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ARCBEST CORP（ARCB）与Iron Mountain（IRM）财务数据对比。点击上方公司名可切换其他公司
Iron Mountain的季度营收约是ARCBEST CORP的1.8倍（$1.8B vs $998.8M），Iron Mountain净利率更高（5.1% vs -0.1%，领先5.2%），Iron Mountain同比增速更快（16.6% vs 3.3%），过去两年Iron Mountain的营收复合增速更高（11.7% 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。
Iron Mountain是1951年成立的美国企业信息管理服务提供商，总部位于新罕布什尔州朴茨茅斯。核心业务涵盖档案管理、信息销毁、数据备份与恢复，服务覆盖全球六大洲58个国家，为超过22万客户提供专业解决方案。
ARCB vs IRM — 直观对比
营收规模更大
IRM
是对方的1.8倍
$998.8M
营收增速更快
IRM
高出13.3%
3.3%
净利率更高
IRM
高出5.2%
-0.1%
两年增速更快
IRM
近两年复合增速
-3.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $998.8M | $1.8B |
| 净利润 | $-1.0M | $93.1M |
| 毛利率 | — | — |
| 营业利润率 | 0.3% | 18.5% |
| 净利率 | -0.1% | 5.1% |
| 营收同比 | 3.3% | 16.6% |
| 净利润同比 | -133.1% | -11.9% |
| 每股收益（稀释后） | $-0.05 | $0.31 |
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ARCBIRM
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $1.8B | ||
| Q3 25 | $1.0B | $1.8B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $967.1M | $1.6B | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $1.1B | $1.5B |
净利润ARCBIRM
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $93.1M | ||
| Q3 25 | $39.3M | $86.2M | ||
| Q2 25 | $25.8M | $-43.3M | ||
| Q1 25 | $3.1M | $16.2M | ||
| Q4 24 | $29.0M | $105.7M | ||
| Q3 24 | $100.3M | $-33.7M | ||
| Q2 24 | $46.9M | $34.6M |
营业利润率ARCBIRM
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 18.5% | ||
| Q3 25 | 5.2% | 17.6% | ||
| Q2 25 | 3.6% | 15.2% | ||
| Q1 25 | 0.7% | 16.0% | ||
| Q4 24 | 3.8% | 17.9% | ||
| Q3 24 | 12.7% | 16.1% | ||
| Q2 24 | 4.5% | 15.0% |
净利率ARCBIRM
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 5.1% | ||
| Q3 25 | 3.7% | 4.9% | ||
| Q2 25 | 2.5% | -2.5% | ||
| Q1 25 | 0.3% | 1.0% | ||
| Q4 24 | 2.9% | 6.7% | ||
| Q3 24 | 9.4% | -2.2% | ||
| Q2 24 | 4.4% | 2.3% |
每股收益（稀释后）ARCBIRM
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $0.31 | ||
| Q3 25 | $1.72 | $0.28 | ||
| Q2 25 | $1.12 | $-0.15 | ||
| Q1 25 | $0.13 | $0.05 | ||
| Q4 24 | $1.21 | $0.35 | ||
| Q3 24 | $4.23 | $-0.11 | ||
| Q2 24 | $1.96 | $0.12 |
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 | $158.5M |
| 总债务越低越好 | $223.7M | $16.2B |
| 股东权益账面价值 | $1.3B | $-981.0M |
| 总资产 | $2.5B | $21.1B |
| 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ARCBIRM
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $158.5M | ||
| Q3 25 | $132.6M | — | ||
| Q2 25 | $139.7M | — | ||
| Q1 25 | $98.7M | — | ||
| Q4 24 | $157.2M | $155.7M | ||
| Q3 24 | $191.1M | — | ||
| Q2 24 | $260.5M | — |
总债务ARCBIRM
| Q1 26 | $223.7M | — | ||
| Q4 25 | — | $16.2B | ||
| Q3 25 | $214.1M | $15.5B | ||
| Q2 25 | $241.4M | $14.8B | ||
| Q1 25 | $214.2M | $14.2B | ||
| Q4 24 | $189.1M | $13.0B | ||
| Q3 24 | $180.5M | $13.2B | ||
| Q2 24 | $203.6M | $12.8B |
股东权益ARCBIRM
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $-981.0M | ||
| Q3 25 | $1.3B | $-882.0M | ||
| Q2 25 | $1.3B | $-767.4M | ||
| Q1 25 | $1.3B | $-698.5M | ||
| Q4 24 | $1.3B | $-503.1M | ||
| Q3 24 | $1.3B | $-259.0M | ||
| Q2 24 | $1.2B | $-132.9M |
总资产ARCBIRM
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $21.1B | ||
| Q3 25 | $2.5B | $20.6B | ||
| Q2 25 | $2.5B | $20.2B | ||
| Q1 25 | $2.4B | $19.4B | ||
| Q4 24 | $2.4B | $18.7B | ||
| Q3 24 | $2.4B | $18.5B | ||
| Q2 24 | $2.4B | $18.0B |
负债/权益比ARCBIRM
| 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 | — | $500.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-16.2M |
| 自由现金流率自由现金流/营收 | — | -0.9% |
| 资本支出强度资本支出/营收 | — | 28.0% |
| 现金转化率经营现金流/净利润 | — | 5.37× |
| 过去12个月自由现金流最近4个季度 | — | $-931.6M |
8季度趋势，按日历期对齐
经营现金流ARCBIRM
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $500.0M | ||
| Q3 25 | $98.2M | $267.6M | ||
| Q2 25 | $108.4M | $375.1M | ||
| Q1 25 | $-22.3M | $197.3M | ||
| Q4 24 | $56.8M | $431.6M | ||
| Q3 24 | $88.8M | $252.9M | ||
| Q2 24 | $133.7M | $382.2M |
自由现金流ARCBIRM
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $-16.2M | ||
| Q3 25 | $33.2M | $-256.3M | ||
| Q2 25 | $80.9M | $-181.6M | ||
| Q1 25 | $-36.8M | $-477.5M | ||
| Q4 24 | $3.5M | $-186.0M | ||
| Q3 24 | $23.9M | $-143.2M | ||
| Q2 24 | $83.9M | $-14.6M |
自由现金流率ARCBIRM
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | -0.9% | ||
| Q3 25 | 3.2% | -14.6% | ||
| Q2 25 | 7.9% | -10.6% | ||
| Q1 25 | -3.8% | -30.0% | ||
| Q4 24 | 0.4% | -11.8% | ||
| Q3 24 | 2.2% | -9.2% | ||
| Q2 24 | 7.8% | -1.0% |
资本支出强度ARCBIRM
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 28.0% | ||
| Q3 25 | 6.2% | 29.9% | ||
| Q2 25 | 2.7% | 32.5% | ||
| Q1 25 | 1.5% | 42.4% | ||
| Q4 24 | 5.3% | 39.1% | ||
| Q3 24 | 6.1% | 25.4% | ||
| Q2 24 | 4.6% | 25.9% |
现金转化率ARCBIRM
| Q1 26 | — | — | ||
| Q4 25 | — | 5.37× | ||
| Q3 25 | 2.50× | 3.10× | ||
| Q2 25 | 4.20× | — | ||
| Q1 25 | -7.13× | 12.15× | ||
| Q4 24 | 1.96× | 4.08× | ||
| Q3 24 | 0.89× | — | ||
| Q2 24 | 2.85× | 11.04× |
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
IRM
| Storage Rental | $1.1B | 58% |
| Services | $781.9M | 42% |
