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ARCBEST CORP（ARCB）与卡骆驰（CROX）财务数据对比。点击上方公司名可切换其他公司
ARCBEST CORP的季度营收约是卡骆驰的1.0倍（$998.8M vs $957.6M），卡骆驰净利率更高（11.0% vs -0.1%，领先11.1%），ARCBEST CORP同比增速更快（3.3% vs -3.2%），过去两年卡骆驰的营收复合增速更高（1.0% vs -3.7%）
ArcBest是美国头部物流与运输解决方案提供商，提供零担货运、整车运输、仓储、加急配送及定制化物流咨询等全链路供应链服务，覆盖北美及全球部分市场，服务对象包含企业、小型商家及公共部门客户。
卡骆驰（Crocs）是总部位于美国科罗拉多州布鲁姆菲尔德的鞋履企业，主打生产、销售旗下同名品牌的泡沫鞋履产品。其标志性鞋款虽被品牌称为“木屐”，但和传统木屐不同，不含木质材料，凭借舒适轻便的特性受到全球消费者喜爱。
ARCB vs CROX — 直观对比
营收规模更大
ARCB
是对方的1.0倍
$957.6M
营收增速更快
ARCB
高出6.5%
-3.2%
净利率更高
CROX
高出11.1%
-0.1%
两年增速更快
CROX
近两年复合增速
-3.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $998.8M | $957.6M |
| 净利润 | $-1.0M | $105.2M |
| 毛利率 | — | 54.7% |
| 营业利润率 | 0.3% | 15.3% |
| 净利率 | -0.1% | 11.0% |
| 营收同比 | 3.3% | -3.2% |
| 净利润同比 | -133.1% | -71.5% |
| 每股收益（稀释后） | $-0.05 | $1.79 |
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ARCBCROX
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $957.6M | ||
| Q3 25 | $1.0B | $996.3M | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $967.1M | $937.3M | ||
| Q4 24 | $1.0B | $989.8M | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B |
净利润ARCBCROX
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $105.2M | ||
| Q3 25 | $39.3M | $145.8M | ||
| Q2 25 | $25.8M | $-492.3M | ||
| Q1 25 | $3.1M | $160.1M | ||
| Q4 24 | $29.0M | $368.9M | ||
| Q3 24 | $100.3M | $199.8M | ||
| Q2 24 | $46.9M | $228.9M |
毛利率ARCBCROX
| Q1 26 | — | — | ||
| Q4 25 | — | 54.7% | ||
| Q3 25 | — | 58.5% | ||
| Q2 25 | — | 61.7% | ||
| Q1 25 | — | 57.8% | ||
| Q4 24 | — | 57.9% | ||
| Q3 24 | — | 59.6% | ||
| Q2 24 | — | 61.4% |
营业利润率ARCBCROX
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 15.3% | ||
| Q3 25 | 5.2% | 20.8% | ||
| Q2 25 | 3.6% | -37.2% | ||
| Q1 25 | 0.7% | 23.8% | ||
| Q4 24 | 3.8% | 20.2% | ||
| Q3 24 | 12.7% | 25.4% | ||
| Q2 24 | 4.5% | 29.3% |
净利率ARCBCROX
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 11.0% | ||
| Q3 25 | 3.7% | 14.6% | ||
| Q2 25 | 2.5% | -42.8% | ||
| Q1 25 | 0.3% | 17.1% | ||
| Q4 24 | 2.9% | 37.3% | ||
| Q3 24 | 9.4% | 18.8% | ||
| Q2 24 | 4.4% | 20.6% |
每股收益（稀释后）ARCBCROX
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $1.79 | ||
| Q3 25 | $1.72 | $2.70 | ||
| Q2 25 | $1.12 | $-8.82 | ||
| Q1 25 | $0.13 | $2.83 | ||
| Q4 24 | $1.21 | $6.25 | ||
| Q3 24 | $4.23 | $3.36 | ||
| Q2 24 | $1.96 | $3.77 |
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 | $86.4M | $130.4M |
| 总债务越低越好 | $223.7M | — |
| 股东权益账面价值 | $1.3B | $1.3B |
| 总资产 | $2.5B | $4.2B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资ARCBCROX
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $130.4M | ||
| Q3 25 | $132.6M | $154.0M | ||
| Q2 25 | $139.7M | $200.6M | ||
