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通用电气医疗(OPCH)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\的季度营收约是通用电气医疗的1.1倍($1.7B vs $1.5B),通用电气医疗净利率更高(4.0% vs 3.7%,领先0.3%),通用电气医疗同比增速更快(8.8% vs -9.0%),过去两年通用电气医疗的营收复合增速更高(13.1% vs -6.8%)
通用电气医疗是总部位于美国伊利诺伊州芝加哥的医疗科技企业,旗下设四大业务板块:医学影像(含分子成像、CT、磁共振、女性健康筛查及X线设备)、超声、患者护理解决方案(覆盖远程患者监测、麻醉呼吸护理、心脏病诊断、婴儿护理等)及制药相关业务。
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。
OPCH vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.1倍
$1.5B
营收增速更快
OPCH
高出17.8%
-9.0%
净利率更高
OPCH
高出0.3%
3.7%
两年增速更快
OPCH
近两年复合增速
-6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $1.7B |
| 净利润 | $58.5M | $61.7M |
| 毛利率 | 19.3% | 20.4% |
| 营业利润率 | 6.2% | 4.9% |
| 净利率 | 4.0% | 3.7% |
| 营收同比 | 8.8% | -9.0% |
| 净利润同比 | -2.7% | 1.8% |
| 每股收益(稀释后) | $0.37 | $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
OPCH
RUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.5B | $1.7B | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.4B | $1.8B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.3B | $1.9B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.2B | $1.9B |
净利润
OPCH
RUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $58.5M | $64.3M | ||
| Q3 25 | $51.8M | $66.7M | ||
| Q2 25 | $50.5M | $72.4M | ||
| Q1 25 | $46.7M | $60.3M | ||
| Q4 24 | $60.1M | $74.8M | ||
| Q3 24 | $53.9M | $79.1M | ||
| Q2 24 | $53.0M | $78.7M |
毛利率
OPCH
RUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 19.3% | 20.8% | ||
| Q3 25 | 19.0% | 21.0% | ||
| Q2 25 | 19.0% | 20.7% | ||
| Q1 25 | 19.7% | 20.3% | ||
| Q4 24 | 21.3% | 19.3% | ||
| Q3 24 | 20.1% | 21.0% | ||
| Q2 24 | 20.3% | 20.2% |
营业利润率
OPCH
RUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 6.2% | 5.5% | ||
| Q3 25 | 5.9% | 5.6% | ||
| Q2 25 | 5.8% | 6.0% | ||
| Q1 25 | 5.9% | 5.2% | ||
| Q4 24 | 6.9% | 5.8% | ||
| Q3 24 | 6.7% | 6.7% | ||
| Q2 24 | 6.6% | 6.4% |
净利率
OPCH
RUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 4.0% | 3.8% | ||
| Q3 25 | 3.6% | 3.7% | ||
| Q2 25 | 3.6% | 3.9% | ||
| Q1 25 | 3.5% | 3.4% | ||
| Q4 24 | 4.8% | 3.9% | ||
| Q3 24 | 4.2% | 4.4% | ||
| Q2 24 | 4.3% | 4.1% |
每股收益(稀释后)
OPCH
RUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.37 | $0.81 | ||
| Q3 25 | $0.32 | $0.83 | ||
| Q2 25 | $0.31 | $0.90 | ||
| Q1 25 | $0.28 | $0.73 | ||
| Q4 24 | $0.36 | $-95.13 | ||
| Q3 24 | $0.31 | $0.97 | ||
| Q2 24 | $0.30 | $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 | $232.6M | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $1.3B | $2.3B |
| 总资产 | $3.5B | $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
OPCH
RUSHA
| Q1 26 | — | — | ||
| Q4 25 | $232.6M | $212.6M | ||
| Q3 25 | $309.8M | $242.0M | ||
| Q2 25 | $198.8M | $211.1M | ||
| Q1 25 | $171.4M | $228.7M | ||
| Q4 24 | $412.6M | $228.1M | ||
| Q3 24 | $483.0M | $185.1M | ||
| Q2 24 | $376.9M | $167.3M |
总债务
OPCH
RUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | — | $274.8M | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | $408.4M | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — |
股东权益
OPCH
RUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $1.3B | $2.2B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.4B | $2.2B | ||
| Q1 25 | $1.4B | $2.2B | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.4B | $2.0B |
总资产
OPCH
RUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $3.5B | $4.4B | ||
| Q3 25 | $3.5B | $4.6B | ||
| Q2 25 | $3.4B | $4.7B | ||
| Q1 25 | $3.3B | $4.7B | ||
| Q4 24 | $3.4B | $4.6B | ||
| Q3 24 | $3.4B | $4.6B | ||
| Q2 24 | $3.3B | $4.5B |
负债/权益比
OPCH
RUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | 0.86× | — | ||
| Q2 25 | 0.82× | — | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.79× | 0.19× | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | 0.79× | — |
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 | $258.4M | — |
| 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 | 4.42× | — |
| 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
OPCH
RUSHA
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $112.9M | ||
| Q3 25 | $139.4M | $367.8M | ||
| Q2 25 | $90.3M | $227.6M | ||
| Q1 25 | $-7.2M | $153.5M | ||
| Q4 24 | $36.1M | $392.3M | ||
| Q3 24 | $160.4M | $111.7M | ||
| Q2 24 | $195.7M | $270.6M |
自由现金流
OPCH
RUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | — | $31.9M | ||
| Q3 25 | $130.2M | $271.2M | ||
| Q2 25 | $81.2M | $113.8M | ||
| Q1 25 | $-16.6M | $45.1M | ||
| Q4 24 | $25.8M | $263.5M | ||
| Q3 24 | $150.7M | $-20.0M | ||
| Q2 24 | $185.9M | $177.2M |
自由现金流率
OPCH
RUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | 9.1% | 15.2% | ||
| Q2 25 | 5.7% | 6.2% | ||
| Q1 25 | -1.2% | 2.6% | ||
| Q4 24 | 2.0% | 13.7% | ||
| Q3 24 | 11.8% | -1.1% | ||
| Q2 24 | 15.1% | 9.1% |
资本支出强度
OPCH
RUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | — | 4.8% | ||
| Q3 25 | 0.6% | 5.4% | ||
| Q2 25 | 0.6% | 6.2% | ||
| Q1 25 | 0.7% | 6.2% | ||
| Q4 24 | 0.8% | 6.7% | ||
| Q3 24 | 0.8% | 7.3% | ||
| Q2 24 | 0.8% | 4.8% |
现金转化率
OPCH
RUSHA
| Q1 26 | — | — | ||
| Q4 25 | 4.42× | 1.75× | ||
| Q3 25 | 2.69× | 5.51× | ||
| Q2 25 | 1.79× | 3.14× | ||
| Q1 25 | -0.15× | 2.55× | ||
| Q4 24 | 0.60× | 5.25× | ||
| Q3 24 | 2.98× | 1.41× | ||
| Q2 24 | 3.69× | 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
OPCH
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% |