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RPM INTERNATIONAL INC(RPM)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

RPM INTERNATIONAL INC的季度营收约是RUSH ENTERPRISES INC \TX\的1.1倍($1.9B vs $1.7B),RPM INTERNATIONAL INC净利率更高(8.4% vs 3.7%,领先4.8%),RPM INTERNATIONAL INC同比增速更快(3.5% vs -9.0%),RUSH ENTERPRISES INC \TX\自由现金流更多($411.6M vs $296.4M),过去两年RPM INTERNATIONAL INC的营收复合增速更高(12.0% vs -6.8%)

BVS娱乐前身为Saban制作、Saban国际及Saban娱乐,是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立,最初主营音乐制作,后逐步转向电视节目制作发行业务,最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。

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。

RPM vs RUSHA — 直观对比

营收规模更大
RPM
RPM
是对方的1.1倍
RPM
$1.9B
$1.7B
RUSHA
营收增速更快
RPM
RPM
高出12.5%
RPM
3.5%
-9.0%
RUSHA
净利率更高
RPM
RPM
高出4.8%
RPM
8.4%
3.7%
RUSHA
自由现金流更多
RUSHA
RUSHA
多$115.2M
RUSHA
$411.6M
$296.4M
RPM
两年增速更快
RPM
RPM
近两年复合增速
RPM
12.0%
-6.8%
RUSHA

损益表 — Q2 FY2026 vs Q1 FY2026

指标
RPM
RPM
RUSHA
RUSHA
营收
$1.9B
$1.7B
净利润
$161.2M
$61.7M
毛利率
40.8%
20.4%
营业利润率
11.0%
4.9%
净利率
8.4%
3.7%
营收同比
3.5%
-9.0%
净利润同比
-12.0%
1.8%
每股收益(稀释后)
$1.26
$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
RPM
RPM
RUSHA
RUSHA
Q1 26
$1.7B
Q4 25
$1.9B
$1.7B
Q3 25
$2.1B
$1.8B
Q2 25
$2.1B
$1.8B
Q1 25
$1.5B
$1.8B
Q4 24
$1.8B
$1.9B
Q3 24
$2.0B
$1.8B
Q2 24
$2.0B
$1.9B
净利润
RPM
RPM
RUSHA
RUSHA
Q1 26
$61.7M
Q4 25
$161.2M
$64.3M
Q3 25
$227.6M
$66.7M
Q2 25
$225.8M
$72.4M
Q1 25
$52.0M
$60.3M
Q4 24
$183.2M
$74.8M
Q3 24
$227.7M
$79.1M
Q2 24
$180.6M
$78.7M
毛利率
RPM
RPM
RUSHA
RUSHA
Q1 26
20.4%
Q4 25
40.8%
20.8%
Q3 25
42.3%
21.0%
Q2 25
42.4%
20.7%
Q1 25
38.4%
20.3%
Q4 24
41.4%
19.3%
Q3 24
42.5%
21.0%
Q2 24
41.4%
20.2%
营业利润率
RPM
RPM
RUSHA
RUSHA
Q1 26
4.9%
Q4 25
11.0%
5.5%
Q3 25
14.1%
5.6%
Q2 25
11.9%
6.0%
Q1 25
2.8%
5.2%
Q4 24
11.5%
5.8%
Q3 24
14.8%
6.7%
Q2 24
11.9%
6.4%
净利率
RPM
RPM
RUSHA
RUSHA
Q1 26
3.7%
Q4 25
8.4%
3.8%
Q3 25
10.8%
3.7%
Q2 25
10.8%
3.9%
Q1 25
3.5%
3.4%
Q4 24
9.9%
3.9%
Q3 24
11.6%
4.4%
Q2 24
9.0%
4.1%
每股收益(稀释后)
RPM
RPM
RUSHA
RUSHA
Q1 26
$0.77
Q4 25
$1.26
$0.81
Q3 25
$1.77
$0.83
Q2 25
$1.76
$0.90
Q1 25
$0.40
$0.73
Q4 24
$1.42
$-95.13
Q3 24
$1.77
$0.97
Q2 24
$1.40
$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
RPM
RPM
RUSHA
RUSHA
现金及短期投资手头流动性
$316.6M
总债务越低越好
$2.5B
$277.8M
股东权益账面价值
$3.1B
$2.3B
总资产
$7.9B
$4.5B
负债/权益比越低杠杆越低
0.80×
0.12×