| Q1 25 | $98.7M | $166.5M | ||
| Q4 24 | $157.2M | $180.5M | ||
| Q3 24 | $191.1M | $186.1M | ||
| Q2 24 | $260.5M | $167.7M |
总债务ARCBCROX
| Q1 26 | $223.7M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $214.1M | — | ||
| Q2 25 | $241.4M | — | ||
| Q1 25 | $214.2M | — | ||
| Q4 24 | $189.1M | — | ||
| Q3 24 | $180.5M | — | ||
| Q2 24 | $203.6M | — |
股东权益ARCBCROX
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.3B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.3B | $1.7B | ||
| Q2 24 | $1.2B | $1.7B |
总资产ARCBCROX
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $4.2B | ||
| Q3 25 | $2.5B | $4.3B | ||
| Q2 25 | $2.5B | $4.5B | ||
| Q1 25 | $2.4B | $5.1B | ||
| Q4 24 | $2.4B | $4.8B | ||
| Q3 24 | $2.4B | $4.7B | ||
| Q2 24 | $2.4B | $4.7B |
负债/权益比ARCBCROX
| Q1 26 | 0.17× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | 0.17× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.17× | — |
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 | — | $252.5M |
| 自由现金流经营现金流 - 资本支出 | — | $246.4M |
| 自由现金流率自由现金流/营收 | — | 25.7% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 2.40× |
| 过去12个月自由现金流最近4个季度 | — | $659.2M |
8季度趋势，按日历期对齐
经营现金流ARCBCROX
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $252.5M | ||
| Q3 25 | $98.2M | $239.3M | ||
| Q2 25 | $108.4M | $285.8M | ||
| Q1 25 | $-22.3M | $-67.2M | ||
| Q4 24 | $56.8M | $321.9M | ||
| Q3 24 | $88.8M | $296.9M | ||
| Q2 24 | $133.7M | $401.2M |
自由现金流ARCBCROX
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $246.4M | ||
| Q3 25 | $33.2M | $226.2M | ||
| Q2 25 | $80.9M | $269.2M | ||
| Q1 25 | $-36.8M | $-82.6M | ||
| Q4 24 | $3.5M | $303.4M | ||
| Q3 24 | $23.9M | $278.8M | ||
| Q2 24 | $83.9M | $384.2M |
自由现金流率ARCBCROX
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 25.7% | ||
| Q3 25 | 3.2% | 22.7% | ||
| Q2 25 | 7.9% | 23.4% | ||
| Q1 25 | -3.8% | -8.8% | ||
| Q4 24 | 0.4% | 30.7% | ||
| Q3 24 | 2.2% | 26.3% | ||
| Q2 24 | 7.8% | 34.6% |
资本支出强度ARCBCROX
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 0.6% | ||
| Q3 25 | 6.2% | 1.3% | ||
| Q2 25 | 2.7% | 1.4% | ||
| Q1 25 | 1.5% | 1.6% | ||
| Q4 24 | 5.3% | 1.9% | ||
| Q3 24 | 6.1% | 1.7% | ||
| Q2 24 | 4.6% | 1.5% |
现金转化率ARCBCROX
| Q1 26 | — | — | ||
| Q4 25 | — | 2.40× | ||
| Q3 25 | 2.50× | 1.64× | ||
| Q2 25 | 4.20× | — | ||
| Q1 25 | -7.13× | -0.42× | ||
| Q4 24 | 1.96× | 0.87× | ||
| Q3 24 | 0.89× | 1.49× | ||
| Q2 24 | 2.85× | 1.75× |
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
ARCB
暂无分部数据
CROX
| Sales Channel Directly To Consumer | $333.2M | 35% |
| Other | $332.1M | 35% |
| HEYDUDE Brand Segment | $189.3M | 20% |
| Sales Channel Through Intermediary Wholesale | $103.1M | 11% |
