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美满电子科技（MRVL）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
美满电子科技的季度营收约是RUSH ENTERPRISES INC \TX\的1.2倍（$2.1B vs $1.7B），美满电子科技净利率更高（91.7% vs 3.7%，领先88.0%），美满电子科技同比增速更快（36.8% vs -9.0%），美满电子科技自由现金流更多（$508.8M vs $411.6M），过去两年美满电子科技的营收复合增速更高（20.6% vs -6.8%）
美满电子科技是总部位于美国加利福尼亚州圣克拉拉的半导体企业，成立于1995年，专注于半导体及相关技术的研发与生产。截至2024年，公司全球员工超6500人，持有全球专利超1万项，2024财年总营收达55亿美元。
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。
MRVL vs RUSHA — 直观对比
营收规模更大
MRVL
是对方的1.2倍
$1.7B
营收增速更快
MRVL
高出45.8%
-9.0%
净利率更高
MRVL
高出88.0%
3.7%
自由现金流更多
MRVL
多$97.2M
$411.6M
两年增速更快
MRVL
近两年复合增速
-6.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.7B |
| 净利润 | $1.9B | $61.7M |
| 毛利率 | 51.6% | 20.4% |
| 营业利润率 | 17.2% | 4.9% |
| 净利率 | 91.7% | 3.7% |
| 营收同比 | 36.8% | -9.0% |
| 净利润同比 | 381.1% | 1.8% |
| 每股收益（稀释后） | $2.20 | $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MRVLRUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.0B | $1.8B | ||
| Q2 25 | $1.9B | $1.8B | ||
| Q1 25 | $1.8B | $1.8B | ||
| Q4 24 | $1.5B | $1.9B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.2B | $1.9B |
净利润MRVLRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $1.9B | $64.3M | ||
| Q3 25 | $194.8M | $66.7M | ||
| Q2 25 | $177.9M | $72.4M | ||
| Q1 25 | $200.2M | $60.3M | ||
| Q4 24 | $-676.3M | $74.8M | ||
| Q3 24 | $-193.3M | $79.1M | ||
| Q2 24 | $-215.6M | $78.7M |
毛利率MRVLRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 51.6% | 20.8% | ||
| Q3 25 | 50.4% | 21.0% | ||
| Q2 25 | 50.3% | 20.7% | ||
| Q1 25 | 50.5% | 20.3% | ||
| Q4 24 | 23.0% | 19.3% | ||
| Q3 24 | 46.2% | 21.0% | ||
| Q2 24 | 45.5% | 20.2% |
营业利润率MRVLRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 17.2% | 5.5% | ||
| Q3 25 | 14.5% | 5.6% | ||
| Q2 25 | 14.3% | 6.0% | ||
| Q1 25 | 12.9% | 5.2% | ||
| Q4 24 | -46.4% | 5.8% | ||
| Q3 24 | -7.9% | 6.7% | ||
| Q2 24 | -13.1% | 6.4% |
净利率MRVLRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 91.7% | 3.8% | ||
| Q3 25 | 9.7% | 3.7% | ||
| Q2 25 | 9.4% | 3.9% | ||
| Q1 25 | 11.0% | 3.4% | ||
| Q4 24 | -44.6% | 3.9% | ||
| Q3 24 | -15.2% | 4.4% | ||
| Q2 24 | -18.6% | 4.1% |
每股收益（稀释后）MRVLRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $2.20 | $0.81 | ||
| Q3 25 | $0.22 | $0.83 | ||
| Q2 25 | $0.20 | $0.90 | ||
| Q1 25 | $0.23 | $0.73 | ||
| Q4 24 | $-0.78 | $-95.13 | ||
| Q3 24 | $-0.22 | $0.97 | ||
| Q2 24 | $-0.25 | $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 | $2.7B | — |
| 总债务越低越好 | $4.5B | $277.8M |
| 股东权益账面价值 | $14.1B | $2.3B |
| 总资产 | $21.6B | $4.5B |
| 负债/权益比越低杠杆越低 | 0.32× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资MRVLRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $2.7B | $212.6M | ||
| Q3 25 | $1.2B | $242.0M | ||
