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JBT Marel Corp（JBTM）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JBT Marel Corp的1.7倍（$1.7B vs $1.0B），JBT Marel Corp净利率更高（5.3% vs 3.7%，领先1.6%），JBT Marel Corp同比增速更快（115.6% vs -9.0%），RUSH ENTERPRISES INC \TX\自由现金流更多（$411.6M vs $83.5M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs -6.8%）
JBT Marel Corp（原称JBT公司、约翰宾技术公司）是主营食品加工机械及自动化车辆的企业，2008年由FMC技术公司拆分非能源业务独立注册成立，总部位于美国伊利诺伊州芝加哥，发展历史可追溯至1884年加州洛斯加托斯果园主约翰·宾创办的企业。
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。
JBTM vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.7倍
$1.0B
营收增速更快
JBTM
高出124.6%
-9.0%
净利率更高
JBTM
高出1.6%
3.7%
自由现金流更多
RUSHA
多$328.1M
$83.5M
两年增速更快
JBTM
近两年复合增速
-6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.7B |
| 净利润 | $53.1M | $61.7M |
| 毛利率 | 34.5% | 20.4% |
| 营业利润率 | 7.2% | 4.9% |
| 净利率 | 5.3% | 3.7% |
| 营收同比 | 115.6% | -9.0% |
| 净利润同比 | 858.6% | 1.8% |
| 每股收益（稀释后） | $1.04 | $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JBTMRUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.0B | $1.7B | ||
| Q3 25 | $1.0B | $1.8B | ||
| Q2 25 | $934.8M | $1.8B | ||
| Q1 25 | $854.1M | $1.8B | ||
| Q4 24 | $467.6M | $1.9B | ||
| Q3 24 | $453.8M | $1.8B | ||
| Q2 24 | $402.3M | $1.9B |
净利润JBTMRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $53.1M | $64.3M | ||
| Q3 25 | $66.0M | $66.7M | ||
| Q2 25 | $3.4M | $72.4M | ||
| Q1 25 | $-173.0M | $60.3M | ||
| Q4 24 | $-7.0M | $74.8M | ||
| Q3 24 | $38.9M | $79.1M | ||
| Q2 24 | $30.7M | $78.7M |
毛利率JBTMRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 34.5% | 20.8% | ||
| Q3 25 | 35.9% | 21.0% | ||
| Q2 25 | 35.8% | 20.7% | ||
| Q1 25 | 34.2% | 20.3% | ||
| Q4 24 | 38.4% | 19.3% | ||
| Q3 24 | 36.1% | 21.0% | ||
| Q2 24 | 35.6% | 20.2% |
营业利润率JBTMRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 7.2% | 5.5% | ||
| Q3 25 | 10.2% | 5.6% | ||
| Q2 25 | 5.2% | 6.0% | ||
| Q1 25 | -3.9% | 5.2% | ||
| Q4 24 | 3.4% | 5.8% | ||
| Q3 24 | 10.3% | 6.7% | ||
| Q2 24 | 6.7% | 6.4% |
净利率JBTMRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 5.3% | 3.8% | ||
| Q3 25 | 6.6% | 3.7% | ||
| Q2 25 | 0.4% | 3.9% | ||
| Q1 25 | -20.3% | 3.4% | ||
| Q4 24 | -1.5% | 3.9% | ||
| Q3 24 | 8.6% | 4.4% | ||
| Q2 24 | 7.6% | 4.1% |
每股收益（稀释后）JBTMRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.04 | $0.81 | ||
| Q3 25 | $1.26 | $0.83 | ||
| Q2 25 | $0.07 | $0.90 | ||
| Q1 25 | $-3.35 | $0.73 | ||
| Q4 24 | $-0.22 | $-95.13 | ||
| Q3 24 | $1.21 | $0.97 | ||
| Q2 24 | $0.95 | $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 | $167.9M | — |
| 总债务越低越好 | $1.5B | $277.8M |
| 股东权益账面价值 | $4.5B | $2.3B |
| 总资产 | $8.2B | $4.5B |
| 负债/权益比越低杠杆越低 | 0.33× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资JBTMRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $167.9M | $212.6M | ||
