vs
ARCBEST CORP（ARCB）与Old Dominion（ODFL）财务数据对比。点击上方公司名可切换其他公司
Old Dominion的季度营收约是ARCBEST CORP的1.3倍（$1.3B vs $972.7M）。Old Dominion净利率更高（17.6% vs -0.8%，领先18.4%）。ARCBEST CORP同比增速更快（-2.9% vs -5.7%）。Old Dominion自由现金流更多（$264.5M vs $36.9M）。过去两年ARCBEST CORP的营收复合增速更高（-3.1% vs -5.4%）
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。
Old Dominion Freight Line（简称ODFL）是美国领先的零担货运企业，服务覆盖区域、跨区域及全国范围。除核心零担货运业务外，公司还提供加急运输、综合物流及家庭搬家服务，拥有成熟的运营网络，可满足不同客户的多元运输需求。
ARCB vs ODFL — 直观对比
营收规模更大
ODFL
是对方的1.3倍
$972.7M
营收增速更快
ARCB
高出2.8%
-5.7%
净利率更高
ODFL
高出18.4%
-0.8%
自由现金流更多
ODFL
多$227.6M
$36.9M
两年增速更快
ARCB
近两年复合增速
-5.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $972.7M | $1.3B |
| 净利润 | $-8.1M | $229.5M |
| 毛利率 | — | — |
| 营业利润率 | -0.8% | 23.3% |
| 净利率 | -0.8% | 17.6% |
| 营收同比 | -2.9% | -5.7% |
| 净利润同比 | -128.0% | -12.8% |
| 每股收益（稀释后） | $-0.35 | $1.10 |
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ARCBODFL
| Q4 25 | $972.7M | $1.3B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $967.1M | $1.4B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.5B | ||
| Q1 24 | $1.0B | $1.5B |
净利润ARCBODFL
| Q4 25 | $-8.1M | $229.5M | ||
| Q3 25 | $39.3M | $270.9M | ||
| Q2 25 | $25.8M | $268.6M | ||
| Q1 25 | $3.1M | $254.7M | ||
| Q4 24 | $29.0M | $263.1M | ||
| Q3 24 | $100.3M | $308.6M | ||
| Q2 24 | $46.9M | $322.0M | ||
| Q1 24 | $-2.3M | $292.3M |
营业利润率ARCBODFL
| Q4 25 | -0.8% | 23.3% | ||
| Q3 25 | 5.2% | 25.7% | ||
| Q2 25 | 3.6% | 25.4% | ||
| Q1 25 | 0.7% | 24.6% | ||
| Q4 24 | 3.8% | 24.1% | ||
| Q3 24 | 12.7% | 27.3% | ||
| Q2 24 | 4.5% | 28.1% | ||
| Q1 24 | 2.2% | 26.5% |
净利率ARCBODFL
| Q4 25 | -0.8% | 17.6% | ||
| Q3 25 | 3.7% | 19.3% | ||
| Q2 25 | 2.5% | 19.1% | ||
| Q1 25 | 0.3% | 18.5% | ||
| Q4 24 | 2.9% | 19.0% | ||
| Q3 24 | 9.4% | 21.0% | ||
| Q2 24 | 4.4% | 21.5% | ||
| Q1 24 | -0.2% | 20.0% |
每股收益（稀释后）ARCBODFL
| Q4 25 | $-0.35 | $1.10 | ||
| Q3 25 | $1.72 | $1.28 | ||
| Q2 25 | $1.12 | $1.27 | ||
| Q1 25 | $0.13 | $1.19 | ||
| Q4 24 | $1.21 | $1.23 | ||
| Q3 24 | $4.23 | $1.43 | ||
| Q2 24 | $1.96 | $1.48 | ||
| Q1 24 | $-0.10 | $1.34 |
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 | $120.1M |
| 总债务越低越好 | — | $20.0M |
| 股东权益账面价值 | $1.3B | $4.3B |
| 总资产 | $2.5B | $5.5B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ARCBODFL
| Q4 25 | $124.2M | $120.1M | ||
| Q3 25 | $132.6M | $46.6M | ||
| Q2 25 | $139.7M | $24.1M | ||
| Q1 25 | $98.7M | $97.2M | ||
| Q4 24 | $157.2M | $108.7M | ||
| Q3 24 | $191.1M | $74.2M | ||
| Q2 24 | $260.5M | $104.6M | ||
| Q1 24 | $240.9M | $581.0M |
总债务ARCBODFL
| Q4 25 | — | $20.0M | ||
