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瑞思迈（RMD）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\的季度营收约是瑞思迈的1.2倍（$1.7B vs $1.4B），瑞思迈净利率更高（27.6% vs 3.7%，领先23.9%），瑞思迈同比增速更快（11.0% vs -9.0%），过去两年瑞思迈的营收复合增速更高（7.8% vs -6.8%）
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
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。
RMD vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.2倍
$1.4B
营收增速更快
RMD
高出20.0%
-9.0%
净利率更高
RMD
高出23.9%
3.7%
两年增速更快
RMD
近两年复合增速
-6.8%
损益表 — Q4 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.7B |
| 净利润 | $392.6M | $61.7M |
| 毛利率 | 61.8% | 20.4% |
| 营业利润率 | 34.6% | 4.9% |
| 净利率 | 27.6% | 3.7% |
| 营收同比 | 11.0% | -9.0% |
| 净利润同比 | 13.9% | 1.8% |
| 每股收益（稀释后） | $2.68 | $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RMDRUSHA
| Q2 26 | $1.4B | — | ||
| Q1 26 | $1.4B | $1.7B | ||
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.3B | $1.8B | ||
| Q2 25 | $1.3B | $1.8B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.3B | $1.9B | ||
| Q3 24 | $1.2B | $1.8B |
净利润RMDRUSHA
| Q2 26 | $392.6M | — | ||
| Q1 26 | $398.7M | $61.7M | ||
| Q4 25 | $392.6M | $64.3M | ||
| Q3 25 | $348.5M | $66.7M | ||
| Q2 25 | $379.7M | $72.4M | ||
| Q1 25 | $365.0M | $60.3M | ||
| Q4 24 | $344.6M | $74.8M | ||
| Q3 24 | $311.4M | $79.1M |
毛利率RMDRUSHA
| Q2 26 | 61.8% | — | ||
| Q1 26 | 62.2% | 20.4% | ||
| Q4 25 | 61.8% | 20.8% | ||
| Q3 25 | 61.5% | 21.0% | ||
| Q2 25 | 60.8% | 20.7% | ||
| Q1 25 | 59.3% | 20.3% | ||
| Q4 24 | 58.6% | 19.3% | ||
| Q3 24 | 58.6% | 21.0% |
营业利润率RMDRUSHA
| Q2 26 | 34.6% | — | ||
| Q1 26 | 34.9% | 4.9% | ||
| Q4 25 | 34.6% | 5.5% | ||
| Q3 25 | 33.4% | 5.6% | ||
| Q2 25 | 33.7% | 6.0% | ||
| Q1 25 | 33.0% | 5.2% | ||
| Q4 24 | 32.5% | 5.8% | ||
| Q3 24 | 31.6% | 6.7% |
净利率RMDRUSHA
| Q2 26 | 27.6% | — | ||
| Q1 26 | 27.9% | 3.7% | ||
| Q4 25 | 27.6% | 3.8% | ||
| Q3 25 | 26.1% | 3.7% | ||
| Q2 25 | 28.2% | 3.9% | ||
| Q1 25 | 28.3% | 3.4% | ||
| Q4 24 | 26.9% | 3.9% | ||
| Q3 24 | 25.4% | 4.4% |
每股收益（稀释后）RMDRUSHA
| Q2 26 | $2.68 | — | ||
| Q1 26 | $2.74 | $0.77 | ||
| Q4 25 | $2.68 | $0.81 | ||
| Q3 25 | $2.37 | $0.83 | ||
| Q2 25 | $2.58 | $0.90 | ||
| Q1 25 | $2.48 | $0.73 | ||
| Q4 24 | $2.34 | $-95.13 | ||
| Q3 24 | $2.11 | $0.97 |
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 | $1.4B | — |
| 总债务越低越好 | $663.8M | $277.8M |
| 股东权益账面价值 | $6.3B | $2.3B |
| 总资产 | $8.5B | $4.5B |
| 负债/权益比越低杠杆越低 | 0.11× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资RMDRUSHA
| Q2 26 | $1.4B | — | ||
