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罗技(LOGI)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\的季度营收约是罗技的1.2倍($1.7B vs $1.4B),罗技净利率更高(17.7% vs 3.7%,领先14.0%),罗技同比增速更快(6.1% vs -9.0%),罗技自由现金流更多($465.6M vs $411.6M),过去两年罗技的营收复合增速更高(18.5% vs -6.8%)
罗技国际是总部位于瑞士洛桑的跨国企业,专注于计算机外设及相关软件的研发与生产,在欧洲、亚洲、大洋洲、美洲均设有分支机构,为瑞士市场指数成分股,同时在纳斯达克交易所挂牌上市。
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。
LOGI vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.2倍
$1.4B
营收增速更快
LOGI
高出15.1%
-9.0%
净利率更高
LOGI
高出14.0%
3.7%
自由现金流更多
LOGI
多$54.1M
$411.6M
两年增速更快
LOGI
近两年复合增速
-6.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $1.7B |
| 净利润 | $251.0M | $61.7M |
| 毛利率 | 43.2% | 20.4% |
| 营业利润率 | 20.1% | 4.9% |
| 净利率 | 17.7% | 3.7% |
| 营收同比 | 6.1% | -9.0% |
| 净利润同比 | 25.4% | 1.8% |
| 每股收益(稀释后) | $1.69 | $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
LOGI
RUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.2B | $1.8B | ||
| Q2 25 | $1.1B | $1.8B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $1.3B | $1.9B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.1B | $1.9B |
净利润
LOGI
RUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $251.0M | $64.3M | ||
| Q3 25 | $170.7M | $66.7M | ||
| Q2 25 | $146.0M | $72.4M | ||
| Q1 25 | $144.1M | $60.3M | ||
| Q4 24 | $200.1M | $74.8M | ||
| Q3 24 | $145.5M | $79.1M | ||
| Q2 24 | $141.8M | $78.7M |
毛利率
LOGI
RUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 43.2% | 20.8% | ||
| Q3 25 | 43.4% | 21.0% | ||
| Q2 25 | 41.7% | 20.7% | ||
| Q1 25 | 43.1% | 20.3% | ||
| Q4 24 | 42.9% | 19.3% | ||
| Q3 24 | 43.6% | 21.0% | ||
| Q2 24 | 42.8% | 20.2% |
营业利润率
LOGI
RUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 20.1% | 5.5% | ||
| Q3 25 | 16.1% | 5.6% | ||
| Q2 25 | 14.1% | 6.0% | ||
| Q1 25 | 10.5% | 5.2% | ||
| Q4 24 | 17.5% | 5.8% | ||
| Q3 24 | 14.4% | 6.7% | ||
| Q2 24 | 14.1% | 6.4% |
净利率
LOGI
RUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 17.7% | 3.8% | ||
| Q3 25 | 14.4% | 3.7% | ||
| Q2 25 | 12.7% | 3.9% | ||
| Q1 25 | 14.3% | 3.4% | ||
| Q4 24 | 14.9% | 3.9% | ||
| Q3 24 | 13.0% | 4.4% | ||
| Q2 24 | 13.0% | 4.1% |
每股收益(稀释后)
LOGI
RUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.69 | $0.81 | ||
| Q3 25 | $1.15 | $0.83 | ||
| Q2 25 | $0.98 | $0.90 | ||
| Q1 25 | $0.94 | $0.73 | ||
| Q4 24 | $1.32 | $-95.13 | ||
| Q3 24 | $0.95 | $0.97 | ||
| Q2 24 | $0.92 | $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 | $1.8B | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $2.3B | $2.3B |
| 总资产 | $4.1B | $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
LOGI
RUSHA
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $212.6M | ||
| Q3 25 | $1.4B | $242.0M | ||
| Q2 25 | $1.5B | $211.1M | ||
| Q1 25 | $1.5B | $228.7M | ||
| Q4 24 | $1.5B | $228.1M | ||
| Q3 24 | $1.4B | $185.1M | ||
| Q2 24 | $1.5B | $167.3M |
总债务
LOGI
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
LOGI
RUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $2.3B | $2.2B | ||
| Q3 25 | $2.1B | $2.2B | ||
| Q2 25 | $2.2B | $2.2B | ||
| Q1 25 | $2.1B | $2.2B | ||
| Q4 24 | $2.1B | $2.1B | ||
| Q3 24 | $2.1B | $2.1B | ||
| Q2 24 | $2.2B | $2.0B |
总资产
LOGI
RUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $4.1B | $4.4B | ||
| Q3 25 | $3.7B | $4.6B | ||
| Q2 25 | $3.7B | $4.7B | ||
| Q1 25 | $3.5B | $4.7B | ||
| Q4 24 | $3.7B | $4.6B | ||
| Q3 24 | $3.6B | $4.6B | ||
| Q2 24 | $3.7B | $4.5B |
负债/权益比
LOGI
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 | $480.5M | — |
| 自由现金流经营现金流 - 资本支出 | $465.6M | $411.6M |
| 自由现金流率自由现金流/营收 | 32.8% | 24.4% |
| 资本支出强度资本支出/营收 | 1.0% | 2.0% |
| 现金转化率经营现金流/净利润 | 1.91× | — |
| 过去12个月自由现金流最近4个季度 | $903.6M | $828.4M |
8季度趋势,按日历期对齐
经营现金流
LOGI
RUSHA
| Q1 26 | — | — | ||
| Q4 25 | $480.5M | $112.9M | ||
| Q3 25 | $228.8M | $367.8M | ||
| Q2 25 | $125.0M | $227.6M | ||
| Q1 25 | $129.7M | $153.5M | ||
| Q4 24 | $370.9M | $392.3M | ||
| Q3 24 | $166.0M | $111.7M | ||
| Q2 24 | $176.0M | $270.6M |
自由现金流
LOGI
RUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $465.6M | $31.9M | ||
| Q3 25 | $212.3M | $271.2M | ||
| Q2 25 | $108.8M | $113.8M | ||
| Q1 25 | $116.9M | $45.1M | ||
| Q4 24 | $356.6M | $263.5M | ||
| Q3 24 | $151.5M | $-20.0M | ||
| Q2 24 | $161.4M | $177.2M |
自由现金流率
LOGI
RUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 32.8% | 1.9% | ||
| Q3 25 | 17.9% | 15.2% | ||
| Q2 25 | 9.5% | 6.2% | ||
| Q1 25 | 11.6% | 2.6% | ||
| Q4 24 | 26.6% | 13.7% | ||
| Q3 24 | 13.6% | -1.1% | ||
| Q2 24 | 14.8% | 9.1% |
资本支出强度
LOGI
RUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 1.0% | 4.8% | ||
| Q3 25 | 1.4% | 5.4% | ||
| Q2 25 | 1.4% | 6.2% | ||
| Q1 25 | 1.3% | 6.2% | ||
| Q4 24 | 1.1% | 6.7% | ||
| Q3 24 | 1.3% | 7.3% | ||
| Q2 24 | 1.3% | 4.8% |
现金转化率
LOGI
RUSHA
| Q1 26 | — | — | ||
| Q4 25 | 1.91× | 1.75× | ||
| Q3 25 | 1.34× | 5.51× | ||
| Q2 25 | 0.86× | 3.14× | ||
| Q1 25 | 0.90× | 2.55× | ||
| Q4 24 | 1.85× | 5.25× | ||
| Q3 24 | 1.14× | 1.41× | ||
| Q2 24 | 1.24× | 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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
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% |