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味好美（MKC）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
味好美的季度营收约是RUSH ENTERPRISES INC \TX\的1.1倍（$1.9B vs $1.7B），味好美净利率更高（12.2% vs 3.7%，领先8.6%），味好美同比增速更快（2.9% vs -9.0%），过去两年味好美的营收复合增速更高（7.5% vs -6.8%）
味好美是美国知名食品企业，专业生产、营销并配送香辛料、复合调味料、调味酱及各类风味产品，客户覆盖零售终端、食品生产商及餐饮服务企业，是全球领先的风味产品供应商。
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。
MKC vs RUSHA — 直观对比
营收规模更大
MKC
是对方的1.1倍
$1.7B
营收增速更快
MKC
高出11.9%
-9.0%
净利率更高
MKC
高出8.6%
3.7%
两年增速更快
MKC
近两年复合增速
-6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.7B |
| 净利润 | $226.6M | $61.7M |
| 毛利率 | 38.9% | 20.4% |
| 营业利润率 | 16.8% | 4.9% |
| 净利率 | 12.2% | 3.7% |
| 营收同比 | 2.9% | -9.0% |
| 净利润同比 | 5.3% | 1.8% |
| 每股收益（稀释后） | $0.84 | $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MKCRUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.9B | $1.7B | ||
| Q3 25 | $1.7B | $1.8B | ||
| Q2 25 | $1.7B | $1.8B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.8B | $1.9B | ||
| Q3 24 | $1.7B | $1.8B | ||
| Q2 24 | $1.6B | $1.9B |
净利润MKCRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $226.6M | $64.3M | ||
| Q3 25 | $225.5M | $66.7M | ||
| Q2 25 | $175.0M | $72.4M | ||
| Q1 25 | $162.3M | $60.3M | ||
| Q4 24 | $215.2M | $74.8M | ||
| Q3 24 | $223.1M | $79.1M | ||
| Q2 24 | $184.2M | $78.7M |
毛利率MKCRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 38.9% | 20.8% | ||
| Q3 25 | 37.4% | 21.0% | ||
| Q2 25 | 37.5% | 20.7% | ||
| Q1 25 | 37.6% | 20.3% | ||
| Q4 24 | 40.2% | 19.3% | ||
| Q3 24 | 38.7% | 21.0% | ||
| Q2 24 | 37.7% | 20.2% |
营业利润率MKCRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 16.8% | 5.5% | ||
| Q3 25 | 16.7% | 5.6% | ||
| Q2 25 | 14.8% | 6.0% | ||
| Q1 25 | 14.0% | 5.2% | ||
| Q4 24 | 17.0% | 5.8% | ||
| Q3 24 | 17.1% | 6.7% | ||
| Q2 24 | 14.2% | 6.4% |
净利率MKCRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 12.2% | 3.8% | ||
| Q3 25 | 13.1% | 3.7% | ||
| Q2 25 | 10.5% | 3.9% | ||
| Q1 25 | 10.1% | 3.4% | ||
| Q4 24 | 12.0% | 3.9% | ||
| Q3 24 | 13.3% | 4.4% | ||
| Q2 24 | 11.2% | 4.1% |
每股收益（稀释后）MKCRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.84 | $0.81 | ||
| Q3 25 | $0.84 | $0.83 | ||
| Q2 25 | $0.65 | $0.90 | ||
| Q1 25 | $0.60 | $0.73 | ||
| Q4 24 | $0.79 | $-95.13 | ||
| Q3 24 | $0.83 | $0.97 | ||
| Q2 24 | $0.68 | $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 | $95.9M | — |
| 总债务越低越好 | $3.6B | $277.8M |
| 股东权益账面价值 | $5.7B | $2.3B |
| 总资产 | $13.2B | $4.5B |
| 负债/权益比越低杠杆越低 | 0.63× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资MKCRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $95.9M | $212.6M | ||
| Q3 25 | $94.9M | $242.0M | ||
| Q2 25 | $124.1M | $211.1M | ||
| Q1 25 | $102.8M | $228.7M | ||
| Q4 24 | $186.1M | $228.1M | ||
| Q3 24 | $200.8M | $185.1M | ||
| Q2 24 | $166.3M | $167.3M |
总债务MKCRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $3.6B | $274.8M | ||
| Q3 25 | $3.9B | — | ||
| Q2 25 | $3.9B | — | ||
| Q1 25 | $3.9B | — | ||
| Q4 24 | $3.9B | $408.4M | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $4.1B | — |
股东权益MKCRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $5.7B | $2.2B | ||
| Q3 25 | $5.8B | $2.2B | ||
| Q2 25 | $5.6B | $2.2B | ||
| Q1 25 | $5.4B | $2.2B | ||
| Q4 24 | $5.3B | $2.1B | ||
| Q3 24 | $5.4B | $2.1B | ||
| Q2 24 | $5.3B | $2.0B |
总资产MKCRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $13.2B | $4.4B | ||
| Q3 25 | $13.2B | $4.6B | ||
| Q2 25 | $13.2B | $4.7B | ||
| Q1 25 | $12.9B | $4.7B | ||
| Q4 24 | $13.1B | $4.6B | ||
| Q3 24 | $13.2B | $4.6B | ||
| Q2 24 | $13.0B | $4.5B |
负债/权益比MKCRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 0.63× | 0.12× | ||
| Q3 25 | 0.67× | — | ||
| Q2 25 | 0.69× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 0.73× | 0.19× | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 0.77× | — |
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 | $542.0M | — |
| 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 | 2.39× | — |
| 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MKCRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $542.0M | $112.9M | ||
| Q3 25 | $258.8M | $367.8M | ||
| Q2 25 | $45.9M | $227.6M | ||
| Q1 25 | $115.5M | $153.5M | ||
| Q4 24 | $458.7M | $392.3M | ||
| Q3 24 | $161.7M | $111.7M | ||
| Q2 24 | $163.1M | $270.6M |
自由现金流MKCRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | — | $31.9M | ||
| Q3 25 | $206.1M | $271.2M | ||
| Q2 25 | $-2.4M | $113.8M | ||
| Q1 25 | $78.4M | $45.1M | ||
| Q4 24 | — | $263.5M | ||
| Q3 24 | $102.7M | $-20.0M | ||
| Q2 24 | $94.8M | $177.2M |
自由现金流率MKCRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | 11.9% | 15.2% | ||
| Q2 25 | -0.1% | 6.2% | ||
| Q1 25 | 4.9% | 2.6% | ||
| Q4 24 | — | 13.7% | ||
| Q3 24 | 6.1% | -1.1% | ||
| Q2 24 | 5.8% | 9.1% |
资本支出强度MKCRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | — | 4.8% | ||
| Q3 25 | 3.1% | 5.4% | ||
| Q2 25 | 2.9% | 6.2% | ||
| Q1 25 | 2.3% | 6.2% | ||
| Q4 24 | — | 6.7% | ||
| Q3 24 | 3.5% | 7.3% | ||
| Q2 24 | 4.2% | 4.8% |
现金转化率MKCRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 2.39× | 1.75× | ||
| Q3 25 | 1.15× | 5.51× | ||
| Q2 25 | 0.26× | 3.14× | ||
| Q1 25 | 0.71× | 2.55× | ||
| Q4 24 | 2.13× | 5.25× | ||
| Q3 24 | 0.72× | 1.41× | ||
| Q2 24 | 0.89× | 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
MKC
| Consumer | $1.1B | 61% |
| Flavor Solutions | $723.1M | 39% |
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% |
