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Qorvo, Inc.（QRVO）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Qorvo, Inc.的1.7倍（$1.7B vs $993.0M），Qorvo, Inc.净利率更高（16.5% vs 3.7%，领先12.9%），Qorvo, Inc.同比增速更快（8.4% vs -9.0%），RUSH ENTERPRISES INC \TX\自由现金流更多（$411.6M vs $236.9M），过去两年Qorvo, Inc.的营收复合增速更高（2.7% vs -6.8%）
Qorvo是一家美国跨国企业，专注于无线、有线及电源市场相关产品的研发与供应。该公司由TriQuint半导体与RF Micro Devices合并而来，合并计划于2014年公布，2015年1月1日正式完成，在纳斯达克挂牌上市，股票代码QRVO，原实行双总部制，2016年中起将北卡罗来纳州基地作为总部所在地。
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。
QRVO vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.7倍
$993.0M
营收增速更快
QRVO
高出17.4%
-9.0%
净利率更高
QRVO
高出12.9%
3.7%
自由现金流更多
RUSHA
多$174.6M
$236.9M
两年增速更快
QRVO
近两年复合增速
-6.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $993.0M | $1.7B |
| 净利润 | $164.1M | $61.7M |
| 毛利率 | 46.7% | 20.4% |
| 营业利润率 | 19.4% | 4.9% |
| 净利率 | 16.5% | 3.7% |
| 营收同比 | 8.4% | -9.0% |
| 净利润同比 | 297.5% | 1.8% |
| 每股收益（稀释后） | $1.75 | $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QRVORUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $993.0M | $1.7B | ||
| Q3 25 | $1.1B | $1.8B | ||
| Q2 25 | $818.8M | $1.8B | ||
| Q1 25 | $869.5M | $1.8B | ||
| Q4 24 | $916.3M | $1.9B | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $886.7M | $1.9B |
净利润QRVORUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $164.1M | $64.3M | ||
| Q3 25 | $119.6M | $66.7M | ||
| Q2 25 | $25.6M | $72.4M | ||
| Q1 25 | $31.4M | $60.3M | ||
| Q4 24 | $41.3M | $74.8M | ||
| Q3 24 | $-17.4M | $79.1M | ||
| Q2 24 | $414.0K | $78.7M |
毛利率QRVORUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 46.7% | 20.8% | ||
| Q3 25 | 47.0% | 21.0% | ||
| Q2 25 | 40.5% | 20.7% | ||
| Q1 25 | 42.2% | 20.3% | ||
| Q4 24 | 42.7% | 19.3% | ||
| Q3 24 | 42.6% | 21.0% | ||
| Q2 24 | 37.5% | 20.2% |
营业利润率QRVORUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 19.4% | 5.5% | ||
| Q3 25 | 14.9% | 5.6% | ||
| Q2 25 | 3.7% | 6.0% | ||
| Q1 25 | 3.2% | 5.2% | ||
| Q4 24 | 5.8% | 5.8% | ||
| Q3 24 | 0.9% | 6.7% | ||
| Q2 24 | 0.5% | 6.4% |
净利率QRVORUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 16.5% | 3.8% | ||
| Q3 25 | 11.3% | 3.7% | ||
| Q2 25 | 3.1% | 3.9% | ||
| Q1 25 | 3.6% | 3.4% | ||
| Q4 24 | 4.5% | 3.9% | ||
| Q3 24 | -1.7% | 4.4% | ||
| Q2 24 | 0.0% | 4.1% |
每股收益（稀释后）QRVORUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.75 | $0.81 | ||
| Q3 25 | $1.28 | $0.83 | ||
| Q2 25 | $0.27 | $0.90 | ||
| Q1 25 | $0.33 | $0.73 | ||
| Q4 24 | $0.43 | $-95.13 | ||
| Q3 24 | $-0.18 | $0.97 | ||
| Q2 24 | $0.00 | $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 | $1.3B | — |
| 总债务越低越好 | $1.5B | $277.8M |
| 股东权益账面价值 | $3.7B | $2.3B |
| 总资产 | $6.2B | $4.5B |
| 负债/权益比越低杠杆越低 | 0.42× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资QRVORUSHA
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $212.6M | ||
