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波尔公司（BALL）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
波尔公司的季度营收约是RUSH ENTERPRISES INC \TX\的2.0倍（$3.3B vs $1.7B），波尔公司净利率更高（6.0% vs 3.7%，领先2.3%），波尔公司同比增速更快（16.2% vs -9.0%），波尔公司自由现金流更多（$1.0B vs $411.6M），过去两年波尔公司的营收复合增速更高（7.9% vs -6.8%）
波尔公司是全球领先的可持续铝制包装解决方案供应商，为饮料、个护、家居产品领域的品牌提供创新包装产品，同时旗下航空航天板块为政府及商业客户提供先进技术、系统与相关服务，全业务线高度重视环保责任与产品可靠性。
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。
BALL vs RUSHA — 直观对比
营收规模更大
BALL
是对方的2.0倍
$1.7B
营收增速更快
BALL
高出25.2%
-9.0%
净利率更高
BALL
高出2.3%
3.7%
自由现金流更多
BALL
多$629.4M
$411.6M
两年增速更快
BALL
近两年复合增速
-6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $1.7B |
| 净利润 | $200.0M | $61.7M |
| 毛利率 | — | 20.4% |
| 营业利润率 | 7.2% | 4.9% |
| 净利率 | 6.0% | 3.7% |
| 营收同比 | 16.2% | -9.0% |
| 净利润同比 | 766.7% | 1.8% |
| 每股收益（稀释后） | $0.73 | $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BALLRUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $3.3B | $1.7B | ||
| Q3 25 | $3.4B | $1.8B | ||
| Q2 25 | $3.3B | $1.8B | ||
| Q1 25 | $3.1B | $1.8B | ||
| Q4 24 | $2.9B | $1.9B | ||
| Q3 24 | $3.1B | $1.8B | ||
| Q2 24 | $3.0B | $1.9B |
净利润BALLRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $200.0M | $64.3M | ||
| Q3 25 | $321.0M | $66.7M | ||
| Q2 25 | $215.0M | $72.4M | ||
| Q1 25 | $179.0M | $60.3M | ||
| Q4 24 | $-30.0M | $74.8M | ||
| Q3 24 | $199.0M | $79.1M | ||
| Q2 24 | $159.0M | $78.7M |
毛利率BALLRUSHA
| 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 | 17.7% | 21.0% | ||
| Q2 24 | 16.5% | 20.2% |
营业利润率BALLRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 7.2% | 5.5% | ||
| Q3 25 | 11.6% | 5.6% | ||
| Q2 25 | 8.0% | 6.0% | ||
| Q1 25 | 7.4% | 5.2% | ||
| Q4 24 | 0.2% | 5.8% | ||
| Q3 24 | 7.4% | 6.7% | ||
| Q2 24 | 6.8% | 6.4% |
净利率BALLRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 6.0% | 3.8% | ||
| Q3 25 | 9.5% | 3.7% | ||
| Q2 25 | 6.4% | 3.9% | ||
| Q1 25 | 5.8% | 3.4% | ||
| Q4 24 | -1.0% | 3.9% | ||
| Q3 24 | 6.5% | 4.4% | ||
| Q2 24 | 5.4% | 4.1% |
每股收益（稀释后）BALLRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.73 | $0.81 | ||
| Q3 25 | $1.18 | $0.83 | ||
| Q2 25 | $0.76 | $0.90 | ||
| Q1 25 | $0.63 | $0.73 | ||
| Q4 24 | $0.23 | $-95.13 | ||
| Q3 24 | $0.65 | $0.97 | ||
| Q2 24 | $0.51 | $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 | $1.2B | — |
| 总债务越低越好 | $7.0B | $277.8M |
| 股东权益账面价值 | $5.4B | $2.3B |
| 总资产 | $19.5B | $4.5B |
| 负债/权益比越低杠杆越低 | 1.29× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资BALLRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $212.6M | ||
| Q3 25 | $568.0M | $242.0M | ||
| Q2 25 | $296.0M | $211.1M | ||
| Q1 25 | $449.0M | $228.7M | ||
| Q4 24 | $885.0M | $228.1M | ||
| Q3 24 | $1.4B | $185.1M | ||
| Q2 24 | $1.3B | $167.3M |
