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ARCBEST CORP(ARCB)与Deckers Brands(DECK)财务数据对比。点击上方公司名可切换其他公司
Deckers Brands的季度营收约是ARCBEST CORP的2.0倍($2.0B vs $998.8M),Deckers Brands净利率更高(24.6% vs -0.1%,领先24.7%),Deckers Brands同比增速更快(7.1% vs 3.3%),过去两年Deckers Brands的营收复合增速更高(42.8% 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。
Deckers Brands是1973年成立的美国鞋履设计与分销企业,总部位于加利福尼亚州戈利塔,由道格·奥托与卡尔·F·洛普克共同创立。公司旗下拥有UGG、Teva、Hoka等全球知名鞋履品牌,产品覆盖休闲、户外等多个领域,销往世界多地。
ARCB vs DECK — 直观对比
营收规模更大
DECK
是对方的2.0倍
$998.8M
营收增速更快
DECK
高出3.9%
3.3%
净利率更高
DECK
高出24.7%
-0.1%
两年增速更快
DECK
近两年复合增速
-3.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $998.8M | $2.0B |
| 净利润 | $-1.0M | $481.1M |
| 毛利率 | — | 59.8% |
| 营业利润率 | 0.3% | 31.4% |
| 净利率 | -0.1% | 24.6% |
| 营收同比 | 3.3% | 7.1% |
| 净利润同比 | -133.1% | 5.3% |
| 每股收益(稀释后) | $-0.05 | $3.33 |
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
DECK
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $2.0B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.0B | $964.5M | ||
| Q1 25 | $967.1M | $1.0B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.1B | $825.3M |
净利润
ARCB
DECK
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $481.1M | ||
| Q3 25 | $39.3M | $268.2M | ||
| Q2 25 | $25.8M | $139.2M | ||
| Q1 25 | $3.1M | $151.4M | ||
| Q4 24 | $29.0M | $456.7M | ||
| Q3 24 | $100.3M | $242.3M | ||
| Q2 24 | $46.9M | $115.6M |
毛利率
ARCB
DECK
| Q1 26 | — | — | ||
| Q4 25 | — | 59.8% | ||
| Q3 25 | — | 56.2% | ||
| Q2 25 | — | 55.8% | ||
| Q1 25 | — | 56.7% | ||
| Q4 24 | — | 60.3% | ||
| Q3 24 | — | 55.9% | ||
| Q2 24 | — | 56.9% |
营业利润率
ARCB
DECK
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 31.4% | ||
| Q3 25 | 5.2% | 22.8% | ||
| Q2 25 | 3.6% | 17.1% | ||
| Q1 25 | 0.7% | 17.0% | ||
| Q4 24 | 3.8% | 31.0% | ||
| Q3 24 | 12.7% | 23.3% | ||
| Q2 24 | 4.5% | 16.1% |
净利率
ARCB
DECK
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 24.6% | ||
| Q3 25 | 3.7% | 18.7% | ||
| Q2 25 | 2.5% | 14.4% | ||
| Q1 25 | 0.3% | 14.8% | ||
| Q4 24 | 2.9% | 25.0% | ||
| Q3 24 | 9.4% | 18.5% | ||
| Q2 24 | 4.4% | 14.0% |
每股收益(稀释后)
ARCB
DECK
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $3.33 | ||
| Q3 25 | $1.72 | $1.82 | ||
| Q2 25 | $1.12 | $0.93 | ||
| Q1 25 | $0.13 | $-2.78 | ||
| Q4 24 | $1.21 | $3.00 | ||
| Q3 24 | $4.23 | $1.59 | ||
| Q2 24 | $1.96 | $4.52 |
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 | $2.1B |
| 总债务越低越好 | $223.7M | — |
| 股东权益账面价值 | $1.3B | $2.6B |
| 总资产 | $2.5B | $4.1B |
| 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
ARCB
DECK
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $2.1B | ||
| Q3 25 | $132.6M | $1.4B | ||
| Q2 25 | $139.7M | $1.7B | ||
| Q1 25 | $98.7M | $1.9B | ||
| Q4 24 | $157.2M | $2.2B | ||
| Q3 24 | $191.1M | $1.2B | ||
| Q2 24 | $260.5M | $1.4B |
总债务
ARCB
DECK
| 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
ARCB
DECK
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $2.6B | ||
| Q3 25 | $1.3B | $2.5B | ||
| Q2 25 | $1.3B | $2.5B | ||
| Q1 25 | $1.3B | $2.5B | ||
| Q4 24 | $1.3B | $2.6B | ||
| Q3 24 | $1.3B | $2.2B | ||
| Q2 24 | $1.2B | $2.1B |
总资产
ARCB
DECK
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $4.1B | ||
| Q3 25 | $2.5B | $3.8B | ||
| Q2 25 | $2.5B | $3.8B | ||
| Q1 25 | $2.4B | $3.6B | ||
| Q4 24 | $2.4B | $4.0B | ||
| Q3 24 | $2.4B | $3.4B | ||
| Q2 24 | $2.4B | $3.3B |
负债/权益比
ARCB
DECK
| 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 | — | $1.0B |
| 自由现金流经营现金流 - 资本支出 | — | $1.0B |
| 自由现金流率自由现金流/营收 | — | 52.1% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | — | 2.17× |
| 过去12个月自由现金流最近4个季度 | — | $929.1M |
8季度趋势,按日历期对齐
经营现金流
ARCB
DECK
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $1.0B | ||
| Q3 25 | $98.2M | $8.1M | ||
| Q2 25 | $108.4M | $36.1M | ||
| Q1 25 | $-22.3M | $-73.0M | ||
| Q4 24 | $56.8M | $1.1B | ||
| Q3 24 | $88.8M | $-90.5M | ||
| Q2 24 | $133.7M | $112.7M |
自由现金流
ARCB
DECK
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $1.0B | ||
| Q3 25 | $33.2M | $-13.9M | ||
| Q2 25 | $80.9M | $12.2M | ||
| Q1 25 | $-36.8M | $-89.4M | ||
| Q4 24 | $3.5M | $1.1B | ||
| Q3 24 | $23.9M | $-113.4M | ||
| Q2 24 | $83.9M | $90.1M |
自由现金流率
ARCB
DECK
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 52.1% | ||
| Q3 25 | 3.2% | -1.0% | ||
| Q2 25 | 7.9% | 1.3% | ||
| Q1 25 | -3.8% | -8.8% | ||
| Q4 24 | 0.4% | 58.6% | ||
| Q3 24 | 2.2% | -8.6% | ||
| Q2 24 | 7.8% | 10.9% |
资本支出强度
ARCB
DECK
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 1.1% | ||
| Q3 25 | 6.2% | 1.5% | ||
| Q2 25 | 2.7% | 2.5% | ||
| Q1 25 | 1.5% | 1.6% | ||
| Q4 24 | 5.3% | 1.3% | ||
| Q3 24 | 6.1% | 1.7% | ||
| Q2 24 | 4.6% | 2.7% |
现金转化率
ARCB
DECK
| Q1 26 | — | — | ||
| Q4 25 | — | 2.17× | ||
| Q3 25 | 2.50× | 0.03× | ||
| Q2 25 | 4.20× | 0.26× | ||
| Q1 25 | -7.13× | -0.48× | ||
| Q4 24 | 1.96× | 2.40× | ||
| Q3 24 | 0.89× | -0.37× | ||
| Q2 24 | 2.85× | 0.97× |
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
DECK
| UGG Brand Segment | $1.3B | 67% |
| Hoka Brand Segment | $628.9M | 32% |
| Other Brands Segment | $23.2M | 1% |