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博思艾伦汉密尔顿（BAH）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
博思艾伦汉密尔顿的季度营收约是RUSH ENTERPRISES INC \TX\的1.6倍（$2.6B vs $1.7B），博思艾伦汉密尔顿净利率更高（7.6% vs 3.7%，领先4.0%），RUSH ENTERPRISES INC \TX\同比增速更快（-9.0% vs -10.2%），RUSH ENTERPRISES INC \TX\自由现金流更多（$411.6M vs $248.0M），过去两年博思艾伦汉密尔顿的营收复合增速更高（-2.8% vs -6.8%）
博思艾伦汉密尔顿控股集团是美国知名专业服务企业，深耕数字化转型与人工智能领域，为公共部门、私营机构及非营利组织提供咨询、分析与工程服务，总部位于弗吉尼亚州麦克莱恩，属华盛顿大都会区，在全球另设有80个办事处。
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。
BAH vs RUSHA — 直观对比
营收规模更大
BAH
是对方的1.6倍
$1.7B
营收增速更快
RUSHA
高出1.2%
-10.2%
净利率更高
BAH
高出4.0%
3.7%
自由现金流更多
RUSHA
多$163.6M
$248.0M
两年增速更快
BAH
近两年复合增速
-6.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $1.7B |
| 净利润 | $200.0M | $61.7M |
| 毛利率 | 51.9% | 20.4% |
| 营业利润率 | 8.8% | 4.9% |
| 净利率 | 7.6% | 3.7% |
| 营收同比 | -10.2% | -9.0% |
| 净利润同比 | 7.0% | 1.8% |
| 每股收益（稀释后） | $1.63 | $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BAHRUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.6B | $1.7B | ||
| Q3 25 | $2.9B | $1.8B | ||
| Q2 25 | $2.9B | $1.8B | ||
| Q1 25 | $3.0B | $1.8B | ||
| Q4 24 | $2.9B | $1.9B | ||
| Q3 24 | $3.1B | $1.8B | ||
| Q2 24 | $2.9B | $1.9B |
净利润BAHRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $200.0M | $64.3M | ||
| Q3 25 | $175.0M | $66.7M | ||
| Q2 25 | $271.0M | $72.4M | ||
| Q1 25 | $192.7M | $60.3M | ||
| Q4 24 | $186.9M | $74.8M | ||
| Q3 24 | $390.1M | $79.1M | ||
| Q2 24 | $165.2M | $78.7M |
毛利率BAHRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 51.9% | 20.8% | ||
| Q3 25 | 53.6% | 21.0% | ||
| Q2 25 | 51.3% | 20.7% | ||
| Q1 25 | 53.6% | 20.3% | ||
| Q4 24 | 55.2% | 19.3% | ||
| Q3 24 | 56.7% | 21.0% | ||
| Q2 24 | 53.4% | 20.2% |
营业利润率BAHRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 8.8% | 5.5% | ||
| Q3 25 | 9.8% | 5.6% | ||
| Q2 25 | 8.8% | 6.0% | ||
| Q1 25 | 9.2% | 5.2% | ||
| Q4 24 | 10.0% | 5.8% | ||
| Q3 24 | 17.4% | 6.7% | ||
| Q2 24 | 8.7% | 6.4% |
净利率BAHRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 7.6% | 3.8% | ||
| Q3 25 | 6.1% | 3.7% | ||
| Q2 25 | 9.3% | 3.9% | ||
| Q1 25 | 6.5% | 3.4% | ||
| Q4 24 | 6.4% | 3.9% | ||
| Q3 24 | 12.4% | 4.4% | ||
| Q2 24 | 5.6% | 4.1% |
每股收益（稀释后）BAHRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.63 | $0.81 | ||
| Q3 25 | $1.42 | $0.83 | ||
| Q2 25 | $2.16 | $0.90 | ||
| Q1 25 | $1.52 | $0.73 | ||
| Q4 24 | $1.45 | $-95.13 | ||
| Q3 24 | $3.01 | $0.97 | ||
| Q2 24 | $1.27 | $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 | $882.0M | — |
| 总债务越低越好 | $3.9B | $277.8M |
| 股东权益账面价值 | $1.0B | $2.3B |
| 总资产 | $7.1B | $4.5B |
| 负债/权益比越低杠杆越低 | 3.84× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资BAHRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $882.0M | $212.6M | ||
| Q3 25 | $816.0M | $242.0M | ||
| Q2 25 | $711.0M | $211.1M | ||
| Q1 25 | $885.0M | $228.7M | ||
