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ARCBEST CORP(ARCB)与Knight-Swift Transportation Holdings Inc.(KNX)财务数据对比。点击上方公司名可切换其他公司
Knight-Swift Transportation Holdings Inc.的季度营收约是ARCBEST CORP的1.9倍($1.9B vs $972.7M)。Knight-Swift Transportation Holdings Inc.净利率更高(0.0% vs -0.8%,领先0.8%)。Knight-Swift Transportation Holdings Inc.同比增速更快(1.4% vs -2.9%)。Knight-Swift Transportation Holdings Inc.自由现金流更多($56.9M vs $36.9M)。过去两年Knight-Swift Transportation Holdings Inc.的营收复合增速更高(0.1% vs -3.1%)
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。
Knight-Swift是美国知名整车公路货运服务商,总部位于亚利桑那州菲尼克斯。该集团由同在菲尼克斯的Swift运输与Knight运输于2017年合并成立,旗下货运网络覆盖北美主要区域,为各行业客户提供专业可靠的整车物流运输服务。
ARCB vs KNX — 直观对比
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $972.7M | $1.9B |
| 净利润 | $-8.1M | $96.0K |
| 毛利率 | — | — |
| 营业利润率 | -0.8% | 1.5% |
| 净利率 | -0.8% | 0.0% |
| 营收同比 | -2.9% | 1.4% |
| 净利润同比 | -128.0% | -76.6% |
| 每股收益(稀释后) | $-0.35 | $-0.01 |
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
| Q1 26 | — | $1.9B | ||
| Q4 25 | $972.7M | $1.9B | ||
| Q3 25 | $1.0B | $1.9B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $967.1M | $1.8B | ||
| Q4 24 | $1.0B | $1.9B | ||
| Q3 24 | $1.1B | $1.9B | ||
| Q2 24 | $1.1B | $1.8B |
| Q1 26 | — | $96.0K | ||
| Q4 25 | $-8.1M | $-6.8M | ||
| Q3 25 | $39.3M | $7.9M | ||
| Q2 25 | $25.8M | $34.2M | ||
| Q1 25 | $3.1M | $30.6M | ||
| Q4 24 | $29.0M | $69.5M | ||
| Q3 24 | $100.3M | $30.5M | ||
| Q2 24 | $46.9M | $20.3M |
| Q1 26 | — | 1.5% | ||
| Q4 25 | -0.8% | 1.4% | ||
| Q3 25 | 5.2% | 2.6% | ||
| Q2 25 | 3.6% | 3.9% | ||
| Q1 25 | 0.7% | 3.7% | ||
| Q4 24 | 3.8% | 4.2% | ||
| Q3 24 | 12.7% | 4.3% | ||
| Q2 24 | 4.5% | 3.4% |
| Q1 26 | — | 0.0% | ||
| Q4 25 | -0.8% | -0.4% | ||
| Q3 25 | 3.7% | 0.4% | ||
| Q2 25 | 2.5% | 1.8% | ||
| Q1 25 | 0.3% | 1.7% | ||
| Q4 24 | 2.9% | 3.7% | ||
| Q3 24 | 9.4% | 1.6% | ||
| Q2 24 | 4.4% | 1.1% |
| Q1 26 | — | $-0.01 | ||
| Q4 25 | $-0.35 | $-0.04 | ||
| Q3 25 | $1.72 | $0.05 | ||
| Q2 25 | $1.12 | $0.21 | ||
| Q1 25 | $0.13 | $0.19 | ||
| Q4 24 | $1.21 | $0.43 | ||
| Q3 24 | $4.23 | $0.19 | ||
| Q2 24 | $1.96 | $0.13 |
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 | $124.2M | $222.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $7.1B |
| 总资产 | $2.5B | $11.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q1 26 | — | $222.8M | ||
| Q4 25 | $124.2M | $220.4M | ||
| Q3 25 | $132.6M | $192.7M | ||
| Q2 25 | $139.7M | $216.3M | ||
| Q1 25 | $98.7M | $209.5M | ||
| Q4 24 | $157.2M | $218.3M | ||
| Q3 24 | $191.1M | $166.3M | ||
| Q2 24 | $260.5M | $186.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | $214.1M | $1.9B | ||
| Q2 25 | $241.4M | $1.8B | ||
| Q1 25 | $214.2M | $1.8B | ||
| Q4 24 | $189.1M | $1.8B | ||
| Q3 24 | $180.5M | $1.9B | ||
| Q2 24 | $203.6M | $1.6B |
| Q1 26 | — | $7.1B | ||
| Q4 25 | $1.3B | $7.1B | ||
| Q3 25 | $1.3B | $7.1B | ||
| Q2 25 | $1.3B | $7.1B | ||
| Q1 25 | $1.3B | $7.1B | ||
| Q4 24 | $1.3B | $7.1B | ||
| Q3 24 | $1.3B | $7.1B | ||
| Q2 24 | $1.2B | $7.1B |
| Q1 26 | — | $11.9B | ||
| Q4 25 | $2.5B | $12.0B | ||
| Q3 25 | $2.5B | $12.6B | ||
| Q2 25 | $2.5B | $12.5B | ||
| Q1 25 | $2.4B | $12.6B | ||
| Q4 24 | $2.4B | $12.7B | ||
| Q3 24 | $2.4B | $12.8B | ||
| Q2 24 | $2.4B | $12.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.25× | ||
| Q3 25 | 0.16× | 0.26× | ||
| Q2 25 | 0.19× | 0.26× | ||
| Q1 25 | 0.17× | 0.26× | ||
| Q4 24 | 0.14× | 0.26× | ||
| Q3 24 | 0.14× | 0.26× | ||
| Q2 24 | 0.17× | 0.23× |
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 | $44.7M | $142.5M |
| 自由现金流经营现金流 - 资本支出 | $36.9M | $56.9M |
| 自由现金流率自由现金流/营收 | 3.8% | 3.1% |
| 资本支出强度资本支出/营收 | 0.8% | 4.6% |
| 现金转化率经营现金流/净利润 | — | 1484.79× |
| 过去12个月自由现金流最近4个季度 | $114.2M | — |
8季度趋势,按日历期对齐
| Q1 26 | — | $142.5M | ||
| Q4 25 | $44.7M | $723.2M | ||
| Q3 25 | $98.2M | $217.5M | ||
| Q2 25 | $108.4M | $216.5M | ||
| Q1 25 | $-22.3M | $109.4M | ||
| Q4 24 | $56.8M | $274.3M | ||
| Q3 24 | $88.8M | $214.0M | ||
| Q2 24 | $133.7M | $273.4M |
| Q1 26 | — | $56.9M | ||
| 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 | — |
| Q1 26 | — | 3.1% | ||
| 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% | — |
| Q1 26 | — | 4.6% | ||
| 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% | — |
| Q1 26 | — | 1484.79× | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.50× | 27.67× | ||
| Q2 25 | 4.20× | 6.32× | ||
| Q1 25 | -7.13× | 3.57× | ||
| Q4 24 | 1.96× | 3.95× | ||
| Q3 24 | 0.89× | 7.03× | ||
| Q2 24 | 2.85× | 13.47× |
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
| Asset Based Segment | $648.8M | 67% |
| Asset Light Segment | $353.5M | 36% |
KNX
| Revenue, excluding truckload and LTL fuel surcharge | $1.6B | 89% |
| Truckload and LTL fuel surcharge | $212.2M | 11% |