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Public Storage（PSA）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Public Storage的1.4倍（$1.7B vs $1.2B），Public Storage净利率更高（41.7% vs 3.7%，领先38.0%），Public Storage同比增速更快（3.3% vs -9.0%），过去两年Public Storage的营收复合增速更高（2.5% vs -6.8%）
Public Storage总部位于美国加利福尼亚州格伦代尔，是主营自助仓储业务的房地产投资信托，也是美国最大的自助仓储服务品牌，持有美国约9%的自助仓储面积。截至2024年12月31日，公司运营3073处自助仓储设施，总可出租净面积达2.21亿平方英尺。
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。
PSA vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.4倍
$1.2B
营收增速更快
PSA
高出12.3%
-9.0%
净利率更高
PSA
高出38.0%
3.7%
两年增速更快
PSA
近两年复合增速
-6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.7B |
| 净利润 | $507.1M | $61.7M |
| 毛利率 | — | 20.4% |
| 营业利润率 | 40.7% | 4.9% |
| 净利率 | 41.7% | 3.7% |
| 营收同比 | 3.3% | -9.0% |
| 净利润同比 | -17.5% | 1.8% |
| 每股收益（稀释后） | $2.59 | $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PSARUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.2B | $1.7B | ||
| Q3 25 | $1.2B | $1.8B | ||
| Q2 25 | $1.2B | $1.8B | ||
| Q1 25 | $1.2B | $1.8B | ||
| Q4 24 | $1.2B | $1.9B | ||
| Q3 24 | $1.2B | $1.8B | ||
| Q2 24 | $1.2B | $1.9B |
净利润PSARUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $507.1M | $64.3M | ||
| Q3 25 | $511.1M | $66.7M | ||
| Q2 25 | $358.4M | $72.4M | ||
| Q1 25 | $407.8M | $60.3M | ||
| Q4 24 | $614.6M | $74.8M | ||
| Q3 24 | $430.3M | $79.1M | ||
| Q2 24 | $518.1M | $78.7M |
毛利率PSARUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | — | 20.8% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | — | 20.7% | ||
| Q1 25 | — | 20.3% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 21.0% | ||
| Q2 24 | — | 20.2% |
营业利润率PSARUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 40.7% | 5.5% | ||
| Q3 25 | 42.3% | 5.6% | ||
| Q2 25 | 30.4% | 6.0% | ||
| Q1 25 | 34.8% | 5.2% | ||
| Q4 24 | 52.4% | 5.8% | ||
| Q3 24 | 36.7% | 6.7% | ||
| Q2 24 | 44.6% | 6.4% |
净利率PSARUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 41.7% | 3.8% | ||
| Q3 25 | 41.8% | 3.7% | ||
| Q2 25 | 29.8% | 3.9% | ||
| Q1 25 | 34.5% | 3.4% | ||
| Q4 24 | 52.2% | 3.9% | ||
| Q3 24 | 36.2% | 4.4% | ||
| Q2 24 | 44.2% | 4.1% |
每股收益（稀释后）PSARUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $2.59 | $0.81 | ||
| Q3 25 | $2.62 | $0.83 | ||
| Q2 25 | $1.76 | $0.90 | ||
| Q1 25 | $2.04 | $0.73 | ||
| Q4 24 | $3.22 | $-95.13 | ||
| Q3 24 | $2.16 | $0.97 | ||
| Q2 24 | $2.66 | $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 | $318.1M | — |
| 总债务越低越好 | $10.3B | $277.8M |
| 股东权益账面价值 | $9.2B | $2.3B |
| 总资产 | $20.2B | $4.5B |
| 负债/权益比越低杠杆越低 | 1.11× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资PSARUSHA
| Q1 26 | — | — | ||
| Q4 25 | $318.1M | $212.6M | ||
| Q3 25 | $296.5M | $242.0M | ||
| Q2 25 | $1.1B | $211.1M | ||
| Q1 25 | $287.2M | $228.7M | ||
| Q4 24 | $447.4M | $228.1M | ||
| Q3 24 | $599.0M | $185.1M | ||
| Q2 24 | $542.3M | $167.3M |
总债务PSARUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $10.3B | $274.8M | ||
| Q3 25 | $10.0B | — | ||
| Q2 25 | $10.4B | — | ||
| Q1 25 | $9.4B | — | ||
| Q4 24 | $9.4B | $408.4M | ||
| Q3 24 | $9.5B | — | ||
| Q2 24 | $9.4B | — |
股东权益PSARUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $9.2B | $2.2B | ||
| Q3 25 | $9.3B | $2.2B | ||
| Q2 25 | $9.4B | $2.2B | ||
| Q1 25 | $9.6B | $2.2B | ||
| Q4 24 | $9.7B | $2.1B | ||
| Q3 24 | $9.6B | $2.1B | ||
| Q2 24 | $9.7B | $2.0B |
总资产PSARUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $20.2B | $4.4B | ||
| Q3 25 | $20.1B | $4.6B | ||
| Q2 25 | $20.5B | $4.7B | ||
| Q1 25 | $19.6B | $4.7B | ||
| Q4 24 | $19.8B | $4.6B | ||
| Q3 24 | $19.8B | $4.6B | ||
| Q2 24 | $19.8B | $4.5B |
负债/权益比PSARUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 1.11× | 0.12× | ||
| Q3 25 | 1.08× | — | ||
| Q2 25 | 1.11× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 0.96× | 0.19× | ||
| Q3 24 | 0.99× | — | ||
| Q2 24 | 0.97× | — |
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 | $733.6M | — |
| 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 | 1.45× | — |
| 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PSARUSHA
| Q1 26 | — | — | ||
| Q4 25 | $733.6M | $112.9M | ||
| Q3 25 | $875.1M | $367.8M | ||
| Q2 25 | $872.7M | $227.6M | ||
| Q1 25 | $705.1M | $153.5M | ||
| Q4 24 | $768.6M | $392.3M | ||
| Q3 24 | $798.8M | $111.7M | ||
| Q2 24 | $895.3M | $270.6M |
自由现金流PSARUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | — | $31.9M | ||
| Q3 25 | — | $271.2M | ||
| Q2 25 | — | $113.8M | ||
| Q1 25 | — | $45.1M | ||
| Q4 24 | — | $263.5M | ||
| Q3 24 | — | $-20.0M | ||
| Q2 24 | — | $177.2M |
自由现金流率PSARUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 15.2% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 13.7% | ||
| Q3 24 | — | -1.1% | ||
| Q2 24 | — | 9.1% |
资本支出强度PSARUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | — | 4.8% | ||
| Q3 25 | — | 5.4% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 6.2% | ||
| Q4 24 | — | 6.7% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 4.8% |
现金转化率PSARUSHA
| Q1 26 | — | — | ||
| Q4 25 | 1.45× | 1.75× | ||
| Q3 25 | 1.71× | 5.51× | ||
| Q2 25 | 2.43× | 3.14× | ||
| Q1 25 | 1.73× | 2.55× | ||
| Q4 24 | 1.25× | 5.25× | ||
| Q3 24 | 1.86× | 1.41× | ||
| Q2 24 | 1.73× | 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
PSA
| Self Storage Operations | $1.1B | 93% |
| Ancillary Operations | $86.9M | 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% |
