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ARCBEST CORP（ARCB）与西方石油（OXY）财务数据对比。点击上方公司名可切换其他公司
西方石油的季度营收约是ARCBEST CORP的1.7倍（$1.7B vs $998.8M），西方石油净利率更高（6.9% vs -0.1%，领先7.0%），ARCBEST CORP同比增速更快（3.3% vs -75.8%），过去两年ARCBEST CORP的营收复合增速更高（-3.7% vs -50.4%）
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。
西方石油是一家美国能源企业，核心业务覆盖美国及中东地区的油气勘探，以及美国、加拿大、智利的石化产品制造。公司注册于特拉华州，总部位于休斯顿，2021年分别位列财富500强第183位、福布斯全球企业2000强第670位。
ARCB vs OXY — 直观对比
营收规模更大
OXY
是对方的1.7倍
$998.8M
营收增速更快
ARCB
高出79.1%
-75.8%
净利率更高
OXY
高出7.0%
-0.1%
两年增速更快
ARCB
近两年复合增速
-50.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $998.8M | $1.7B |
| 净利润 | $-1.0M | $114.0M |
| 毛利率 | — | — |
| 营业利润率 | 0.3% | -6.5% |
| 净利率 | -0.1% | 6.9% |
| 营收同比 | 3.3% | -75.8% |
| 净利润同比 | -133.1% | 195.0% |
| 每股收益（稀释后） | $-0.05 | $-0.07 |
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ARCBOXY
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $1.7B | ||
| Q3 25 | $1.0B | $6.7B | ||
| Q2 25 | $1.0B | $6.3B | ||
| Q1 25 | $967.1M | $6.9B | ||
| Q4 24 | $1.0B | $6.9B | ||
| Q3 24 | $1.1B | $7.0B | ||
| Q2 24 | $1.1B | $6.8B |
净利润ARCBOXY
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $114.0M | ||
| Q3 25 | $39.3M | $842.0M | ||
| Q2 25 | $25.8M | $468.0M | ||
| Q1 25 | $3.1M | $945.0M | ||
| Q4 24 | $29.0M | $-120.0M | ||
| Q3 24 | $100.3M | $1.1B | ||
| Q2 24 | $46.9M | $1.2B |
毛利率ARCBOXY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 87.8% | ||
| Q2 25 | — | 86.6% | ||
| Q1 25 | — | 88.4% | ||
| Q4 24 | — | 89.0% | ||
| Q3 24 | — | 88.5% | ||
| Q2 24 | — | 87.9% |
营业利润率ARCBOXY
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | -6.5% | ||
| Q3 25 | 5.2% | 17.4% | ||
| Q2 25 | 3.6% | 11.7% | ||
| Q1 25 | 0.7% | 19.3% | ||
| Q4 24 | 3.8% | -2.5% | ||
| Q3 24 | 12.7% | 22.7% | ||
| Q2 24 | 4.5% | 24.0% |
净利率ARCBOXY
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 6.9% | ||
| Q3 25 | 3.7% | 12.6% | ||
| Q2 25 | 2.5% | 7.4% | ||
| Q1 25 | 0.3% | 13.7% | ||
| Q4 24 | 2.9% | -1.7% | ||
| Q3 24 | 9.4% | 16.2% | ||
| Q2 24 | 4.4% | 17.2% |
每股收益（稀释后）ARCBOXY
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $-0.07 | ||
| Q3 25 | $1.72 | $0.65 | ||
| Q2 25 | $1.12 | $0.26 | ||
| Q1 25 | $0.13 | $0.77 | ||
| Q4 24 | $1.21 | $-0.32 | ||
| Q3 24 | $4.23 | $0.98 | ||
| Q2 24 | $1.96 | $1.03 |
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 | $2.0B |
| 总债务越低越好 | $223.7M | $20.6B |
| 股东权益账面价值 | $1.3B | $36.0B |
| 总资产 | $2.5B | $84.2B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.57× |
8季度趋势，按日历期对齐
现金及短期投资ARCBOXY
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $2.0B | ||
| Q3 25 | $132.6M | $2.2B | ||
| Q2 25 | $139.7M | $2.3B | ||
