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ARCBEST CORP（ARCB）与朗美通（LITE）财务数据对比。点击上方公司名可切换其他公司
ARCBEST CORP的季度营收约是朗美通的1.5倍（$998.8M vs $665.5M），朗美通净利率更高（11.8% vs -0.1%，领先11.9%），朗美通同比增速更快（65.5% vs 3.3%），过去两年朗美通的营收复合增速更高（34.8% 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。
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
ARCB vs LITE — 直观对比
营收规模更大
ARCB
是对方的1.5倍
$665.5M
营收增速更快
LITE
高出62.2%
3.3%
净利率更高
LITE
高出11.9%
-0.1%
两年增速更快
LITE
近两年复合增速
-3.7%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $998.8M | $665.5M |
| 净利润 | $-1.0M | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | 0.3% | 9.7% |
| 净利率 | -0.1% | 11.8% |
| 营收同比 | 3.3% | 65.5% |
| 净利润同比 | -133.1% | 228.4% |
| 每股收益（稀释后） | $-0.05 | $0.89 |
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ARCBLITE
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $665.5M | ||
| Q3 25 | $1.0B | $533.8M | ||
| Q2 25 | $1.0B | $480.7M | ||
| Q1 25 | $967.1M | $425.2M | ||
| Q4 24 | $1.0B | $402.2M | ||
| Q3 24 | $1.1B | $336.9M | ||
| Q2 24 | $1.1B | $308.3M |
净利润ARCBLITE
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $78.2M | ||
| Q3 25 | $39.3M | $4.2M | ||
| Q2 25 | $25.8M | $213.3M | ||
| Q1 25 | $3.1M | $-44.1M | ||
| Q4 24 | $29.0M | $-60.9M | ||
| Q3 24 | $100.3M | $-82.4M | ||
| Q2 24 | $46.9M | $-252.5M |
毛利率ARCBLITE
| Q1 26 | — | — | ||
| Q4 25 | — | 36.1% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 33.3% | ||
| Q1 25 | — | 28.8% | ||
| Q4 24 | — | 24.8% | ||
| Q3 24 | — | 23.1% | ||
| Q2 24 | — | 16.6% |
营业利润率ARCBLITE
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 9.7% | ||
| Q3 25 | 5.2% | 1.3% | ||
| Q2 25 | 3.6% | -1.7% | ||
| Q1 25 | 0.7% | -8.9% | ||
| Q4 24 | 3.8% | -12.8% | ||
| Q3 24 | 12.7% | -24.5% | ||
| Q2 24 | 4.5% | -43.3% |
净利率ARCBLITE
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 11.8% | ||
| Q3 25 | 3.7% | 0.8% | ||
| Q2 25 | 2.5% | 44.4% | ||
| Q1 25 | 0.3% | -10.4% | ||
| Q4 24 | 2.9% | -15.1% | ||
| Q3 24 | 9.4% | -24.5% | ||
| Q2 24 | 4.4% | -81.9% |
每股收益（稀释后）ARCBLITE
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $0.89 | ||
| Q3 25 | $1.72 | $0.05 | ||
| Q2 25 | $1.12 | $3.10 | ||
| Q1 25 | $0.13 | $-0.64 | ||
| Q4 24 | $1.21 | $-0.88 | ||
| Q3 24 | $4.23 | $-1.21 | ||
| Q2 24 | $1.96 | $-3.75 |
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 | $1.2B |
| 总债务越低越好 | $223.7M | — |
| 股东权益账面价值 | $1.3B | $846.6M |
| 总资产 | $2.5B | $4.8B |
| 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ARCBLITE
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $1.2B | ||
| Q3 25 | $132.6M | $1.1B | ||
| Q2 25 | $139.7M | $877.1M | ||
| Q1 25 | $98.7M | $866.7M | ||
| Q4 24 | $157.2M | $896.7M | ||
| Q3 24 | $191.1M | $916.1M | ||
| Q2 24 | $260.5M | $887.0M |
总债务ARCBLITE
| 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ARCBLITE
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $846.6M | ||
| Q3 25 | $1.3B | $780.8M | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.3B | $879.5M | ||
| Q4 24 | $1.3B | $872.3M | ||
| Q3 24 | $1.3B | $895.9M | ||
| Q2 24 | $1.2B | $957.3M |
总资产ARCBLITE
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $4.8B | ||
| Q3 25 | $2.5B | $4.6B | ||
| Q2 25 | $2.5B | $4.2B | ||
| Q1 25 | $2.4B | $4.0B | ||
| Q4 24 | $2.4B | $4.0B | ||
| Q3 24 | $2.4B | $4.0B | ||
| Q2 24 | $2.4B | $3.9B |
负债/权益比ARCBLITE
| 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 | — | $126.7M |
| 自由现金流经营现金流 - 资本支出 | — | $43.1M |
| 自由现金流率自由现金流/营收 | — | 6.5% |
| 资本支出强度资本支出/营收 | — | 12.6% |
| 现金转化率经营现金流/净利润 | — | 1.62× |
| 过去12个月自由现金流最近4个季度 | — | $-29.5M |
8季度趋势，按日历期对齐
经营现金流ARCBLITE
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $126.7M | ||
| Q3 25 | $98.2M | $57.9M | ||
| Q2 25 | $108.4M | $64.0M | ||
| Q1 25 | $-22.3M | $-1.6M | ||
| Q4 24 | $56.8M | $24.3M | ||
| Q3 24 | $88.8M | $39.6M | ||
| Q2 24 | $133.7M | $35.5M |
自由现金流ARCBLITE
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $43.1M | ||
| Q3 25 | $33.2M | $-18.3M | ||
| Q2 25 | $80.9M | $10.1M | ||
| Q1 25 | $-36.8M | $-64.4M | ||
| Q4 24 | $3.5M | $-15.9M | ||
| Q3 24 | $23.9M | $-34.5M | ||
| Q2 24 | $83.9M | $10.9M |
自由现金流率ARCBLITE
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 6.5% | ||
| Q3 25 | 3.2% | -3.4% | ||
| Q2 25 | 7.9% | 2.1% | ||
| Q1 25 | -3.8% | -15.1% | ||
| Q4 24 | 0.4% | -4.0% | ||
| Q3 24 | 2.2% | -10.2% | ||
| Q2 24 | 7.8% | 3.5% |
资本支出强度ARCBLITE
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 12.6% | ||
| Q3 25 | 6.2% | 14.3% | ||
| Q2 25 | 2.7% | 11.2% | ||
| Q1 25 | 1.5% | 14.8% | ||
| Q4 24 | 5.3% | 10.0% | ||
| Q3 24 | 6.1% | 22.0% | ||
| Q2 24 | 4.6% | 8.0% |
现金转化率ARCBLITE
| Q1 26 | — | — | ||
| Q4 25 | — | 1.62× | ||
| Q3 25 | 2.50× | 13.79× | ||
| Q2 25 | 4.20× | 0.30× | ||
| Q1 25 | -7.13× | — | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 0.89× | — | ||
| Q2 24 | 2.85× | — |
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
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
