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ARCBEST CORP（ARCB）与格罗方德（GFS）财务数据对比。点击上方公司名可切换其他公司
格罗方德的季度营收约是ARCBEST CORP的1.7倍（$1.7B vs $998.8M），格罗方德净利率更高（14.8% vs -0.1%，领先14.9%），ARCBEST CORP同比增速更快（3.3% vs -2.9%），过去两年ARCBEST CORP的营收复合增速更高（-3.7% vs -4.3%）
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。
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
ARCB vs GFS — 直观对比
营收规模更大
GFS
是对方的1.7倍
$998.8M
营收增速更快
ARCB
高出6.2%
-2.9%
净利率更高
GFS
高出14.9%
-0.1%
两年增速更快
ARCB
近两年复合增速
-4.3%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $998.8M | $1.7B |
| 净利润 | $-1.0M | $249.0M |
| 毛利率 | — | 24.8% |
| 营业利润率 | 0.3% | 11.6% |
| 净利率 | -0.1% | 14.8% |
| 营收同比 | 3.3% | -2.9% |
| 净利润同比 | -133.1% | 39.9% |
| 每股收益（稀释后） | $-0.05 | $0.44 |
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ARCBGFS
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | — | ||
| Q3 25 | $1.0B | $1.7B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $967.1M | $1.6B | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.1B | $1.7B | ||
| Q2 24 | $1.1B | $1.6B |
净利润ARCBGFS
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | — | ||
| Q3 25 | $39.3M | $249.0M | ||
| Q2 25 | $25.8M | $228.0M | ||
| Q1 25 | $3.1M | $211.0M | ||
| Q4 24 | $29.0M | — | ||
| Q3 24 | $100.3M | $178.0M | ||
| Q2 24 | $46.9M | $155.0M |
毛利率ARCBGFS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 24.8% | ||
| Q2 25 | — | 24.2% | ||
| Q1 25 | — | 22.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.8% | ||
| Q2 24 | — | 24.2% |
营业利润率ARCBGFS
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | — | ||
| Q3 25 | 5.2% | 11.6% | ||
| Q2 25 | 3.6% | 11.6% | ||
| Q1 25 | 0.7% | 9.5% | ||
| Q4 24 | 3.8% | — | ||
| Q3 24 | 12.7% | 10.6% | ||
| Q2 24 | 4.5% | 9.5% |
净利率ARCBGFS
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | — | ||
| Q3 25 | 3.7% | 14.8% | ||
| Q2 25 | 2.5% | 13.5% | ||
| Q1 25 | 0.3% | 13.3% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 9.4% | 10.2% | ||
| Q2 24 | 4.4% | 9.5% |
每股收益（稀释后）ARCBGFS
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | — | ||
| Q3 25 | $1.72 | $0.44 | ||
| Q2 25 | $1.12 | $0.41 | ||
| Q1 25 | $0.13 | $0.38 | ||
| Q4 24 | $1.21 | — | ||
| Q3 24 | $4.23 | $0.32 | ||
| Q2 24 | $1.96 | $0.28 |
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 | $2.0B |
| 总债务越低越好 | $223.7M | — |
| 股东权益账面价值 | $1.3B | $11.8B |
| 总资产 | $2.5B | $16.7B |
| 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ARCBGFS
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | — | ||
| Q3 25 | $132.6M | $2.0B | ||
| Q2 25 | $139.7M | $1.8B | ||
| Q1 25 | $98.7M | $1.6B | ||
| Q4 24 | $157.2M | — | ||
| Q3 24 | $191.1M | $2.3B | ||
| Q2 24 | $260.5M | $2.2B |
总债务ARCBGFS
| 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ARCBGFS
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $11.8B | ||
| Q2 25 | $1.3B | $11.5B | ||
| Q1 25 | $1.3B | $11.1B | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | $11.6B | ||
| Q2 24 | $1.2B | $11.3B |
总资产ARCBGFS
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.5B | $16.7B | ||
| Q2 25 | $2.5B | $16.8B | ||
| Q1 25 | $2.4B | $16.5B | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.4B | $18.1B | ||
| Q2 24 | $2.4B | — |
负债/权益比ARCBGFS
| 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 | — | $595.0M |
| 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 | — | 2.39× |
| 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ARCBGFS
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | — | ||
| Q3 25 | $98.2M | $595.0M | ||
| Q2 25 | $108.4M | $431.0M | ||
| Q1 25 | $-22.3M | $331.0M | ||
| Q4 24 | $56.8M | — | ||
| Q3 24 | $88.8M | $375.0M | ||
| Q2 24 | $133.7M | $402.0M |
自由现金流ARCBGFS
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | — | ||
| Q3 25 | $33.2M | — | ||
| Q2 25 | $80.9M | — | ||
| Q1 25 | $-36.8M | — | ||
| Q4 24 | $3.5M | — | ||
| Q3 24 | $23.9M | — | ||
| Q2 24 | $83.9M | — |
自由现金流率ARCBGFS
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | -3.8% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 7.8% | — |
资本支出强度ARCBGFS
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 6.2% | — | ||
| Q2 25 | 2.7% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 6.1% | — | ||
| Q2 24 | 4.6% | — |
现金转化率ARCBGFS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.50× | 2.39× | ||
| Q2 25 | 4.20× | 1.89× | ||
| Q1 25 | -7.13× | 1.57× | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 0.89× | 2.11× | ||
| Q2 24 | 2.85× | 2.59× |
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
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
