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GoDaddy(GDDY)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GoDaddy的1.3倍($1.7B vs $1.3B),GoDaddy净利率更高(19.2% vs 3.7%,领先15.6%),GoDaddy同比增速更快(6.8% vs -9.0%),RUSH ENTERPRISES INC \TX\自由现金流更多($411.6M vs $363.7M),过去两年GoDaddy的营收复合增速更高(7.2% vs -6.8%)
GoDaddy是美国上市的互联网域名注册管理、域名服务及网络托管服务商,总部位于亚利桑那州坦佩。2023年按市场份额计为全球第五大网络主机服务商,管理超6200万个注册域名,旗下2000万用户中绝大多数为中小微企业,是全球领先的互联网基础服务供应商。
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。
GDDY vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.3倍
$1.3B
营收增速更快
GDDY
高出15.8%
-9.0%
净利率更高
GDDY
高出15.6%
3.7%
自由现金流更多
RUSHA
多$47.9M
$363.7M
两年增速更快
GDDY
近两年复合增速
-6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $1.7B |
| 净利润 | $245.1M | $61.7M |
| 毛利率 | — | 20.4% |
| 营业利润率 | 24.9% | 4.9% |
| 净利率 | 19.2% | 3.7% |
| 营收同比 | 6.8% | -9.0% |
| 净利润同比 | 23.4% | 1.8% |
| 每股收益(稀释后) | — | $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
GDDY
RUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.3B | $1.7B | ||
| Q3 25 | $1.3B | $1.8B | ||
| Q2 25 | $1.2B | $1.8B | ||
| Q1 25 | $1.2B | $1.8B | ||
| Q4 24 | $1.2B | $1.9B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.1B | $1.9B |
净利润
GDDY
RUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $245.1M | $64.3M | ||
| Q3 25 | $210.5M | $66.7M | ||
| Q2 25 | $199.9M | $72.4M | ||
| Q1 25 | $219.5M | $60.3M | ||
| Q4 24 | $198.6M | $74.8M | ||
| Q3 24 | $190.5M | $79.1M | ||
| Q2 24 | $146.3M | $78.7M |
毛利率
GDDY
RUSHA
| 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
GDDY
RUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 24.9% | 5.5% | ||
| Q3 25 | 23.4% | 5.6% | ||
| Q2 25 | 21.9% | 6.0% | ||
| Q1 25 | 20.7% | 5.2% | ||
| Q4 24 | 21.4% | 5.8% | ||
| Q3 24 | 22.1% | 6.7% | ||
| Q2 24 | 18.5% | 6.4% |
净利率
GDDY
RUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 19.2% | 3.8% | ||
| Q3 25 | 16.6% | 3.7% | ||
| Q2 25 | 16.4% | 3.9% | ||
| Q1 25 | 18.4% | 3.4% | ||
| Q4 24 | 16.7% | 3.9% | ||
| Q3 24 | 16.6% | 4.4% | ||
| Q2 24 | 13.0% | 4.1% |
每股收益(稀释后)
GDDY
RUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | — | $0.81 | ||
| Q3 25 | $1.51 | $0.83 | ||
| Q2 25 | $1.41 | $0.90 | ||
| Q1 25 | — | $0.73 | ||
| Q4 24 | — | $-95.13 | ||
| Q3 24 | $1.32 | $0.97 | ||
| Q2 24 | $1.01 | $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 | — | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $215.1M | $2.3B |
| 总资产 | $8.0B | $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
GDDY
RUSHA
| Q1 26 | — | — | ||
| Q4 25 | — | $212.6M | ||
| Q3 25 | — | $242.0M | ||
| Q2 25 | — | $211.1M | ||
| Q1 25 | — | $228.7M | ||
| Q4 24 | — | $228.1M | ||
| Q3 24 | — | $185.1M | ||
| Q2 24 | — | $167.3M |
总债务
GDDY
RUSHA
| 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
GDDY
RUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $215.1M | $2.2B | ||
| Q3 25 | $91.8M | $2.2B | ||
| Q2 25 | $404.4M | $2.2B | ||
| Q1 25 | $199.7M | $2.2B | ||
| Q4 24 | $692.1M | $2.1B | ||
| Q3 24 | $356.7M | $2.1B | ||
| Q2 24 | $157.0M | $2.0B |
总资产
GDDY
RUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $8.0B | $4.4B | ||
| Q3 25 | $8.0B | $4.6B | ||
| Q2 25 | $8.3B | $4.7B | ||
| Q1 25 | $7.8B | $4.7B | ||
| Q4 24 | $8.2B | $4.6B | ||
| Q3 24 | $8.0B | $4.6B | ||
| Q2 24 | $7.7B | $4.5B |
负债/权益比
GDDY
RUSHA
| 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 | $370.6M | — |
| 自由现金流经营现金流 - 资本支出 | $363.7M | $411.6M |
| 自由现金流率自由现金流/营收 | 28.6% | 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 | 1.51× | — |
| 过去12个月自由现金流最近4个季度 | $1.6B | $828.4M |
8季度趋势,按日历期对齐
经营现金流
GDDY
RUSHA
| Q1 26 | — | — | ||
| Q4 25 | $370.6M | $112.9M | ||
| Q3 25 | $444.2M | $367.8M | ||
| Q2 25 | $379.9M | $227.6M | ||
| Q1 25 | $404.7M | $153.5M | ||
| Q4 24 | $340.5M | $392.3M | ||
| Q3 24 | $355.2M | $111.7M | ||
| Q2 24 | $294.8M | $270.6M |
自由现金流
GDDY
RUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $363.7M | $31.9M | ||
| Q3 25 | $434.9M | $271.2M | ||
| Q2 25 | $375.8M | $113.8M | ||
| Q1 25 | $401.1M | $45.1M | ||
| Q4 24 | $326.1M | $263.5M | ||
| Q3 24 | $350.2M | $-20.0M | ||
| Q2 24 | $292.0M | $177.2M |
自由现金流率
GDDY
RUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 28.6% | 1.9% | ||
| Q3 25 | 34.4% | 15.2% | ||
| Q2 25 | 30.9% | 6.2% | ||
| Q1 25 | 33.6% | 2.6% | ||
| Q4 24 | 27.3% | 13.7% | ||
| Q3 24 | 30.5% | -1.1% | ||
| Q2 24 | 26.0% | 9.1% |
资本支出强度
GDDY
RUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 0.5% | 4.8% | ||
| Q3 25 | 0.7% | 5.4% | ||
| Q2 25 | 0.3% | 6.2% | ||
| Q1 25 | 0.3% | 6.2% | ||
| Q4 24 | 1.2% | 6.7% | ||
| Q3 24 | 0.4% | 7.3% | ||
| Q2 24 | 0.2% | 4.8% |
现金转化率
GDDY
RUSHA
| Q1 26 | — | — | ||
| Q4 25 | 1.51× | 1.75× | ||
| Q3 25 | 2.11× | 5.51× | ||
| Q2 25 | 1.90× | 3.14× | ||
| Q1 25 | 1.84× | 2.55× | ||
| Q4 24 | 1.71× | 5.25× | ||
| Q3 24 | 1.86× | 1.41× | ||
| Q2 24 | 2.02× | 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
GDDY
| Domains | $586.5M | 46% |
| Applications And Commerce | $497.7M | 39% |
| Other | $189.7M | 15% |
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% |