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Encompass Health Corp（EHC）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Encompass Health Corp的1.1倍（$1.7B vs $1.5B），Encompass Health Corp净利率更高（9.5% vs 3.7%，领先5.8%），Encompass Health Corp同比增速更快（9.9% vs -9.0%），RUSH ENTERPRISES INC \TX\自由现金流更多（$411.6M vs $116.7M），过去两年Encompass Health Corp的营收复合增速更高（8.3% vs -6.8%）
Encompass Health Corp前身为Amcare及HealthSouth，总部位于美国阿拉巴马州伯明翰，是美国规模最大的住院康复服务提供商，在39个州及波多黎各拥有173家住院康复医院，为中风、神经系统疾病、心肺病症、脑损伤等患者提供专业康复诊疗服务。
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。
EHC vs RUSHA — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.7B |
| 净利润 | $146.1M | $61.7M |
| 毛利率 | — | 20.4% |
| 营业利润率 | 16.7% | 4.9% |
| 净利率 | 9.5% | 3.7% |
| 营收同比 | 9.9% | -9.0% |
| 净利润同比 | 20.8% | 1.8% |
| 每股收益（稀释后） | $1.43 | $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 | — | $1.7B | ||
| Q4 25 | $1.5B | $1.7B | ||
| Q3 25 | $1.5B | $1.8B | ||
| Q2 25 | $1.5B | $1.8B | ||
| Q1 25 | $1.5B | $1.8B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.3B | $1.9B |
| Q1 26 | — | $61.7M | ||
| Q4 25 | $146.1M | $64.3M | ||
| Q3 25 | $126.5M | $66.7M | ||
| Q2 25 | $142.1M | $72.4M | ||
| Q1 25 | $151.5M | $60.3M | ||
| Q4 24 | $120.9M | $74.8M | ||
| Q3 24 | $108.2M | $79.1M | ||
| Q2 24 | $114.1M | $78.7M |
| 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 | — | 21.0% | ||
| Q2 24 | — | 20.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 16.7% | 5.5% | ||
| Q3 25 | 14.9% | 5.6% | ||
| Q2 25 | 16.2% | 6.0% | ||
| Q1 25 | 16.4% | 5.2% | ||
| Q4 24 | 14.3% | 5.8% | ||
| Q3 24 | 13.6% | 6.7% | ||
| Q2 24 | 14.3% | 6.4% |
| Q1 26 | — | 3.7% | ||
| Q4 25 | 9.5% | 3.8% | ||
| Q3 25 | 8.6% | 3.7% | ||
| Q2 25 | 9.7% | 3.9% | ||
| Q1 25 | 10.4% | 3.4% | ||
| Q4 24 | 8.6% | 3.9% | ||
| Q3 24 | 8.0% | 4.4% | ||
| Q2 24 | 8.8% | 4.1% |
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.43 | $0.81 | ||
| Q3 25 | $1.24 | $0.83 | ||
| Q2 25 | $1.39 | $0.90 | ||
| Q1 25 | $1.48 | $0.73 | ||
| Q4 24 | $1.18 | $-95.13 | ||
| Q3 24 | $1.06 | $0.97 | ||
| Q2 24 | $1.12 | $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 | $72.2M | — |
| 总债务越低越好 | $2.4B | $277.8M |
| 股东权益账面价值 | $2.4B | $2.3B |
| 总资产 | $7.1B | $4.5B |
| 负债/权益比越低杠杆越低 | 1.00× | 0.12× |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $72.2M | $212.6M | ||
| Q3 25 | $48.7M | $242.0M | ||
| Q2 25 | $99.1M | $211.1M | ||
| Q1 25 | $95.8M | $228.7M | ||
| Q4 24 | $85.4M | $228.1M | ||
| Q3 24 | $147.8M | $185.1M | ||
| Q2 24 | $154.4M | $167.3M |
| Q1 26 | — | $277.8M | ||
