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ARCBEST CORP（ARCB）与COVENANT LOGISTICS GROUP, INC.（CVLG）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COVENANT LOGISTICS GROUP, INC.的3.2倍（$972.7M vs $307.2M）。COVENANT LOGISTICS GROUP, INC.净利率更高（1.4% vs -0.8%，领先2.3%）。COVENANT LOGISTICS GROUP, INC.同比增速更快（14.0% vs -2.9%）。过去两年COVENANT LOGISTICS GROUP, INC.的营收复合增速更高（3.4% vs -3.1%）
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。
圣约物流集团（Covenant Logistics Group, Inc.）是一家美国公路货运企业，总部位于田纳西州查塔努加，在纽约证券交易所上市。公司核心业务涵盖温控卡车运输、区域配送以及长途团队司机货运服务，专注于整车运输领域。
ARCB vs CVLG — 直观对比
营收规模更大
ARCB
是对方的3.2倍
$307.2M
营收增速更快
CVLG
高出16.9%
-2.9%
净利率更高
CVLG
高出2.3%
-0.8%
两年增速更快
CVLG
近两年复合增速
-3.1%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $972.7M | $307.2M |
| 净利润 | $-8.1M | $4.4M |
| 毛利率 | — | — |
| 营业利润率 | -0.8% | 2.0% |
| 净利率 | -0.8% | 1.4% |
| 营收同比 | -2.9% | 14.0% |
| 净利润同比 | -128.0% | -32.7% |
| 每股收益（稀释后） | $-0.35 | $0.17 |
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ARCBCVLG
| Q1 26 | — | $307.2M | ||
| Q4 25 | $972.7M | $295.4M | ||
| Q3 25 | $1.0B | $296.9M | ||
| Q2 25 | $1.0B | $302.9M | ||
| Q1 25 | $967.1M | $269.4M | ||
| Q4 24 | $1.0B | $277.3M | ||
| Q3 24 | $1.1B | $287.9M | ||
| Q2 24 | $1.1B | $287.5M |
净利润ARCBCVLG
| Q1 26 | — | $4.4M | ||
| Q4 25 | $-8.1M | — | ||
| Q3 25 | $39.3M | $9.1M | ||
| Q2 25 | $25.8M | $9.8M | ||
| Q1 25 | $3.1M | $6.6M | ||
| Q4 24 | $29.0M | — | ||
| Q3 24 | $100.3M | $13.0M | ||
| Q2 24 | $46.9M | $12.2M |
营业利润率ARCBCVLG
| Q1 26 | — | 2.0% | ||
| Q4 25 | -0.8% | -8.2% | ||
| Q3 25 | 5.2% | 2.7% | ||
| Q2 25 | 3.6% | 3.8% | ||
| Q1 25 | 0.7% | 2.8% | ||
| Q4 24 | 3.8% | 3.1% | ||
| Q3 24 | 12.7% | 5.6% | ||
| Q2 24 | 4.5% | 5.4% |
净利率ARCBCVLG
| Q1 26 | — | 1.4% | ||
| Q4 25 | -0.8% | — | ||
| Q3 25 | 3.7% | 3.1% | ||
| Q2 25 | 2.5% | 3.2% | ||
| Q1 25 | 0.3% | 2.4% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 9.4% | 4.5% | ||
| Q2 24 | 4.4% | 4.2% |
每股收益（稀释后）ARCBCVLG
| Q1 26 | — | $0.17 | ||
| Q4 25 | $-0.35 | $-0.68 | ||
| Q3 25 | $1.72 | $0.35 | ||
| Q2 25 | $1.12 | $0.36 | ||
| Q1 25 | $0.13 | $0.24 | ||
| Q4 24 | $1.21 | $0.25 | ||
| Q3 24 | $4.23 | $0.47 | ||
| Q2 24 | $1.96 | $0.44 |
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 | $124.2M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $407.6M |
| 总资产 | $2.5B | $1.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ARCBCVLG
| Q1 26 | — | — | ||
| Q4 25 | $124.2M | $4.9M | ||
| Q3 25 | $132.6M | $2.7M | ||
| Q2 25 | $139.7M | $143.0K | ||
| Q1 25 | $98.7M | $11.2M | ||
| Q4 24 | $157.2M | $35.6M | ||
| Q3 24 | $191.1M | $35.2M | ||
| Q2 24 | $260.5M | $1.3M |
总债务ARCBCVLG
| Q1 26 | — | — | ||
| Q4 25 | — | $261.7M | ||
