vs
Match Group（MTCH）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Match Group的1.9倍（$1.7B vs $878.0M），Match Group净利率更高（23.9% vs 3.7%，领先20.2%），Match Group同比增速更快（2.1% vs -9.0%），RUSH ENTERPRISES INC \TX\自由现金流更多（$411.6M vs $308.1M），过去两年Match Group的营收复合增速更高（1.1% vs -6.8%）
美国互联网科技企业Match Group总部位于得克萨斯州达拉斯，旗下拥有全球规模最大的在线约会服务品牌矩阵，运营Tinder、Hinge、Plenty of Fish等多款全球知名约会产品。2020年7月公司从IAC分拆为独立上市公司，截至2019年全球付费订阅用户达930万，其中近半数来自北美地区。
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。
MTCH vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.9倍
$878.0M
营收增速更快
MTCH
高出11.1%
-9.0%
净利率更高
MTCH
高出20.2%
3.7%
自由现金流更多
RUSHA
多$103.4M
$308.1M
两年增速更快
MTCH
近两年复合增速
-6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $878.0M | $1.7B |
| 净利润 | $209.7M | $61.7M |
| 毛利率 | 74.7% | 20.4% |
| 营业利润率 | 32.4% | 4.9% |
| 净利率 | 23.9% | 3.7% |
| 营收同比 | 2.1% | -9.0% |
| 净利润同比 | 32.5% | 1.8% |
| 每股收益（稀释后） | $0.83 | $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MTCHRUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $878.0M | $1.7B | ||
| Q3 25 | $914.3M | $1.8B | ||
| Q2 25 | $863.7M | $1.8B | ||
| Q1 25 | $831.2M | $1.8B | ||
| Q4 24 | $860.2M | $1.9B | ||
| Q3 24 | $895.5M | $1.8B | ||
| Q2 24 | $864.1M | $1.9B |
净利润MTCHRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $209.7M | $64.3M | ||
| Q3 25 | $160.8M | $66.7M | ||
| Q2 25 | $125.5M | $72.4M | ||
| Q1 25 | $117.6M | $60.3M | ||
| Q4 24 | $158.3M | $74.8M | ||
| Q3 24 | $136.5M | $79.1M | ||
| Q2 24 | $133.3M | $78.7M |
毛利率MTCHRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 74.7% | 20.8% | ||
| Q3 25 | 73.0% | 21.0% | ||
| Q2 25 | 72.0% | 20.7% | ||
| Q1 25 | 71.5% | 20.3% | ||
| Q4 24 | 72.5% | 19.3% | ||
| Q3 24 | 71.7% | 21.0% | ||
| Q2 24 | 71.6% | 20.2% |
营业利润率MTCHRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 32.4% | 5.5% | ||
| Q3 25 | 24.2% | 5.6% | ||
| Q2 25 | 22.5% | 6.0% | ||
| Q1 25 | 20.8% | 5.2% | ||
| Q4 24 | 26.0% | 5.8% | ||
| Q3 24 | 23.5% | 6.7% | ||
| Q2 24 | 23.7% | 6.4% |
净利率MTCHRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 23.9% | 3.8% | ||
| Q3 25 | 17.6% | 3.7% | ||
| Q2 25 | 14.5% | 3.9% | ||
| Q1 25 | 14.1% | 3.4% | ||
| Q4 24 | 18.4% | 3.9% | ||
| Q3 24 | 15.2% | 4.4% | ||
| Q2 24 | 15.4% | 4.1% |
每股收益（稀释后）MTCHRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.83 | $0.81 | ||
| Q3 25 | $0.62 | $0.83 | ||
| Q2 25 | $0.49 | $0.90 | ||
| Q1 25 | $0.44 | $0.73 | ||
| Q4 24 | $0.59 | $-95.13 | ||
| Q3 24 | $0.51 | $0.97 | ||
| Q2 24 | $0.48 | $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 | $1.0B | — |
| 总债务越低越好 | $3.5B | $277.8M |
| 股东权益账面价值 | $-253.5M | $2.3B |
| 总资产 | $4.5B | $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MTCHRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $212.6M | ||
