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ARCBEST CORP（ARCB）与KIRBY CORP（KEX）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KIRBY CORP的1.2倍（$998.8M vs $851.8M），KIRBY CORP净利率更高（10.8% vs -0.1%，领先10.9%），KIRBY CORP同比增速更快（6.2% vs 3.3%），过去两年KIRBY CORP的营收复合增速更高（2.7% 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。
总部位于美国得克萨斯州休斯顿的Kirby Corporation是美国最大的罐驳船运营商，业务覆盖密西西比河水系、海湾沿岸航道、美国三大海岸沿线及阿拉斯加、夏威夷地区，主营通过罐驳船运输石化产品、黑油、精炼石油制品、农化产品，同时拥有并运营8组远洋驳船及拖船运输单元。
ARCB vs KEX — 直观对比
营收规模更大
ARCB
是对方的1.2倍
$851.8M
营收增速更快
KEX
高出2.9%
3.3%
净利率更高
KEX
高出10.9%
-0.1%
两年增速更快
KEX
近两年复合增速
-3.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $998.8M | $851.8M |
| 净利润 | $-1.0M | $91.8M |
| 毛利率 | — | — |
| 营业利润率 | 0.3% | 15.2% |
| 净利率 | -0.1% | 10.8% |
| 营收同比 | 3.3% | 6.2% |
| 净利润同比 | -133.1% | 114.4% |
| 每股收益（稀释后） | $-0.05 | $1.68 |
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ARCBKEX
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $851.8M | ||
| Q3 25 | $1.0B | $871.2M | ||
| Q2 25 | $1.0B | $855.5M | ||
| Q1 25 | $967.1M | $785.7M | ||
| Q4 24 | $1.0B | $802.3M | ||
| Q3 24 | $1.1B | $831.1M | ||
| Q2 24 | $1.1B | $824.4M |
净利润ARCBKEX
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $91.8M | ||
| Q3 25 | $39.3M | $92.5M | ||
| Q2 25 | $25.8M | $94.3M | ||
| Q1 25 | $3.1M | $76.0M | ||
| Q4 24 | $29.0M | $42.8M | ||
| Q3 24 | $100.3M | $90.0M | ||
| Q2 24 | $46.9M | $83.9M |
营业利润率ARCBKEX
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 15.2% | ||
| Q3 25 | 5.2% | 14.8% | ||
| Q2 25 | 3.6% | 15.4% | ||
| Q1 25 | 0.7% | 13.4% | ||
| Q4 24 | 3.8% | 6.3% | ||
| Q3 24 | 12.7% | 15.3% | ||
| Q2 24 | 4.5% | 14.6% |
净利率ARCBKEX
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 10.8% | ||
| Q3 25 | 3.7% | 10.6% | ||
| Q2 25 | 2.5% | 11.0% | ||
| Q1 25 | 0.3% | 9.7% | ||
| Q4 24 | 2.9% | 5.3% | ||
| Q3 24 | 9.4% | 10.8% | ||
| Q2 24 | 4.4% | 10.2% |
每股收益（稀释后）ARCBKEX
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $1.68 | ||
| Q3 25 | $1.72 | $1.65 | ||
| Q2 25 | $1.12 | $1.67 | ||
| Q1 25 | $0.13 | $1.33 | ||
| Q4 24 | $1.21 | $0.74 | ||
| Q3 24 | $4.23 | $1.55 | ||
| Q2 24 | $1.96 | $1.43 |
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 | $78.8M |
| 总债务越低越好 | $223.7M | $919.3M |
| 股东权益账面价值 | $1.3B | $3.4B |
| 总资产 | $2.5B | $6.0B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.27× |
8季度趋势，按日历期对齐
现金及短期投资ARCBKEX
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $78.8M | ||
| Q3 25 | $132.6M | $47.0M | ||
| Q2 25 | $139.7M | $68.4M | ||
| Q1 25 | $98.7M | $51.1M | ||
| Q4 24 | $157.2M | $74.4M | ||
| Q3 24 | $191.1M | $67.1M | ||
| Q2 24 | $260.5M | $53.5M |
总债务ARCBKEX
| Q1 26 | $223.7M | — | ||
| Q4 25 | — | $919.3M | ||