| Q3 25 | $214.1M | $233.3M | ||
| Q2 25 | $241.4M | $245.8M | ||
| Q1 25 | $214.2M | $216.3M | ||
| Q4 24 | $189.1M | $221.6M | ||
| Q3 24 | $180.5M | $231.4M | ||
| Q2 24 | $203.6M | $235.0M |
股东权益ARCBCVLG
| Q1 26 | — | $407.6M | ||
| Q4 25 | $1.3B | $404.0M | ||
| Q3 25 | $1.3B | $423.7M | ||
| Q2 25 | $1.3B | $416.9M | ||
| Q1 25 | $1.3B | $443.6M | ||
| Q4 24 | $1.3B | $438.3M | ||
| Q3 24 | $1.3B | $431.6M | ||
| Q2 24 | $1.2B | $419.4M |
总资产ARCBCVLG
| Q1 26 | — | $1.0B | ||
| Q4 25 | $2.5B | $1.0B | ||
| Q3 25 | $2.5B | $1.0B | ||
| Q2 25 | $2.5B | $1.0B | ||
| Q1 25 | $2.4B | $980.0M | ||
| Q4 24 | $2.4B | $997.6M | ||
| Q3 24 | $2.4B | $1.0B | ||
| Q2 24 | $2.4B | $995.0M |
负债/权益比ARCBCVLG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.65× | ||
| Q3 25 | 0.16× | 0.55× | ||
| Q2 25 | 0.19× | 0.59× | ||
| Q1 25 | 0.17× | 0.49× | ||
| Q4 24 | 0.14× | 0.51× | ||
| Q3 24 | 0.14× | 0.54× | ||
| Q2 24 | 0.17× | 0.56× |
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 | $44.7M | — |
| 自由现金流经营现金流 - 资本支出 | $36.9M | — |
| 自由现金流率自由现金流/营收 | 3.8% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 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 | $114.2M | — |
8季度趋势，按日历期对齐
经营现金流ARCBCVLG
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $25.5M | ||
| Q3 25 | $98.2M | $41.4M | ||
| Q2 25 | $108.4M | $21.9M | ||
| Q1 25 | $-22.3M | $24.8M | ||
| Q4 24 | $56.8M | $21.9M | ||
| Q3 24 | $88.8M | $56.9M | ||
| Q2 24 | $133.7M | $22.4M |
自由现金流ARCBCVLG
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $-3.0M | ||
| Q3 25 | $33.2M | $-7.8M | ||
| Q2 25 | $80.9M | $-14.5M | ||
| Q1 25 | $-36.8M | $-8.6M | ||
| Q4 24 | $3.5M | $464.0K | ||
| Q3 24 | $23.9M | $24.3M | ||
| Q2 24 | $83.9M | $-28.1M |
自由现金流率ARCBCVLG
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | -1.0% | ||
| Q3 25 | 3.2% | -2.6% | ||
| Q2 25 | 7.9% | -4.8% | ||
| Q1 25 | -3.8% | -3.2% | ||
| Q4 24 | 0.4% | 0.2% | ||
| Q3 24 | 2.2% | 8.4% | ||
| Q2 24 | 7.8% | -9.8% |
资本支出强度ARCBCVLG
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 9.7% | ||
| Q3 25 | 6.2% | 16.6% | ||
| Q2 25 | 2.7% | 12.0% | ||
| Q1 25 | 1.5% | 12.4% | ||
| Q4 24 | 5.3% | 7.7% | ||
| Q3 24 | 6.1% | 11.3% | ||
| Q2 24 | 4.6% | 17.6% |
现金转化率ARCBCVLG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.50× | 4.55× | ||
| Q2 25 | 4.20× | 2.23× | ||
| Q1 25 | -7.13× | 3.78× | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 0.89× | 4.36× | ||
| Q2 24 | 2.85× | 1.84× |
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
| Asset Based Segment | $648.8M | 67% |
| Asset Light Segment | $353.5M | 36% |
CVLG
| Freight revenue | $281.9M | 92% |
| Fuel surcharge revenue | $25.2M | 8% |
