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恩智浦(NXPI)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
恩智浦的季度营收约是RUSH ENTERPRISES INC \TX\的1.9倍($3.2B vs $1.7B),恩智浦净利率更高(35.3% vs 3.7%,领先31.6%),恩智浦同比增速更快(-5.0% vs -9.0%),恩智浦自由现金流更多($714.0M vs $411.6M),过去两年恩智浦的营收复合增速更高(0.9% vs -6.8%)
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业,为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工,2024年总营收达126.1亿美元。
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。
NXPI vs RUSHA — 直观对比
营收规模更大
NXPI
是对方的1.9倍
$1.7B
营收增速更快
NXPI
高出4.0%
-9.0%
净利率更高
NXPI
高出31.6%
3.7%
自由现金流更多
NXPI
多$302.4M
$411.6M
两年增速更快
NXPI
近两年复合增速
-6.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.2B | $1.7B |
| 净利润 | $1.1B | $61.7M |
| 毛利率 | 59.5% | 20.4% |
| 营业利润率 | 100.0% | 4.9% |
| 净利率 | 35.3% | 3.7% |
| 营收同比 | -5.0% | -9.0% |
| 净利润同比 | 147.0% | 1.8% |
| 每股收益(稀释后) | $4.43 | $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
NXPI
RUSHA
| Q1 26 | $3.2B | $1.7B | ||
| Q4 25 | $3.3B | $1.7B | ||
| Q3 25 | $3.2B | $1.8B | ||
| Q2 25 | $2.9B | $1.8B | ||
| Q1 25 | $2.8B | $1.8B | ||
| Q4 24 | $3.1B | $1.9B | ||
| Q3 24 | $3.3B | $1.8B | ||
| Q2 24 | $3.1B | $1.9B |
净利润
NXPI
RUSHA
| Q1 26 | $1.1B | $61.7M | ||
| Q4 25 | $455.0M | $64.3M | ||
| Q3 25 | $631.0M | $66.7M | ||
| Q2 25 | $445.0M | $72.4M | ||
| Q1 25 | $490.0M | $60.3M | ||
| Q4 24 | $495.0M | $74.8M | ||
| Q3 24 | $718.0M | $79.1M | ||
| Q2 24 | $658.0M | $78.7M |
毛利率
NXPI
RUSHA
| Q1 26 | 59.5% | 20.4% | ||
| Q4 25 | 54.2% | 20.8% | ||
| Q3 25 | 56.3% | 21.0% | ||
| Q2 25 | 53.4% | 20.7% | ||
| Q1 25 | 55.0% | 20.3% | ||
| Q4 24 | 53.9% | 19.3% | ||
| Q3 24 | 57.4% | 21.0% | ||
| Q2 24 | 57.3% | 20.2% |
营业利润率
NXPI
RUSHA
| Q1 26 | 100.0% | 4.9% | ||
| Q4 25 | 22.3% | 5.5% | ||
| Q3 25 | 28.1% | 5.6% | ||
| Q2 25 | 23.5% | 6.0% | ||
| Q1 25 | 25.5% | 5.2% | ||
| Q4 24 | 21.7% | 5.8% | ||
| Q3 24 | 30.5% | 6.7% | ||
| Q2 24 | 28.7% | 6.4% |
净利率
NXPI
RUSHA
| Q1 26 | 35.3% | 3.7% | ||
| Q4 25 | 13.6% | 3.8% | ||
| Q3 25 | 19.9% | 3.7% | ||
| Q2 25 | 15.2% | 3.9% | ||
| Q1 25 | 17.3% | 3.4% | ||
| Q4 24 | 15.9% | 3.9% | ||
| Q3 24 | 22.1% | 4.4% | ||
| Q2 24 | 21.0% | 4.1% |
每股收益(稀释后)
NXPI
RUSHA
| Q1 26 | $4.43 | $0.77 | ||
| Q4 25 | $1.80 | $0.81 | ||
| Q3 25 | $2.48 | $0.83 | ||
| Q2 25 | $1.75 | $0.90 | ||
| Q1 25 | $1.92 | $0.73 | ||
| Q4 24 | $1.93 | $-95.13 | ||
| Q3 24 | $2.79 | $0.97 | ||
| Q2 24 | $2.54 | $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 | $3.7B | — |
| 总债务越低越好 | $11.7B | $277.8M |
| 股东权益账面价值 | $10.9B | $2.3B |
| 总资产 | $27.1B | $4.5B |
| 负债/权益比越低杠杆越低 | 1.07× | 0.12× |
8季度趋势,按日历期对齐
现金及短期投资
NXPI
RUSHA
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.3B | $212.6M | ||
| Q3 25 | $3.5B | $242.0M | ||