| Q1 25 | $98.7M | $2.6B | ||
| Q4 24 | $157.2M | $2.1B | ||
| Q3 24 | $191.1M | $1.8B | ||
| Q2 24 | $260.5M | $1.8B |
总债务ARCBOXY
| Q1 26 | $223.7M | — | ||
| Q4 25 | — | $20.6B | ||
| Q3 25 | $214.1M | $20.8B | ||
| Q2 25 | $241.4M | $23.3B | ||
| Q1 25 | $214.2M | $24.0B | ||
| Q4 24 | $189.1M | $25.0B | ||
| Q3 24 | $180.5M | $25.5B | ||
| Q2 24 | $203.6M | $18.4B |
股东权益ARCBOXY
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $36.0B | ||
| Q3 25 | $1.3B | $36.3B | ||
| Q2 25 | $1.3B | $35.7B | ||
| Q1 25 | $1.3B | $34.7B | ||
| Q4 24 | $1.3B | $34.2B | ||
| Q3 24 | $1.3B | $34.7B | ||
| Q2 24 | $1.2B | $32.1B |
总资产ARCBOXY
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $84.2B | ||
| Q3 25 | $2.5B | $83.5B | ||
| Q2 25 | $2.5B | $84.4B | ||
| Q1 25 | $2.4B | $85.0B | ||
| Q4 24 | $2.4B | $85.4B | ||
| Q3 24 | $2.4B | $85.8B | ||
| Q2 24 | $2.4B | $76.2B |
负债/权益比ARCBOXY
| Q1 26 | 0.17× | — | ||
| Q4 25 | — | 0.57× | ||
| Q3 25 | 0.16× | 0.57× | ||
| Q2 25 | 0.19× | 0.65× | ||
| Q1 25 | 0.17× | 0.69× | ||
| Q4 24 | 0.14× | 0.73× | ||
| Q3 24 | 0.14× | 0.73× | ||
| Q2 24 | 0.17× | 0.57× |
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 | — | $2.6B |
| 自由现金流经营现金流 - 资本支出 | — | $1.9B |
| 自由现金流率自由现金流/营收 | — | 113.4% |
| 资本支出强度资本支出/营收 | — | 45.4% |
| 现金转化率经营现金流/净利润 | — | 23.11× |
| 过去12个月自由现金流最近4个季度 | — | $4.1B |
8季度趋势，按日历期对齐
经营现金流ARCBOXY
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $2.6B | ||
| Q3 25 | $98.2M | $2.8B | ||
| Q2 25 | $108.4M | $3.0B | ||
| Q1 25 | $-22.3M | $2.1B | ||
| Q4 24 | $56.8M | $3.4B | ||
| Q3 24 | $88.8M | $3.7B | ||
| Q2 24 | $133.7M | $2.4B |
自由现金流ARCBOXY
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $1.9B | ||
| Q3 25 | $33.2M | $1.0B | ||
| Q2 25 | $80.9M | $962.0M | ||
| Q1 25 | $-36.8M | $240.0M | ||
| Q4 24 | $3.5M | $1.6B | ||
| Q3 24 | $23.9M | $2.0B | ||
| Q2 24 | $83.9M | $623.0M |
自由现金流率ARCBOXY
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 113.4% | ||
| Q3 25 | 3.2% | 15.3% | ||
| Q2 25 | 7.9% | 15.2% | ||
| Q1 25 | -3.8% | 3.5% | ||
| Q4 24 | 0.4% | 23.0% | ||
| Q3 24 | 2.2% | 28.5% | ||
| Q2 24 | 7.8% | 9.2% |
资本支出强度ARCBOXY
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 45.4% | ||
| Q3 25 | 6.2% | 26.5% | ||
| Q2 25 | 2.7% | 31.6% | ||
| Q1 25 | 1.5% | 27.6% | ||
| Q4 24 | 5.3% | 26.0% | ||
| Q3 24 | 6.1% | 24.0% | ||
| Q2 24 | 4.6% | 26.0% |
现金转化率ARCBOXY
| Q1 26 | — | — | ||
| Q4 25 | — | 23.11× | ||
| Q3 25 | 2.50× | 3.31× | ||
| Q2 25 | 4.20× | 6.32× | ||
| Q1 25 | -7.13× | 2.27× | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 0.89× | 3.23× | ||
| Q2 24 | 2.85× | 2.05× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
