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ARCBEST CORP（ARCB）与Idexx Laboratories（IDXX）财务数据对比。点击上方公司名可切换其他公司
Idexx Laboratories的季度营收约是ARCBEST CORP的1.1倍（$1.1B vs $998.8M），Idexx Laboratories净利率更高（22.8% vs -0.1%，领先22.9%），Idexx Laboratories同比增速更快（14.3% vs 3.3%），过去两年Idexx Laboratories的营收复合增速更高（6.4% 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。
IDEXX Laboratories是1983年成立的美国跨国企业，主营伴侣动物诊疗、畜禽养殖、水质检测、乳制品领域相关产品与服务的研发、生产及分销，总部位于缅因州韦斯特布鲁克，欧洲、中东及非洲地区分部设于荷兰霍夫多普。
ARCB vs IDXX — 直观对比
营收规模更大
IDXX
是对方的1.1倍
$998.8M
营收增速更快
IDXX
高出11.0%
3.3%
净利率更高
IDXX
高出22.9%
-0.1%
两年增速更快
IDXX
近两年复合增速
-3.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $998.8M | $1.1B |
| 净利润 | $-1.0M | $248.2M |
| 毛利率 | — | 60.3% |
| 营业利润率 | 0.3% | 28.9% |
| 净利率 | -0.1% | 22.8% |
| 营收同比 | 3.3% | 14.3% |
| 净利润同比 | -133.1% | 14.8% |
| 每股收益（稀释后） | $-0.05 | $3.09 |
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ARCBIDXX
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $1.1B | ||
| Q3 25 | $1.0B | $1.1B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $967.1M | $998.4M | ||
| Q4 24 | $1.0B | $954.3M | ||
| Q3 24 | $1.1B | $975.5M | ||
| Q2 24 | $1.1B | $1.0B |
净利润ARCBIDXX
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $248.2M | ||
| Q3 25 | $39.3M | $274.6M | ||
| Q2 25 | $25.8M | $294.0M | ||
| Q1 25 | $3.1M | $242.7M | ||
| Q4 24 | $29.0M | $216.1M | ||
| Q3 24 | $100.3M | $232.8M | ||
| Q2 24 | $46.9M | $203.3M |
毛利率ARCBIDXX
| Q1 26 | — | — | ||
| Q4 25 | — | 60.3% | ||
| Q3 25 | — | 61.8% | ||
| Q2 25 | — | 62.6% | ||
| Q1 25 | — | 62.4% | ||
| Q4 24 | — | 59.8% | ||
| Q3 24 | — | 61.1% | ||
| Q2 24 | — | 61.7% |
营业利润率ARCBIDXX
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 28.9% | ||
| Q3 25 | 5.2% | 32.1% | ||
| Q2 25 | 3.6% | 33.6% | ||
| Q1 25 | 0.7% | 31.7% | ||
| Q4 24 | 3.8% | 27.4% | ||
| Q3 24 | 12.7% | 31.2% | ||
| Q2 24 | 4.5% | 26.3% |
净利率ARCBIDXX
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 22.8% | ||
| Q3 25 | 3.7% | 24.8% | ||
| Q2 25 | 2.5% | 26.5% | ||
| Q1 25 | 0.3% | 24.3% | ||
| Q4 24 | 2.9% | 22.7% | ||
| Q3 24 | 9.4% | 23.9% | ||
| Q2 24 | 4.4% | 20.3% |
每股收益（稀释后）ARCBIDXX
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $3.09 | ||
| Q3 25 | $1.72 | $3.40 | ||
| Q2 25 | $1.12 | $3.63 | ||
| Q1 25 | $0.13 | $2.96 | ||
| Q4 24 | $1.21 | $2.62 | ||
| Q3 24 | $4.23 | $2.80 | ||
| Q2 24 | $1.96 | $2.44 |
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 | $86.4M | $180.1M |
| 总债务越低越好 | $223.7M | $450.0M |
| 股东权益账面价值 | $1.3B | $1.6B |
| 总资产 | $2.5B | $3.4B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资ARCBIDXX
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $180.1M | ||
| Q3 25 | $132.6M | $208.2M | ||
| Q2 25 | $139.7M | $164.6M | ||
| Q1 25 | $98.7M | $164.0M | ||
| Q4 24 | $157.2M | $288.3M | ||
| Q3 24 | $191.1M | $308.6M | ||
| Q2 24 | $260.5M | $401.6M |
总债务ARCBIDXX
| Q1 26 | $223.7M | — | ||
| Q4 25 | — | $450.0M | ||
