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美国铁塔（AMT）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
美国铁塔的季度营收约是RUSH ENTERPRISES INC \TX\的1.6倍（$2.7B vs $1.7B），美国铁塔净利率更高（110.1% vs 3.7%，领先106.5%），美国铁塔自由现金流更多（$941.0M vs $411.6M），过去两年美国铁塔的营收复合增速更高（3.7% vs -6.8%）
美国铁塔是全球规模最大的房地产投资信托基金（REIT）之一，作为领先的独立多租户通信地产持有、运营及开发商，目前在全球范围内拥有约21.9万个通信站点，为全球通信产业提供可靠的基础设施支持。
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。
AMT vs RUSHA — 直观对比
营收规模更大
AMT
是对方的1.6倍
$1.7B
净利率更高
AMT
高出106.5%
3.7%
自由现金流更多
AMT
多$529.4M
$411.6M
两年增速更快
AMT
近两年复合增速
-6.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $1.7B |
| 净利润 | $3.0B | $61.7M |
| 毛利率 | — | 20.4% |
| 营业利润率 | 0.0% | 4.9% |
| 净利率 | 110.1% | 3.7% |
| 营收同比 | — | -9.0% |
| 净利润同比 | — | 1.8% |
| 每股收益（稀释后） | — | $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AMTRUSHA
| Q1 26 | $2.7B | $1.7B | ||
| Q4 25 | $2.7B | $1.7B | ||
| Q3 25 | $2.7B | $1.8B | ||
| Q2 25 | $2.6B | $1.8B | ||
| Q1 25 | $2.6B | $1.8B | ||
| Q4 24 | $2.5B | $1.9B | ||
| Q3 24 | $2.5B | $1.8B | ||
| Q2 24 | $2.5B | $1.9B |
净利润AMTRUSHA
| Q1 26 | $3.0B | $61.7M | ||
| Q4 25 | $836.8M | $64.3M | ||
| Q3 25 | $912.6M | $66.7M | ||
| Q2 25 | $380.5M | $72.4M | ||
| Q1 25 | $498.6M | $60.3M | ||
| Q4 24 | $1.2B | $74.8M | ||
| Q3 24 | $-780.4M | $79.1M | ||
| Q2 24 | $908.4M | $78.7M |
毛利率AMTRUSHA
| 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 | — | 21.0% | ||
| Q2 24 | — | 20.2% |
营业利润率AMTRUSHA
| Q1 26 | 0.0% | 4.9% | ||
| Q4 25 | 42.4% | 5.5% | ||
| Q3 25 | 45.4% | 5.6% | ||
| Q2 25 | 45.6% | 6.0% | ||
| Q1 25 | 48.9% | 5.2% | ||
| Q4 24 | 42.4% | 5.8% | ||
| Q3 24 | 45.2% | 6.7% | ||
| Q2 24 | 45.4% | 6.4% |
净利率AMTRUSHA
| Q1 26 | 110.1% | 3.7% | ||
| Q4 25 | 30.6% | 3.8% | ||
| Q3 25 | 33.6% | 3.7% | ||
| Q2 25 | 14.5% | 3.9% | ||
| Q1 25 | 19.5% | 3.4% | ||
| Q4 24 | 48.3% | 3.9% | ||
| Q3 24 | -30.9% | 4.4% | ||
| Q2 24 | 35.7% | 4.1% |
每股收益（稀释后）AMTRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.76 | $0.81 | ||
| Q3 25 | $1.82 | $0.83 | ||
| Q2 25 | $0.78 | $0.90 | ||
| Q1 25 | $1.04 | $0.73 | ||
| Q4 24 | $2.63 | $-95.13 | ||
| Q3 24 | $-1.69 | $0.97 | ||
| Q2 24 | $1.92 | $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 | $1.6B | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $10.2B | $2.3B |
| 总资产 | — | $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AMTRUSHA
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.5B | $212.6M | ||
| Q3 25 | $2.0B | $242.0M | ||
| Q2 25 | $2.1B | $211.1M | ||
| Q1 25 | $2.1B | $228.7M | ||
| Q4 24 | $2.0B | $228.1M | ||
| Q3 24 | $2.2B | $185.1M | ||
