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BWX Technologies, Inc.（BWXT）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
RUSH ENTERPRISES INC \TX\的季度营收约是BWX Technologies, Inc.的1.9倍（$1.7B vs $885.8M），BWX Technologies, Inc.净利率更高（10.5% vs 3.7%，领先6.8%），BWX Technologies, Inc.同比增速更快（18.7% vs -9.0%），RUSH ENTERPRISES INC \TX\自由现金流更多（$411.6M vs $56.8M），过去两年BWX Technologies, Inc.的营收复合增速更高（21.1% vs -6.8%）
BWX Technologies Inc.（简称BWXT）总部位于美国弗吉尼亚州林奇堡，是一家面向全球供应核部件与核燃料的专业企业，产品广泛应用于核电及核工业相关领域，服务覆盖全球多个国家和地区的客户。
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。
BWXT vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.9倍
$885.8M
营收增速更快
BWXT
高出27.7%
-9.0%
净利率更高
BWXT
高出6.8%
3.7%
自由现金流更多
RUSHA
多$354.8M
$56.8M
两年增速更快
BWXT
近两年复合增速
-6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $885.8M | $1.7B |
| 净利润 | $93.0M | $61.7M |
| 毛利率 | — | 20.4% |
| 营业利润率 | 10.4% | 4.9% |
| 净利率 | 10.5% | 3.7% |
| 营收同比 | 18.7% | -9.0% |
| 净利润同比 | 30.9% | 1.8% |
| 每股收益（稀释后） | $1.02 | $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BWXTRUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $885.8M | $1.7B | ||
| Q3 25 | $866.3M | $1.8B | ||
| Q2 25 | $764.0M | $1.8B | ||
| Q1 25 | $682.3M | $1.8B | ||
| Q4 24 | $746.3M | $1.9B | ||
| Q3 24 | $672.0M | $1.8B | ||
| Q2 24 | $681.5M | $1.9B |
净利润BWXTRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $93.0M | $64.3M | ||
| Q3 25 | $82.1M | $66.7M | ||
| Q2 25 | $78.4M | $72.4M | ||
| Q1 25 | $75.5M | $60.3M | ||
| Q4 24 | $71.0M | $74.8M | ||
| Q3 24 | $69.5M | $79.1M | ||
| Q2 24 | $73.0M | $78.7M |
毛利率BWXTRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | — | 20.8% | ||
| Q3 25 | 21.8% | 21.0% | ||
| Q2 25 | 25.1% | 20.7% | ||
| Q1 25 | 24.2% | 20.3% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | 24.4% | 21.0% | ||
| Q2 24 | 24.7% | 20.2% |
营业利润率BWXTRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 10.4% | 5.5% | ||
| Q3 25 | 13.1% | 5.6% | ||
| Q2 25 | 13.4% | 6.0% | ||
| Q1 25 | 14.2% | 5.2% | ||
| Q4 24 | 12.4% | 5.8% | ||
| Q3 24 | 14.4% | 6.7% | ||
| Q2 24 | 14.5% | 6.4% |
净利率BWXTRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 10.5% | 3.8% | ||
| Q3 25 | 9.5% | 3.7% | ||
| Q2 25 | 10.3% | 3.9% | ||
| Q1 25 | 11.1% | 3.4% | ||
| Q4 24 | 9.5% | 3.9% | ||
| Q3 24 | 10.3% | 4.4% | ||
| Q2 24 | 10.7% | 4.1% |
每股收益（稀释后）BWXTRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.02 | $0.81 | ||
| Q3 25 | $0.89 | $0.83 | ||
| Q2 25 | $0.85 | $0.90 | ||
| Q1 25 | $0.82 | $0.73 | ||
| Q4 24 | $0.77 | $-95.13 | ||
| Q3 24 | $0.76 | $0.97 | ||
| Q2 24 | $0.79 | $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 | $499.8M | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $1.2B | $2.3B |
| 总资产 | $4.3B | $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BWXTRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $499.8M | $212.6M | ||
| Q3 25 | $79.6M | $242.0M | ||
| Q2 25 | $37.0M | $211.1M | ||
| Q1 25 | $55.4M | $228.7M | ||
| Q4 24 | $74.1M | $228.1M | ||
| Q3 24 | $35.5M | $185.1M | ||
| Q2 24 | $48.3M | $167.3M |
总债务BWXTRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | — | $274.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $408.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BWXTRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $1.2B | $2.2B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.2B | $2.2B | ||
| Q1 25 | $1.1B | $2.2B | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $1.1B | $2.1B | ||
| Q2 24 | $998.5M | $2.0B |
总资产BWXTRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $4.3B | $4.4B | ||
| Q3 25 | $3.8B | $4.6B | ||
| Q2 25 | $3.7B | $4.7B | ||
| Q1 25 | $3.1B | $4.7B | ||
| Q4 24 | $2.9B | $4.6B | ||
| Q3 24 | $2.9B | $4.6B | ||
| Q2 24 | $2.8B | $4.5B |
负债/权益比BWXTRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 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 | $127.0M | — |
| 自由现金流经营现金流 - 资本支出 | $56.8M | $411.6M |
| 自由现金流率自由现金流/营收 | 6.4% | 24.4% |
| 资本支出强度资本支出/营收 | 7.9% | 2.0% |
| 现金转化率经营现金流/净利润 | 1.37× | — |
| 过去12个月自由现金流最近4个季度 | $295.3M | $828.4M |
8季度趋势，按日历期对齐
经营现金流BWXTRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $127.0M | $112.9M | ||
| Q3 25 | $143.2M | $367.8M | ||
| Q2 25 | $159.0M | $227.6M | ||
| Q1 25 | $50.6M | $153.5M | ||
| Q4 24 | $276.9M | $392.3M | ||
| Q3 24 | $32.6M | $111.7M | ||
| Q2 24 | $65.9M | $270.6M |
自由现金流BWXTRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $56.8M | $31.9M | ||
| Q3 25 | $94.9M | $271.2M | ||
| Q2 25 | $126.3M | $113.8M | ||
| Q1 25 | $17.3M | $45.1M | ||
| Q4 24 | $224.4M | $263.5M | ||
| Q3 24 | $-7.7M | $-20.0M | ||
| Q2 24 | $35.5M | $177.2M |
自由现金流率BWXTRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 6.4% | 1.9% | ||
| Q3 25 | 11.0% | 15.2% | ||
| Q2 25 | 16.5% | 6.2% | ||
| Q1 25 | 2.5% | 2.6% | ||
| Q4 24 | 30.1% | 13.7% | ||
| Q3 24 | -1.1% | -1.1% | ||
| Q2 24 | 5.2% | 9.1% |
资本支出强度BWXTRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 7.9% | 4.8% | ||
| Q3 25 | 5.6% | 5.4% | ||
| Q2 25 | 4.3% | 6.2% | ||
| Q1 25 | 4.9% | 6.2% | ||
| Q4 24 | 7.0% | 6.7% | ||
| Q3 24 | 6.0% | 7.3% | ||
| Q2 24 | 4.5% | 4.8% |
现金转化率BWXTRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 1.37× | 1.75× | ||
| Q3 25 | 1.74× | 5.51× | ||
| Q2 25 | 2.03× | 3.14× | ||
| Q1 25 | 0.67× | 2.55× | ||
| Q4 24 | 3.90× | 5.25× | ||
| Q3 24 | 0.47× | 1.41× | ||
| Q2 24 | 0.90× | 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
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
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% |
