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ARCBEST CORP(ARCB)与CoStar Group(CSGP)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CoStar Group的1.1倍($998.8M vs $899.9M),CoStar Group净利率更高(5.2% vs -0.1%,领先5.3%),CoStar Group同比增速更快(26.9% vs 3.3%),过去两年CoStar Group的营收复合增速更高(17.1% 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。
CoStar Group是1987年成立的美国商业地产服务商,总部位于弗吉尼亚州阿灵顿,业务覆盖北美、欧洲地区,为商业地产行业提供信息、分析及营销解决方案,旗下运营CoStar线上数据库、新闻网站及Apartments.com、Homes.com等多个线上平台。
ARCB vs CSGP — 直观对比
营收规模更大
ARCB
是对方的1.1倍
$899.9M
营收增速更快
CSGP
高出23.6%
3.3%
净利率更高
CSGP
高出5.3%
-0.1%
两年增速更快
CSGP
近两年复合增速
-3.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $998.8M | $899.9M |
| 净利润 | $-1.0M | $46.5M |
| 毛利率 | — | 78.6% |
| 营业利润率 | 0.3% | 5.5% |
| 净利率 | -0.1% | 5.2% |
| 营收同比 | 3.3% | 26.9% |
| 净利润同比 | -133.1% | -22.2% |
| 每股收益(稀释后) | $-0.05 | $0.12 |
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
ARCB
CSGP
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $899.9M | ||
| Q3 25 | $1.0B | $833.6M | ||
| Q2 25 | $1.0B | $781.3M | ||
| Q1 25 | $967.1M | $732.2M | ||
| Q4 24 | $1.0B | $709.4M | ||
| Q3 24 | $1.1B | $692.6M | ||
| Q2 24 | $1.1B | $677.8M |
净利润
ARCB
CSGP
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $46.5M | ||
| Q3 25 | $39.3M | $-30.9M | ||
| Q2 25 | $25.8M | $6.2M | ||
| Q1 25 | $3.1M | $-14.8M | ||
| Q4 24 | $29.0M | $59.8M | ||
| Q3 24 | $100.3M | $53.0M | ||
| Q2 24 | $46.9M | $19.2M |
毛利率
ARCB
CSGP
| Q1 26 | — | — | ||
| Q4 25 | — | 78.6% | ||
| Q3 25 | — | 79.3% | ||
| Q2 25 | — | 78.5% | ||
| Q1 25 | — | 79.1% | ||
| Q4 24 | — | 80.1% | ||
| Q3 24 | — | 79.7% | ||
| Q2 24 | — | 80.0% |
营业利润率
ARCB
CSGP
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 5.5% | ||
| Q3 25 | 5.2% | -6.1% | ||
| Q2 25 | 3.6% | -3.5% | ||
| Q1 25 | 0.7% | -5.8% | ||
| Q4 24 | 3.8% | 5.6% | ||
| Q3 24 | 12.7% | 3.4% | ||
| Q2 24 | 4.5% | -2.4% |
净利率
ARCB
CSGP
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 5.2% | ||
| Q3 25 | 3.7% | -3.7% | ||
| Q2 25 | 2.5% | 0.8% | ||
| Q1 25 | 0.3% | -2.0% | ||
| Q4 24 | 2.9% | 8.4% | ||
| Q3 24 | 9.4% | 7.7% | ||
| Q2 24 | 4.4% | 2.8% |
每股收益(稀释后)
ARCB
CSGP
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $0.12 | ||
| Q3 25 | $1.72 | $-0.07 | ||
| Q2 25 | $1.12 | $0.01 | ||
| Q1 25 | $0.13 | $-0.04 | ||
| Q4 24 | $1.21 | $0.14 | ||
| Q3 24 | $4.23 | $0.13 | ||
| Q2 24 | $1.96 | $0.05 |
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 | $1.6B |
| 总债务越低越好 | $223.7M | $140.0M |
| 股东权益账面价值 | $1.3B | $8.3B |
| 总资产 | $2.5B | $10.5B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.02× |
8季度趋势,按日历期对齐
现金及短期投资
ARCB
CSGP
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $1.6B | ||
| Q3 25 | $132.6M | $1.9B | ||
| Q2 25 | $139.7M | $3.6B | ||