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.4B | $212.6M | ||
| Q3 25 | $1.4B | $242.0M | ||
| Q2 25 | $1.2B | $211.1M | ||
| Q1 25 | $932.7M | $228.7M | ||
| Q4 24 | $521.9M | $228.1M | ||
| Q3 24 | $426.4M | $185.1M |
总债务RMDRUSHA
| Q2 26 | $663.8M | — | ||
| Q1 26 | $664.1M | $277.8M | ||
| Q4 25 | $403.9M | $274.8M | ||
| Q3 25 | $408.7M | — | ||
| Q2 25 | $658.4M | — | ||
| Q1 25 | $663.1M | — | ||
| Q4 24 | $662.9M | $408.4M | ||
| Q3 24 | $667.6M | — |
股东权益RMDRUSHA
| Q2 26 | $6.3B | — | ||
| Q1 26 | $6.5B | $2.3B | ||
| Q4 25 | $6.3B | $2.2B | ||
| Q3 25 | $6.1B | $2.2B | ||
| Q2 25 | $6.0B | $2.2B | ||
| Q1 25 | $5.5B | $2.2B | ||
| Q4 24 | $5.3B | $2.1B | ||
| Q3 24 | $5.2B | $2.1B |
总资产RMDRUSHA
| Q2 26 | $8.5B | — | ||
| Q1 26 | $8.8B | $4.5B | ||
| Q4 25 | $8.5B | $4.4B | ||
| Q3 25 | $8.3B | $4.6B | ||
| Q2 25 | $8.2B | $4.7B | ||
| Q1 25 | $7.6B | $4.7B | ||
| Q4 24 | $7.1B | $4.6B | ||
| Q3 24 | $7.2B | $4.6B |
负债/权益比RMDRUSHA
| Q2 26 | 0.11× | — | ||
| Q1 26 | 0.10× | 0.12× | ||
| Q4 25 | 0.06× | 0.12× | ||
| Q3 25 | 0.07× | — | ||
| Q2 25 | 0.11× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.13× | 0.19× | ||
| Q3 24 | 0.13× | — |
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RMDRUSHA
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $339.7M | $112.9M | ||
| Q3 25 | $457.3M | $367.8M | ||
| Q2 25 | $538.8M | $227.6M | ||
| Q1 25 | $578.7M | $153.5M | ||
| Q4 24 | $308.6M | $392.3M | ||
| Q3 24 | $325.5M | $111.7M |
自由现金流RMDRUSHA
| Q2 26 | — | — | ||
| Q1 26 | — | $411.6M | ||
| Q4 25 | $311.2M | $31.9M | ||
| Q3 25 | $414.4M | $271.2M | ||
| Q2 25 | $508.2M | $113.8M | ||
| Q1 25 | $557.9M | $45.1M | ||
| Q4 24 | $288.0M | $263.5M | ||
| Q3 24 | $307.7M | $-20.0M |
自由现金流率RMDRUSHA
| Q2 26 | — | — | ||
| Q1 26 | — | 24.4% | ||
| Q4 25 | 21.9% | 1.9% | ||
| Q3 25 | 31.0% | 15.2% | ||
| Q2 25 | 37.7% | 6.2% | ||
| Q1 25 | 43.2% | 2.6% | ||
| Q4 24 | 22.5% | 13.7% | ||
| Q3 24 | 25.1% | -1.1% |
资本支出强度RMDRUSHA
| Q2 26 | — | — | ||
| Q1 26 | — | 2.0% | ||
| Q4 25 | 2.0% | 4.8% | ||
| Q3 25 | 3.2% | 5.4% | ||
| Q2 25 | 2.3% | 6.2% | ||
| Q1 25 | 1.6% | 6.2% | ||
| Q4 24 | 1.6% | 6.7% | ||
| Q3 24 | 1.5% | 7.3% |
现金转化率RMDRUSHA
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 1.75× | ||
| Q3 25 | 1.31× | 5.51× | ||
| Q2 25 | 1.42× | 3.14× | ||
| Q1 25 | 1.59× | 2.55× | ||
| Q4 24 | 0.90× | 5.25× | ||
| Q3 24 | 1.05× | 1.41× |
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
RMD
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% |