| Q3 25 | $214.1M | $1.0B | ||
| Q2 25 | $241.4M | $1.1B | ||
| Q1 25 | $214.2M | $1.1B | ||
| Q4 24 | $189.1M | $874.9M | ||
| Q3 24 | $180.5M | $978.6M | ||
| Q2 24 | $203.6M | $1.0B |
股东权益ARCBKEX
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $3.4B | ||
| Q3 25 | $1.3B | $3.4B | ||
| Q2 25 | $1.3B | $3.4B | ||
| Q1 25 | $1.3B | $3.3B | ||
| Q4 24 | $1.3B | $3.4B | ||
| Q3 24 | $1.3B | $3.3B | ||
| Q2 24 | $1.2B | $3.3B |
总资产ARCBKEX
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $6.0B | ||
| Q3 25 | $2.5B | $6.1B | ||
| Q2 25 | $2.5B | $6.1B | ||
| Q1 25 | $2.4B | $6.0B | ||
| Q4 24 | $2.4B | $5.9B | ||
| Q3 24 | $2.4B | $5.9B | ||
| Q2 24 | $2.4B | $5.9B |
负债/权益比ARCBKEX
| Q1 26 | 0.17× | — | ||
| Q4 25 | — | 0.27× | ||
| Q3 25 | 0.16× | 0.31× | ||
| Q2 25 | 0.19× | 0.33× | ||
| Q1 25 | 0.17× | 0.33× | ||
| Q4 24 | 0.14× | 0.26× | ||
| Q3 24 | 0.14× | 0.30× | ||
| Q2 24 | 0.17× | 0.32× |
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 | — | $312.2M |
| 自由现金流经营现金流 - 资本支出 | — | $265.2M |
| 自由现金流率自由现金流/营收 | — | 31.1% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | — | 3.40× |
| 过去12个月自由现金流最近4个季度 | — | $405.7M |
8季度趋势，按日历期对齐
经营现金流ARCBKEX
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $312.2M | ||
| Q3 25 | $98.2M | $227.5M | ||
| Q2 25 | $108.4M | $93.9M | ||
| Q1 25 | $-22.3M | $36.5M | ||
| Q4 24 | $56.8M | $247.4M | ||
| Q3 24 | $88.8M | $206.5M | ||
| Q2 24 | $133.7M | $179.3M |
自由现金流ARCBKEX
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $265.2M | ||
| Q3 25 | $33.2M | $160.3M | ||
| Q2 25 | $80.9M | $22.4M | ||
| Q1 25 | $-36.8M | $-42.1M | ||
| Q4 24 | $3.5M | $150.7M | ||
| Q3 24 | $23.9M | $130.1M | ||
| Q2 24 | $83.9M | $90.8M |
自由现金流率ARCBKEX
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 31.1% | ||
| Q3 25 | 3.2% | 18.4% | ||
| Q2 25 | 7.9% | 2.6% | ||
| Q1 25 | -3.8% | -5.4% | ||
| Q4 24 | 0.4% | 18.8% | ||
| Q3 24 | 2.2% | 15.7% | ||
| Q2 24 | 7.8% | 11.0% |
资本支出强度ARCBKEX
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 5.5% | ||
| Q3 25 | 6.2% | 7.7% | ||
| Q2 25 | 2.7% | 8.4% | ||
| Q1 25 | 1.5% | 10.0% | ||
| Q4 24 | 5.3% | 12.0% | ||
| Q3 24 | 6.1% | 9.2% | ||
| Q2 24 | 4.6% | 10.7% |
现金转化率ARCBKEX
| Q1 26 | — | — | ||
| Q4 25 | — | 3.40× | ||
| Q3 25 | 2.50× | 2.46× | ||
| Q2 25 | 4.20× | 1.00× | ||
| Q1 25 | -7.13× | 0.48× | ||
| Q4 24 | 1.96× | 5.78× | ||
| Q3 24 | 0.89× | 2.30× | ||
| Q2 24 | 2.85× | 2.14× |
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
KEX
| Inland Transportation | $379.2M | 45% |
| Power Generation | $191.1M | 22% |
| Commercial And Industrial | $149.4M | 18% |
| Coastal Transportation | $102.5M | 12% |
| Oil And Gas | $29.6M | 3% |
