vs
ARCBEST CORP（ARCB）与莫德纳（MRNA）财务数据对比。点击上方公司名可切换其他公司
莫德纳的季度营收约是ARCBEST CORP的1.0倍（$1.0B vs $998.8M），ARCBEST CORP净利率更高（-0.1% vs -19.7%，领先19.6%），ARCBEST CORP同比增速更快（3.3% vs -45.4%），过去两年ARCBEST CORP的营收复合增速更高（-3.7% vs -45.0%）
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。
莫德纳是一家总部位于美国马萨诸塞州剑桥市的生物制药企业，深耕RNA治疗领域，核心业务聚焦mRNA疫苗研发。其疫苗通过信使RNA（mRNA）分子拷贝传递蛋白合成指令以触发人体免疫反应，公司名称由“修饰”“RNA”与“现代”三个词组合而来。
ARCB vs MRNA — 直观对比
营收规模更大
MRNA
是对方的1.0倍
$998.8M
营收增速更快
ARCB
高出48.7%
-45.4%
净利率更高
ARCB
高出19.6%
-19.7%
两年增速更快
ARCB
近两年复合增速
-45.0%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $998.8M | $1.0B |
| 净利润 | $-1.0M | $-200.0M |
| 毛利率 | — | 79.6% |
| 营业利润率 | 0.3% | -25.6% |
| 净利率 | -0.1% | -19.7% |
| 营收同比 | 3.3% | -45.4% |
| 净利润同比 | -133.1% | -1638.5% |
| 每股收益（稀释后） | $-0.05 | $-0.51 |
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ARCBMRNA
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | — | ||
| Q3 25 | $1.0B | $1.0B | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $967.1M | — | ||
| Q4 24 | $1.0B | $966.0M | ||
| Q3 24 | $1.1B | $1.9B | ||
| Q2 24 | $1.1B | — |
净利润ARCBMRNA
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | — | ||
| Q3 25 | $39.3M | $-200.0M | ||
| Q2 25 | $25.8M | — | ||
| Q1 25 | $3.1M | — | ||
| Q4 24 | $29.0M | $-1.1B | ||
| Q3 24 | $100.3M | $13.0M | ||
| Q2 24 | $46.9M | — |
毛利率ARCBMRNA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 79.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 23.5% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | — |
营业利润率ARCBMRNA
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | — | ||
| Q3 25 | 5.2% | -25.6% | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 3.8% | -129.0% | ||
| Q3 24 | 12.7% | -3.8% | ||
| Q2 24 | 4.5% | — |
净利率ARCBMRNA
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | — | ||
| Q3 25 | 3.7% | -19.7% | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 2.9% | -115.9% | ||
| Q3 24 | 9.4% | 0.7% | ||
| Q2 24 | 4.4% | — |
每股收益（稀释后）ARCBMRNA
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | — | ||
| Q3 25 | $1.72 | $-0.51 | ||
| Q2 25 | $1.12 | — | ||
| Q1 25 | $0.13 | — | ||
| Q4 24 | $1.21 | $-2.91 | ||
| Q3 24 | $4.23 | $0.03 | ||
| Q2 24 | $1.96 | — |
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 | $1.1B |
| 总债务越低越好 | $223.7M | — |
| 股东权益账面价值 | $1.3B | $9.3B |
| 总资产 | $2.5B | $12.1B |
| 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ARCBMRNA
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | — | ||
| Q3 25 | $132.6M | $1.1B | ||
| Q2 25 | $139.7M | — | ||
| Q1 25 | $98.7M | — | ||
| Q4 24 | $157.2M | $1.9B | ||
| Q3 24 | $191.1M | $1.6B | ||
| Q2 24 | $260.5M | — |
总债务ARCBMRNA
| 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ARCBMRNA
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $9.3B | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | $10.9B | ||
| Q3 24 | $1.3B | $11.9B | ||
| Q2 24 | $1.2B | — |
总资产ARCBMRNA
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.5B | $12.1B | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.4B | $14.1B | ||
| Q3 24 | $2.4B | $15.8B | ||
| Q2 24 | $2.4B | — |
负债/权益比ARCBMRNA
| 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 | — | $-847.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-880.0M |
| 自由现金流率自由现金流/营收 | — | -86.6% |
| 资本支出强度资本支出/营收 | — | 3.2% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-1.9B |
8季度趋势，按日历期对齐
经营现金流ARCBMRNA
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | — | ||
| Q3 25 | $98.2M | $-847.0M | ||
| Q2 25 | $108.4M | — | ||
| Q1 25 | $-22.3M | — | ||
| Q4 24 | $56.8M | $825.0M | ||
| Q3 24 | $88.8M | $-1.6B | ||
| Q2 24 | $133.7M | — |
自由现金流ARCBMRNA
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | — | ||
| Q3 25 | $33.2M | $-880.0M | ||
| Q2 25 | $80.9M | — | ||
| Q1 25 | $-36.8M | — | ||
| Q4 24 | $3.5M | $303.0M | ||
| Q3 24 | $23.9M | $-1.7B | ||
| Q2 24 | $83.9M | — |
自由现金流率ARCBMRNA
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 3.2% | -86.6% | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | -3.8% | — | ||
| Q4 24 | 0.4% | 31.4% | ||
| Q3 24 | 2.2% | -92.2% | ||
| Q2 24 | 7.8% | — |
资本支出强度ARCBMRNA
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 6.2% | 3.2% | ||
| Q2 25 | 2.7% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 5.3% | 54.0% | ||
| Q3 24 | 6.1% | 8.1% | ||
| Q2 24 | 4.6% | — |
现金转化率ARCBMRNA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.50× | — | ||
| Q2 25 | 4.20× | — | ||
| Q1 25 | -7.13× | — | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 0.89× | -120.46× | ||
| 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
MRNA
| COVID19 | $971.0M | 96% |
| Other Revenue | $20.0M | 2% |
| Grant | $14.0M | 1% |
| Collaboration Arrangement Including Arrangements With Affiliate | $7.0M | 1% |
| License And Royalty | $2.0M | 0% |
