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Packaging Corporation of America（PKG）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
Packaging Corporation of America的季度营收约是RUSH ENTERPRISES INC \TX\的1.4倍（$2.4B vs $1.7B），Packaging Corporation of America净利率更高（7.2% vs 3.7%，领先3.6%），Packaging Corporation of America同比增速更快（10.6% vs -9.0%），过去两年Packaging Corporation of America的营收复合增速更高（6.8% vs -6.8%）
Packaging Corporation of America是总部位于美国伊利诺伊州莱克福里斯特的制造企业，业务主要布局于美国本土，当前拥有约15500名员工，首席执行官为Mark W. Kowlzan。
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。
PKG vs RUSHA — 直观对比
营收规模更大
PKG
是对方的1.4倍
$1.7B
营收增速更快
PKG
高出19.6%
-9.0%
净利率更高
PKG
高出3.6%
3.7%
两年增速更快
PKG
近两年复合增速
-6.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $1.7B |
| 净利润 | $170.9M | $61.7M |
| 毛利率 | 19.1% | 20.4% |
| 营业利润率 | 10.6% | 4.9% |
| 净利率 | 7.2% | 3.7% |
| 营收同比 | 10.6% | -9.0% |
| 净利润同比 | -16.1% | 1.8% |
| 每股收益（稀释后） | $1.91 | $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PKGRUSHA
| Q1 26 | $2.4B | $1.7B | ||
| Q4 25 | $2.4B | $1.7B | ||
| Q3 25 | $2.3B | $1.8B | ||
| Q2 25 | $2.2B | $1.8B | ||
| Q1 25 | $2.1B | $1.8B | ||
| Q4 24 | $2.1B | $1.9B | ||
| Q3 24 | $2.2B | $1.8B | ||
| Q2 24 | $2.1B | $1.9B |
净利润PKGRUSHA
| Q1 26 | $170.9M | $61.7M | ||
| Q4 25 | $101.9M | $64.3M | ||
| Q3 25 | $226.9M | $66.7M | ||
| Q2 25 | $241.5M | $72.4M | ||
| Q1 25 | $203.8M | $60.3M | ||
| Q4 24 | $221.2M | $74.8M | ||
| Q3 24 | $238.1M | $79.1M | ||
| Q2 24 | $198.9M | $78.7M |
毛利率PKGRUSHA
| Q1 26 | 19.1% | 20.4% | ||
| Q4 25 | 18.9% | 20.8% | ||
| Q3 25 | 21.8% | 21.0% | ||
| Q2 25 | 22.2% | 20.7% | ||
| Q1 25 | 21.2% | 20.3% | ||
| Q4 24 | 21.9% | 19.3% | ||
| Q3 24 | 23.1% | 21.0% | ||
| Q2 24 | 21.1% | 20.2% |
营业利润率PKGRUSHA
| Q1 26 | 10.6% | 4.9% | ||
| Q4 25 | 7.1% | 5.5% | ||
| Q3 25 | 14.0% | 5.6% | ||
| Q2 25 | 15.4% | 6.0% | ||
| Q1 25 | 13.1% | 5.2% | ||
| Q4 24 | 14.1% | 5.8% | ||
| Q3 24 | 15.0% | 6.7% | ||
| Q2 24 | 13.3% | 6.4% |
净利率PKGRUSHA
| Q1 26 | 7.2% | 3.7% | ||
| Q4 25 | 4.3% | 3.8% | ||
| Q3 25 | 9.8% | 3.7% | ||
| Q2 25 | 11.1% | 3.9% | ||
| Q1 25 | 9.5% | 3.4% | ||
| Q4 24 | 10.3% | 3.9% | ||
| Q3 24 | 10.9% | 4.4% | ||
| Q2 24 | 9.6% | 4.1% |
每股收益（稀释后）PKGRUSHA
| Q1 26 | $1.91 | $0.77 | ||
| Q4 25 | $1.14 | $0.81 | ||
| Q3 25 | $2.51 | $0.83 | ||
| Q2 25 | $2.67 | $0.90 | ||
| Q1 25 | $2.26 | $0.73 | ||
| Q4 24 | $2.45 | $-95.13 | ||
| Q3 24 | $2.64 | $0.97 | ||
| Q2 24 | $2.21 | $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 | — | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | — | $2.3B |
| 总资产 | — | $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PKGRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $529.0M | $212.6M | ||