总债务BALLRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $7.0B | $274.8M | ||
| Q3 25 | $6.9B | — | ||
| Q2 25 | $6.5B | — | ||
| Q1 25 | $6.1B | — | ||
| Q4 24 | $5.3B | $408.4M | ||
| Q3 24 | $5.4B | — | ||
| Q2 24 | $5.5B | — |
股东权益BALLRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $5.4B | $2.2B | ||
| Q3 25 | $5.4B | $2.2B | ||
| Q2 25 | $5.2B | $2.2B | ||
| Q1 25 | $5.5B | $2.2B | ||
| Q4 24 | $5.9B | $2.1B | ||
| Q3 24 | $6.7B | $2.1B | ||
| Q2 24 | $6.9B | $2.0B |
总资产BALLRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $19.5B | $4.4B | ||
| Q3 25 | $18.7B | $4.6B | ||
| Q2 25 | $18.6B | $4.7B | ||
| Q1 25 | $18.0B | $4.7B | ||
| Q4 24 | $17.6B | $4.6B | ||
| Q3 24 | $18.8B | $4.6B | ||
| Q2 24 | $19.0B | $4.5B |
负债/权益比BALLRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 1.29× | 0.12× | ||
| Q3 25 | 1.26× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.12× | — | ||
| Q4 24 | 0.91× | 0.19× | ||
| Q3 24 | 0.80× | — | ||
| Q2 24 | 0.80× | — |
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 | $1.2B | — |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $411.6M |
| 自由现金流率自由现金流/营收 | 31.1% | 24.4% |
| 资本支出强度资本支出/营收 | 5.1% | 2.0% |
| 现金转化率经营现金流/净利润 | 6.05× | — |
| 过去12个月自由现金流最近4个季度 | $788.0M | $828.4M |
8季度趋势，按日历期对齐
经营现金流BALLRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $112.9M | ||
| Q3 25 | $384.0M | $367.8M | ||
| Q2 25 | $332.0M | $227.6M | ||
| Q1 25 | $-665.0M | $153.5M | ||
| Q4 24 | $500.0M | $392.3M | ||
| Q3 24 | $610.0M | $111.7M | ||
| Q2 24 | $252.0M | $270.6M |
自由现金流BALLRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $1.0B | $31.9M | ||
| Q3 25 | $257.0M | $271.2M | ||
| Q2 25 | $236.0M | $113.8M | ||
| Q1 25 | $-746.0M | $45.1M | ||
| Q4 24 | $393.0M | $263.5M | ||
| Q3 24 | $493.0M | $-20.0M | ||
| Q2 24 | $146.0M | $177.2M |
自由现金流率BALLRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 31.1% | 1.9% | ||
| Q3 25 | 7.6% | 15.2% | ||
| Q2 25 | 7.1% | 6.2% | ||
| Q1 25 | -24.1% | 2.6% | ||
| Q4 24 | 13.6% | 13.7% | ||
| Q3 24 | 16.0% | -1.1% | ||
| Q2 24 | 4.9% | 9.1% |
资本支出强度BALLRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 5.1% | 4.8% | ||
| Q3 25 | 3.8% | 5.4% | ||
| Q2 25 | 2.9% | 6.2% | ||
| Q1 25 | 2.6% | 6.2% | ||
| Q4 24 | 3.7% | 6.7% | ||
| Q3 24 | 3.8% | 7.3% | ||
| Q2 24 | 3.6% | 4.8% |
现金转化率BALLRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 6.05× | 1.75× | ||
| Q3 25 | 1.20× | 5.51× | ||
| Q2 25 | 1.54× | 3.14× | ||
| Q1 25 | -3.72× | 2.55× | ||
| Q4 24 | — | 5.25× | ||
| Q3 24 | 3.07× | 1.41× | ||
| Q2 24 | 1.58× | 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
BALL
| Transferred Over Time | $2.7B | 82% |
| Transferred At Point In Time | $602.0M | 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% |