8季度趋势,按日历期对齐

现金及短期投资
RPM
RPM
RUSHA
RUSHA
Q1 26
Q4 25
$316.6M
$212.6M
Q3 25
$297.1M
$242.0M
Q2 25
$302.1M
$211.1M
Q1 25
$241.9M
$228.7M
Q4 24
$268.7M
$228.1M
Q3 24
$231.6M
$185.1M
Q2 24
$237.4M
$167.3M
总债务
RPM
RPM
RUSHA
RUSHA
Q1 26
$277.8M
Q4 25
$2.5B
$274.8M
Q3 25
$2.7B
Q2 25
$2.6B
Q1 25
$2.1B
Q4 24
$2.0B
$408.4M
Q3 24
$2.0B
Q2 24
$2.0B
股东权益
RPM
RPM
RUSHA
RUSHA
Q1 26
$2.3B
Q4 25
$3.1B
$2.2B
Q3 25
$3.1B
$2.2B
Q2 25
$2.9B
$2.2B
Q1 25
$2.7B
$2.2B
Q4 24
$2.7B
$2.1B
Q3 24
$2.6B
$2.1B
Q2 24
$2.5B
$2.0B
总资产
RPM
RPM
RUSHA
RUSHA
Q1 26
$4.5B
Q4 25
$7.9B
$4.4B
Q3 25
$7.9B
$4.6B
Q2 25
$7.8B
$4.7B
Q1 25
$6.6B
$4.7B
Q4 24
$6.7B
$4.6B
Q3 24
$6.6B
$4.6B
Q2 24
$6.6B
$4.5B
负债/权益比
RPM
RPM
RUSHA
RUSHA
Q1 26
0.12×
Q4 25
0.80×
0.12×
Q3 25
0.87×
Q2 25
0.91×
Q1 25
0.78×
Q4 24
0.74×
0.19×
Q3 24
0.77×
Q2 24
0.79×

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
RPM
RPM
RUSHA
RUSHA
经营现金流最新季度
$345.7M
自由现金流经营现金流 - 资本支出
$296.4M
$411.6M
自由现金流率自由现金流/营收
15.5%
24.4%
资本支出强度资本支出/营收
2.6%
2.0%
现金转化率经营现金流/净利润
2.14×
过去12个月自由现金流最近4个季度
$582.9M
$828.4M

8季度趋势,按日历期对齐

经营现金流
RPM
RPM
RUSHA
RUSHA
Q1 26
Q4 25
$345.7M
$112.9M
Q3 25
$237.5M
$367.8M
Q2 25
$149.2M
$227.6M
Q1 25
$91.5M
$153.5M
Q4 24
$279.4M
$392.3M
Q3 24
$248.1M
$111.7M
Q2 24
$181.2M
$270.6M
自由现金流
RPM
RPM
RUSHA
RUSHA
Q1 26
$411.6M
Q4 25
$296.4M
$31.9M
Q3 25
$175.0M
$271.2M
Q2 25
$78.2M
$113.8M
Q1 25
$33.3M
$45.1M
Q4 24
$229.5M
$263.5M
Q3 24
$197.3M
$-20.0M
Q2 24
$105.3M
$177.2M
自由现金流率
RPM
RPM
RUSHA
RUSHA
Q1 26
24.4%
Q4 25
15.5%
1.9%
Q3 25
8.3%
15.2%
Q2 25
3.8%
6.2%
Q1 25
2.3%
2.6%
Q4 24
12.4%
13.7%
Q3 24
10.0%
-1.1%
Q2 24
5.2%
9.1%
资本支出强度
RPM
RPM
RUSHA
RUSHA
Q1 26
2.0%
Q4 25
2.6%
4.8%
Q3 25
3.0%
5.4%
Q2 25
3.4%
6.2%
Q1 25
3.9%
6.2%
Q4 24
2.7%
6.7%
Q3 24
2.6%
7.3%
Q2 24
3.8%
4.8%
现金转化率
RPM
RPM
RUSHA
RUSHA
Q1 26
Q4 25
2.14×
1.75×
Q3 25
1.04×
5.51×
Q2 25
0.66×
3.14×
Q1 25
1.76×
2.55×
Q4 24
1.53×
5.25×
Q3 24
1.09×
1.41×
Q2 24
1.00×
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

RPM
RPM

Construction Products Group Segment$737.4M39%
Consumer Segment$638.6M33%
Performance Coatings Group Segment$533.8M28%

RUSHA
RUSHA

New and used commercial vehicle sales$955.1M57%
Aftermarket products and services sales$627.2M37%
Lease and rental sales$92.3M5%
Finance and insurance$5.6M0%

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