| Q4 25 | $2.4B | $274.8M | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.4B | $408.4M | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.7B | — |
| Q1 26 | — | $2.3B | ||
| Q4 25 | $2.4B | $2.2B | ||
| Q3 25 | $2.4B | $2.2B | ||
| Q2 25 | $2.3B | $2.2B | ||
| Q1 25 | $2.2B | $2.2B | ||
| Q4 24 | $2.1B | $2.1B | ||
| Q3 24 | $2.0B | $2.1B | ||
| Q2 24 | $1.8B | $2.0B |
| Q1 26 | — | $4.5B | ||
| Q4 25 | $7.1B | $4.4B | ||
| Q3 25 | $6.9B | $4.6B | ||
| Q2 25 | $6.8B | $4.7B | ||
| Q1 25 | $6.6B | $4.7B | ||
| Q4 24 | $6.5B | $4.6B | ||
| Q3 24 | $6.5B | $4.6B | ||
| Q2 24 | $6.4B | $4.5B |
| Q1 26 | — | 0.12× | ||
| Q4 25 | 1.00× | 0.12× | ||
| Q3 25 | 1.01× | — | ||
| Q2 25 | 1.02× | — | ||
| Q1 25 | 1.08× | — | ||
| Q4 24 | 1.14× | 0.19× | ||
| Q3 24 | 1.20× | — | ||
| Q2 24 | 1.46× | — |
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 | $346.0M | — |
| 自由现金流经营现金流 - 资本支出 | $116.7M | $411.6M |
| 自由现金流率自由现金流/营收 | 7.6% | 24.4% |
| 资本支出强度资本支出/营收 | 14.8% | 2.0% |
| 现金转化率经营现金流/净利润 | 2.37× | — |
| 过去12个月自由现金流最近4个季度 | $439.2M | $828.4M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $346.0M | $112.9M | ||
| Q3 25 | $270.8M | $367.8M | ||
| Q2 25 | $270.2M | $227.6M | ||
| Q1 25 | $288.6M | $153.5M | ||
| Q4 24 | $278.8M | $392.3M | ||
| Q3 24 | $267.8M | $111.7M | ||
| Q2 24 | $217.4M | $270.6M |
| Q1 26 | — | $411.6M | ||
| Q4 25 | $116.7M | $31.9M | ||
| Q3 25 | $83.7M | $271.2M | ||
| Q2 25 | $113.3M | $113.8M | ||
| Q1 25 | $125.5M | $45.1M | ||
| Q4 24 | $80.1M | $263.5M | ||
| Q3 24 | $120.3M | $-20.0M | ||
| Q2 24 | $60.5M | $177.2M |
| Q1 26 | — | 24.4% | ||
| Q4 25 | 7.6% | 1.9% | ||
| Q3 25 | 5.7% | 15.2% | ||
| Q2 25 | 7.8% | 6.2% | ||
| Q1 25 | 8.6% | 2.6% | ||
| Q4 24 | 5.7% | 13.7% | ||
| Q3 24 | 8.9% | -1.1% | ||
| Q2 24 | 4.6% | 9.1% |
| Q1 26 | — | 2.0% | ||
| Q4 25 | 14.8% | 4.8% | ||
| Q3 25 | 12.7% | 5.4% | ||
| Q2 25 | 10.8% | 6.2% | ||
| Q1 25 | 11.2% | 6.2% | ||
| Q4 24 | 14.1% | 6.7% | ||
| Q3 24 | 10.9% | 7.3% | ||
| Q2 24 | 12.1% | 4.8% |
| Q1 26 | — | — | ||
| Q4 25 | 2.37× | 1.75× | ||
| Q3 25 | 2.14× | 5.51× | ||
| Q2 25 | 1.90× | 3.14× | ||
| Q1 25 | 1.90× | 2.55× | ||
| Q4 24 | 2.31× | 5.25× | ||
| Q3 24 | 2.48× | 1.41× | ||
| Q2 24 | 1.91× | 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
EHC
| Medicare | $1.0B | 66% |
| Medicare Advantage | $243.1M | 16% |
| Managed Care | $160.7M | 10% |
| Medicaid | $47.0M | 3% |
| Other Income Source | $44.8M | 3% |
| Other Thirdparty Payors | $11.2M | 1% |
| Workers Compensation | $7.6M | 0% |
| Patients | $4.6M | 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% |
