vs
Ametek(AME)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
Ametek的季度营收约是RUSH ENTERPRISES INC \TX\的1.1倍($1.9B vs $1.7B),Ametek净利率更高(20.7% vs 3.7%,领先17.0%),Ametek同比增速更快(11.3% vs -9.0%),过去两年Ametek的营收复合增速更高(5.4% vs -6.8%)
AMETEK Inc.是美国跨国综合企业,为全球知名的电子仪器及机电设备设计商与制造商,总部位于美国,在全球范围内设有超过150个运营站点,业务覆盖多个国家和地区,为各行业客户提供高性能的相关产品及配套解决方案。
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。
AME vs RUSHA — 直观对比
营收规模更大
AME
是对方的1.1倍
$1.7B
营收增速更快
AME
高出20.3%
-9.0%
净利率更高
AME
高出17.0%
3.7%
两年增速更快
AME
近两年复合增速
-6.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.9B | $1.7B |
| 净利润 | $399.4M | $61.7M |
| 毛利率 | 37.2% | 20.4% |
| 营业利润率 | 26.7% | 4.9% |
| 净利率 | 20.7% | 3.7% |
| 营收同比 | 11.3% | -9.0% |
| 净利润同比 | 13.5% | 1.8% |
| 每股收益(稀释后) | $1.74 | $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
AME
RUSHA
| Q1 26 | $1.9B | $1.7B | ||
| Q4 25 | $2.0B | $1.7B | ||
| Q3 25 | $1.9B | $1.8B | ||
| Q2 25 | $1.8B | $1.8B | ||
| Q1 25 | $1.7B | $1.8B | ||
| Q4 24 | $1.8B | $1.9B | ||
| Q3 24 | $1.7B | $1.8B | ||
| Q2 24 | $1.7B | $1.9B |
净利润
AME
RUSHA
| Q1 26 | $399.4M | $61.7M | ||
| Q4 25 | $398.6M | $64.3M | ||
| Q3 25 | $371.4M | $66.7M | ||
| Q2 25 | $358.4M | $72.4M | ||
| Q1 25 | $351.8M | $60.3M | ||
| Q4 24 | $387.3M | $74.8M | ||
| Q3 24 | $340.2M | $79.1M | ||
| Q2 24 | $337.7M | $78.7M |
毛利率
AME
RUSHA
| Q1 26 | 37.2% | 20.4% | ||
| Q4 25 | 36.0% | 20.8% | ||
| Q3 25 | 36.3% | 21.0% | ||
| Q2 25 | 35.8% | 20.7% | ||
| Q1 25 | 36.1% | 20.3% | ||
| Q4 24 | 36.6% | 19.3% | ||
| Q3 24 | 36.0% | 21.0% | ||
| Q2 24 | 36.0% | 20.2% |
营业利润率
AME
RUSHA
| Q1 26 | 26.7% | 4.9% | ||
| Q4 25 | 25.3% | 5.5% | ||
| Q3 25 | 25.8% | 5.6% | ||
| Q2 25 | 26.0% | 6.0% | ||
| Q1 25 | 26.3% | 5.2% | ||
| Q4 24 | 26.6% | 5.8% | ||
| Q3 24 | 26.1% | 6.7% | ||
| Q2 24 | 25.8% | 6.4% |
净利率
AME
RUSHA
| Q1 26 | 20.7% | 3.7% | ||
| Q4 25 | 19.9% | 3.8% | ||
| Q3 25 | 19.6% | 3.7% | ||
| Q2 25 | 20.2% | 3.9% | ||
| Q1 25 | 20.3% | 3.4% | ||
| Q4 24 | 22.0% | 3.9% | ||
| Q3 24 | 19.9% | 4.4% | ||
| Q2 24 | 19.5% | 4.1% |
每股收益(稀释后)
AME
RUSHA
| Q1 26 | $1.74 | $0.77 | ||
| Q4 25 | $1.73 | $0.81 | ||
| Q3 25 | $1.60 | $0.83 | ||
| Q2 25 | $1.55 | $0.90 | ||
| Q1 25 | $1.52 | $0.73 | ||
| Q4 24 | $1.67 | $-95.13 | ||
| Q3 24 | $1.47 | $0.97 | ||
| Q2 24 | $1.45 | $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 | $481.3M | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $10.9B | $2.3B |
| 总资产 | $16.3B | $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
AME
RUSHA
| Q1 26 | $481.3M | — | ||
| Q4 25 | $458.0M | $212.6M | ||
| Q3 25 | $439.2M | $242.0M | ||
| Q2 25 | $619.7M | $211.1M | ||