| Q4 24 | $453.5M | $228.1M | ||
| Q3 24 | $558.7M | $185.1M | ||
| Q2 24 | $297.7M | $167.3M |
总债务BAHRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $3.9B | $274.8M | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $4.0B | — | ||
| Q1 25 | $4.0B | — | ||
| Q4 24 | $3.4B | $408.4M | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.4B | — |
股东权益BAHRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $1.0B | $2.2B | ||
| Q3 25 | $996.0M | $2.2B | ||
| Q2 25 | $1.1B | $2.2B | ||
| Q1 25 | $1.0B | $2.2B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.1B | $2.0B |
总资产BAHRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $7.1B | $4.4B | ||
| Q3 25 | $7.2B | $4.6B | ||
| Q2 25 | $7.2B | $4.7B | ||
| Q1 25 | $7.3B | $4.7B | ||
| Q4 24 | $6.8B | $4.6B | ||
| Q3 24 | $6.9B | $4.6B | ||
| Q2 24 | $6.6B | $4.5B |
负债/权益比BAHRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 3.84× | 0.12× | ||
| Q3 25 | 3.98× | — | ||
| Q2 25 | 3.74× | — | ||
| Q1 25 | 3.99× | — | ||
| Q4 24 | 2.79× | 0.19× | ||
| Q3 24 | 2.83× | — | ||
| Q2 24 | 3.14× | — |
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 | $261.0M | — |
| 自由现金流经营现金流 - 资本支出 | $248.0M | $411.6M |
| 自由现金流率自由现金流/营收 | 9.5% | 24.4% |
| 资本支出强度资本支出/营收 | 0.5% | 2.0% |
| 现金转化率经营现金流/净利润 | 1.30× | — |
| 过去12个月自由现金流最近4个季度 | $933.4M | $828.4M |
8季度趋势，按日历期对齐
经营现金流BAHRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $261.0M | $112.9M | ||
| Q3 25 | $421.0M | $367.8M | ||
| Q2 25 | $119.0M | $227.6M | ||
| Q1 25 | $219.0M | $153.5M | ||
| Q4 24 | $150.8M | $392.3M | ||
| Q3 24 | $587.1M | $111.7M | ||
| Q2 24 | $52.1M | $270.6M |
自由现金流BAHRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $248.0M | $31.9M | ||
| Q3 25 | $395.0M | $271.2M | ||
| Q2 25 | $96.0M | $113.8M | ||
| Q1 25 | $194.4M | $45.1M | ||
| Q4 24 | $133.6M | $263.5M | ||
| Q3 24 | $563.3M | $-20.0M | ||
| Q2 24 | $19.7M | $177.2M |
自由现金流率BAHRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 9.5% | 1.9% | ||
| Q3 25 | 13.7% | 15.2% | ||
| Q2 25 | 3.3% | 6.2% | ||
| Q1 25 | 6.5% | 2.6% | ||
| Q4 24 | 4.6% | 13.7% | ||
| Q3 24 | 17.9% | -1.1% | ||
| Q2 24 | 0.7% | 9.1% |
资本支出强度BAHRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 0.5% | 4.8% | ||
| Q3 25 | 0.9% | 5.4% | ||
| Q2 25 | 0.8% | 6.2% | ||
| Q1 25 | 0.8% | 6.2% | ||
| Q4 24 | 0.6% | 6.7% | ||
| Q3 24 | 0.8% | 7.3% | ||
| Q2 24 | 1.1% | 4.8% |
现金转化率BAHRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 1.30× | 1.75× | ||
| Q3 25 | 2.41× | 5.51× | ||
| Q2 25 | 0.44× | 3.14× | ||
| Q1 25 | 1.14× | 2.55× | ||
| Q4 24 | 0.81× | 5.25× | ||
| Q3 24 | 1.50× | 1.41× | ||
| Q2 24 | 0.32× | 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
BAH
| Defense Clients | $1.5B | 55% |
| Civil Clients | $732.0M | 28% |
| Intelligence Clients | $434.0M | 17% |
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% |