| Q2 25 | $3.2B | $211.1M | ||
| Q1 25 | $4.0B | $228.7M | ||
| Q4 24 | $3.3B | $228.1M | ||
| Q3 24 | $2.7B | $185.1M | ||
| Q2 24 | $2.9B | $167.3M |
总债务
NXPI
RUSHA
| Q1 26 | $11.7B | $277.8M | ||
| Q4 25 | $11.0B | $274.8M | ||
| Q3 25 | $11.0B | — | ||
| Q2 25 | $9.5B | — | ||
| Q1 25 | $10.2B | — | ||
| Q4 24 | $10.4B | $408.4M | ||
| Q3 24 | $9.7B | — | ||
| Q2 24 | $9.7B | — |
股东权益
NXPI
RUSHA
| Q1 26 | $10.9B | $2.3B | ||
| Q4 25 | $10.1B | $2.2B | ||
| Q3 25 | $10.0B | $2.2B | ||
| Q2 25 | $9.6B | $2.2B | ||
| Q1 25 | $9.3B | $2.2B | ||
| Q4 24 | $9.2B | $2.1B | ||
| Q3 24 | $9.4B | $2.1B | ||
| Q2 24 | $9.0B | $2.0B |
总资产
NXPI
RUSHA
| Q1 26 | $27.1B | $4.5B | ||
| Q4 25 | $26.6B | $4.4B | ||
| Q3 25 | $26.4B | $4.6B | ||
| Q2 25 | $25.3B | $4.7B | ||
| Q1 25 | $25.2B | $4.7B | ||
| Q4 24 | $24.4B | $4.6B | ||
| Q3 24 | $23.7B | $4.6B | ||
| Q2 24 | $23.2B | $4.5B |
负债/权益比
NXPI
RUSHA
| Q1 26 | 1.07× | 0.12× | ||
| Q4 25 | 1.09× | 0.12× | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 0.99× | — | ||
| Q1 25 | 1.10× | — | ||
| Q4 24 | 1.13× | 0.19× | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 1.07× | — |
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 | $714.0M | $411.6M |
| 自由现金流率自由现金流/营收 | 22.4% | 24.4% |
| 资本支出强度资本支出/营收 | 2.5% | 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 | $2.7B | $828.4M |
8季度趋势,按日历期对齐
经营现金流
NXPI
RUSHA
| Q1 26 | — | — | ||
| Q4 25 | $891.0M | $112.9M | ||
| Q3 25 | $585.0M | $367.8M | ||
| Q2 25 | $779.0M | $227.6M | ||
| Q1 25 | $565.0M | $153.5M | ||
| Q4 24 | $391.0M | $392.3M | ||
| Q3 24 | $779.0M | $111.7M | ||
| Q2 24 | $761.0M | $270.6M |
自由现金流
NXPI
RUSHA
| Q1 26 | $714.0M | $411.6M | ||
| Q4 25 | $793.0M | $31.9M | ||
| Q3 25 | $508.0M | $271.2M | ||
| Q2 25 | $696.0M | $113.8M | ||
| Q1 25 | $426.0M | $45.1M | ||
| Q4 24 | $261.0M | $263.5M | ||
| Q3 24 | $593.0M | $-20.0M | ||
| Q2 24 | $576.0M | $177.2M |
自由现金流率
NXPI
RUSHA
| Q1 26 | 22.4% | 24.4% | ||
| Q4 25 | 23.8% | 1.9% | ||
| Q3 25 | 16.0% | 15.2% | ||
| Q2 25 | 23.8% | 6.2% | ||
| Q1 25 | 15.0% | 2.6% | ||
| Q4 24 | 8.4% | 13.7% | ||
| Q3 24 | 18.2% | -1.1% | ||
| Q2 24 | 18.4% | 9.1% |
资本支出强度
NXPI
RUSHA
| Q1 26 | 2.5% | 2.0% | ||
| Q4 25 | 2.9% | 4.8% | ||
| Q3 25 | 2.4% | 5.4% | ||
| Q2 25 | 2.8% | 6.2% | ||
| Q1 25 | 4.9% | 6.2% | ||
| Q4 24 | 4.2% | 6.7% | ||
| Q3 24 | 5.7% | 7.3% | ||
| Q2 24 | 5.9% | 4.8% |
现金转化率
NXPI
RUSHA
| Q1 26 | — | — | ||
| Q4 25 | 1.96× | 1.75× | ||
| Q3 25 | 0.93× | 5.51× | ||
| Q2 25 | 1.75× | 3.14× | ||
| Q1 25 | 1.15× | 2.55× | ||
| Q4 24 | 0.79× | 5.25× | ||
| Q3 24 | 1.08× | 1.41× | ||
| Q2 24 | 1.16× | 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
NXPI
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% |