| Q3 25 | $1.1B | $242.0M | ||
| Q2 25 | $1.2B | $211.1M | ||
| Q1 25 | $1.0B | $228.7M | ||
| Q4 24 | $769.4M | $228.1M | ||
| Q3 24 | $1.1B | $185.1M | ||
| Q2 24 | $1.1B | $167.3M |
总债务QRVORUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $1.5B | $274.8M | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | $408.4M | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — |
股东权益QRVORUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $3.7B | $2.2B | ||
| Q3 25 | $3.5B | $2.2B | ||
| Q2 25 | $3.4B | $2.2B | ||
| Q1 25 | $3.4B | $2.2B | ||
| Q4 24 | $3.4B | $2.1B | ||
| Q3 24 | $3.4B | $2.1B | ||
| Q2 24 | $3.5B | $2.0B |
总资产QRVORUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $6.2B | $4.4B | ||
| Q3 25 | $6.1B | $4.6B | ||
| Q2 25 | $6.0B | $4.7B | ||
| Q1 25 | $5.9B | $4.7B | ||
| Q4 24 | $6.0B | $4.6B | ||
| Q3 24 | $6.5B | $4.6B | ||
| Q2 24 | $6.4B | $4.5B |
负债/权益比QRVORUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 0.42× | 0.12× | ||
| Q3 25 | 0.44× | — | ||
| Q2 25 | 0.45× | — | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | 0.46× | 0.19× | ||
| Q3 24 | 0.45× | — | ||
| Q2 24 | 0.44× | — |
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 | $265.4M | — |
| 自由现金流经营现金流 - 资本支出 | $236.9M | $411.6M |
| 自由现金流率自由现金流/营收 | 23.9% | 24.4% |
| 资本支出强度资本支出/营收 | 2.9% | 2.0% |
| 现金转化率经营现金流/净利润 | 1.62× | — |
| 过去12个月自由现金流最近4个季度 | $595.2M | $828.4M |
8季度趋势，按日历期对齐
经营现金流QRVORUSHA
| Q1 26 | — | — | ||
| Q4 25 | $265.4M | $112.9M | ||
| Q3 25 | $84.0M | $367.8M | ||
| Q2 25 | $182.9M | $227.6M | ||
| Q1 25 | $199.2M | $153.5M | ||
| Q4 24 | $214.1M | $392.3M | ||
| Q3 24 | $127.8M | $111.7M | ||
| Q2 24 | $81.1M | $270.6M |
自由现金流QRVORUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $236.9M | $31.9M | ||
| Q3 25 | $42.2M | $271.2M | ||
| Q2 25 | $145.4M | $113.8M | ||
| Q1 25 | $170.7M | $45.1M | ||
| Q4 24 | $176.2M | $263.5M | ||
| Q3 24 | $94.8M | $-20.0M | ||
| Q2 24 | $42.9M | $177.2M |
自由现金流率QRVORUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 23.9% | 1.9% | ||
| Q3 25 | 4.0% | 15.2% | ||
| Q2 25 | 17.8% | 6.2% | ||
| Q1 25 | 19.6% | 2.6% | ||
| Q4 24 | 19.2% | 13.7% | ||
| Q3 24 | 9.1% | -1.1% | ||
| Q2 24 | 4.8% | 9.1% |
资本支出强度QRVORUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 2.9% | 4.8% | ||
| Q3 25 | 3.9% | 5.4% | ||
| Q2 25 | 4.6% | 6.2% | ||
| Q1 25 | 3.3% | 6.2% | ||
| Q4 24 | 4.1% | 6.7% | ||
| Q3 24 | 3.2% | 7.3% | ||
| Q2 24 | 4.3% | 4.8% |
现金转化率QRVORUSHA
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | 1.75× | ||
| Q3 25 | 0.70× | 5.51× | ||
| Q2 25 | 7.15× | 3.14× | ||
| Q1 25 | 6.35× | 2.55× | ||
| Q4 24 | 5.19× | 5.25× | ||
| Q3 24 | — | 1.41× | ||
| Q2 24 | 195.86× | 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
QRVO
| ACG | $690.8M | 70% |
| HPA | $190.9M | 19% |
| CSG | $111.3M | 11% |
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% |