| Q3 25 | $634.0M | $242.0M | ||
| Q2 25 | $787.9M | $211.1M | ||
| Q1 25 | $751.7M | $228.7M | ||
| Q4 24 | $685.0M | $228.1M | ||
| Q3 24 | $676.6M | $185.1M | ||
| Q2 24 | $613.6M | $167.3M |
总债务PKGRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $4.0B | $274.8M | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.5B | $408.4M | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | — | — |
股东权益PKGRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $4.6B | $2.2B | ||
| Q3 25 | $4.8B | $2.2B | ||
| Q2 25 | $4.6B | $2.2B | ||
| Q1 25 | $4.5B | $2.2B | ||
| Q4 24 | $4.4B | $2.1B | ||
| Q3 24 | $4.3B | $2.1B | ||
| Q2 24 | $4.1B | $2.0B |
总资产PKGRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $10.7B | $4.4B | ||
| Q3 25 | $11.0B | $4.6B | ||
| Q2 25 | $9.0B | $4.7B | ||
| Q1 25 | $9.0B | $4.7B | ||
| Q4 24 | $8.8B | $4.6B | ||
| Q3 24 | $8.8B | $4.6B | ||
| Q2 24 | $9.0B | $4.5B |
负债/权益比PKGRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 0.87× | 0.12× | ||
| Q3 25 | 0.84× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.57× | 0.19× | ||
| Q3 24 | 0.58× | — | ||
| 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 | — | — |
| 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 | — | — |
| 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PKGRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $446.6M | $112.9M | ||
| Q3 25 | $472.2M | $367.8M | ||
| Q2 25 | $299.6M | $227.6M | ||
| Q1 25 | $339.1M | $153.5M | ||
| Q4 24 | $325.4M | $392.3M | ||
| Q3 24 | $327.1M | $111.7M | ||
| Q2 24 | $278.3M | $270.6M |
自由现金流PKGRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $127.6M | $31.9M | ||
| Q3 25 | $280.1M | $271.2M | ||
| Q2 25 | $129.9M | $113.8M | ||
| Q1 25 | $191.0M | $45.1M | ||
| Q4 24 | $124.1M | $263.5M | ||
| Q3 24 | $180.4M | $-20.0M | ||
| Q2 24 | $33.3M | $177.2M |
自由现金流率PKGRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 5.4% | 1.9% | ||
| Q3 25 | 12.1% | 15.2% | ||
| Q2 25 | 6.0% | 6.2% | ||
| Q1 25 | 8.9% | 2.6% | ||
| Q4 24 | 5.8% | 13.7% | ||
| Q3 24 | 8.3% | -1.1% | ||
| Q2 24 | 1.6% | 9.1% |
资本支出强度PKGRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 13.5% | 4.8% | ||
| Q3 25 | 8.3% | 5.4% | ||
| Q2 25 | 7.8% | 6.2% | ||
| Q1 25 | 6.9% | 6.2% | ||
| Q4 24 | 9.4% | 6.7% | ||
| Q3 24 | 6.7% | 7.3% | ||
| Q2 24 | 11.8% | 4.8% |
现金转化率PKGRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 4.38× | 1.75× | ||
| Q3 25 | 2.08× | 5.51× | ||
| Q2 25 | 1.24× | 3.14× | ||
| Q1 25 | 1.66× | 2.55× | ||
| Q4 24 | 1.47× | 5.25× | ||
| Q3 24 | 1.37× | 1.41× | ||
| Q2 24 | 1.40× | 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
PKG
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% |