| Q1 25 | $98.7M | $3.7B | ||
| Q4 24 | $157.2M | $4.7B | ||
| Q3 24 | $191.1M | — | ||
| Q2 24 | $260.5M | — |
总债务
ARCB
CSGP
| Q1 26 | $223.7M | — | ||
| Q4 25 | — | $140.0M | ||
| Q3 25 | $214.1M | $1.0B | ||
| Q2 25 | $241.4M | $1.0B | ||
| Q1 25 | $214.2M | $1.0B | ||
| Q4 24 | $189.1M | $1.0B | ||
| Q3 24 | $180.5M | $1.0B | ||
| Q2 24 | $203.6M | $1.0B |
股东权益
ARCB
CSGP
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $8.3B | ||
| Q3 25 | $1.3B | $8.6B | ||
| Q2 25 | $1.3B | $8.6B | ||
| Q1 25 | $1.3B | $8.6B | ||
| Q4 24 | $1.3B | $7.6B | ||
| Q3 24 | $1.3B | $7.5B | ||
| Q2 24 | $1.2B | $7.4B |
总资产
ARCB
CSGP
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $10.5B | ||
| Q3 25 | $2.5B | $10.8B | ||
| Q2 25 | $2.5B | $10.5B | ||
| Q1 25 | $2.4B | $10.4B | ||
| Q4 24 | $2.4B | $9.3B | ||
| Q3 24 | $2.4B | $9.1B | ||
| Q2 24 | $2.4B | $9.1B |
负债/权益比
ARCB
CSGP
| Q1 26 | 0.17× | — | ||
| Q4 25 | — | 0.02× | ||
| Q3 25 | 0.16× | 0.12× | ||
| Q2 25 | 0.19× | 0.12× | ||
| Q1 25 | 0.17× | 0.12× | ||
| Q4 24 | 0.14× | 0.13× | ||
| Q3 24 | 0.14× | 0.13× | ||
| Q2 24 | 0.17× | 0.14× |
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 | — | $162.1M |
| 自由现金流经营现金流 - 资本支出 | — | $101.3M |
| 自由现金流率自由现金流/营收 | — | 11.3% |
| 资本支出强度资本支出/营收 | — | 6.8% |
| 现金转化率经营现金流/净利润 | — | 3.49× |
| 过去12个月自由现金流最近4个季度 | — | $123.0M |
8季度趋势,按日历期对齐
经营现金流
ARCB
CSGP
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $162.1M | ||
| Q3 25 | $98.2M | $68.2M | ||
| Q2 25 | $108.4M | $146.5M | ||
| Q1 25 | $-22.3M | $53.2M | ||
| Q4 24 | $56.8M | $94.6M | ||
| Q3 24 | $88.8M | $100.3M | ||
| Q2 24 | $133.7M | $58.1M |
自由现金流
ARCB
CSGP
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $101.3M | ||
| Q3 25 | $33.2M | $-5.5M | ||
| Q2 25 | $80.9M | $27.7M | ||
| Q1 25 | $-36.8M | $-500.0K | ||
| Q4 24 | $3.5M | $25.2M | ||
| Q3 24 | $23.9M | $40.2M | ||
| Q2 24 | $83.9M | $-14.7M |
自由现金流率
ARCB
CSGP
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 11.3% | ||
| Q3 25 | 3.2% | -0.7% | ||
| Q2 25 | 7.9% | 3.5% | ||
| Q1 25 | -3.8% | -0.1% | ||
| Q4 24 | 0.4% | 3.6% | ||
| Q3 24 | 2.2% | 5.8% | ||
| Q2 24 | 7.8% | -2.2% |
资本支出强度
ARCB
CSGP
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 6.8% | ||
| Q3 25 | 6.2% | 8.8% | ||
| Q2 25 | 2.7% | 15.2% | ||
| Q1 25 | 1.5% | 7.3% | ||
| Q4 24 | 5.3% | 9.8% | ||
| Q3 24 | 6.1% | 8.7% | ||
| Q2 24 | 4.6% | 10.7% |
现金转化率
ARCB
CSGP
| Q1 26 | — | — | ||
| Q4 25 | — | 3.49× | ||
| Q3 25 | 2.50× | — | ||
| Q2 25 | 4.20× | 23.63× | ||
| Q1 25 | -7.13× | — | ||
| Q4 24 | 1.96× | 1.58× | ||
| Q3 24 | 0.89× | 1.89× | ||
| Q2 24 | 2.85× | 3.03× |
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
CSGP
| Co Star | $503.8M | 56% |
| Other | $283.0M | 31% |
| Loop Net | $94.7M | 11% |