| Q3 25 | — | $242.0M | ||
| Q2 25 | — | $211.1M | ||
| Q1 25 | — | $228.7M | ||
| Q4 24 | $1.2B | $228.1M | ||
| Q3 24 | — | $185.1M | ||
| Q2 24 | — | $167.3M |
总债务JBTMRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $1.5B | $274.8M | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.3B | $408.4M | ||
| Q3 24 | $648.3M | — | ||
| Q2 24 | $647.7M | — |
股东权益JBTMRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $4.5B | $2.2B | ||
| Q3 25 | $4.4B | $2.2B | ||
| Q2 25 | $4.4B | $2.2B | ||
| Q1 25 | $4.1B | $2.2B | ||
| Q4 24 | $1.5B | $2.1B | ||
| Q3 24 | $1.6B | $2.1B | ||
| Q2 24 | $1.5B | $2.0B |
总资产JBTMRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $8.2B | $4.4B | ||
| Q3 25 | $8.2B | $4.6B | ||
| Q2 25 | $8.3B | $4.7B | ||
| Q1 25 | $8.0B | $4.7B | ||
| Q4 24 | $3.4B | $4.6B | ||
| Q3 24 | $2.8B | $4.6B | ||
| Q2 24 | $2.7B | $4.5B |
负债/权益比JBTMRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 0.33× | 0.12× | ||
| Q3 25 | 0.34× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.81× | 0.19× | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 0.43× | — |
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 | $117.4M | — |
| 自由现金流经营现金流 - 资本支出 | $83.5M | $411.6M |
| 自由现金流率自由现金流/营收 | 8.3% | 24.4% |
| 资本支出强度资本支出/营收 | 3.4% | 2.0% |
| 现金转化率经营现金流/净利润 | 2.21× | — |
| 过去12个月自由现金流最近4个季度 | $238.1M | $828.4M |
8季度趋势，按日历期对齐
经营现金流JBTMRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $117.4M | $112.9M | ||
| Q3 25 | $87.7M | $367.8M | ||
| Q2 25 | $102.2M | $227.6M | ||
| Q1 25 | $34.4M | $153.5M | ||
| Q4 24 | $128.7M | $392.3M | ||
| Q3 24 | $71.9M | $111.7M | ||
| Q2 24 | $21.6M | $270.6M |
自由现金流JBTMRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $83.5M | $31.9M | ||
| Q3 25 | $56.5M | $271.2M | ||
| Q2 25 | $83.7M | $113.8M | ||
| Q1 25 | $14.4M | $45.1M | ||
| Q4 24 | $118.7M | $263.5M | ||
| Q3 24 | $65.0M | $-20.0M | ||
| Q2 24 | $11.1M | $177.2M |
自由现金流率JBTMRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 8.3% | 1.9% | ||
| Q3 25 | 5.6% | 15.2% | ||
| Q2 25 | 9.0% | 6.2% | ||
| Q1 25 | 1.7% | 2.6% | ||
| Q4 24 | 25.4% | 13.7% | ||
| Q3 24 | 14.3% | -1.1% | ||
| Q2 24 | 2.8% | 9.1% |
资本支出强度JBTMRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 3.4% | 4.8% | ||
| Q3 25 | 3.1% | 5.4% | ||
| Q2 25 | 2.0% | 6.2% | ||
| Q1 25 | 2.3% | 6.2% | ||
| Q4 24 | 2.1% | 6.7% | ||
| Q3 24 | 1.5% | 7.3% | ||
| Q2 24 | 2.6% | 4.8% |
现金转化率JBTMRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 2.21× | 1.75× | ||
| Q3 25 | 1.33× | 5.51× | ||
| Q2 25 | 30.06× | 3.14× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | — | 5.25× | ||
| Q3 24 | 1.85× | 1.41× | ||
| Q2 24 | 0.70× | 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
JBTM
暂无分部数据
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% |
