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美国艺电（EA）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
美国艺电的季度营收约是RUSH ENTERPRISES INC \TX\的1.1倍（$1.9B vs $1.7B），美国艺电净利率更高（4.6% vs 3.7%，领先1.0%），美国艺电同比增速更快（1.0% vs -9.0%），过去两年美国艺电的营收复合增速更高（3.4% vs -6.8%）
美国艺电（EA）是总部位于美国加利福尼亚州雷德伍德城的电子游戏企业，1982年5月由前苹果员工特里普·霍金斯创立。作为早期家用电脑游戏行业的先驱，公司将旗下游戏设计师与程序员称作“软件艺术家”，是全球知名的游戏厂商。
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。
EA vs RUSHA — 直观对比
营收规模更大
EA
是对方的1.1倍
$1.7B
营收增速更快
EA
高出10.0%
-9.0%
净利率更高
EA
高出1.0%
3.7%
两年增速更快
EA
近两年复合增速
-6.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.7B |
| 净利润 | $88.0M | $61.7M |
| 毛利率 | 73.8% | 20.4% |
| 营业利润率 | 6.7% | 4.9% |
| 净利率 | 4.6% | 3.7% |
| 营收同比 | 1.0% | -9.0% |
| 净利润同比 | -70.0% | 1.8% |
| 每股收益（稀释后） | $0.35 | $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EARUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.9B | $1.7B | ||
| Q3 25 | $1.8B | $1.8B | ||
| Q2 25 | $1.7B | $1.8B | ||
| Q1 25 | $1.9B | $1.8B | ||
| Q4 24 | $1.9B | $1.9B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $1.7B | $1.9B |
净利润EARUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $88.0M | $64.3M | ||
| Q3 25 | $137.0M | $66.7M | ||
| Q2 25 | $201.0M | $72.4M | ||
| Q1 25 | $254.0M | $60.3M | ||
| Q4 24 | $293.0M | $74.8M | ||
| Q3 24 | $294.0M | $79.1M | ||
| Q2 24 | $280.0M | $78.7M |
毛利率EARUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 73.8% | 20.8% | ||
| Q3 25 | 75.9% | 21.0% | ||
| Q2 25 | 83.3% | 20.7% | ||
| Q1 25 | 80.6% | 20.3% | ||
| Q4 24 | 75.8% | 19.3% | ||
| Q3 24 | 77.5% | 21.0% | ||
| Q2 24 | 84.2% | 20.2% |
营业利润率EARUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 6.7% | 5.5% | ||
| Q3 25 | 10.9% | 5.6% | ||
| Q2 25 | 16.2% | 6.0% | ||
| Q1 25 | 20.8% | 5.2% | ||
| Q4 24 | 20.0% | 5.8% | ||
| Q3 24 | 19.0% | 6.7% | ||
| Q2 24 | 21.9% | 6.4% |
净利率EARUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 4.6% | 3.8% | ||
| Q3 25 | 7.4% | 3.7% | ||
| Q2 25 | 12.0% | 3.9% | ||
| Q1 25 | 13.4% | 3.4% | ||
| Q4 24 | 15.6% | 3.9% | ||
| Q3 24 | 14.5% | 4.4% | ||
| Q2 24 | 16.9% | 4.1% |
每股收益（稀释后）EARUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.35 | $0.81 | ||
| Q3 25 | $0.54 | $0.83 | ||
| Q2 25 | $0.79 | $0.90 | ||
| Q1 25 | $0.99 | $0.73 | ||
| Q4 24 | $1.11 | $-95.13 | ||
| Q3 24 | $1.11 | $0.97 | ||
| Q2 24 | $1.04 | $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 | $2.8B | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $6.2B | $2.3B |
| 总资产 | $13.3B | $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EARUSHA
| Q1 26 | — | — | ||
| Q4 25 | $2.8B | $212.6M | ||
| Q3 25 | $1.1B | $242.0M | ||
| Q2 25 | $1.5B | $211.1M | ||
| Q1 25 | $2.1B | $228.7M | ||
| Q4 24 | $2.8B | $228.1M | ||
| Q3 24 | $2.2B | $185.1M | ||
| Q2 24 | $2.4B | $167.3M |
总债务EARUSHA
| 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EARUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $6.2B | $2.2B | ||
| Q3 25 | $6.0B | $2.2B | ||
| Q2 25 | $6.1B | $2.2B | ||
| Q1 25 | $6.4B | $2.2B | ||
| Q4 24 | $7.4B | $2.1B | ||
| Q3 24 | $7.4B | $2.1B | ||
| Q2 24 | $7.4B | $2.0B |
总资产EARUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $13.3B | $4.4B | ||
| Q3 25 | $11.9B | $4.6B | ||
| Q2 25 | $11.7B | $4.7B | ||
| Q1 25 | $12.4B | $4.7B | ||
| Q4 24 | $13.5B | $4.6B | ||
| Q3 24 | $13.1B | $4.6B | ||
| Q2 24 | $12.7B | $4.5B |
负债/权益比EARUSHA
| 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 | $1.8B | — |
| 自由现金流经营现金流 - 资本支出 | — | $411.6M |
| 自由现金流率自由现金流/营收 | — | 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 | 20.75× | — |
| 过去12个月自由现金流最近4个季度 | — | $828.4M |
8季度趋势，按日历期对齐
经营现金流EARUSHA
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $112.9M | ||
| Q3 25 | $130.0M | $367.8M | ||
| Q2 25 | $17.0M | $227.6M | ||
| Q1 25 | $549.0M | $153.5M | ||
| Q4 24 | $1.2B | $392.3M | ||
| Q3 24 | $234.0M | $111.7M | ||
| Q2 24 | $120.0M | $270.6M |
自由现金流EARUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | — | $31.9M | ||
| Q3 25 | — | $271.2M | ||
| Q2 25 | — | $113.8M | ||
| Q1 25 | — | $45.1M | ||
| Q4 24 | — | $263.5M | ||
| Q3 24 | — | $-20.0M | ||
| Q2 24 | — | $177.2M |
自由现金流率EARUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 15.2% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 13.7% | ||
| Q3 24 | — | -1.1% | ||
| Q2 24 | — | 9.1% |
资本支出强度EARUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | — | 4.8% | ||
| Q3 25 | — | 5.4% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 6.2% | ||
| Q4 24 | — | 6.7% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 4.8% |
现金转化率EARUSHA
| Q1 26 | — | — | ||
| Q4 25 | 20.75× | 1.75× | ||
| Q3 25 | 0.95× | 5.51× | ||
| Q2 25 | 0.08× | 3.14× | ||
| Q1 25 | 2.16× | 2.55× | ||
| Q4 24 | 4.01× | 5.25× | ||
| Q3 24 | 0.80× | 1.41× | ||
| Q2 24 | 0.43× | 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
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
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% |
