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Extra Space Storage（EXR）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Extra Space Storage的2.0倍（$1.7B vs $856.0M），Extra Space Storage净利率更高（28.2% vs 3.7%，领先24.5%），Extra Space Storage同比增速更快（4.4% vs -9.0%），过去两年Extra Space Storage的营收复合增速更高（2.8% vs -6.8%）
Extra Space Storage是总部位于美国犹他州卡顿伍德高地的房地产投资信托基金，主营自助仓储设施投资运营。旗下运营多个仓储品牌，提供温控仓、可驶入单元、储物柜、船只/房车/企业仓储等服务，截至2024年3月，在全美43个州及华盛顿特区共运营3714处网点。
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。
EXR vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的2.0倍
$856.0M
营收增速更快
EXR
高出13.4%
-9.0%
净利率更高
EXR
高出24.5%
3.7%
两年增速更快
EXR
近两年复合增速
-6.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $856.0M | $1.7B |
| 净利润 | $241.0M | $61.7M |
| 毛利率 | — | 20.4% |
| 营业利润率 | 42.9% | 4.9% |
| 净利率 | 28.2% | 3.7% |
| 营收同比 | 4.4% | -9.0% |
| 净利润同比 | -11.4% | 1.8% |
| 每股收益（稀释后） | $1.14 | $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EXRRUSHA
| Q1 26 | $856.0M | $1.7B | ||
| Q4 25 | $857.5M | $1.7B | ||
| Q3 25 | $858.5M | $1.8B | ||
| Q2 25 | $841.6M | $1.8B | ||
| Q1 25 | $820.0M | $1.8B | ||
| Q4 24 | $821.9M | $1.9B | ||
| Q3 24 | $824.8M | $1.8B | ||
| Q2 24 | $810.7M | $1.9B |
净利润EXRRUSHA
| Q1 26 | $241.0M | $61.7M | ||
| Q4 25 | $287.4M | $64.3M | ||
| Q3 25 | $166.0M | $66.7M | ||
| Q2 25 | $249.7M | $72.4M | ||
| Q1 25 | $270.9M | $60.3M | ||
| Q4 24 | $262.5M | $74.8M | ||
| Q3 24 | $193.2M | $79.1M | ||
| Q2 24 | $185.9M | $78.7M |
毛利率EXRRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 73.0% | 20.8% | ||
| Q3 25 | 72.6% | 21.0% | ||
| Q2 25 | 73.0% | 20.7% | ||
| Q1 25 | 72.7% | 20.3% | ||
| Q4 24 | 73.1% | 19.3% | ||
| Q3 24 | 74.7% | 21.0% | ||
| Q2 24 | 75.7% | 20.2% |
营业利润率EXRRUSHA
| Q1 26 | 42.9% | 4.9% | ||
| Q4 25 | 43.3% | 5.5% | ||
| Q3 25 | 32.5% | 5.6% | ||
| Q2 25 | 44.4% | 6.0% | ||
| Q1 25 | 47.4% | 5.2% | ||
| Q4 24 | 46.2% | 5.8% | ||
| Q3 24 | 36.7% | 6.7% | ||
| Q2 24 | 37.6% | 6.4% |
净利率EXRRUSHA
| Q1 26 | 28.2% | 3.7% | ||
| Q4 25 | 33.5% | 3.8% | ||
| Q3 25 | 19.3% | 3.7% | ||
| Q2 25 | 29.7% | 3.9% | ||
| Q1 25 | 33.0% | 3.4% | ||
| Q4 24 | 31.9% | 3.9% | ||
| Q3 24 | 23.4% | 4.4% | ||
| Q2 24 | 22.9% | 4.1% |
每股收益（稀释后）EXRRUSHA
| Q1 26 | $1.14 | $0.77 | ||
| Q4 25 | $1.35 | $0.81 | ||
| Q3 25 | $0.78 | $0.83 | ||
| Q2 25 | $1.18 | $0.90 | ||
| Q1 25 | $1.28 | $0.73 | ||
| Q4 24 | $1.23 | $-95.13 | ||
| Q3 24 | $0.91 | $0.97 | ||
| Q2 24 | $0.88 | $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 | $139.0M | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | — | $2.3B |