| Q2 24 | $2.2B | $167.3M |
总债务AMTRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $33.8B | $274.8M | ||
| Q3 25 | $34.9B | — | ||
| Q2 25 | $35.2B | — | ||
| Q1 25 | $34.0B | — | ||
| Q4 24 | $32.8B | $408.4M | ||
| Q3 24 | $33.4B | — | ||
| Q2 24 | $35.6B | — |
股东权益AMTRUSHA
| Q1 26 | $10.2B | $2.3B | ||
| Q4 25 | $3.7B | $2.2B | ||
| Q3 25 | $4.0B | $2.2B | ||
| Q2 25 | $3.7B | $2.2B | ||
| Q1 25 | $3.5B | $2.2B | ||
| Q4 24 | $3.4B | $2.1B | ||
| Q3 24 | $3.6B | $2.1B | ||
| Q2 24 | $3.9B | $2.0B |
总资产AMTRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $63.2B | $4.4B | ||
| Q3 25 | $63.9B | $4.6B | ||
| Q2 25 | $63.8B | $4.7B | ||
| Q1 25 | $62.1B | $4.7B | ||
| Q4 24 | $61.1B | $4.6B | ||
| Q3 24 | $62.8B | $4.6B | ||
| Q2 24 | $65.8B | $4.5B |
负债/权益比AMTRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 9.26× | 0.12× | ||
| Q3 25 | 8.82× | — | ||
| Q2 25 | 9.48× | — | ||
| Q1 25 | 9.63× | — | ||
| Q4 24 | 9.70× | 0.19× | ||
| Q3 24 | 9.16× | — | ||
| Q2 24 | 9.24× | — |
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 | $941.0M | $411.6M |
| 自由现金流率自由现金流/营收 | 34.4% | 24.4% |
| 资本支出强度资本支出/营收 | 16.8% | 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 | $6.7B | $828.4M |
8季度趋势，按日历期对齐
经营现金流AMTRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $5.5B | $112.9M | ||
| Q3 25 | $1.5B | $367.8M | ||
| Q2 25 | $1.3B | $227.6M | ||
| Q1 25 | $1.3B | $153.5M | ||
| Q4 24 | $5.3B | $392.3M | ||
| Q3 24 | $1.5B | $111.7M | ||
| Q2 24 | $1.3B | $270.6M |
自由现金流AMTRUSHA
| Q1 26 | $941.0M | $411.6M | ||
| Q4 25 | $3.8B | $31.9M | ||
| Q3 25 | $994.5M | $271.2M | ||
| Q2 25 | $976.9M | $113.8M | ||
| Q1 25 | $963.9M | $45.1M | ||
| Q4 24 | $3.7B | $263.5M | ||
| Q3 24 | $1.0B | $-20.0M | ||
| Q2 24 | $1.0B | $177.2M |
自由现金流率AMTRUSHA
| Q1 26 | 34.4% | 24.4% | ||
| Q4 25 | 138.2% | 1.9% | ||
| Q3 25 | 36.6% | 15.2% | ||
| Q2 25 | 37.2% | 6.2% | ||
| Q1 25 | 37.6% | 2.6% | ||
| Q4 24 | 145.3% | 13.7% | ||
| Q3 24 | 41.4% | -1.1% | ||
| Q2 24 | 39.8% | 9.1% |
资本支出强度AMTRUSHA
| Q1 26 | 16.8% | 2.0% | ||
| Q4 25 | 61.4% | 4.8% | ||
| Q3 25 | 17.1% | 5.4% | ||
| Q2 25 | 11.6% | 6.2% | ||
| Q1 25 | 12.9% | 6.2% | ||
| Q4 24 | 62.4% | 6.7% | ||
| Q3 24 | 16.8% | 7.3% | ||
| Q2 24 | 12.8% | 4.8% |
现金转化率AMTRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 6.53× | 1.75× | ||
| Q3 25 | 1.60× | 5.51× | ||
| Q2 25 | 3.37× | 3.14× | ||
| Q1 25 | 2.60× | 2.55× | ||
| Q4 24 | 4.30× | 5.25× | ||
| Q3 24 | — | 1.41× | ||
| Q2 24 | 1.47× | 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
AMT
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% |
