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Expeditors International（EXPD）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
Expeditors International的季度营收约是RUSH ENTERPRISES INC \TX\的1.7倍（$2.9B vs $1.7B），Expeditors International净利率更高（7.0% vs 3.7%，领先3.4%），Expeditors International同比增速更快（-3.3% vs -9.0%），RUSH ENTERPRISES INC \TX\自由现金流更多（$411.6M vs $270.3M），过去两年Expeditors International的营收复合增速更高（13.8% vs -6.8%）
美国财富500强物流服务企业，总部位于华盛顿州贝尔维尤，依托覆盖六大洲100余个国家超340个网点的全球网络及统一集成的技术系统，为客户提供高度优化的定制化供应链解决方案。
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。
EXPD vs RUSHA — 直观对比
营收规模更大
EXPD
是对方的1.7倍
$1.7B
营收增速更快
EXPD
高出5.7%
-9.0%
净利率更高
EXPD
高出3.4%
3.7%
自由现金流更多
RUSHA
多$141.2M
$270.3M
两年增速更快
EXPD
近两年复合增速
-6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.9B | $1.7B |
| 净利润 | $200.7M | $61.7M |
| 毛利率 | — | 20.4% |
| 营业利润率 | 8.8% | 4.9% |
| 净利率 | 7.0% | 3.7% |
| 营收同比 | -3.3% | -9.0% |
| 净利润同比 | -14.9% | 1.8% |
| 每股收益（稀释后） | $1.50 | $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EXPDRUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.9B | $1.7B | ||
| Q3 25 | $2.9B | $1.8B | ||
| Q2 25 | $2.7B | $1.8B | ||
| Q1 25 | $2.7B | $1.8B | ||
| Q4 24 | $3.0B | $1.9B | ||
| Q3 24 | $3.0B | $1.8B | ||
| Q2 24 | $2.4B | $1.9B |
净利润EXPDRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $200.7M | $64.3M | ||
| Q3 25 | $222.3M | $66.7M | ||
| Q2 25 | $183.6M | $72.4M | ||
| Q1 25 | $203.8M | $60.3M | ||
| Q4 24 | $235.9M | $74.8M | ||
| Q3 24 | $229.6M | $79.1M | ||
| Q2 24 | $175.5M | $78.7M |
毛利率EXPDRUSHA
| 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% |
营业利润率EXPDRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 8.8% | 5.5% | ||
| Q3 25 | 10.0% | 5.6% | ||
| Q2 25 | 9.3% | 6.0% | ||
| Q1 25 | 10.0% | 5.2% | ||
| Q4 24 | 10.2% | 5.8% | ||
| Q3 24 | 10.1% | 6.7% | ||
| Q2 24 | 9.2% | 6.4% |
净利率EXPDRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 7.0% | 3.8% | ||
| Q3 25 | 7.7% | 3.7% | ||
| Q2 25 | 6.9% | 3.9% | ||
| Q1 25 | 7.6% | 3.4% | ||
| Q4 24 | 8.0% | 3.9% | ||
| Q3 24 | 7.7% | 4.4% | ||
| Q2 24 | 7.2% | 4.1% |
每股收益（稀释后）EXPDRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.50 | $0.81 | ||
| Q3 25 | $1.64 | $0.83 | ||
| Q2 25 | $1.34 | $0.90 | ||
| Q1 25 | $1.47 | $0.73 | ||
| Q4 24 | $1.68 | $-95.13 | ||
| Q3 24 | $1.63 | $0.97 | ||
| Q2 24 | $1.24 | $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 | $1.3B | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $2.4B | $2.3B |
| 总资产 | $4.9B | $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EXPDRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $212.6M | ||
| Q3 25 | $1.2B | $242.0M | ||
| Q2 25 | $1.2B | $211.1M | ||
| Q1 25 | $1.3B | $228.7M | ||
| Q4 24 | $1.1B | $228.1M | ||
| Q3 24 | $1.3B | $185.1M | ||
| Q2 24 | $1.3B | $167.3M |
总债务EXPDRUSHA
| 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EXPDRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $2.4B | $2.2B | ||
| Q3 25 | $2.3B | $2.2B | ||
| Q2 25 | $2.2B | $2.2B | ||
| Q1 25 | $2.3B | $2.2B | ||
| Q4 24 | $2.2B | $2.1B | ||
| Q3 24 | $2.4B | $2.1B | ||
| Q2 24 | $2.2B | $2.0B |
总资产EXPDRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $4.9B | $4.4B | ||
| Q3 25 | $4.8B | $4.6B | ||
| Q2 25 | $4.8B | $4.7B | ||
| Q1 25 | $4.8B | $4.7B | ||
| Q4 24 | $4.8B | $4.6B | ||
| Q3 24 | $5.2B | $4.6B | ||
| Q2 24 | $4.8B | $4.5B |
负债/权益比EXPDRUSHA
| 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 | $283.3M | — |
| 自由现金流经营现金流 - 资本支出 | $270.3M | $411.6M |
| 自由现金流率自由现金流/营收 | 9.5% | 24.4% |
| 资本支出强度资本支出/营收 | 0.5% | 2.0% |
| 现金转化率经营现金流/净利润 | 1.41× | — |
| 过去12个月自由现金流最近4个季度 | $953.4M | $828.4M |
8季度趋势，按日历期对齐
经营现金流EXPDRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $283.3M | $112.9M | ||
| Q3 25 | $201.4M | $367.8M | ||
| Q2 25 | $179.2M | $227.6M | ||
| Q1 25 | $342.6M | $153.5M | ||
| Q4 24 | $249.7M | $392.3M | ||
| Q3 24 | $90.0M | $111.7M | ||
| Q2 24 | $126.8M | $270.6M |
自由现金流EXPDRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $270.3M | $31.9M | ||
| Q3 25 | $190.3M | $271.2M | ||
| Q2 25 | $163.3M | $113.8M | ||
| Q1 25 | $329.5M | $45.1M | ||
| Q4 24 | $239.7M | $263.5M | ||
| Q3 24 | $77.7M | $-20.0M | ||
| Q2 24 | $118.8M | $177.2M |
自由现金流率EXPDRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 9.5% | 1.9% | ||
| Q3 25 | 6.6% | 15.2% | ||
| Q2 25 | 6.2% | 6.2% | ||
| Q1 25 | 12.4% | 2.6% | ||
| Q4 24 | 8.1% | 13.7% | ||
| Q3 24 | 2.6% | -1.1% | ||
| Q2 24 | 4.9% | 9.1% |
资本支出强度EXPDRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 0.5% | 4.8% | ||
| Q3 25 | 0.4% | 5.4% | ||
| Q2 25 | 0.6% | 6.2% | ||
| Q1 25 | 0.5% | 6.2% | ||
| Q4 24 | 0.3% | 6.7% | ||
| Q3 24 | 0.4% | 7.3% | ||
| Q2 24 | 0.3% | 4.8% |
现金转化率EXPDRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 1.41× | 1.75× | ||
| Q3 25 | 0.91× | 5.51× | ||
| Q2 25 | 0.98× | 3.14× | ||
| Q1 25 | 1.68× | 2.55× | ||
| Q4 24 | 1.06× | 5.25× | ||
| Q3 24 | 0.39× | 1.41× | ||
| Q2 24 | 0.72× | 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
EXPD
| Customs Brokerage And Other Services | $1.1B | 40% |
| Airfreight Services | $1.1B | 39% |
| Ocean Freight And Ocean Services | $611.4M | 21% |
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% |
