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Builders FirstSource（BLDR）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
Builders FirstSource的季度营收约是RUSH ENTERPRISES INC \TX\的2.0倍（$3.3B vs $1.7B），RUSH ENTERPRISES INC \TX\净利率更高（3.7% vs 2.9%，领先0.7%），RUSH ENTERPRISES INC \TX\同比增速更快（-9.0% vs -10.1%），RUSH ENTERPRISES INC \TX\自由现金流更多（$411.6M vs $42.7M），过去两年RUSH ENTERPRISES INC \TX\的营收复合增速更高（-6.8% vs -14.1%）
Builders FirstSource是财富500强企业，成立于1998年3月，总部位于美国得克萨斯州欧文，是美国规模最大的建筑产品、预制构件及增值服务供应商，同时生产制造建筑材料。公司在全美拥有超1.5万名员工，服务于新建住宅施工、维修及翻新领域的专业客户。
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。
BLDR vs RUSHA — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $1.7B |
| 净利润 | $96.3M | $61.7M |
| 毛利率 | 28.3% | 20.4% |
| 营业利润率 | 0.5% | 4.9% |
| 净利率 | 2.9% | 3.7% |
| 营收同比 | -10.1% | -9.0% |
| 净利润同比 | — | 1.8% |
| 每股收益（稀释后） | $0.27 | $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
| Q1 26 | $3.3B | $1.7B | ||
| Q4 25 | $3.4B | $1.7B | ||
| Q3 25 | $3.9B | $1.8B | ||
| Q2 25 | $4.2B | $1.8B | ||
| Q1 25 | $3.7B | $1.8B | ||
| Q4 24 | $3.8B | $1.9B | ||
| Q3 24 | $4.2B | $1.8B | ||
| Q2 24 | $4.5B | $1.9B |
| Q1 26 | $96.3M | $61.7M | ||
| Q4 25 | $31.5M | $64.3M | ||
| Q3 25 | $122.4M | $66.7M | ||
| Q2 25 | $185.0M | $72.4M | ||
| Q1 25 | $96.3M | $60.3M | ||
| Q4 24 | $190.2M | $74.8M | ||
| Q3 24 | $284.8M | $79.1M | ||
| Q2 24 | $344.1M | $78.7M |
| Q1 26 | 28.3% | 20.4% | ||
| Q4 25 | 29.8% | 20.8% | ||
| Q3 25 | 30.4% | 21.0% | ||
| Q2 25 | 30.7% | 20.7% | ||
| Q1 25 | 30.5% | 20.3% | ||
| Q4 24 | 32.3% | 19.3% | ||
| Q3 24 | 32.8% | 21.0% | ||
| Q2 24 | 32.8% | 20.2% |
| Q1 26 | 0.5% | 4.9% | ||
| Q4 25 | 1.8% | 5.5% | ||
| Q3 25 | 5.8% | 5.6% | ||
| Q2 25 | 7.4% | 6.0% | ||
| Q1 25 | 5.0% | 5.2% | ||
| Q4 24 | 8.0% | 5.8% | ||
| Q3 24 | 10.1% | 6.7% | ||
| Q2 24 | 11.0% | 6.4% |
| Q1 26 | 2.9% | 3.7% | ||
| Q4 25 | 0.9% | 3.8% | ||
| Q3 25 | 3.1% | 3.7% | ||
| Q2 25 | 4.4% | 3.9% | ||
| Q1 25 | 2.6% | 3.4% | ||
| Q4 24 | 5.0% | 3.9% | ||
| Q3 24 | 6.7% | 4.4% | ||
| Q2 24 | 7.7% | 4.1% |
| Q1 26 | $0.27 | $0.77 | ||
| Q4 25 | $0.29 | $0.81 | ||
| Q3 25 | $1.10 | $0.83 | ||
| Q2 25 | $1.66 | $0.90 | ||
| Q1 25 | $0.84 | $0.73 | ||
| Q4 24 | $1.65 | $-95.13 | ||
| Q3 24 | $2.44 | $0.97 | ||
| Q2 24 | $2.87 | $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 | $98.3M | — |
| 总债务越低越好 | $24.3M | $277.8M |
| 股东权益账面价值 | — | $2.3B |
| 总资产 | $11.3B | $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
| Q1 26 | $98.3M | — | ||
| Q4 25 | $181.8M | $212.6M | ||
| Q3 25 | $296.2M | $242.0M | ||
| Q2 25 | $87.0M | $211.1M | ||
| Q1 25 | $115.4M | $228.7M | ||
| Q4 24 | $153.6M | $228.1M | ||
| Q3 24 | $328.1M | $185.1M | ||
