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Masco（MAS）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
Masco的季度营收约是RUSH ENTERPRISES INC \TX\的1.1倍（$1.9B vs $1.7B），Masco净利率更高（11.9% vs 3.7%，领先8.2%），Masco同比增速更快（6.5% vs -9.0%），过去两年Masco的营收复合增速更高（-4.2% vs -6.8%）
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
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。
MAS vs RUSHA — 直观对比
营收规模更大
MAS
是对方的1.1倍
$1.7B
营收增速更快
MAS
高出15.5%
-9.0%
净利率更高
MAS
高出8.2%
3.7%
两年增速更快
MAS
近两年复合增速
-6.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.7B |
| 净利润 | $228.0M | $61.7M |
| 毛利率 | 35.8% | 20.4% |
| 营业利润率 | 16.5% | 4.9% |
| 净利率 | 11.9% | 3.7% |
| 营收同比 | 6.5% | -9.0% |
| 净利润同比 | 14.5% | 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MASRUSHA
| Q1 26 | $1.9B | $1.7B | ||
| Q4 25 | $1.8B | $1.7B | ||
| Q3 25 | $1.9B | $1.8B | ||
| Q2 25 | $2.1B | $1.8B | ||
| Q1 25 | $1.8B | $1.8B | ||
| Q4 24 | $1.8B | $1.9B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $2.1B | $1.9B |
净利润MASRUSHA
| Q1 26 | $228.0M | $61.7M | ||
| Q4 25 | $165.0M | $64.3M | ||
| Q3 25 | $189.0M | $66.7M | ||
| Q2 25 | $270.0M | $72.4M | ||
| Q1 25 | $186.0M | $60.3M | ||
| Q4 24 | $182.0M | $74.8M | ||
| Q3 24 | $167.0M | $79.1M | ||
| Q2 24 | $258.0M | $78.7M |
毛利率MASRUSHA
| Q1 26 | 35.8% | 20.4% | ||
| Q4 25 | 33.9% | 20.8% | ||
| Q3 25 | 34.2% | 21.0% | ||
| Q2 25 | 37.6% | 20.7% | ||
| Q1 25 | 35.8% | 20.3% | ||
| Q4 24 | 34.8% | 19.3% | ||
| Q3 24 | 36.6% | 21.0% | ||
| Q2 24 | 37.5% | 20.2% |
营业利润率MASRUSHA
| Q1 26 | 16.5% | 4.9% | ||
| Q4 25 | 13.8% | 5.5% | ||
| Q3 25 | 15.8% | 5.6% | ||
| Q2 25 | 20.1% | 6.0% | ||
| Q1 25 | 15.9% | 5.2% | ||
| Q4 24 | 15.9% | 5.8% | ||
| Q3 24 | 18.0% | 6.7% | ||
| Q2 24 | 19.0% | 6.4% |
净利率MASRUSHA
| Q1 26 | 11.9% | 3.7% | ||
| Q4 25 | 9.2% | 3.8% | ||
| Q3 25 | 9.9% | 3.7% | ||
| Q2 25 | 13.2% | 3.9% | ||
| Q1 25 | 10.3% | 3.4% | ||
| Q4 24 | 10.0% | 3.9% | ||
| Q3 24 | 8.4% | 4.4% | ||
| Q2 24 | 12.3% | 4.1% |
每股收益（稀释后）MASRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.81 | $0.81 | ||
| Q3 25 | $0.90 | $0.83 | ||
| Q2 25 | $1.28 | $0.90 | ||
| Q1 25 | $0.87 | $0.73 | ||
| Q4 24 | $0.85 | $-95.13 | ||
| Q3 24 | $0.77 | $0.97 | ||
| Q2 24 | $1.17 | $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 | $2.9B | $277.8M |
| 股东权益账面价值 | $27.0M | $2.3B |
| 总资产 | $5.2B | $4.5B |
| 负债/权益比越低杠杆越低 | 109.07× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资MASRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | $212.6M | ||
| Q3 25 | $559.0M | $242.0M | ||
| Q2 25 | $390.0M | $211.1M | ||
| Q1 25 | $377.0M | $228.7M | ||
| Q4 24 | $634.0M | $228.1M | ||
| Q3 24 | $646.0M | $185.1M | ||
| Q2 24 | $398.0M | $167.3M |
总债务MASRUSHA
| Q1 26 | $2.9B | $277.8M | ||
| Q4 25 | $2.9B | $274.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.9B | $408.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MASRUSHA
| Q1 26 | $27.0M | $2.3B | ||
| Q4 25 | $-185.0M | $2.2B | ||
| Q3 25 | $-78.0M | $2.2B | ||
| Q2 25 | $-84.0M | $2.2B | ||
| Q1 25 | $-254.0M | $2.2B | ||
| Q4 24 | $-279.0M | $2.1B | ||
| Q3 24 | $-88.0M | $2.1B | ||
| Q2 24 | $-26.0M | $2.0B |
总资产MASRUSHA
| Q1 26 | $5.2B | $4.5B | ||
| Q4 25 | $5.2B | $4.4B | ||
| Q3 25 | $5.3B | $4.6B | ||
| Q2 25 | $5.3B | $4.7B | ||
| Q1 25 | $5.1B | $4.7B | ||
| Q4 24 | $5.0B | $4.6B | ||
| Q3 24 | $5.3B | $4.6B | ||
| Q2 24 | $5.4B | $4.5B |
负债/权益比MASRUSHA
| Q1 26 | 109.07× | 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 | 1.8% | 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MASRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $112.9M | ||
| Q3 25 | $456.0M | $367.8M | ||
| Q2 25 | $306.0M | $227.6M | ||
| Q1 25 | $-158.0M | $153.5M | ||
| Q4 24 | $407.0M | $392.3M | ||
| Q3 24 | $416.0M | $111.7M | ||
| Q2 24 | $346.0M | $270.6M |
自由现金流MASRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $371.0M | $31.9M | ||
| Q3 25 | $415.0M | $271.2M | ||
| Q2 25 | $270.0M | $113.8M | ||
| Q1 25 | $-190.0M | $45.1M | ||
| Q4 24 | $351.0M | $263.5M | ||
| Q3 24 | $378.0M | $-20.0M | ||
| Q2 24 | $303.0M | $177.2M |
自由现金流率MASRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 20.7% | 1.9% | ||
| Q3 25 | 21.6% | 15.2% | ||
| Q2 25 | 13.2% | 6.2% | ||
| Q1 25 | -10.5% | 2.6% | ||
| Q4 24 | 19.2% | 13.7% | ||
| Q3 24 | 19.1% | -1.1% | ||
| Q2 24 | 14.5% | 9.1% |
资本支出强度MASRUSHA
| Q1 26 | 1.8% | 2.0% | ||
| Q4 25 | 2.6% | 4.8% | ||
| Q3 25 | 2.1% | 5.4% | ||
| Q2 25 | 1.8% | 6.2% | ||
| Q1 25 | 1.8% | 6.2% | ||
| Q4 24 | 3.1% | 6.7% | ||
| Q3 24 | 1.9% | 7.3% | ||
| Q2 24 | 2.1% | 4.8% |
现金转化率MASRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | 1.75× | ||
| Q3 25 | 2.41× | 5.51× | ||
| Q2 25 | 1.13× | 3.14× | ||
| Q1 25 | -0.85× | 2.55× | ||
| Q4 24 | 2.24× | 5.25× | ||
| Q3 24 | 2.49× | 1.41× | ||
| Q2 24 | 1.34× | 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
MAS
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% |
