6M | $72.4M | ||
| Q1 25 | $93.2M | $60.3M | ||
| Q4 24 | $103.8M | $74.8M | ||
| Q3 24 | $116.0M | $79.1M | ||
| Q2 24 | $96.6M | $78.7M |
毛利率ALGNRUSHA
| Q1 26 | 70.8% | 20.4% | ||
| Q4 25 | 65.3% | 20.8% | ||
| Q3 25 | 64.2% | 21.0% | ||
| Q2 25 | 69.9% | 20.7% | ||
| Q1 25 | 69.5% | 20.3% | ||
| Q4 24 | 70.0% | 19.3% | ||
| Q3 24 | 69.7% | 21.0% | ||
| Q2 24 | 70.3% | 20.2% |
营业利润率ALGNRUSHA
| Q1 26 | 13.6% | 4.9% | ||
| Q4 25 | 14.8% | 5.5% | ||
| Q3 25 | 9.7% | 5.6% | ||
| Q2 25 | 16.1% | 6.0% | ||
| Q1 25 | 13.4% | 5.2% | ||
| Q4 24 | 14.5% | 5.8% | ||
| Q3 24 | 16.6% | 6.7% | ||
| Q2 24 | 14.3% | 6.4% |
净利率ALGNRUSHA
| Q1 26 | 10.8% | 3.7% | ||
| Q4 25 | 13.0% | 3.8% | ||
| Q3 25 | 5.7% | 3.7% | ||
| Q2 25 | 12.3% | 3.9% | ||
| Q1 25 | 9.5% | 3.4% | ||
| Q4 24 | 10.4% | 3.9% | ||
| Q3 24 | 11.9% | 4.4% | ||
| Q2 24 | 9.4% | 4.1% |
每股收益（稀释后）ALGNRUSHA
| Q1 26 | $1.57 | $0.77 | ||
| Q4 25 | $1.88 | $0.81 | ||
| Q3 25 | $0.78 | $0.83 | ||
| Q2 25 | $1.72 | $0.90 | ||
| Q1 25 | $1.27 | $0.73 | ||
| Q4 24 | $1.40 | $-95.13 | ||
| Q3 24 | $1.55 | $0.97 | ||
| Q2 24 | $1.28 | $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 | $1.1B | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $4.1B | $2.3B |
| 总资产 | $6.3B | $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ALGNRUSHA
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $212.6M | ||
| Q3 25 | $1.0B | $242.0M | ||
| Q2 25 | $901.2M | $211.1M | ||
| Q1 25 | $873.0M | $228.7M | ||
| Q4 24 | $1.0B | $228.1M | ||
| Q3 24 | $1.0B | $185.1M | ||
| Q2 24 | $761.4M | $167.3M |
总债务ALGNRUSHA
| 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ALGNRUSHA
| Q1 26 | $4.1B | $2.3B | ||
| Q4 25 | $4.0B | $2.2B | ||
| Q3 25 | $4.0B | $2.2B | ||
| Q2 25 | $3.9B | $2.2B | ||
| Q1 25 | $3.8B | $2.2B | ||
| Q4 24 | $3.9B | $2.1B | ||
| Q3 24 | $3.9B | $2.1B | ||
| Q2 24 | $3.8B | $2.0B |
总资产ALGNRUSHA
| Q1 26 | $6.3B | $4.5B | ||
| Q4 25 | $6.2B | $4.4B | ||
| Q3 25 | $6.2B | $4.6B | ||
| Q2 25 | $6.2B | $4.7B | ||
| Q1 25 | $6.1B | $4.7B | ||
| Q4 24 | $6.2B | $4.6B | ||
| Q3 24 | $6.4B | $4.6B | ||
| Q2 24 | $6.2B | $4.5B |
负债/权益比ALGNRUSHA
| 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 | $151.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | $411.6M |
| 自由现金流率自由现金流/营收 | — | 24.4% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 现金转化率经营现金流/净利润 | 1.34× | — |
| 过去12个月自由现金流最近4个季度 | — | $828.4M |
8季度趋势，按日历期对齐
经营现金流ALGNRUSHA
| Q1 26 | $151.0M | — | ||
| Q4 25 | $223.2M | $112.9M | ||
| Q3 25 | $188.7M | $367.8M | ||
| Q2 25 | $128.7M | $227.6M | ||
| Q1 25 | $52.7M | $153.5M | ||
| Q4 24 | $286.1M | $392.3M | ||
| Q3 24 | $263.7M | $111.7M | ||
| Q2 24 | $159.8M | $270.6M |
自由现金流ALGNRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $187.3M | $31.9M | ||
| Q3 25 | $169.0M | $271.2M | ||
| Q2 25 | $107.2M | $113.8M | ||
| Q1 25 | $27.4M | $45.1M | ||
| Q4 24 | $263.1M | $263.5M | ||
| Q3 24 | $233.9M | $-20.0M | ||
| Q2 24 | $106.4M | $177.2M |
自由现金流率ALGNRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 17.9% | 1.9% | ||
| Q3 25 | 17.0% | 15.2% | ||
| Q2 25 | 10.6% | 6.2% | ||
| Q1 25 | 2.8% | 2.6% | ||
| Q4 24 | 26.4% | 13.7% | ||
| Q3 24 | 23.9% | -1.1% | ||
| Q2 24 | 10.3% | 9.1% |
资本支出强度ALGNRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 3.4% | 4.8% | ||
| Q3 25 | 2.0% | 5.4% | ||
| Q2 25 | 2.1% | 6.2% | ||
| Q1 25 | 2.6% | 6.2% | ||
| Q4 24 | 2.3% | 6.7% | ||
| Q3 24 | 3.0% | 7.3% | ||
| Q2 24 | 5.2% | 4.8% |
现金转化率ALGNRUSHA
| Q1 26 | 1.34× | — | ||
| Q4 25 | 1.64× | 1.75× | ||
| Q3 25 | 3.33× | 5.51× | ||
| Q2 25 | 1.03× | 3.14× | ||
| Q1 25 | 0.57× | 2.55× | ||
| Q4 24 | 2.76× | 5.25× | ||
| Q3 24 | 2.27× | 1.41× | ||
| Q2 24 | 1.66× | 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
ALGN
| Clear Aligner | $856.0M | 82% |
| CAM Services | $184.1M | 18% |
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% |
