vs
LESAKA TECHNOLOGIES INC(LSAK)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
LESAKA TECHNOLOGIES INC的季度营收约是RUSH ENTERPRISES INC \TX\的1.8倍($3.0B vs $1.7B),RUSH ENTERPRISES INC \TX\净利率更高(3.7% vs 0.0%,领先3.6%),LESAKA TECHNOLOGIES INC同比增速更快(0.2% vs -9.0%),过去两年LESAKA TECHNOLOGIES INC的营收复合增速更高(341.6% vs -6.8%)
莱萨卡科技是一家总部位于南非的金融科技公司,目前同时在纳斯达克交易所与约翰内斯堡证券交易所挂牌上市。公司核心业务聚焦于金融普惠,面向此前金融服务覆盖不足的社区与商户提供各类金融服务。
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。
LSAK vs RUSHA — 直观对比
营收规模更大
LSAK
是对方的1.8倍
$1.7B
营收增速更快
LSAK
高出9.2%
-9.0%
净利率更高
RUSHA
高出3.6%
0.0%
两年增速更快
LSAK
近两年复合增速
-6.8%
损益表 — Q1 FY2027 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.0B | $1.7B |
| 净利润 | $437.0K | $61.7M |
| 毛利率 | — | 20.4% |
| 营业利润率 | 2.2% | 4.9% |
| 净利率 | 0.0% | 3.7% |
| 营收同比 | 0.2% | -9.0% |
| 净利润同比 | — | 1.8% |
| 每股收益(稀释后) | — | $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
LSAK
RUSHA
| Q3 26 | $3.0B | — | ||
| Q2 26 | $3.1B | — | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $178.7M | $1.7B | ||
| Q3 25 | $171.4M | $1.8B | ||
| Q2 25 | $168.5M | $1.8B | ||
| Q1 25 | $161.4M | $1.8B | ||
| Q4 24 | $176.2M | $1.9B |
净利润
LSAK
RUSHA
| Q3 26 | $437.0K | — | ||
| Q2 26 | $3.6M | — | ||
| Q1 26 | — | $61.7M | ||
| Q4 25 | $3.6M | $64.3M | ||
| Q3 25 | $-4.3M | $66.7M | ||
| Q2 25 | $-28.4M | $72.4M | ||
| Q1 25 | $-22.1M | $60.3M | ||
| Q4 24 | $-32.5M | $74.8M |
毛利率
LSAK
RUSHA
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q1 26 | — | 20.4% | ||
| Q4 25 | 31.4% | 20.8% | ||
| Q3 25 | 30.9% | 21.0% | ||
| Q2 25 | 28.9% | 20.7% | ||
| Q1 25 | 27.5% | 20.3% | ||
| Q4 24 | 25.7% | 19.3% |
营业利润率
LSAK
RUSHA
| Q3 26 | 2.2% | — | ||
| Q2 26 | 1.2% | — | ||
| Q1 26 | — | 4.9% | ||
| Q4 25 | 1.2% | 5.5% | ||
| Q3 25 | 0.2% | 5.6% | ||
| Q2 25 | -16.7% | 6.0% | ||
| Q1 25 | 0.4% | 5.2% | ||
| Q4 24 | 0.3% | 5.8% |
净利率
LSAK
RUSHA
| Q3 26 | 0.0% | — | ||
| Q2 26 | 0.1% | — | ||
| Q1 26 | — | 3.7% | ||
| Q4 25 | 2.0% | 3.8% | ||
| Q3 25 | -2.5% | 3.7% | ||
| Q2 25 | -16.9% | 3.9% | ||
| Q1 25 | -13.7% | 3.4% | ||
| Q4 24 | -18.4% | 3.9% |
每股收益(稀释后)
LSAK
RUSHA
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.04 | $0.81 | ||
| Q3 25 | $-0.05 | $0.83 | ||
| Q2 25 | $-0.40 | $0.90 | ||
| Q1 25 | $-0.27 | $0.73 | ||
| Q4 24 | $-0.40 | $-95.13 |
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 | $1.5B | — |
| 总债务越低越好 | $3.2B | $277.8M |
| 股东权益账面价值 | — | $2.3B |
| 总资产 | $11.5B | $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
LSAK
RUSHA
| Q3 26 | $1.5B | — | ||
| Q2 26 | $1.2B | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $69.5M | $212.6M | ||
| Q3 25 | $72.2M | $242.0M | ||
| Q2 25 | $76.5M | $211.1M | ||
| Q1 25 | $71.0M | $228.7M | ||
| Q4 24 | $60.6M | $228.1M |
总债务
LSAK
RUSHA
| Q3 26 | $3.2B | — | ||
| Q2 26 | $3.4B | — | ||
| Q1 26 | — | $277.8M | ||
| Q4 25 | $216.8M | $274.8M | ||
| Q3 25 | $208.1M | — | ||
| Q2 25 | $200.8M | — | ||
| Q1 25 | $194.7M | — | ||
| Q4 24 | $148.7M | $408.4M |
股东权益
LSAK
RUSHA
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q1 26 | — | $2.3B | ||
| Q4 25 | $180.6M | $2.2B | ||
| Q3 25 | $170.4M | $2.2B | ||
| Q2 25 | $161.6M | $2.2B | ||
| Q1 25 | $185.2M | $2.2B | ||
| Q4 24 | $193.3M | $2.1B |
总资产
LSAK
RUSHA
| Q3 26 | $11.5B | — | ||
| Q2 26 | $11.7B | — | ||
| Q1 26 | — | $4.5B | ||
| Q4 25 | $704.6M | $4.4B | ||
| Q3 25 | $652.9M | $4.6B | ||
| Q2 25 | $653.7M | $4.7B | ||
| Q1 25 | $649.2M | $4.7B | ||
| Q4 24 | $640.6M | $4.6B |
负债/权益比
LSAK
RUSHA
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q1 26 | — | 0.12× | ||
| Q4 25 | 1.20× | 0.12× | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.05× | — | ||
| Q4 24 | 0.77× | 0.19× |
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
LSAK
RUSHA
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-10.9M | $112.9M | ||
| Q3 25 | $8.9M | $367.8M | ||
| Q2 25 | $-9.1M | $227.6M | ||
| Q1 25 | $10.7M | $153.5M | ||
| Q4 24 | $-9.2M | $392.3M |
自由现金流
LSAK
RUSHA
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q1 26 | — | $411.6M | ||
| Q4 25 | $-14.8M | $31.9M | ||
| Q3 25 | $4.9M | $271.2M | ||
| Q2 25 | $-13.2M | $113.8M | ||
| Q1 25 | $7.8M | $45.1M | ||
| Q4 24 | $-15.5M | $263.5M |
自由现金流率
LSAK
RUSHA
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q1 26 | — | 24.4% | ||
| Q4 25 | -8.3% | 1.9% | ||
| Q3 25 | 2.9% | 15.2% | ||
| Q2 25 | -7.8% | 6.2% | ||
| Q1 25 | 4.9% | 2.6% | ||
| Q4 24 | -8.8% | 13.7% |
资本支出强度
LSAK
RUSHA
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q1 26 | — | 2.0% | ||
| Q4 25 | 2.2% | 4.8% | ||
| Q3 25 | 2.3% | 5.4% | ||
| Q2 25 | 2.4% | 6.2% | ||
| Q1 25 | 1.7% | 6.2% | ||
| Q4 24 | 3.6% | 6.7% |
现金转化率
LSAK
RUSHA
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -2.99× | 1.75× | ||
| Q3 25 | — | 5.51× | ||
| Q2 25 | — | 3.14× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | — | 5.25× |
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
LSAK
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% |