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RUSH ENTERPRISES INC \TX\（RUSHA）与Vici Properties（VICI）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Vici Properties的1.7倍（$1.7B vs $1.0B），Vici Properties净利率更高（59.7% vs 3.7%，领先56.0%），Vici Properties同比增速更快（3.8% vs -9.0%），过去两年Vici Properties的营收复合增速更高（3.2% vs -6.8%）
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。
Vici Properties是总部位于美国纽约的房地产投资信托（REIT），专注于博彩及娱乐类物业。公司成立于2017年，由凯撒娱乐集团破产重组时分拆而来，目前在美加两国持有54家赌场、酒店、赛马场，4座高尔夫球场及38个保龄球馆。
RUSHA vs VICI — 直观对比
营收规模更大
RUSHA
是对方的1.7倍
$1.0B
营收增速更快
VICI
高出12.8%
-9.0%
净利率更高
VICI
高出56.0%
3.7%
两年增速更快
VICI
近两年复合增速
-6.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.0B |
| 净利润 | $61.7M | $604.8M |
| 毛利率 | 20.4% | 99.3% |
| 营业利润率 | 4.9% | 60.2% |
| 净利率 | 3.7% | 59.7% |
| 营收同比 | -9.0% | 3.8% |
| 净利润同比 | 1.8% | -1.6% |
| 每股收益（稀释后） | $0.77 | $0.57 |
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RUSHAVICI
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $1.0B | ||
| Q3 25 | $1.8B | $1.0B | ||
| Q2 25 | $1.8B | $1.0B | ||
| Q1 25 | $1.8B | $984.2M | ||
| Q4 24 | $1.9B | $976.1M | ||
| Q3 24 | $1.8B | $964.7M | ||
| Q2 24 | $1.9B | $957.0M |
净利润RUSHAVICI
| Q1 26 | $61.7M | — | ||
| Q4 25 | $64.3M | $604.8M | ||
| Q3 25 | $66.7M | $762.0M | ||
| Q2 25 | $72.4M | $865.1M | ||
| Q1 25 | $60.3M | $543.6M | ||
| Q4 24 | $74.8M | $614.6M | ||
| Q3 24 | $79.1M | $732.9M | ||
| Q2 24 | $78.7M | $741.3M |
毛利率RUSHAVICI
| Q1 26 | 20.4% | — | ||
| Q4 25 | 20.8% | 99.3% | ||
| Q3 25 | 21.0% | 99.3% | ||
| Q2 25 | 20.7% | 99.3% | ||
| Q1 25 | 20.3% | 99.4% | ||
| Q4 24 | 19.3% | 99.3% | ||
| Q3 24 | 21.0% | 99.3% | ||
| Q2 24 | 20.2% | 99.3% |
营业利润率RUSHAVICI
| Q1 26 | 4.9% | — | ||
| Q4 25 | 5.5% | 60.2% | ||
| Q3 25 | 5.6% | 77.2% | ||
| Q2 25 | 6.0% | 88.3% | ||
| Q1 25 | 5.2% | 55.9% | ||
| Q4 24 | 5.8% | 64.2% | ||
| Q3 24 | 6.7% | 77.4% | ||
| Q2 24 | 6.4% | 79.0% |
净利率RUSHAVICI
| Q1 26 | 3.7% | — | ||
| Q4 25 | 3.8% | 59.7% | ||
| Q3 25 | 3.7% | 75.6% | ||
| Q2 25 | 3.9% | 86.4% | ||
| Q1 25 | 3.4% | 55.2% | ||
| Q4 24 | 3.9% | 63.0% | ||
| Q3 24 | 4.4% | 76.0% | ||
| Q2 24 | 4.1% | 77.5% |
每股收益（稀释后）RUSHAVICI
| Q1 26 | $0.77 | — | ||
| Q4 25 | $0.81 | $0.57 | ||
| Q3 25 | $0.83 | $0.71 | ||
| Q2 25 | $0.90 | $0.82 | ||
| Q1 25 | $0.73 | $0.51 | ||
| Q4 24 | $-95.13 | $0.58 | ||
| Q3 24 | $0.97 | $0.70 | ||
| Q2 24 | $97.00 | $0.71 |
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 | — | $608.0M |
| 总债务越低越好 | $277.8M | $16.8B |
| 股东权益账面价值 | $2.3B | $27.8B |
| 总资产 | $4.5B | $46.7B |
| 负债/权益比越低杠杆越低 | 0.12× | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资RUSHAVICI
| Q1 26 | — | — | ||
| Q4 25 | $212.6M | $608.0M | ||
| Q3 25 | $242.0M | $507.5M | ||
| Q2 25 | $211.1M | $233.0M | ||
| Q1 25 | $228.7M | $334.3M | ||
| Q4 24 | $228.1M | $524.6M | ||
| Q3 24 | $185.1M | $355.7M | ||
| Q2 24 | $167.3M | $347.2M |
总债务RUSHAVICI
| Q1 26 | $277.8M | — | ||
| Q4 25 | $274.8M | $16.8B | ||
| Q3 25 | — | $16.8B | ||
| Q2 25 | — | $16.9B | ||
| Q1 25 | — | $16.8B | ||
| Q4 24 | $408.4M | $16.7B | ||
| Q3 24 | — | $16.7B | ||
| Q2 24 | — | $16.7B |
股东权益RUSHAVICI
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.2B | $27.8B | ||
| Q3 25 | $2.2B | $27.7B | ||
| Q2 25 | $2.2B | $27.0B | ||
| Q1 25 | $2.2B | $26.6B | ||
| Q4 24 | $2.1B | $26.5B | ||
| Q3 24 | $2.1B | $26.1B | ||
| Q2 24 | $2.0B | $25.7B |
总资产RUSHAVICI
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.4B | $46.7B | ||
| Q3 25 | $4.6B | $46.5B | ||
| Q2 25 | $4.7B | $46.1B | ||
| Q1 25 | $4.7B | $45.5B | ||
| Q4 24 | $4.6B | $45.4B | ||
| Q3 24 | $4.6B | $44.9B | ||
| Q2 24 | $4.5B | $44.5B |
负债/权益比RUSHAVICI
| Q1 26 | 0.12× | — | ||
| Q4 25 | 0.12× | 0.60× | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.63× | ||
| Q4 24 | 0.19× | 0.63× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.65× |
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 | — | $691.9M |
| 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 | — | 1.14× |
| 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RUSHAVICI
| Q1 26 | — | — | ||
| Q4 25 | $112.9M | $691.9M | ||
| Q3 25 | $367.8M | $586.3M | ||
| Q2 25 | $227.6M | $639.9M | ||
| Q1 25 | $153.5M | $591.9M | ||
| Q4 24 | $392.3M | $644.1M | ||
| Q3 24 | $111.7M | $579.1M | ||
| Q2 24 | $270.6M | $614.6M |
自由现金流RUSHAVICI
| 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RUSHAVICI
| 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RUSHAVICI
| 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RUSHAVICI
| Q1 26 | — | — | ||
| Q4 25 | 1.75× | 1.14× | ||
| Q3 25 | 5.51× | 0.77× | ||
| Q2 25 | 3.14× | 0.74× | ||
| Q1 25 | 2.55× | 1.09× | ||
| Q4 24 | 5.25× | 1.05× | ||
| Q3 24 | 1.41× | 0.79× | ||
| Q2 24 | 3.44× | 0.83× |
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
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% |
VICI
| Fixed Rent | $504.3M | 50% |
| Other | $478.4M | 47% |
| Contingent Rent | $30.4M | 3% |
