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ARCBEST CORP(ARCB)与MARTEN TRANSPORT LTD(MRTN)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MARTEN TRANSPORT LTD的4.6倍($972.7M vs $210.1M)。MARTEN TRANSPORT LTD净利率更高(1.8% vs -0.8%,领先2.6%)。ARCBEST CORP同比增速更快(-2.9% vs -8.8%)。过去两年ARCBEST CORP的营收复合增速更高(-3.1% vs -8.3%)
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。
Marten Transport Ltd是一家总部位于美国威斯康星州蒙多维的公路货运企业,主营业务覆盖美国、加拿大和墨西哥地区,提供冷藏货运和干货厢式货运服务。
ARCB vs MRTN — 直观对比
营收规模更大
ARCB
是对方的4.6倍
$210.1M
营收增速更快
ARCB
高出5.9%
-8.8%
净利率更高
MRTN
高出2.6%
-0.8%
两年增速更快
ARCB
近两年复合增速
-8.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $972.7M | $210.1M |
| 净利润 | $-8.1M | $3.7M |
| 毛利率 | — | — |
| 营业利润率 | -0.8% | 2.2% |
| 净利率 | -0.8% | 1.8% |
| 营收同比 | -2.9% | -8.8% |
| 净利润同比 | -128.0% | -34.4% |
| 每股收益(稀释后) | $-0.35 | $0.04 |
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
ARCB
MRTN
| Q4 25 | $972.7M | $210.1M | ||
| Q3 25 | $1.0B | $220.5M | ||
| Q2 25 | $1.0B | $229.9M | ||
| Q1 25 | $967.1M | $223.2M | ||
| Q4 24 | $1.0B | $230.4M | ||
| Q3 24 | $1.1B | $237.4M | ||
| Q2 24 | $1.1B | $246.2M | ||
| Q1 24 | $1.0B | $249.7M |
净利润
ARCB
MRTN
| Q4 25 | $-8.1M | $3.7M | ||
| Q3 25 | $39.3M | $2.2M | ||
| Q2 25 | $25.8M | $7.2M | ||
| Q1 25 | $3.1M | $4.3M | ||
| Q4 24 | $29.0M | $5.6M | ||
| Q3 24 | $100.3M | $3.8M | ||
| Q2 24 | $46.9M | $7.9M | ||
| Q1 24 | $-2.3M | $9.6M |
营业利润率
ARCB
MRTN
| Q4 25 | -0.8% | 2.2% | ||
| Q3 25 | 5.2% | 1.2% | ||
| Q2 25 | 3.6% | 4.2% | ||
| Q1 25 | 0.7% | 2.6% | ||
| Q4 24 | 3.8% | 2.9% | ||
| Q3 24 | 12.7% | 1.8% | ||
| Q2 24 | 4.5% | 4.1% | ||
| Q1 24 | 2.2% | 4.9% |
净利率
ARCB
MRTN
| Q4 25 | -0.8% | 1.8% | ||
| Q3 25 | 3.7% | 1.0% | ||
| Q2 25 | 2.5% | 3.1% | ||
| Q1 25 | 0.3% | 1.9% | ||
| Q4 24 | 2.9% | 2.4% | ||
| Q3 24 | 9.4% | 1.6% | ||
| Q2 24 | 4.4% | 3.2% | ||
| Q1 24 | -0.2% | 3.9% |
每股收益(稀释后)
ARCB
MRTN
| Q4 25 | $-0.35 | $0.04 | ||
| Q3 25 | $1.72 | $0.03 | ||
| Q2 25 | $1.12 | $0.09 | ||
| Q1 25 | $0.13 | $0.05 | ||
| Q4 24 | $1.21 | $0.06 | ||
| Q3 24 | $4.23 | $0.05 | ||
| Q2 24 | $1.96 | $0.10 | ||
| Q1 24 | $-0.10 | $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 | $124.2M | $43.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $767.6M |
| 总资产 | $2.5B | $949.8M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
ARCB
MRTN
| Q4 25 | $124.2M | $43.3M | ||
| Q3 25 | $132.6M | $49.5M | ||
| Q2 25 | $139.7M | $35.1M | ||
| Q1 25 | $98.7M | $39.9M | ||
| Q4 24 | $157.2M | $17.3M | ||
| Q3 24 | $191.1M | $43.0M | ||
| Q2 24 | $260.5M | $77.2M | ||
| Q1 24 | $240.9M | $73.7M |
总债务
ARCB
MRTN
| 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 | — | ||
| Q1 24 | $212.2M | — |
股东权益
ARCB
MRTN
| Q4 25 | $1.3B | $767.6M | ||
| Q3 25 | $1.3B | $768.2M | ||
| Q2 25 | $1.3B | $770.7M | ||
| Q1 25 | $1.3B | $767.5M | ||
| Q4 24 | $1.3B | $767.9M | ||
| Q3 24 | $1.3B | $766.5M | ||
| Q2 24 | $1.2B | $766.8M | ||
| Q1 24 | $1.2B | $762.4M |
总资产
ARCB
MRTN
| Q4 25 | $2.5B | $949.8M | ||
| Q3 25 | $2.5B | $975.7M | ||
| Q2 25 | $2.5B | $991.8M | ||
| Q1 25 | $2.4B | $983.3M | ||
| Q4 24 | $2.4B | $968.8M | ||
| Q3 24 | $2.4B | $1.0B | ||
| Q2 24 | $2.4B | $1.0B | ||
| Q1 24 | $2.4B | $993.0M |
负债/权益比
ARCB
MRTN
| 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× | — | ||
| Q1 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 | $44.7M | $5.6M |
| 自由现金流经营现金流 - 资本支出 | $36.9M | — |
| 自由现金流率自由现金流/营收 | 3.8% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | — | 1.51× |
| 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
经营现金流
ARCB
MRTN
| Q4 25 | $44.7M | $5.6M | ||
| Q3 25 | $98.2M | $18.5M | ||
| Q2 25 | $108.4M | $33.2M | ||
| Q1 25 | $-22.3M | $36.2M | ||
| Q4 24 | $56.8M | $23.8M | ||
| Q3 24 | $88.8M | $29.5M | ||
| Q2 24 | $133.7M | $35.8M | ||
| Q1 24 | $6.5M | $45.7M |
自由现金流
ARCB
MRTN
| 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 24 | $-48.6M | — |
自由现金流率
ARCB
MRTN
| 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 24 | -4.7% | — |
资本支出强度
ARCB
MRTN
| 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 24 | 5.3% | — |
现金转化率
ARCB
MRTN
| Q4 25 | — | 1.51× | ||
| Q3 25 | 2.50× | 8.33× | ||
| Q2 25 | 4.20× | 4.61× | ||
| Q1 25 | -7.13× | 8.35× | ||
| Q4 24 | 1.96× | 4.22× | ||
| Q3 24 | 0.89× | 7.85× | ||
| Q2 24 | 2.85× | 4.54× | ||
| Q1 24 | — | 4.74× |
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% |
MRTN
| Revenue Net Of Fuel Surcharge | $91.2M | 43% |
| Dedicated | $65.9M | 31% |
| Brokerage | $38.2M | 18% |
| Truckload Fuel Surcharge Revenue | $14.8M | 7% |
| Fuel Surcharge Revenue | $9.8M | 5% |