| Q1 25 | $399.0M | $228.7M | ||
| Q4 24 | $374.0M | $228.1M | ||
| Q3 24 | $396.3M | $185.1M | ||
| Q2 24 | $396.6M | $167.3M |
总债务
AME
RUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $2.3B | $274.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | $408.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
AME
RUSHA
| Q1 26 | $10.9B | $2.3B | ||
| Q4 25 | $10.6B | $2.2B | ||
| Q3 25 | $10.5B | $2.2B | ||
| Q2 25 | $10.4B | $2.2B | ||
| Q1 25 | $10.0B | $2.2B | ||
| Q4 24 | $9.7B | $2.1B | ||
| Q3 24 | $9.6B | $2.1B | ||
| Q2 24 | $9.3B | $2.0B |
总资产
AME
RUSHA
| Q1 26 | $16.3B | $4.5B | ||
| Q4 25 | $16.1B | $4.4B | ||
| Q3 25 | $16.2B | $4.6B | ||
| Q2 25 | $15.3B | $4.7B | ||
| Q1 25 | $14.9B | $4.7B | ||
| Q4 24 | $14.6B | $4.6B | ||
| Q3 24 | $14.8B | $4.6B | ||
| Q2 24 | $14.8B | $4.5B |
负债/权益比
AME
RUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 0.21× | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | 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 | — | — |
| 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 | — | — |
| 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
AME
RUSHA
| Q1 26 | — | — | ||
| Q4 25 | $584.3M | $112.9M | ||
| Q3 25 | $440.9M | $367.8M | ||
| Q2 25 | $359.1M | $227.6M | ||
| Q1 25 | $417.5M | $153.5M | ||
| Q4 24 | $550.0M | $392.3M | ||
| Q3 24 | $487.2M | $111.7M | ||
| Q2 24 | $381.4M | $270.6M |
自由现金流
AME
RUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $527.3M | $31.9M | ||
| Q3 25 | $420.0M | $271.2M | ||
| Q2 25 | $329.8M | $113.8M | ||
| Q1 25 | $394.5M | $45.1M | ||
| Q4 24 | $498.3M | $263.5M | ||
| Q3 24 | $460.9M | $-20.0M | ||
| Q2 24 | $360.0M | $177.2M |
自由现金流率
AME
RUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 26.4% | 1.9% | ||
| Q3 25 | 22.2% | 15.2% | ||
| Q2 25 | 18.5% | 6.2% | ||
| Q1 25 | 22.8% | 2.6% | ||
| Q4 24 | 28.3% | 13.7% | ||
| Q3 24 | 27.0% | -1.1% | ||
| Q2 24 | 20.8% | 9.1% |
资本支出强度
AME
RUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 2.9% | 4.8% | ||
| Q3 25 | 1.1% | 5.4% | ||
| Q2 25 | 1.6% | 6.2% | ||
| Q1 25 | 1.3% | 6.2% | ||
| Q4 24 | 2.9% | 6.7% | ||
| Q3 24 | 1.5% | 7.3% | ||
| Q2 24 | 1.2% | 4.8% |
现金转化率
AME
RUSHA
| Q1 26 | — | — | ||
| Q4 25 | 1.47× | 1.75× | ||
| Q3 25 | 1.19× | 5.51× | ||
| Q2 25 | 1.00× | 3.14× | ||
| Q1 25 | 1.19× | 2.55× | ||
| Q4 24 | 1.42× | 5.25× | ||
| Q3 24 | 1.43× | 1.41× | ||
| Q2 24 | 1.13× | 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
AME
| Electronic Instruments | $1.3B | 66% |
| Electromechanical | $663.9M | 34% |
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% |