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LCI INDUSTRIES（LCII）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LCI INDUSTRIES的1.8倍（$1.7B vs $932.7M），RUSH ENTERPRISES INC \TX\净利率更高（3.7% vs 2.0%，领先1.7%），LCI INDUSTRIES同比增速更快（16.1% vs -9.0%），RUSH ENTERPRISES INC \TX\自由现金流更多（$411.6M vs $64.3M），过去两年LCI INDUSTRIES的营收复合增速更高（-1.8% vs -6.8%）
拉奇核心工业有限公司前身为巴基斯坦帝国化学工业公司，是一家总部位于卡拉奇的巴基斯坦综合性企业集团，业务覆盖聚酯、医药、农用化学品、纯碱及兽药等多品类产品的研发生产，在巴基斯坦本土工业领域拥有重要市场地位。
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。
LCII vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.8倍
$932.7M
营收增速更快
LCII
高出25.1%
-9.0%
净利率更高
RUSHA
高出1.7%
2.0%
自由现金流更多
RUSHA
多$347.3M
$64.3M
两年增速更快
LCII
近两年复合增速
-6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $1.7B |
| 净利润 | $18.7M | $61.7M |
| 毛利率 | 22.1% | 20.4% |
| 营业利润率 | 3.8% | 4.9% |
| 净利率 | 2.0% | 3.7% |
| 营收同比 | 16.1% | -9.0% |
| 净利润同比 | 95.7% | 1.8% |
| 每股收益（稀释后） | $0.79 | $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LCIIRUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $932.7M | $1.7B | ||
| Q3 25 | $1.0B | $1.8B | ||
| Q2 25 | $1.1B | $1.8B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $803.1M | $1.9B | ||
| Q3 24 | $915.5M | $1.8B | ||
| Q2 24 | $1.1B | $1.9B |
净利润LCIIRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $18.7M | $64.3M | ||
| Q3 25 | $62.5M | $66.7M | ||
| Q2 25 | $57.6M | $72.4M | ||
| Q1 25 | $49.4M | $60.3M | ||
| Q4 24 | $9.5M | $74.8M | ||
| Q3 24 | $35.6M | $79.1M | ||
| Q2 24 | $61.2M | $78.7M |
毛利率LCIIRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 22.1% | 20.8% | ||
| Q3 25 | 24.4% | 21.0% | ||
| Q2 25 | 24.4% | 20.7% | ||
| Q1 25 | 24.1% | 20.3% | ||
| Q4 24 | 21.1% | 19.3% | ||
| Q3 24 | 24.0% | 21.0% | ||
| Q2 24 | 25.3% | 20.2% |
营业利润率LCIIRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 3.8% | 5.5% | ||
| Q3 25 | 7.3% | 5.6% | ||
| Q2 25 | 7.9% | 6.0% | ||
| Q1 25 | 7.8% | 5.2% | ||
| Q4 24 | 2.0% | 5.8% | ||
| Q3 24 | 5.9% | 6.7% | ||
| Q2 24 | 8.6% | 6.4% |
净利率LCIIRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 2.0% | 3.8% | ||
| Q3 25 | 6.0% | 3.7% | ||
| Q2 25 | 5.2% | 3.9% | ||
| Q1 25 | 4.7% | 3.4% | ||
| Q4 24 | 1.2% | 3.9% | ||
| Q3 24 | 3.9% | 4.4% | ||
| Q2 24 | 5.8% | 4.1% |
每股收益（稀释后）LCIIRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.79 | $0.81 | ||
| Q3 25 | $2.55 | $0.83 | ||
| Q2 25 | $2.29 | $0.90 | ||
| Q1 25 | $1.94 | $0.73 | ||
| Q4 24 | $0.37 | $-95.13 | ||
| Q3 24 | $1.39 | $0.97 | ||
| Q2 24 | $2.40 | $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 | $222.6M | — |
| 总债务越低越好 | $945.2M | $277.8M |
| 股东权益账面价值 | $1.4B | $2.3B |
| 总资产 | $3.2B | $4.5B |
| 负债/权益比越低杠杆越低 | 0.69× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资LCIIRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $222.6M | $212.6M | ||
| Q3 25 | $199.7M | $242.0M | ||
