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直觉外科（ISRG）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
直觉外科的季度营收约是RUSH ENTERPRISES INC \TX\的1.6倍（$2.8B vs $1.7B），直觉外科净利率更高（29.8% vs 3.7%，领先26.1%），直觉外科同比增速更快（23.0% vs -9.0%），过去两年直觉外科的营收复合增速更高（17.4% vs -6.8%）
直觉外科（Intuitive Surgical）是美国医疗科技企业，主打研发、生产及销售微创外科手术机器人产品，核心产品为达芬奇手术系统，可有效提升患者临床治疗效果。该公司为纳斯达克100、标普100及标普500指数成分股，截至2021年末全球达芬奇系统装机量达6730台，其中美国市场占4139台。
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。
ISRG vs RUSHA — 直观对比
营收规模更大
ISRG
是对方的1.6倍
$1.7B
营收增速更快
ISRG
高出32.0%
-9.0%
净利率更高
ISRG
高出26.1%
3.7%
两年增速更快
ISRG
近两年复合增速
-6.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $1.7B |
| 净利润 | $826.0M | $61.7M |
| 毛利率 | 66.1% | 20.4% |
| 营业利润率 | — | 4.9% |
| 净利率 | 29.8% | 3.7% |
| 营收同比 | 23.0% | -9.0% |
| 净利润同比 | 17.4% | 1.8% |
| 每股收益（稀释后） | $2.28 | $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ISRGRUSHA
| Q1 26 | $2.8B | $1.7B | ||
| Q4 25 | $2.9B | $1.7B | ||
| Q3 25 | $2.5B | $1.8B | ||
| Q2 25 | $2.4B | $1.8B | ||
| Q1 25 | $2.3B | $1.8B | ||
| Q4 24 | $2.4B | $1.9B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $2.0B | $1.9B |
净利润ISRGRUSHA
| Q1 26 | $826.0M | $61.7M | ||
| Q4 25 | $794.8M | $64.3M | ||
| Q3 25 | $704.4M | $66.7M | ||
| Q2 25 | $658.4M | $72.4M | ||
| Q1 25 | $698.4M | $60.3M | ||
| Q4 24 | $685.7M | $74.8M | ||
| Q3 24 | $565.1M | $79.1M | ||
| Q2 24 | $526.9M | $78.7M |
毛利率ISRGRUSHA
| Q1 26 | 66.1% | 20.4% | ||
| Q4 25 | 66.4% | 20.8% | ||
| Q3 25 | 66.4% | 21.0% | ||
| Q2 25 | 66.3% | 20.7% | ||
| Q1 25 | 64.7% | 20.3% | ||
| Q4 24 | 68.0% | 19.3% | ||
| Q3 24 | 67.4% | 21.0% | ||
| Q2 24 | 68.3% | 20.2% |
营业利润率ISRGRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 30.2% | 5.5% | ||
| Q3 25 | 30.3% | 5.6% | ||
| Q2 25 | 30.5% | 6.0% | ||
| Q1 25 | 25.7% | 5.2% | ||
| Q4 24 | 30.4% | 5.8% | ||
| Q3 24 | 28.3% | 6.7% | ||
| Q2 24 | 28.2% | 6.4% |
净利率ISRGRUSHA
| Q1 26 | 29.8% | 3.7% | ||
| Q4 25 | 27.7% | 3.8% | ||
| Q3 25 | 28.1% | 3.7% | ||
| Q2 25 | 27.0% | 3.9% | ||
| Q1 25 | 31.0% | 3.4% | ||
| Q4 24 | 28.4% | 3.9% | ||
| Q3 24 | 27.7% | 4.4% | ||
| Q2 24 | 26.2% | 4.1% |
每股收益（稀释后）ISRGRUSHA
| Q1 26 | $2.28 | $0.77 | ||
| Q4 25 | $2.19 | $0.81 | ||
| Q3 25 | $1.95 | $0.83 | ||
| Q2 25 | $1.81 | $0.90 | ||
| Q1 25 | $1.92 | $0.73 | ||
| Q4 24 | $1.89 | $-95.13 | ||
| Q3 24 | $1.56 | $0.97 | ||
| Q2 24 | $1.46 | $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 | $17.6B | $2.3B |
