vs
ARCBEST CORP（ARCB）与DELUXE CORP（DLX）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DELUXE CORP的1.9倍（$998.8M vs $535.2M），DELUXE CORP净利率更高（2.2% vs -0.1%，领先2.3%），ARCBEST CORP同比增速更快（3.3% vs 2.8%），过去两年DELUXE CORP的营收复合增速更高（0.0% 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。
德朗士公司是一家美国企业，提供支付处理、数据服务、票据与促销产品以及商户服务，业务分为B2B支付、数据、印刷和商户服务四大板块。截至2025年，公司为数百万中小企业和数千家金融机构提供服务，每年处理支付交易总额超2.8万亿美元，虽传统核心业务为票据印刷等印刷产品，如今支付与数据服务已成为核心板块。
ARCB vs DLX — 直观对比
营收规模更大
ARCB
是对方的1.9倍
$535.2M
营收增速更快
ARCB
高出0.5%
2.8%
净利率更高
DLX
高出2.3%
-0.1%
两年增速更快
DLX
近两年复合增速
-3.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $998.8M | $535.2M |
| 净利润 | $-1.0M | $12.0M |
| 毛利率 | — | 52.2% |
| 营业利润率 | 0.3% | 8.9% |
| 净利率 | -0.1% | 2.2% |
| 营收同比 | 3.3% | 2.8% |
| 净利润同比 | -133.1% | -5.0% |
| 每股收益（稀释后） | $-0.05 | $0.25 |
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ARCBDLX
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $535.2M | ||
| Q3 25 | $1.0B | $540.2M | ||
| Q2 25 | $1.0B | $521.3M | ||
| Q1 25 | $967.1M | $536.5M | ||
| Q4 24 | $1.0B | $520.6M | ||
| Q3 24 | $1.1B | $528.4M | ||
| Q2 24 | $1.1B | $537.8M |
净利润ARCBDLX
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $12.0M | ||
| Q3 25 | $39.3M | $33.7M | ||
| Q2 25 | $25.8M | $22.4M | ||
| Q1 25 | $3.1M | $14.0M | ||
| Q4 24 | $29.0M | $12.6M | ||
| Q3 24 | $100.3M | $8.9M | ||
| Q2 24 | $46.9M | $20.5M |
毛利率ARCBDLX
| Q1 26 | — | — | ||
| Q4 25 | — | 52.2% | ||
| Q3 25 | — | 53.9% | ||
| Q2 25 | — | 53.6% | ||
| Q1 25 | — | 52.4% | ||
| Q4 24 | — | 52.3% | ||
| Q3 24 | — | 53.3% | ||
| Q2 24 | — | 53.7% |
营业利润率ARCBDLX
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 8.9% | ||
| Q3 25 | 5.2% | 14.0% | ||
| Q2 25 | 3.6% | 11.7% | ||
| Q1 25 | 0.7% | 9.0% | ||
| Q4 24 | 3.8% | 9.0% | ||
| Q3 24 | 12.7% | 7.9% | ||
| Q2 24 | 4.5% | 11.0% |
净利率ARCBDLX
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 2.2% | ||
| Q3 25 | 3.7% | 6.2% | ||
| Q2 25 | 2.5% | 4.3% | ||
| Q1 25 | 0.3% | 2.6% | ||
| Q4 24 | 2.9% | 2.4% | ||
| Q3 24 | 9.4% | 1.7% | ||
| Q2 24 | 4.4% | 3.8% |
每股收益（稀释后）ARCBDLX
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $0.25 | ||
| Q3 25 | $1.72 | $0.74 | ||
| Q2 25 | $1.12 | $0.50 | ||
| Q1 25 | $0.13 | $0.31 | ||
| Q4 24 | $1.21 | $0.28 | ||
| Q3 24 | $4.23 | $0.20 | ||
| Q2 24 | $1.96 | $0.46 |
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 | $36.9M |
| 总债务越低越好 | $223.7M | — |
| 股东权益账面价值 | $1.3B | $680.7M |
| 总资产 | $2.5B | $2.9B |
| 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ARCBDLX
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $36.9M | ||
| Q3 25 | $132.6M | $25.8M | ||
| Q2 25 | $139.7M | $26.0M | ||
| Q1 25 | $98.7M | $30.3M | ||
| Q4 24 | $157.2M | $34.4M | ||
| Q3 24 | $191.1M | $41.3M | ||
| Q2 24 | $260.5M | $23.1M |
总债务ARCBDLX
| 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ARCBDLX
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $680.7M | ||
| Q3 25 | $1.3B | $664.1M | ||
| Q2 25 | $1.3B | $638.7M | ||
| Q1 25 | $1.3B | $622.5M | ||
| Q4 24 | $1.3B | $620.9M | ||
| Q3 24 | $1.3B | $612.7M | ||
| Q2 24 | $1.2B | $620.5M |
总资产ARCBDLX
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $2.9B | ||
| Q3 25 | $2.5B | $2.6B | ||
| Q2 25 | $2.5B | $2.5B | ||
| Q1 25 | $2.4B | $2.6B | ||
| Q4 24 | $2.4B | $2.8B | ||
| Q3 24 | $2.4B | $2.6B | ||
| Q2 24 | $2.4B | $2.7B |
负债/权益比ARCBDLX
| 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 | — | $102.1M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 8.53× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ARCBDLX
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $102.1M | ||
| Q3 25 | $98.2M | $67.1M | ||
| Q2 25 | $108.4M | $51.1M | ||
| Q1 25 | $-22.3M | $50.3M | ||
| Q4 24 | $56.8M | $60.2M | ||
| Q3 24 | $88.8M | $67.9M | ||
| Q2 24 | $133.7M | $39.6M |
自由现金流ARCBDLX
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | — | ||
| Q3 25 | $33.2M | — | ||
| Q2 25 | $80.9M | $27.8M | ||
| Q1 25 | $-36.8M | $24.3M | ||
| Q4 24 | $3.5M | — | ||
| Q3 24 | $23.9M | $46.7M | ||
| Q2 24 | $83.9M | $11.4M |
自由现金流率ARCBDLX
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 7.9% | 5.3% | ||
| Q1 25 | -3.8% | 4.5% | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 2.2% | 8.8% | ||
| Q2 24 | 7.8% | 2.1% |
资本支出强度ARCBDLX
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 6.2% | — | ||
| Q2 25 | 2.7% | 4.5% | ||
| Q1 25 | 1.5% | 4.8% | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 6.1% | 4.0% | ||
| Q2 24 | 4.6% | 5.2% |
现金转化率ARCBDLX
| Q1 26 | — | — | ||
| Q4 25 | — | 8.53× | ||
| Q3 25 | 2.50× | 1.99× | ||
| Q2 25 | 4.20× | 2.28× | ||
| Q1 25 | -7.13× | 3.59× | ||
| Q4 24 | 1.96× | 4.77× | ||
| Q3 24 | 0.89× | 7.60× | ||
| Q2 24 | 2.85× | 1.94× |
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
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
