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ARCBEST CORP（ARCB）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
罗布乐思的季度营收约是ARCBEST CORP的1.4倍（$1.4B vs $998.8M），ARCBEST CORP净利率更高（-0.1% vs -22.3%，领先22.2%），罗布乐思同比增速更快（43.2% vs 3.3%），过去两年罗布乐思的营收复合增速更高（32.9% 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。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
ARCB vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.4倍
$998.8M
营收增速更快
RBLX
高出39.9%
3.3%
净利率更高
ARCB
高出22.2%
-22.3%
两年增速更快
RBLX
近两年复合增速
-3.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $998.8M | $1.4B |
| 净利润 | $-1.0M | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | 0.3% | -25.3% |
| 净利率 | -0.1% | -22.3% |
| 营收同比 | 3.3% | 43.2% |
| 净利润同比 | -133.1% | -43.9% |
| 每股收益（稀释后） | $-0.05 | $-0.44 |
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ARCBRBLX
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $967.1M | $1.0B | ||
| Q4 24 | $1.0B | $988.2M | ||
| Q3 24 | $1.1B | $919.0M | ||
| Q2 24 | $1.1B | $893.5M |
净利润ARCBRBLX
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $-316.0M | ||
| Q3 25 | $39.3M | $-255.6M | ||
| Q2 25 | $25.8M | $-278.4M | ||
| Q1 25 | $3.1M | $-215.1M | ||
| Q4 24 | $29.0M | $-219.6M | ||
| Q3 24 | $100.3M | $-239.3M | ||
| Q2 24 | $46.9M | $-205.9M |
毛利率ARCBRBLX
| Q1 26 | — | — | ||
| Q4 25 | — | 77.7% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% |
营业利润率ARCBRBLX
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | -25.3% | ||
| Q3 25 | 5.2% | -21.8% | ||
| Q2 25 | 3.6% | -29.8% | ||
| Q1 25 | 0.7% | -24.6% | ||
| Q4 24 | 3.8% | -24.7% | ||
| Q3 24 | 12.7% | -30.4% | ||
| Q2 24 | 4.5% | -26.6% |
净利率ARCBRBLX
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | -22.3% | ||
| Q3 25 | 3.7% | -18.8% | ||
| Q2 25 | 2.5% | -25.8% | ||
| Q1 25 | 0.3% | -20.8% | ||
| Q4 24 | 2.9% | -22.2% | ||
| Q3 24 | 9.4% | -26.0% | ||
| Q2 24 | 4.4% | -23.0% |
每股收益（稀释后）ARCBRBLX
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $-0.44 | ||
| Q3 25 | $1.72 | $-0.37 | ||
| Q2 25 | $1.12 | $-0.41 | ||
| Q1 25 | $0.13 | $-0.32 | ||
| Q4 24 | $1.21 | $-0.32 | ||
| Q3 24 | $4.23 | $-0.37 | ||
| Q2 24 | $1.96 | $-0.32 |
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 | $3.1B |
| 总债务越低越好 | $223.7M | $1.2B |
| 股东权益账面价值 | $1.3B | $394.5M |
| 总资产 | $2.5B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.17× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资ARCBRBLX
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $3.1B | ||
| Q3 25 | $132.6M | $2.9B | ||
| Q2 25 | $139.7M | $2.6B | ||
| Q1 25 | $98.7M | $2.7B | ||
| Q4 24 | $157.2M | $2.4B | ||
| Q3 24 | $191.1M | $2.3B | ||
| Q2 24 | $260.5M | $2.4B |
总债务ARCBRBLX
| Q1 26 | $223.7M | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $214.1M | — | ||
| Q2 25 | $241.4M | — | ||
| Q1 25 | $214.2M | — | ||
| Q4 24 | $189.1M | $1.2B | ||
| Q3 24 | $180.5M | — | ||
| Q2 24 | $203.6M | — |
股东权益ARCBRBLX
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $394.5M | ||
| Q3 25 | $1.3B | $407.6M | ||
| Q2 25 | $1.3B | $353.2M | ||
| Q1 25 | $1.3B | $310.7M | ||
| Q4 24 | $1.3B | $221.4M | ||
| Q3 24 | $1.3B | $189.9M | ||
| Q2 24 | $1.2B | $121.5M |
总资产ARCBRBLX
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $9.6B | ||
| Q3 25 | $2.5B | $8.6B | ||
| Q2 25 | $2.5B | $7.8B | ||
| Q1 25 | $2.4B | $7.5B | ||
| Q4 24 | $2.4B | $7.2B | ||
| Q3 24 | $2.4B | $6.7B | ||
| Q2 24 | $2.4B | $6.5B |
负债/权益比ARCBRBLX
| Q1 26 | 0.17× | — | ||
| Q4 25 | — | 2.98× | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | 0.17× | — | ||
| Q4 24 | 0.14× | 5.48× | ||
| 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 | — | $607.0M |
| 自由现金流经营现金流 - 资本支出 | — | $308.6M |
| 自由现金流率自由现金流/营收 | — | 21.8% |
| 资本支出强度资本支出/营收 | — | 21.1% |
| 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 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流ARCBRBLX
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $607.0M | ||
| Q3 25 | $98.2M | $546.2M | ||
| Q2 25 | $108.4M | $199.3M | ||
| Q1 25 | $-22.3M | $443.9M | ||
| Q4 24 | $56.8M | $184.5M | ||
| Q3 24 | $88.8M | $247.4M | ||
| Q2 24 | $133.7M | $151.4M |
自由现金流ARCBRBLX
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $308.6M | ||
| Q3 25 | $33.2M | $443.6M | ||
| Q2 25 | $80.9M | $176.7M | ||
| Q1 25 | $-36.8M | $426.5M | ||
| Q4 24 | $3.5M | $120.6M | ||
| Q3 24 | $23.9M | $218.0M | ||
| Q2 24 | $83.9M | $111.7M |
自由现金流率ARCBRBLX
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 21.8% | ||
| Q3 25 | 3.2% | 32.6% | ||
| Q2 25 | 7.9% | 16.3% | ||
| Q1 25 | -3.8% | 41.2% | ||
| Q4 24 | 0.4% | 12.2% | ||
| Q3 24 | 2.2% | 23.7% | ||
| Q2 24 | 7.8% | 12.5% |
资本支出强度ARCBRBLX
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 21.1% | ||
| Q3 25 | 6.2% | 7.5% | ||
| Q2 25 | 2.7% | 2.1% | ||
| Q1 25 | 1.5% | 1.7% | ||
| Q4 24 | 5.3% | 6.5% | ||
| Q3 24 | 6.1% | 3.2% | ||
| Q2 24 | 4.6% | 4.4% |
现金转化率ARCBRBLX
| 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