| 总资产 | $29.1B | $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EXRRUSHA
| Q1 26 | $139.0M | — | ||
| Q4 25 | $138.9M | $212.6M | ||
| Q3 25 | $111.9M | $242.0M | ||
| Q2 25 | $125.0M | $211.1M | ||
| Q1 25 | $119.6M | $228.7M | ||
| Q4 24 | $138.2M | $228.1M | ||
| Q3 24 | $88.9M | $185.1M | ||
| Q2 24 | $77.0M | $167.3M |
总债务EXRRUSHA
| 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EXRRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $13.4B | $2.2B | ||
| Q3 25 | $13.6B | $2.2B | ||
| Q2 25 | $13.8B | $2.2B | ||
| Q1 25 | $13.9B | $2.2B | ||
| Q4 24 | $13.9B | $2.1B | ||
| Q3 24 | $14.0B | $2.1B | ||
| Q2 24 | $14.2B | $2.0B |
总资产EXRRUSHA
| Q1 26 | $29.1B | $4.5B | ||
| Q4 25 | $29.3B | $4.4B | ||
| Q3 25 | $29.2B | $4.6B | ||
| Q2 25 | $29.4B | $4.7B | ||
| Q1 25 | $29.0B | $4.7B | ||
| Q4 24 | $28.8B | $4.6B | ||
| Q3 24 | $28.1B | $4.6B | ||
| Q2 24 | $27.8B | $4.5B |
负债/权益比EXRRUSHA
| 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 | — | — |
| 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 | — | — |
| 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EXRRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $112.9M | ||
| Q3 25 | $457.1M | $367.8M | ||
| Q2 25 | $543.9M | $227.6M | ||
| Q1 25 | $481.4M | $153.5M | ||
| Q4 24 | $1.9B | $392.3M | ||
| Q3 24 | $468.4M | $111.7M | ||
| Q2 24 | $545.2M | $270.6M |
自由现金流EXRRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $1.6B | $31.9M | ||
| Q3 25 | $444.2M | $271.2M | ||
| Q2 25 | $382.1M | $113.8M | ||
| Q1 25 | $345.4M | $45.1M | ||
| Q4 24 | $1.6B | $263.5M | ||
| Q3 24 | $310.1M | $-20.0M | ||
| Q2 24 | $517.6M | $177.2M |
自由现金流率EXRRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 186.5% | 1.9% | ||
| Q3 25 | 51.7% | 15.2% | ||
| Q2 25 | 45.4% | 6.2% | ||
| Q1 25 | 42.1% | 2.6% | ||
| Q4 24 | 198.2% | 13.7% | ||
| Q3 24 | 37.6% | -1.1% | ||
| Q2 24 | 63.8% | 9.1% |
资本支出强度EXRRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 29.3% | 4.8% | ||
| Q3 25 | 1.5% | 5.4% | ||
| Q2 25 | 19.2% | 6.2% | ||
| Q1 25 | 16.6% | 6.2% | ||
| Q4 24 | 31.4% | 6.7% | ||
| Q3 24 | 19.2% | 7.3% | ||
| Q2 24 | 3.4% | 4.8% |
现金转化率EXRRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 6.44× | 1.75× | ||
| Q3 25 | 2.75× | 5.51× | ||
| Q2 25 | 2.18× | 3.14× | ||
| Q1 25 | 1.78× | 2.55× | ||
| Q4 24 | 7.19× | 5.25× | ||
| Q3 24 | 2.42× | 1.41× | ||
| Q2 24 | 2.93× | 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
EXR
| Property rental | $733.2M | 86% |
| Tenant reinsurance | $89.1M | 10% |
| Management fees and other income | $33.7M | 4% |
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% |
