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Pure Storage, Inc.(PSTG)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Pure Storage, Inc.的1.7倍($1.7B vs $964.5M),Pure Storage, Inc.净利率更高(5.7% vs 3.7%,领先2.0%),Pure Storage, Inc.同比增速更快(16.0% vs -9.0%),RUSH ENTERPRISES INC \TX\自由现金流更多($411.6M vs $52.6M),过去两年Pure Storage, Inc.的营收复合增速更高(10.5% vs -6.8%)
Pure Storage是美国上市科技企业,总部位于加利福尼亚州圣克拉拉,成立于2009年,2011年正式推出自研全闪存数据存储软硬件产品,2015年上市前累计获得超4.7亿美元风险投资,营收长期保持高速增长态势。
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。
PSTG vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.7倍
$964.5M
营收增速更快
PSTG
高出25.1%
-9.0%
净利率更高
PSTG
高出2.0%
3.7%
自由现金流更多
RUSHA
多$359.0M
$52.6M
两年增速更快
PSTG
近两年复合增速
-6.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $964.5M | $1.7B |
| 净利润 | $54.8M | $61.7M |
| 毛利率 | 72.3% | 20.4% |
| 营业利润率 | 5.6% | 4.9% |
| 净利率 | 5.7% | 3.7% |
| 营收同比 | 16.0% | -9.0% |
| 净利润同比 | -13.9% | 1.8% |
| 每股收益(稀释后) | $0.16 | $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
PSTG
RUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $964.5M | $1.7B | ||
| Q3 25 | $861.0M | $1.8B | ||
| Q2 25 | $778.5M | $1.8B | ||
| Q1 25 | $879.8M | $1.8B | ||
| Q4 24 | $831.1M | $1.9B | ||
| Q3 24 | $763.8M | $1.8B | ||
| Q2 24 | $693.5M | $1.9B |
净利润
PSTG
RUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $54.8M | $64.3M | ||
| Q3 25 | $47.1M | $66.7M | ||
| Q2 25 | $-14.0M | $72.4M | ||
| Q1 25 | $42.4M | $60.3M | ||
| Q4 24 | $63.6M | $74.8M | ||
| Q3 24 | $35.7M | $79.1M | ||
| Q2 24 | $-35.0M | $78.7M |
毛利率
PSTG
RUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 72.3% | 20.8% | ||
| Q3 25 | 70.2% | 21.0% | ||
| Q2 25 | 68.9% | 20.7% | ||
| Q1 25 | 67.5% | 20.3% | ||
| Q4 24 | 70.1% | 19.3% | ||
| Q3 24 | 70.7% | 21.0% | ||
| Q2 24 | 71.5% | 20.2% |
营业利润率
PSTG
RUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 5.6% | 5.5% | ||
| Q3 25 | 0.6% | 5.6% | ||
| Q2 25 | -4.0% | 6.0% | ||
| Q1 25 | 4.8% | 5.2% | ||
| Q4 24 | 7.2% | 5.8% | ||
| Q3 24 | 3.3% | 6.7% | ||
| Q2 24 | -6.0% | 6.4% |
净利率
PSTG
RUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 5.7% | 3.8% | ||
| Q3 25 | 5.5% | 3.7% | ||
| Q2 25 | -1.8% | 3.9% | ||
| Q1 25 | 4.8% | 3.4% | ||
| Q4 24 | 7.7% | 3.9% | ||
| Q3 24 | 4.7% | 4.4% | ||
| Q2 24 | -5.0% | 4.1% |
每股收益(稀释后)
PSTG
RUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.16 | $0.81 | ||
| Q3 25 | $0.14 | $0.83 | ||
| Q2 25 | $-0.04 | $0.90 | ||
| Q1 25 | $0.13 | $0.73 | ||
| Q4 24 | $0.19 | $-95.13 | ||
| Q3 24 | $0.10 | $0.97 | ||
| Q2 24 | $-0.11 | $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 | $852.8M | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $1.4B | $2.3B |
| 总资产 | $4.2B | $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
