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国民油井华高（NOV）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
国民油井华高的季度营收约是RUSH ENTERPRISES INC \TX\的1.2倍（$2.1B vs $1.7B），RUSH ENTERPRISES INC \TX\净利率更高（3.7% vs 1.0%，领先2.7%），RUSH ENTERPRISES INC \TX\同比增速更快（-9.0% vs -9.9%），RUSH ENTERPRISES INC \TX\自由现金流更多（$411.6M vs $51.0M），过去两年国民油井华高的营收复合增速更高（-3.8% vs -6.8%）
NOV Inc.（前称国民油井华高）是总部位于美国得克萨斯州休斯顿的跨国企业，为上游油气行业提供钻探及生产作业所需的设备零部件、油田服务及供应链整合服务，在六大洲布局超500个运营点，下设能源设备、能源产品与服务两大业务板块。
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。
NOV vs RUSHA — 直观对比
营收规模更大
NOV
是对方的1.2倍
$1.7B
营收增速更快
RUSHA
高出0.9%
-9.9%
净利率更高
RUSHA
高出2.7%
1.0%
自由现金流更多
RUSHA
多$360.6M
$51.0M
两年增速更快
NOV
近两年复合增速
-6.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.7B |
| 净利润 | $20.0M | $61.7M |
| 毛利率 | 18.5% | 20.4% |
| 营业利润率 | 2.3% | 4.9% |
| 净利率 | 1.0% | 3.7% |
| 营收同比 | -9.9% | -9.0% |
| 净利润同比 | -73.0% | 1.8% |
| 每股收益（稀释后） | $0.05 | $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NOVRUSHA
| Q1 26 | $2.1B | $1.7B | ||
| Q4 25 | $2.3B | $1.7B | ||
| Q3 25 | $2.2B | $1.8B | ||
| Q2 25 | $2.2B | $1.8B | ||
| Q1 25 | $2.1B | $1.8B | ||
| Q4 24 | $2.3B | $1.9B | ||
| Q3 24 | $2.2B | $1.8B | ||
| Q2 24 | $2.2B | $1.9B |
净利润NOVRUSHA
| Q1 26 | $20.0M | $61.7M | ||
| Q4 25 | $-78.0M | $64.3M | ||
| Q3 25 | $42.0M | $66.7M | ||
| Q2 25 | $108.0M | $72.4M | ||
| Q1 25 | $73.0M | $60.3M | ||
| Q4 24 | $160.0M | $74.8M | ||
| Q3 24 | $130.0M | $79.1M | ||
| Q2 24 | $226.0M | $78.7M |
毛利率NOVRUSHA
| Q1 26 | 18.5% | 20.4% | ||
| Q4 25 | 20.3% | 20.8% | ||
| Q3 25 | 18.9% | 21.0% | ||
| Q2 25 | 20.4% | 20.7% | ||
| Q1 25 | 21.3% | 20.3% | ||
| Q4 24 | 21.4% | 19.3% | ||
| Q3 24 | 21.4% | 21.0% | ||
| Q2 24 | 26.6% | 20.2% |
营业利润率NOVRUSHA
| Q1 26 | 2.3% | 4.9% | ||
| Q4 25 | 4.0% | 5.5% | ||
| Q3 25 | 4.9% | 5.6% | ||
| Q2 25 | 6.5% | 6.0% | ||
| Q1 25 | 7.2% | 5.2% | ||
| Q4 24 | 9.0% | 5.8% | ||
| Q3 24 | 8.9% | 6.7% | ||
| Q2 24 | 14.1% | 6.4% |
净利率NOVRUSHA
| Q1 26 | 1.0% | 3.7% | ||
| Q4 25 | -3.4% | 3.8% | ||
| Q3 25 | 1.9% | 3.7% | ||
| Q2 25 | 4.9% | 3.9% | ||
| Q1 25 | 3.5% | 3.4% | ||
| Q4 24 | 6.9% | 3.9% | ||
| Q3 24 | 5.9% | 4.4% | ||
| Q2 24 | 10.2% | 4.1% |
每股收益（稀释后）NOVRUSHA
| Q1 26 | $0.05 | $0.77 | ||
| Q4 25 | $-0.20 | $0.81 | ||
| Q3 25 | $0.11 | $0.83 | ||
| Q2 25 | $0.29 | $0.90 | ||
| Q1 25 | $0.19 | $0.73 | ||
| Q4 24 | $0.40 | $-95.13 | ||
| Q3 24 | $0.33 | $0.97 | ||
| Q2 24 | $0.57 | $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 | $1.3B | — |
| 总债务越低越好 | $1.7B | $277.8M |
| 股东权益账面价值 | — | $2.3B |
| 总资产 | $11.1B | $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NOVRUSHA
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.6B | $212.6M | ||
| Q3 25 | $1.2B | $242.0M | ||