| Q3 25 | $214.1M | $65.0M | ||
| Q2 25 | $241.4M | $150.0M | ||
| Q1 25 | $214.2M | $40.0M | ||
| Q4 24 | $189.1M | $40.0M | ||
| Q3 24 | $180.5M | $40.0M | ||
| Q2 24 | $203.6M | $40.0M | ||
| Q1 24 | $212.2M | $60.0M |
股东权益ARCBODFL
| Q4 25 | $1.3B | $4.3B | ||
| Q3 25 | $1.3B | $4.3B | ||
| Q2 25 | $1.3B | $4.2B | ||
| Q1 25 | $1.3B | $4.2B | ||
| Q4 24 | $1.3B | $4.2B | ||
| Q3 24 | $1.3B | $4.2B | ||
| Q2 24 | $1.2B | $4.1B | ||
| Q1 24 | $1.2B | $4.4B |
总资产ARCBODFL
| Q4 25 | $2.5B | $5.5B | ||
| Q3 25 | $2.5B | $5.5B | ||
| Q2 25 | $2.5B | $5.6B | ||
| Q1 25 | $2.4B | $5.5B | ||
| Q4 24 | $2.4B | $5.5B | ||
| Q3 24 | $2.4B | $5.4B | ||
| Q2 24 | $2.4B | $5.3B | ||
| Q1 24 | $2.4B | $5.7B |
负债/权益比ARCBODFL
| Q4 25 | — | 0.00× | ||
| Q3 25 | 0.16× | 0.02× | ||
| Q2 25 | 0.19× | 0.04× | ||
| Q1 25 | 0.17× | 0.01× | ||
| Q4 24 | 0.14× | 0.01× | ||
| Q3 24 | 0.14× | 0.01× | ||
| Q2 24 | 0.17× | 0.01× | ||
| Q1 24 | 0.17× | 0.01× |
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 | $310.3M |
| 自由现金流经营现金流 - 资本支出 | $36.9M | $264.5M |
| 自由现金流率自由现金流/营收 | 3.8% | 20.2% |
| 资本支出强度资本支出/营收 | 0.8% | 3.5% |
| 现金转化率经营现金流/净利润 | — | 1.35× |
| 过去12个月自由现金流最近4个季度 | $114.2M | $955.1M |
8季度趋势，按日历期对齐
经营现金流ARCBODFL
| Q4 25 | $44.7M | $310.3M | ||
| Q3 25 | $98.2M | $437.5M | ||
| Q2 25 | $108.4M | $285.8M | ||
| Q1 25 | $-22.3M | $336.5M | ||
| Q4 24 | $56.8M | $401.1M | ||
| Q3 24 | $88.8M | $446.5M | ||
| Q2 24 | $133.7M | $387.9M | ||
| Q1 24 | $6.5M | $423.9M |
自由现金流ARCBODFL
| Q4 25 | $36.9M | $264.5M | ||
| Q3 25 | $33.2M | $343.5M | ||
| Q2 25 | $80.9M | $98.7M | ||
| Q1 25 | $-36.8M | $248.4M | ||
| Q4 24 | $3.5M | $230.1M | ||
| Q3 24 | $23.9M | $203.7M | ||
| Q2 24 | $83.9M | $149.7M | ||
| Q1 24 | $-48.6M | $304.4M |
自由现金流率ARCBODFL
| Q4 25 | 3.8% | 20.2% | ||
| Q3 25 | 3.2% | 24.4% | ||
| Q2 25 | 7.9% | 7.0% | ||
| Q1 25 | -3.8% | 18.1% | ||
| Q4 24 | 0.4% | 16.6% | ||
| Q3 24 | 2.2% | 13.9% | ||
| Q2 24 | 7.8% | 10.0% | ||
| Q1 24 | -4.7% | 20.8% |
资本支出强度ARCBODFL
| Q4 25 | 0.8% | 3.5% | ||
| Q3 25 | 6.2% | 6.7% | ||
| Q2 25 | 2.7% | 13.3% | ||
| Q1 25 | 1.5% | 6.4% | ||
| Q4 24 | 5.3% | 12.3% | ||
| Q3 24 | 6.1% | 16.5% | ||
| Q2 24 | 4.6% | 15.9% | ||
| Q1 24 | 5.3% | 8.2% |
现金转化率ARCBODFL
| Q4 25 | — | 1.35× | ||
| Q3 25 | 2.50× | 1.61× | ||
| Q2 25 | 4.20× | 1.06× | ||
| Q1 25 | -7.13× | 1.32× | ||
| Q4 24 | 1.96× | 1.52× | ||
| Q3 24 | 0.89× | 1.45× | ||
| Q2 24 | 2.85× | 1.20× | ||
| Q1 24 | — | 1.45× |
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% |
ODFL
| LTL Service Revenue | $1.3B | 99% |
| Other Service Revenue | $11.4M | 1% |