| Q2 25 | $885.9M | $211.1M | ||
| Q1 25 | $948.3M | $228.7M | ||
| Q4 24 | $868.1M | $228.1M | ||
| Q3 24 | $808.7M | $185.1M | ||
| Q2 24 | $847.7M | $167.3M |
总债务MRVLRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $4.5B | $274.8M | ||
| Q3 25 | $4.5B | — | ||
| Q2 25 | $4.2B | — | ||
| Q1 25 | $4.1B | — | ||
| Q4 24 | $4.1B | $408.4M | ||
| Q3 24 | $4.1B | — | ||
| Q2 24 | $4.1B | — |
股东权益MRVLRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $14.1B | $2.2B | ||
| Q3 25 | $13.4B | $2.2B | ||
| Q2 25 | $13.3B | $2.2B | ||
| Q1 25 | $13.4B | $2.2B | ||
| Q4 24 | $13.4B | $2.1B | ||
| Q3 24 | $14.2B | $2.1B | ||
| Q2 24 | $14.5B | $2.0B |
总资产MRVLRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $21.6B | $4.4B | ||
| Q3 25 | $20.6B | $4.6B | ||
| Q2 25 | $20.0B | $4.7B | ||
| Q1 25 | $20.2B | $4.7B | ||
| Q4 24 | $19.7B | $4.6B | ||
| Q3 24 | $20.3B | $4.6B | ||
| Q2 24 | $20.5B | $4.5B |
负债/权益比MRVLRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 0.32× | 0.12× | ||
| Q3 25 | 0.33× | — | ||
| Q2 25 | 0.32× | — | ||
| Q1 25 | 0.30× | — | ||
| Q4 24 | 0.31× | 0.19× | ||
| Q3 24 | 0.29× | — | ||
| Q2 24 | 0.29× | — |
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 | $582.3M | — |
| 自由现金流经营现金流 - 资本支出 | $508.8M | $411.6M |
| 自由现金流率自由现金流/营收 | 24.5% | 24.4% |
| 资本支出强度资本支出/营收 | 3.5% | 2.0% |
| 现金转化率经营现金流/净利润 | 0.31× | — |
| 过去12个月自由现金流最近4个季度 | $1.6B | $828.4M |
8季度趋势，按日历期对齐
经营现金流MRVLRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $582.3M | $112.9M | ||
| Q3 25 | $461.6M | $367.8M | ||
| Q2 25 | $332.9M | $227.6M | ||
| Q1 25 | $514.0M | $153.5M | ||
| Q4 24 | $536.3M | $392.3M | ||
| Q3 24 | $306.4M | $111.7M | ||
| Q2 24 | $324.5M | $270.6M |
自由现金流MRVLRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $508.8M | $31.9M | ||
| Q3 25 | $414.1M | $271.2M | ||
| Q2 25 | $214.1M | $113.8M | ||
| Q1 25 | $444.1M | $45.1M | ||
| Q4 24 | $461.3M | $263.5M | ||
| Q3 24 | $258.2M | $-20.0M | ||
| Q2 24 | $233.0M | $177.2M |
自由现金流率MRVLRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 24.5% | 1.9% | ||
| Q3 25 | 20.6% | 15.2% | ||
| Q2 25 | 11.3% | 6.2% | ||
| Q1 25 | 24.4% | 2.6% | ||
| Q4 24 | 30.4% | 13.7% | ||
| Q3 24 | 20.3% | -1.1% | ||
| Q2 24 | 20.1% | 9.1% |
资本支出强度MRVLRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 3.5% | 4.8% | ||
| Q3 25 | 2.4% | 5.4% | ||
| Q2 25 | 6.3% | 6.2% | ||
| Q1 25 | 3.8% | 6.2% | ||
| Q4 24 | 4.9% | 6.7% | ||
| Q3 24 | 3.8% | 7.3% | ||
| Q2 24 | 7.9% | 4.8% |
现金转化率MRVLRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 0.31× | 1.75× | ||
| Q3 25 | 2.37× | 5.51× | ||
| Q2 25 | 1.87× | 3.14× | ||
| Q1 25 | 2.57× | 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
MRVL
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% |