| Q2 25 | $1.1B | $211.1M | ||
| Q1 25 | $1.2B | $228.7M | ||
| Q4 24 | $1.2B | $228.1M | ||
| Q3 24 | $985.0M | $185.1M | ||
| Q2 24 | $827.0M | $167.3M |
总债务NOVRUSHA
| Q1 26 | $1.7B | $277.8M | ||
| Q4 25 | $1.7B | $274.8M | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | $408.4M | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.7B | — |
股东权益NOVRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $6.3B | $2.2B | ||
| Q3 25 | $6.5B | $2.2B | ||
| Q2 25 | $6.5B | $2.2B | ||
| Q1 25 | $6.4B | $2.2B | ||
| Q4 24 | $6.4B | $2.1B | ||
| Q3 24 | $6.5B | $2.1B | ||
| Q2 24 | $6.4B | $2.0B |
总资产NOVRUSHA
| Q1 26 | $11.1B | $4.5B | ||
| Q4 25 | $11.3B | $4.4B | ||
| Q3 25 | $11.3B | $4.6B | ||
| Q2 25 | $11.4B | $4.7B | ||
| Q1 25 | $11.3B | $4.7B | ||
| Q4 24 | $11.4B | $4.6B | ||
| Q3 24 | $11.4B | $4.6B | ||
| Q2 24 | $11.3B | $4.5B |
负债/权益比NOVRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 0.27× | 0.12× | ||
| Q3 25 | 0.27× | — | ||
| Q2 25 | 0.27× | — | ||
| Q1 25 | 0.27× | — | ||
| Q4 24 | 0.27× | 0.19× | ||
| Q3 24 | 0.27× | — | ||
| Q2 24 | 0.27× | — |
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 | $51.0M | $411.6M |
| 自由现金流率自由现金流/营收 | 2.5% | 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 | $876.0M | $828.4M |
8季度趋势，按日历期对齐
经营现金流NOVRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $573.0M | $112.9M | ||
| Q3 25 | $352.0M | $367.8M | ||
| Q2 25 | $191.0M | $227.6M | ||
| Q1 25 | $135.0M | $153.5M | ||
| Q4 24 | $591.0M | $392.3M | ||
| Q3 24 | $359.0M | $111.7M | ||
| Q2 24 | $432.0M | $270.6M |
自由现金流NOVRUSHA
| Q1 26 | $51.0M | $411.6M | ||
| Q4 25 | $472.0M | $31.9M | ||
| Q3 25 | $245.0M | $271.2M | ||
| Q2 25 | $108.0M | $113.8M | ||
| Q1 25 | $51.0M | $45.1M | ||
| Q4 24 | $473.0M | $263.5M | ||
| Q3 24 | $277.0M | $-20.0M | ||
| Q2 24 | $350.0M | $177.2M |
自由现金流率NOVRUSHA
| Q1 26 | 2.5% | 24.4% | ||
| Q4 25 | 20.7% | 1.9% | ||
| Q3 25 | 11.3% | 15.2% | ||
| Q2 25 | 4.9% | 6.2% | ||
| Q1 25 | 2.4% | 2.6% | ||
| Q4 24 | 20.5% | 13.7% | ||
| Q3 24 | 12.6% | -1.1% | ||
| Q2 24 | 15.8% | 9.1% |
资本支出强度NOVRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 4.4% | 4.8% | ||
| Q3 25 | 4.9% | 5.4% | ||
| Q2 25 | 3.8% | 6.2% | ||
| Q1 25 | 4.0% | 6.2% | ||
| Q4 24 | 5.1% | 6.7% | ||
| Q3 24 | 3.7% | 7.3% | ||
| Q2 24 | 3.7% | 4.8% |
现金转化率NOVRUSHA
| Q1 26 | — | — | ||
| Q4 25 | — | 1.75× | ||
| Q3 25 | 8.38× | 5.51× | ||
| Q2 25 | 1.77× | 3.14× | ||
| Q1 25 | 1.85× | 2.55× | ||
| Q4 24 | 3.69× | 5.25× | ||
| Q3 24 | 2.76× | 1.41× | ||
| Q2 24 | 1.91× | 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
NOV
| Energy Equipment | $1.2B | 58% |
| Energy Products and Services | $897.0M | 44% |
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% |