| Q2 25 | $191.9M | $211.1M | ||
| Q1 25 | $231.2M | $228.7M | ||
| Q4 24 | $165.8M | $228.1M | ||
| Q3 24 | $161.2M | $185.1M | ||
| Q2 24 | $130.4M | $167.3M |
总债务LCIIRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $945.2M | $274.8M | ||
| Q3 25 | $947.8M | — | ||
| Q2 25 | $948.0M | — | ||
| Q1 25 | $938.3M | — | ||
| Q4 24 | $757.3M | $408.4M | ||
| Q3 24 | $822.5M | — | ||
| Q2 24 | $829.7M | — |
股东权益LCIIRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.4B | $2.2B | ||
| Q1 25 | $1.4B | $2.2B | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.4B | $2.0B |
总资产LCIIRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $3.2B | $4.4B | ||
| Q3 25 | $3.2B | $4.6B | ||
| Q2 25 | $3.2B | $4.7B | ||
| Q1 25 | $3.1B | $4.7B | ||
| Q4 24 | $2.9B | $4.6B | ||
| Q3 24 | $3.0B | $4.6B | ||
| Q2 24 | $3.0B | $4.5B |
负债/权益比LCIIRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 0.69× | 0.12× | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.68× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.55× | 0.19× | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.60× | — |
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 | $78.9M | — |
| 自由现金流经营现金流 - 资本支出 | $64.3M | $411.6M |
| 自由现金流率自由现金流/营收 | 6.9% | 24.4% |
| 资本支出强度资本支出/营收 | 1.6% | 2.0% |
| 现金转化率经营现金流/净利润 | 4.22× | — |
| 过去12个月自由现金流最近4个季度 | $278.3M | $828.4M |
8季度趋势，按日历期对齐
经营现金流LCIIRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $78.9M | $112.9M | ||
| Q3 25 | $97.2M | $367.8M | ||
| Q2 25 | $112.2M | $227.6M | ||
| Q1 25 | $42.7M | $153.5M | ||
| Q4 24 | $106.6M | $392.3M | ||
| Q3 24 | $78.4M | $111.7M | ||
| Q2 24 | $192.9M | $270.6M |
自由现金流LCIIRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $64.3M | $31.9M | ||
| Q3 25 | $80.9M | $271.2M | ||
| Q2 25 | $99.5M | $113.8M | ||
| Q1 25 | $33.7M | $45.1M | ||
| Q4 24 | $95.7M | $263.5M | ||
| Q3 24 | $68.3M | $-20.0M | ||
| Q2 24 | $180.2M | $177.2M |
自由现金流率LCIIRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 6.9% | 1.9% | ||
| Q3 25 | 7.8% | 15.2% | ||
| Q2 25 | 9.0% | 6.2% | ||
| Q1 25 | 3.2% | 2.6% | ||
| Q4 24 | 11.9% | 13.7% | ||
| Q3 24 | 7.5% | -1.1% | ||
| Q2 24 | 17.1% | 9.1% |
资本支出强度LCIIRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 1.6% | 4.8% | ||
| Q3 25 | 1.6% | 5.4% | ||
| Q2 25 | 1.2% | 6.2% | ||
| Q1 25 | 0.9% | 6.2% | ||
| Q4 24 | 1.4% | 6.7% | ||
| Q3 24 | 1.1% | 7.3% | ||
| Q2 24 | 1.2% | 4.8% |
现金转化率LCIIRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 4.22× | 1.75× | ||
| Q3 25 | 1.55× | 5.51× | ||
| Q2 25 | 1.95× | 3.14× | ||
| Q1 25 | 0.86× | 2.55× | ||
| Q4 24 | 11.17× | 5.25× | ||
| Q3 24 | 2.20× | 1.41× | ||
| Q2 24 | 3.15× | 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
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 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% |