| Q3 25 | $1.1B | $242.0M | ||
| Q2 25 | $340.4M | $211.1M | ||
| Q1 25 | $414.2M | $228.7M | ||
| Q4 24 | $970.7M | $228.1M | ||
| Q3 24 | $860.9M | $185.1M | ||
| Q2 24 | $843.6M | $167.3M |
总债务MTCHRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $3.5B | $274.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.8B | $408.4M | ||
| Q3 24 | $3.8B | — | ||
| Q2 24 | $3.8B | — |
股东权益MTCHRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $-253.5M | $2.2B | ||
| Q3 25 | $-223.9M | $2.2B | ||
| Q2 25 | $-230.9M | $2.2B | ||
| Q1 25 | $-182.7M | $2.2B | ||
| Q4 24 | $-63.7M | $2.1B | ||
| Q3 24 | $-88.5M | $2.1B | ||
| Q2 24 | $-130.2M | $2.0B |
总资产MTCHRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $4.5B | $4.4B | ||
| Q3 25 | $4.5B | $4.6B | ||
| Q2 25 | $3.9B | $4.7B | ||
| Q1 25 | $3.9B | $4.7B | ||
| Q4 24 | $4.5B | $4.6B | ||
| Q3 24 | $4.4B | $4.6B | ||
| Q2 24 | $4.4B | $4.5B |
负债/权益比MTCHRUSHA
| 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 | $322.8M | — |
| 自由现金流经营现金流 - 资本支出 | $308.1M | $411.6M |
| 自由现金流率自由现金流/营收 | 35.1% | 24.4% |
| 资本支出强度资本支出/营收 | 1.7% | 2.0% |
| 现金转化率经营现金流/净利润 | 1.54× | — |
| 过去12个月自由现金流最近4个季度 | $1.0B | $828.4M |
8季度趋势，按日历期对齐
经营现金流MTCHRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $322.8M | $112.9M | ||
| Q3 25 | $320.6M | $367.8M | ||
| Q2 25 | $243.8M | $227.6M | ||
| Q1 25 | $193.1M | $153.5M | ||
| Q4 24 | $254.7M | $392.3M | ||
| Q3 24 | $264.9M | $111.7M | ||
| Q2 24 | $129.0M | $270.6M |
自由现金流MTCHRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $308.1M | $31.9M | ||
| Q3 25 | $306.8M | $271.2M | ||
| Q2 25 | $231.0M | $113.8M | ||
| Q1 25 | $177.7M | $45.1M | ||
| Q4 24 | $247.1M | $263.5M | ||
| Q3 24 | $251.8M | $-20.0M | ||
| Q2 24 | $116.3M | $177.2M |
自由现金流率MTCHRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 35.1% | 1.9% | ||
| Q3 25 | 33.6% | 15.2% | ||
| Q2 25 | 26.7% | 6.2% | ||
| Q1 25 | 21.4% | 2.6% | ||
| Q4 24 | 28.7% | 13.7% | ||
| Q3 24 | 28.1% | -1.1% | ||
| Q2 24 | 13.5% | 9.1% |
资本支出强度MTCHRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 1.7% | 4.8% | ||
| Q3 25 | 1.5% | 5.4% | ||
| Q2 25 | 1.5% | 6.2% | ||
| Q1 25 | 1.9% | 6.2% | ||
| Q4 24 | 0.9% | 6.7% | ||
| Q3 24 | 1.5% | 7.3% | ||
| Q2 24 | 1.5% | 4.8% |
现金转化率MTCHRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 1.54× | 1.75× | ||
| Q3 25 | 1.99× | 5.51× | ||
| Q2 25 | 1.94× | 3.14× | ||
| Q1 25 | 1.64× | 2.55× | ||
| Q4 24 | 1.61× | 5.25× | ||
| Q3 24 | 1.94× | 1.41× | ||
| Q2 24 | 0.97× | 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
MTCH
| Tinder Segment | $479.3M | 55% |
| Hinge Segment | $186.5M | 21% |
| Evergreen And Emerging Segment | $148.1M | 17% |
| MG Asia Segment | $65.8M | 7% |
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% |