PSTG
RUSHA
| Q1 26 | — | — | ||
| Q4 25 | $852.8M | $212.6M | ||
| Q3 25 | $887.8M | $242.0M | ||
| Q2 25 | $739.3M | $211.1M | ||
| Q1 25 | $723.6M | $228.7M | ||
| Q4 24 | $894.6M | $228.1M | ||
| Q3 24 | $965.0M | $185.1M | ||
| Q2 24 | $900.6M | $167.3M |
总债务
PSTG
RUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | — | $274.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $408.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
PSTG
RUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.2B | $2.2B | ||
| Q1 25 | $1.3B | $2.2B | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.5B | $2.1B | ||
| Q2 24 | $1.4B | $2.0B |
总资产
PSTG
RUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $4.2B | $4.4B | ||
| Q3 25 | $4.0B | $4.6B | ||
| Q2 25 | $3.8B | $4.7B | ||
| Q1 25 | $4.0B | $4.7B | ||
| Q4 24 | $3.9B | $4.6B | ||
| Q3 24 | $3.8B | $4.6B | ||
| Q2 24 | $3.6B | $4.5B |
负债/权益比
PSTG
RUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | — | ||
| 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 | $116.0M | — |
| 自由现金流经营现金流 - 资本支出 | $52.6M | $411.6M |
| 自由现金流率自由现金流/营收 | 5.5% | 24.4% |
| 资本支出强度资本支出/营收 | 6.6% | 2.0% |
| 现金转化率经营现金流/净利润 | 2.12× | — |
| 过去12个月自由现金流最近4个季度 | $566.7M | $828.4M |
8季度趋势,按日历期对齐
经营现金流
PSTG
RUSHA
| Q1 26 | — | — | ||
| Q4 25 | $116.0M | $112.9M | ||
| Q3 25 | $212.2M | $367.8M | ||
| Q2 25 | $283.9M | $227.6M | ||
| Q1 25 | $208.5M | $153.5M | ||
| Q4 24 | $97.0M | $392.3M | ||
| Q3 24 | $226.6M | $111.7M | ||
| Q2 24 | $221.5M | $270.6M |
自由现金流
PSTG
RUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $52.6M | $31.9M | ||
| Q3 25 | $150.1M | $271.2M | ||
| Q2 25 | $211.6M | $113.8M | ||
| Q1 25 | $152.4M | $45.1M | ||
| Q4 24 | $35.2M | $263.5M | ||
| Q3 24 | $166.6M | $-20.0M | ||
| Q2 24 | $172.7M | $177.2M |
自由现金流率
PSTG
RUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 5.5% | 1.9% | ||
| Q3 25 | 17.4% | 15.2% | ||
| Q2 25 | 27.2% | 6.2% | ||
| Q1 25 | 17.3% | 2.6% | ||
| Q4 24 | 4.2% | 13.7% | ||
| Q3 24 | 21.8% | -1.1% | ||
| Q2 24 | 24.9% | 9.1% |
资本支出强度
PSTG
RUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 6.6% | 4.8% | ||
| Q3 25 | 7.2% | 5.4% | ||
| Q2 25 | 9.3% | 6.2% | ||
| Q1 25 | 6.4% | 6.2% | ||
| Q4 24 | 7.4% | 6.7% | ||
| Q3 24 | 7.9% | 7.3% | ||
| Q2 24 | 7.0% | 4.8% |
现金转化率
PSTG
RUSHA
| Q1 26 | — | — | ||
| Q4 25 | 2.12× | 1.75× | ||
| Q3 25 | 4.50× | 5.51× | ||
| Q2 25 | — | 3.14× | ||
| Q1 25 | 4.91× | 2.55× | ||
| Q4 24 | 1.52× | 5.25× | ||
| Q3 24 | 6.35× | 1.41× | ||
| Q2 24 | — | 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
PSTG
| US | $683.2M | 71% |
| Non Us | $281.3M | 29% |
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% |