vs
英格索兰（IR）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
英格索兰的季度营收约是RUSH ENTERPRISES INC \TX\的1.2倍（$2.1B vs $1.7B），英格索兰净利率更高（12.7% vs 3.7%，领先9.1%），英格索兰同比增速更快（10.1% vs -9.0%），英格索兰自由现金流更多（$461.5M vs $411.6M），过去两年英格索兰的营收复合增速更高（11.9% vs -6.8%）
英格索兰是一家美国跨国企业，主营流体生产及工业产品业务。公司于2020年2月由原英格索兰plc的工业业务板块分拆后与加德纳丹佛合并组建，旗下拥有40多个品牌，产品覆盖全球所有主要市场。
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。
IR vs RUSHA — 直观对比
营收规模更大
IR
是对方的1.2倍
$1.7B
营收增速更快
IR
高出19.1%
-9.0%
净利率更高
IR
高出9.1%
3.7%
自由现金流更多
IR
多$49.9M
$411.6M
两年增速更快
IR
近两年复合增速
-6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.7B |
| 净利润 | $266.1M | $61.7M |
| 毛利率 | 42.6% | 20.4% |
| 营业利润率 | 18.7% | 4.9% |
| 净利率 | 12.7% | 3.7% |
| 营收同比 | 10.1% | -9.0% |
| 净利润同比 | 15.8% | 1.8% |
| 每股收益（稀释后） | $0.67 | $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IRRUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.0B | $1.8B | ||
| Q2 25 | $1.9B | $1.8B | ||
| Q1 25 | $1.7B | $1.8B | ||
| Q4 24 | $1.9B | $1.9B | ||
| Q3 24 | $1.9B | $1.8B | ||
| Q2 24 | $1.8B | $1.9B |
净利润IRRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $266.1M | $64.3M | ||
| Q3 25 | $244.1M | $66.7M | ||
| Q2 25 | $-115.3M | $72.4M | ||
| Q1 25 | $186.5M | $60.3M | ||
| Q4 24 | $229.8M | $74.8M | ||
| Q3 24 | $221.6M | $79.1M | ||
| Q2 24 | $185.0M | $78.7M |
毛利率IRRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 42.6% | 20.8% | ||
| Q3 25 | 43.7% | 21.0% | ||
| Q2 25 | 43.7% | 20.7% | ||
| Q1 25 | 44.6% | 20.3% | ||
| Q4 24 | 42.9% | 19.3% | ||
| Q3 24 | 43.8% | 21.0% | ||
| Q2 24 | 43.9% | 20.2% |
营业利润率IRRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 18.7% | 5.5% | ||
| Q3 25 | 19.2% | 5.6% | ||
| Q2 25 | 4.0% | 6.0% | ||
| Q1 25 | 17.6% | 5.2% | ||
| Q4 24 | 20.0% | 5.8% | ||
| Q3 24 | 19.1% | 6.7% | ||
| Q2 24 | 15.1% | 6.4% |
净利率IRRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 12.7% | 3.8% | ||
| Q3 25 | 12.5% | 3.7% | ||
| Q2 25 | -6.1% | 3.9% | ||
| Q1 25 | 10.9% | 3.4% | ||
| Q4 24 | 12.1% | 3.9% | ||
| Q3 24 | 11.9% | 4.4% | ||
| Q2 24 | 10.2% | 4.1% |
每股收益（稀释后）IRRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.67 | $0.81 | ||
| Q3 25 | $0.61 | $0.83 | ||
| Q2 25 | $-0.29 | $0.90 | ||
| Q1 25 | $0.46 | $0.73 | ||
| Q4 24 | $0.57 | $-95.13 | ||
| Q3 24 | $0.54 | $0.97 | ||
| Q2 24 | $0.45 | $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 | $1.2B | — |
| 总债务越低越好 | $4.8B | $277.8M |
| 股东权益账面价值 | $10.1B | $2.3B |
| 总资产 | $18.3B | $4.5B |
| 负债/权益比越低杠杆越低 | 0.47× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资IRRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $212.6M | ||
| Q3 25 | $1.2B | $242.0M | ||
| Q2 25 | $1.3B | $211.1M | ||
| Q1 25 | $1.6B | $228.7M | ||
| Q4 24 | $1.5B | $228.1M | ||
| Q3 24 | $1.4B | $185.1M | ||
| Q2 24 | $1.1B | $167.3M |
总债务IRRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $4.8B | $274.8M | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $4.8B | — | ||