| Q2 24 | $75.6M | $167.3M |
| Q1 26 | $24.3M | $277.8M | ||
| Q4 25 | $4.4B | $274.8M | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.7B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $3.7B | $408.4M | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.8B | — |
| Q1 26 | — | $2.3B | ||
| Q4 25 | $4.4B | $2.2B | ||
| Q3 25 | $4.3B | $2.2B | ||
| Q2 25 | $4.2B | $2.2B | ||
| Q1 25 | $4.4B | $2.2B | ||
| Q4 24 | $4.3B | $2.1B | ||
| Q3 24 | $4.4B | $2.1B | ||
| Q2 24 | $4.3B | $2.0B |
| Q1 26 | $11.3B | $4.5B | ||
| Q4 25 | $11.2B | $4.4B | ||
| Q3 25 | $11.4B | $4.6B | ||
| Q2 25 | $11.5B | $4.7B | ||
| Q1 25 | $11.4B | $4.7B | ||
| Q4 24 | $10.6B | $4.6B | ||
| Q3 24 | $10.9B | $4.6B | ||
| Q2 24 | $10.7B | $4.5B |
| Q1 26 | — | 0.12× | ||
| Q4 25 | 1.02× | 0.12× | ||
| Q3 25 | 1.03× | — | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | 0.86× | 0.19× | ||
| Q3 24 | 0.83× | — | ||
| Q2 24 | 0.88× | — |
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 | $87.5M | — |
| 自由现金流经营现金流 - 资本支出 | $42.7M | $411.6M |
| 自由现金流率自由现金流/营收 | 1.3% | 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 | 0.91× | — |
| 过去12个月自由现金流最近4个季度 | $863.6M | $828.4M |
8季度趋势，按日历期对齐
| Q1 26 | $87.5M | — | ||
| Q4 25 | $194.8M | $112.9M | ||
| Q3 25 | $547.7M | $367.8M | ||
| Q2 25 | $341.0M | $227.6M | ||
| Q1 25 | $132.3M | $153.5M | ||
| Q4 24 | $373.5M | $392.3M | ||
| Q3 24 | $730.0M | $111.7M | ||
| Q2 24 | $452.1M | $270.6M |
| Q1 26 | $42.7M | $411.6M | ||
| Q4 25 | $106.7M | $31.9M | ||
| Q3 25 | $461.9M | $271.2M | ||
| Q2 25 | $252.3M | $113.8M | ||
| Q1 25 | $32.4M | $45.1M | ||
| Q4 24 | $273.8M | $263.5M | ||
| Q3 24 | $630.4M | $-20.0M | ||
| Q2 24 | $364.0M | $177.2M |
| Q1 26 | 1.3% | 24.4% | ||
| Q4 25 | 3.2% | 1.9% | ||
| Q3 25 | 11.7% | 15.2% | ||
| Q2 25 | 6.0% | 6.2% | ||
| Q1 25 | 0.9% | 2.6% | ||
| Q4 24 | 7.2% | 13.7% | ||
| Q3 24 | 14.9% | -1.1% | ||
| Q2 24 | 8.2% | 9.1% |
| Q1 26 | — | 2.0% | ||
| Q4 25 | 2.6% | 4.8% | ||
| Q3 25 | 2.2% | 5.4% | ||
| Q2 25 | 2.1% | 6.2% | ||
| Q1 25 | 2.7% | 6.2% | ||
| Q4 24 | 2.6% | 6.7% | ||
| Q3 24 | 2.4% | 7.3% | ||
| Q2 24 | 2.0% | 4.8% |
| Q1 26 | 0.91× | — | ||
| Q4 25 | 6.19× | 1.75× | ||
| Q3 25 | 4.48× | 5.51× | ||
| Q2 25 | 1.84× | 3.14× | ||
| Q1 25 | 1.37× | 2.55× | ||
| Q4 24 | 1.96× | 5.25× | ||
| Q3 24 | 2.56× | 1.41× | ||
| Q2 24 | 1.31× | 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
BLDR
| Windows, doors & millwork | $853.8M | 26% |
| Specialty building products & services | $853.4M | 26% |
| Lumber & lumber sheet goods | $845.4M | 26% |
| Manufactured products | $734.5M | 22% |
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% |
