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ARCBEST CORP（ARCB）与Cloudflare, Inc.（NET）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Cloudflare, Inc.的1.6倍（$998.8M vs $614.5M），ARCBEST CORP净利率更高（-0.1% vs -2.0%，领先1.9%），Cloudflare, Inc.同比增速更快（33.6% vs 3.3%），过去两年Cloudflare, Inc.的营收复合增速更高（27.4% 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。
Cloudflare是总部位于美国加利福尼亚州旧金山的科技企业，提供内容分发网络（CDN）、云网络安全、DDoS防护等多元互联网服务，同时是ICANN认证的域名注册商。其服务作为网站访客与客户托管服务商之间的反向代理，可有效提升访问性能，抵御恶意流量。
ARCB vs NET — 直观对比
营收规模更大
ARCB
是对方的1.6倍
$614.5M
营收增速更快
NET
高出30.3%
3.3%
净利率更高
ARCB
高出1.9%
-2.0%
两年增速更快
NET
近两年复合增速
-3.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $998.8M | $614.5M |
| 净利润 | $-1.0M | $-12.1M |
| 毛利率 | — | 73.6% |
| 营业利润率 | 0.3% | -8.0% |
| 净利率 | -0.1% | -2.0% |
| 营收同比 | 3.3% | 33.6% |
| 净利润同比 | -133.1% | 6.0% |
| 每股收益（稀释后） | $-0.05 | $-0.03 |
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ARCBNET
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $614.5M | ||
| Q3 25 | $1.0B | $562.0M | ||
| Q2 25 | $1.0B | $512.3M | ||
| Q1 25 | $967.1M | $479.1M | ||
| Q4 24 | $1.0B | $459.9M | ||
| Q3 24 | $1.1B | $430.1M | ||
| Q2 24 | $1.1B | $401.0M |
净利润ARCBNET
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $-12.1M | ||
| Q3 25 | $39.3M | $-1.3M | ||
| Q2 25 | $25.8M | $-50.4M | ||
| Q1 25 | $3.1M | $-38.5M | ||
| Q4 24 | $29.0M | $-12.8M | ||
| Q3 24 | $100.3M | $-15.3M | ||
| Q2 24 | $46.9M | $-15.1M |
毛利率ARCBNET
| Q1 26 | — | — | ||
| Q4 25 | — | 73.6% | ||
| Q3 25 | — | 74.0% | ||
| Q2 25 | — | 74.9% | ||
| Q1 25 | — | 75.9% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% |
营业利润率ARCBNET
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | -8.0% | ||
| Q3 25 | 5.2% | -6.7% | ||
| Q2 25 | 3.6% | -13.1% | ||
| Q1 25 | 0.7% | -11.1% | ||
| Q4 24 | 3.8% | -7.5% | ||
| Q3 24 | 12.7% | -7.2% | ||
| Q2 24 | 4.5% | -8.7% |
净利率ARCBNET
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | -2.0% | ||
| Q3 25 | 3.7% | -0.2% | ||
| Q2 25 | 2.5% | -9.8% | ||
| Q1 25 | 0.3% | -8.0% | ||
| Q4 24 | 2.9% | -2.8% | ||
| Q3 24 | 9.4% | -3.6% | ||
| Q2 24 | 4.4% | -3.8% |
每股收益（稀释后）ARCBNET
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $-0.03 | ||
| Q3 25 | $1.72 | $0.00 | ||
| Q2 25 | $1.12 | $-0.15 | ||
| Q1 25 | $0.13 | $-0.11 | ||
| Q4 24 | $1.21 | $-0.05 | ||
| Q3 24 | $4.23 | $-0.04 | ||
| Q2 24 | $1.96 | $-0.04 |
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 | $943.5M |
| 总债务越低越好 | $223.7M | — |
| 股东权益账面价值 | $1.3B | $1.5B |
| 总资产 | $2.5B | $6.0B |
| 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ARCBNET
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $943.5M | ||
| Q3 25 | $132.6M | $1.1B | ||
| Q2 25 | $139.7M | $1.5B | ||
| Q1 25 | $98.7M | $204.5M | ||
| Q4 24 | $157.2M | $147.7M | ||
| Q3 24 | $191.1M | $182.9M | ||
| Q2 24 | $260.5M | $157.0M |
总债务ARCBNET
| 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ARCBNET
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $1.3B | $973.1M | ||
| Q2 24 | $1.2B | $881.5M |
总资产ARCBNET
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $6.0B | ||
| Q3 25 | $2.5B | $5.8B | ||
| Q2 25 | $2.5B | $5.6B | ||
| Q1 25 | $2.4B | $3.7B | ||
| Q4 24 | $2.4B | $3.3B | ||
| Q3 24 | $2.4B | $3.1B | ||
| Q2 24 | $2.4B | $2.9B |
负债/权益比ARCBNET
| 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 | — | $190.4M |
| 自由现金流经营现金流 - 资本支出 | — | $105.2M |
| 自由现金流率自由现金流/营收 | — | 17.1% |
| 资本支出强度资本支出/营收 | — | 13.9% |
| 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 | — | $287.5M |
8季度趋势，按日历期对齐
经营现金流ARCBNET
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $190.4M | ||
| Q3 25 | $98.2M | $167.1M | ||
| Q2 25 | $108.4M | $99.8M | ||
| Q1 25 | $-22.3M | $145.8M | ||
| Q4 24 | $56.8M | $127.3M | ||
| Q3 24 | $88.8M | $104.7M | ||
| Q2 24 | $133.7M | $74.8M |
自由现金流ARCBNET
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $105.2M | ||
| Q3 25 | $33.2M | $82.5M | ||
| Q2 25 | $80.9M | $39.9M | ||
| Q1 25 | $-36.8M | $59.9M | ||
| Q4 24 | $3.5M | $54.2M | ||
| Q3 24 | $23.9M | $54.5M | ||
| Q2 24 | $83.9M | $45.2M |
自由现金流率ARCBNET
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 17.1% | ||
| Q3 25 | 3.2% | 14.7% | ||
| Q2 25 | 7.9% | 7.8% | ||
| Q1 25 | -3.8% | 12.5% | ||
| Q4 24 | 0.4% | 11.8% | ||
| Q3 24 | 2.2% | 12.7% | ||
| Q2 24 | 7.8% | 11.3% |
资本支出强度ARCBNET
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 13.9% | ||
| Q3 25 | 6.2% | 15.1% | ||
| Q2 25 | 2.7% | 11.7% | ||
| Q1 25 | 1.5% | 17.9% | ||
| Q4 24 | 5.3% | 15.9% | ||
| Q3 24 | 6.1% | 11.7% | ||
| Q2 24 | 4.6% | 7.4% |
现金转化率ARCBNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.50× | — | ||
| Q2 25 | 4.20× | — | ||
| 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
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