| Q3 25 | $214.1M | — | ||
| Q2 25 | $241.4M | — | ||
| Q1 25 | $214.2M | — | ||
| Q4 24 | $189.1M | $617.8M | ||
| Q3 24 | $180.5M | — | ||
| Q2 24 | $203.6M | — |
股东权益ARCBIDXX
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.6B | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.6B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.2B | $1.6B |
总资产ARCBIDXX
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $3.4B | ||
| Q3 25 | $2.5B | $3.4B | ||
| Q2 25 | $2.5B | $3.3B | ||
| Q1 25 | $2.4B | $3.2B | ||
| Q4 24 | $2.4B | $3.3B | ||
| Q3 24 | $2.4B | $3.4B | ||
| Q2 24 | $2.4B | $3.4B |
负债/权益比ARCBIDXX
| Q1 26 | 0.17× | — | ||
| Q4 25 | — | 0.28× | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | 0.17× | — | ||
| Q4 24 | 0.14× | 0.39× | ||
| 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 | — | $355.8M |
| 自由现金流经营现金流 - 资本支出 | — | $326.3M |
| 自由现金流率自由现金流/营收 | — | 29.9% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 现金转化率经营现金流/净利润 | — | 1.43× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流ARCBIDXX
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $355.8M | ||
| Q3 25 | $98.2M | $402.3M | ||
| Q2 25 | $108.4M | $185.7M | ||
| Q1 25 | $-22.3M | $238.0M | ||
| Q4 24 | $56.8M | $262.0M | ||
| Q3 24 | $88.8M | $220.1M | ||
| Q2 24 | $133.7M | $248.3M |
自由现金流ARCBIDXX
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $326.3M | ||
| Q3 25 | $33.2M | $371.2M | ||
| Q2 25 | $80.9M | $151.6M | ||
| Q1 25 | $-36.8M | $207.9M | ||
| Q4 24 | $3.5M | $232.8M | ||
| Q3 24 | $23.9M | $192.0M | ||
| Q2 24 | $83.9M | $215.0M |
自由现金流率ARCBIDXX
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 29.9% | ||
| Q3 25 | 3.2% | 33.6% | ||
| Q2 25 | 7.9% | 13.7% | ||
| Q1 25 | -3.8% | 20.8% | ||
| Q4 24 | 0.4% | 24.4% | ||
| Q3 24 | 2.2% | 19.7% | ||
| Q2 24 | 7.8% | 21.4% |
资本支出强度ARCBIDXX
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 2.7% | ||
| Q3 25 | 6.2% | 2.8% | ||
| Q2 25 | 2.7% | 3.1% | ||
| Q1 25 | 1.5% | 3.0% | ||
| Q4 24 | 5.3% | 3.1% | ||
| Q3 24 | 6.1% | 2.9% | ||
| Q2 24 | 4.6% | 3.3% |
现金转化率ARCBIDXX
| Q1 26 | — | — | ||
| Q4 25 | — | 1.43× | ||
| Q3 25 | 2.50× | 1.47× | ||
| Q2 25 | 4.20× | 0.63× | ||
| Q1 25 | -7.13× | 0.98× | ||
| Q4 24 | 1.96× | 1.21× | ||
| Q3 24 | 0.89× | 0.95× | ||
| Q2 24 | 2.85× | 1.22× |
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
IDXX
| Vet Lab Consumables | $389.0M | 36% |
| Reference Laboratory Diagnostic And Consulting Services | $349.2M | 32% |
| Rapid Assay Products | $76.0M | 7% |
| Recurring Revenue | $70.6M | 6% |
| CAG Diagnostic Capital Instruments | $58.1M | 5% |
| Water Segment | $50.5M | 5% |
| Livestock And Poultry Diagnostics Segment | $37.5M | 3% |
| CAG Diagnostics Service And Accessories | $35.3M | 3% |
| Systems And Hardware | $20.1M | 2% |
| Rebate And Up Front Considerations Arrangements | $2.4M | 0% |
| Extended Warranties And Post Contract Support Revenue | $1.0M | 0% |