| Q1 25 | $4.8B | — | ||
| Q4 24 | $4.8B | $408.4M | ||
| Q3 24 | $4.8B | — | ||
| Q2 24 | $4.8B | — |
股东权益IRRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $10.1B | $2.2B | ||
| Q3 25 | $10.1B | $2.2B | ||
| Q2 25 | $10.1B | $2.2B | ||
| Q1 25 | $10.5B | $2.2B | ||
| Q4 24 | $10.2B | $2.1B | ||
| Q3 24 | $10.3B | $2.1B | ||
| Q2 24 | $10.0B | $2.0B |
总资产IRRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $18.3B | $4.4B | ||
| Q3 25 | $18.2B | $4.6B | ||
| Q2 25 | $18.1B | $4.7B | ||
| Q1 25 | $18.4B | $4.7B | ||
| Q4 24 | $18.0B | $4.6B | ||
| Q3 24 | $18.2B | $4.6B | ||
| Q2 24 | $17.8B | $4.5B |
负债/权益比IRRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 0.47× | 0.12× | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.47× | — | ||
| Q1 25 | 0.45× | — | ||
| Q4 24 | 0.47× | 0.19× | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 0.48× | — |
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 | $499.0M | — |
| 自由现金流经营现金流 - 资本支出 | $461.5M | $411.6M |
| 自由现金流率自由现金流/营收 | 22.1% | 24.4% |
| 资本支出强度资本支出/营收 | 1.8% | 2.0% |
| 现金转化率经营现金流/净利润 | 1.88× | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | $828.4M |
8季度趋势，按日历期对齐
经营现金流IRRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $499.0M | $112.9M | ||
| Q3 25 | $354.6M | $367.8M | ||
| Q2 25 | $245.7M | $227.6M | ||
| Q1 25 | $256.4M | $153.5M | ||
| Q4 24 | $526.2M | $392.3M | ||
| Q3 24 | $404.0M | $111.7M | ||
| Q2 24 | $304.9M | $270.6M |
自由现金流IRRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $461.5M | $31.9M | ||
| Q3 25 | $325.5M | $271.2M | ||
| Q2 25 | $210.4M | $113.8M | ||
| Q1 25 | $222.7M | $45.1M | ||
| Q4 24 | $490.9M | $263.5M | ||
| Q3 24 | $374.3M | $-20.0M | ||
| Q2 24 | $283.1M | $177.2M |
自由现金流率IRRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 22.1% | 1.9% | ||
| Q3 25 | 16.6% | 15.2% | ||
| Q2 25 | 11.1% | 6.2% | ||
| Q1 25 | 13.0% | 2.6% | ||
| Q4 24 | 25.9% | 13.7% | ||
| Q3 24 | 20.1% | -1.1% | ||
| Q2 24 | 15.7% | 9.1% |
资本支出强度IRRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 1.8% | 4.8% | ||
| Q3 25 | 1.5% | 5.4% | ||
| Q2 25 | 1.9% | 6.2% | ||
| Q1 25 | 2.0% | 6.2% | ||
| Q4 24 | 1.9% | 6.7% | ||
| Q3 24 | 1.6% | 7.3% | ||
| Q2 24 | 1.2% | 4.8% |
现金转化率IRRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 1.88× | 1.75× | ||
| Q3 25 | 1.45× | 5.51× | ||
| Q2 25 | — | 3.14× | ||
| Q1 25 | 1.37× | 2.55× | ||
| Q4 24 | 2.29× | 5.25× | ||
| Q3 24 | 1.82× | 1.41× | ||
| Q2 24 | 1.65× | 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
IR
| Transferred At Point In Time | $1.5B | 71% |
| Transferred Over Time | $193.0M | 9% |
| Precision And Science Technologies Segment | $183.1M | 9% |
| Acquisitions In2024 | $175.6M | 8% |
| Acquisitions In2025 | $70.8M | 3% |
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% |
