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Mobileye Global Inc.（MBLY）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Mobileye Global Inc.的3.0倍（$1.7B vs $558.0M），Mobileye Global Inc.同比增速更快（27.4% vs -9.0%），过去两年Mobileye Global Inc.的营收复合增速更高（12.7% vs -6.8%）
Mobileye Global Inc.注册地为美国，总部位于以色列，是自动驾驶领域的知名企业，专注研发自动驾驶技术与高级驾驶辅助系统（ADAS），产品涵盖摄像头、计算芯片及配套软件。公司2017年被英特尔收购，2022年重新上市。
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。
MBLY vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的3.0倍
$558.0M
营收增速更快
MBLY
高出36.4%
-9.0%
两年增速更快
MBLY
近两年复合增速
-6.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $558.0M | $1.7B |
| 净利润 | — | $61.7M |
| 毛利率 | 49.3% | 20.4% |
| 营业利润率 | -647.5% | 4.9% |
| 净利率 | — | 3.7% |
| 营收同比 | 27.4% | -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MBLYRUSHA
| Q1 26 | $558.0M | $1.7B | ||
| Q4 25 | $446.0M | $1.7B | ||
| Q3 25 | $504.0M | $1.8B | ||
| Q2 25 | $506.0M | $1.8B | ||
| Q1 25 | $438.0M | $1.8B | ||
| Q4 24 | $490.0M | $1.9B | ||
| Q3 24 | $486.0M | $1.8B | ||
| Q2 24 | $439.0M | $1.9B |
净利润MBLYRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $-127.0M | $64.3M | ||
| Q3 25 | $-96.0M | $66.7M | ||
| Q2 25 | $-67.0M | $72.4M | ||
| Q1 25 | $-102.0M | $60.3M | ||
| Q4 24 | $-71.0M | $74.8M | ||
| Q3 24 | $-2.7B | $79.1M | ||
| Q2 24 | $-86.0M | $78.7M |
毛利率MBLYRUSHA
| Q1 26 | 49.3% | 20.4% | ||
| Q4 25 | 45.3% | 20.8% | ||
| Q3 25 | 48.2% | 21.0% | ||
| Q2 25 | 49.8% | 20.7% | ||
| Q1 25 | 47.3% | 20.3% | ||
| Q4 24 | 49.2% | 19.3% | ||
| Q3 24 | 48.8% | 21.0% | ||
| Q2 24 | 47.6% | 20.2% |
营业利润率MBLYRUSHA
| Q1 26 | -647.5% | 4.9% | ||
| Q4 25 | -31.4% | 5.5% | ||
| Q3 25 | -21.6% | 5.6% | ||
| Q2 25 | -14.6% | 6.0% | ||
| Q1 25 | -26.7% | 5.2% | ||
| Q4 24 | -17.6% | 5.8% | ||
| Q3 24 | -577.6% | 6.7% | ||
| Q2 24 | -21.4% | 6.4% |
净利率MBLYRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | -28.5% | 3.8% | ||
| Q3 25 | -19.0% | 3.7% | ||
| Q2 25 | -13.2% | 3.9% | ||
| Q1 25 | -23.3% | 3.4% | ||
| Q4 24 | -14.5% | 3.9% | ||
| Q3 24 | -558.6% | 4.4% | ||
| Q2 24 | -19.6% | 4.1% |
每股收益（稀释后）MBLYRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $-0.15 | $0.81 | ||
| Q3 25 | $-0.12 | $0.83 | ||
| Q2 25 | $-0.08 | $0.90 | ||
| Q1 25 | $-0.13 | $0.73 | ||
| Q4 24 | $-0.09 | $-95.13 | ||
| Q3 24 | $-3.35 | $0.97 | ||
| Q2 24 | $-0.11 | $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 | $1.2B | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $8.2B | $2.3B |
| 总资产 | $8.7B | $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MBLYRUSHA
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $212.6M | ||
| Q3 25 | $1.7B | $242.0M | ||
| Q2 25 | $1.7B | $211.1M | ||
| Q1 25 | $1.5B | $228.7M | ||
| Q4 24 | $1.4B | $228.1M | ||
| Q3 24 | $1.3B | $185.1M | ||
| Q2 24 | $1.2B | $167.3M |
总债务MBLYRUSHA
| 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MBLYRUSHA
| Q1 26 | $8.2B | $2.3B | ||
| Q4 25 | $11.9B | $2.2B | ||
| Q3 25 | $11.9B | $2.2B | ||
| Q2 25 | $12.1B | $2.2B | ||
| Q1 25 | $12.0B | $2.2B | ||
| Q4 24 | $12.1B | $2.1B | ||
| Q3 24 | $12.1B | $2.1B | ||
| Q2 24 | $14.7B | $2.0B |
总资产MBLYRUSHA
| Q1 26 | $8.7B | $4.5B | ||
| Q4 25 | $12.5B | $4.4B | ||
| Q3 25 | $12.5B | $4.6B | ||
| Q2 25 | $12.6B | $4.7B | ||
| Q1 25 | $12.5B | $4.7B | ||
| Q4 24 | $12.6B | $4.6B | ||
| Q3 24 | $12.6B | $4.6B | ||
| Q2 24 | $15.3B | $4.5B |
负债/权益比MBLYRUSHA
| 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 | $75.0M | — |
| 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MBLYRUSHA
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $112.9M | ||
| Q3 25 | $167.0M | $367.8M | ||
| Q2 25 | $213.0M | $227.6M | ||
| Q1 25 | $109.0M | $153.5M | ||
| Q4 24 | $204.0M | $392.3M | ||
| Q3 24 | $126.0M | $111.7M | ||
| Q2 24 | $30.0M | $270.6M |
自由现金流MBLYRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $86.0M | $31.9M | ||
| Q3 25 | $143.0M | $271.2M | ||
| Q2 25 | $199.0M | $113.8M | ||
| Q1 25 | $95.0M | $45.1M | ||
| Q4 24 | $191.0M | $263.5M | ||
| Q3 24 | $104.0M | $-20.0M | ||
| Q2 24 | $6.0M | $177.2M |
自由现金流率MBLYRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 19.3% | 1.9% | ||
| Q3 25 | 28.4% | 15.2% | ||
| Q2 25 | 39.3% | 6.2% | ||
| Q1 25 | 21.7% | 2.6% | ||
| Q4 24 | 39.0% | 13.7% | ||
| Q3 24 | 21.4% | -1.1% | ||
| Q2 24 | 1.4% | 9.1% |
资本支出强度MBLYRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 6.1% | 4.8% | ||
| Q3 25 | 4.8% | 5.4% | ||
| Q2 25 | 2.8% | 6.2% | ||
| Q1 25 | 3.2% | 6.2% | ||
| Q4 24 | 2.7% | 6.7% | ||
| Q3 24 | 4.5% | 7.3% | ||
| Q2 24 | 5.5% | 4.8% |
现金转化率MBLYRUSHA
| Q1 26 | — | — | ||
| Q4 25 | — | 1.75× | ||
| Q3 25 | — | 5.51× | ||
| Q2 25 | — | 3.14× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | — | 5.25× | ||
| Q3 24 | — | 1.41× | ||
| Q2 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
MBLY
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% |