| 总资产 | $20.1B | $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ISRGRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $212.6M | ||
| Q3 25 | $4.9B | $242.0M | ||
| Q2 25 | $5.3B | $211.1M | ||
| Q1 25 | $4.5B | $228.7M | ||
| Q4 24 | $4.0B | $228.1M | ||
| Q3 24 | $4.2B | $185.1M | ||
| Q2 24 | $4.8B | $167.3M |
总债务ISRGRUSHA
| 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ISRGRUSHA
| Q1 26 | $17.6B | $2.3B | ||
| Q4 25 | $17.8B | $2.2B | ||
| Q3 25 | $16.9B | $2.2B | ||
| Q2 25 | $17.8B | $2.2B | ||
| Q1 25 | $17.1B | $2.2B | ||
| Q4 24 | $16.4B | $2.1B | ||
| Q3 24 | $15.6B | $2.1B | ||
| Q2 24 | $14.7B | $2.0B |
总资产ISRGRUSHA
| Q1 26 | $20.1B | $4.5B | ||
| Q4 25 | $20.5B | $4.4B | ||
| Q3 25 | $19.4B | $4.6B | ||
| Q2 25 | $20.2B | $4.7B | ||
| Q1 25 | $19.2B | $4.7B | ||
| Q4 24 | $18.7B | $4.6B | ||
| Q3 24 | $17.7B | $4.6B | ||
| Q2 24 | $16.6B | $4.5B |
负债/权益比ISRGRUSHA
| 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ISRGRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $892.5M | $112.9M | ||
| Q3 25 | $841.0M | $367.8M | ||
| Q2 25 | $715.4M | $227.6M | ||
| Q1 25 | $581.6M | $153.5M | ||
| Q4 24 | $822.6M | $392.3M | ||
| Q3 24 | $706.5M | $111.7M | ||
| Q2 24 | $620.5M | $270.6M |
自由现金流ISRGRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $730.0M | $31.9M | ||
| Q3 25 | $735.6M | $271.2M | ||
| Q2 25 | $560.1M | $113.8M | ||
| Q1 25 | $465.0M | $45.1M | ||
| Q4 24 | $510.6M | $263.5M | ||
| Q3 24 | $458.6M | $-20.0M | ||
| Q2 24 | $311.1M | $177.2M |
自由现金流率ISRGRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 25.5% | 1.9% | ||
| Q3 25 | 29.4% | 15.2% | ||
| Q2 25 | 23.0% | 6.2% | ||
| Q1 25 | 20.6% | 2.6% | ||
| Q4 24 | 21.2% | 13.7% | ||
| Q3 24 | 22.5% | -1.1% | ||
| Q2 24 | 15.5% | 9.1% |
资本支出强度ISRGRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 5.7% | 4.8% | ||
| Q3 25 | 4.2% | 5.4% | ||
| Q2 25 | 6.4% | 6.2% | ||
| Q1 25 | 5.2% | 6.2% | ||
| Q4 24 | 12.9% | 6.7% | ||
| Q3 24 | 12.2% | 7.3% | ||
| Q2 24 | 15.4% | 4.8% |
现金转化率ISRGRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 1.12× | 1.75× | ||
| Q3 25 | 1.19× | 5.51× | ||
| Q2 25 | 1.09× | 3.14× | ||
| Q1 25 | 0.83× | 2.55× | ||
| Q4 24 | 1.20× | 5.25× | ||
| Q3 24 | 1.25× | 1.41× | ||
| Q2 24 | 1.18× | 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
ISRG
| Instruments and accessories | $1.7B | 61% |
| Systems | $650.7M | 23% |
| Services | $433.7M | 16% |
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% |
