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ARCBEST CORP（ARCB）与越洋钻探（RIG）财务数据对比。点击上方公司名可切换其他公司
越洋钻探的季度营收约是ARCBEST CORP的1.0倍（$1.0B vs $998.8M），越洋钻探净利率更高（2.4% vs -0.1%，领先2.5%），越洋钻探同比增速更快（9.6% vs 3.3%），过去两年越洋钻探的营收复合增速更高（16.9% 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。
越洋钻探（Transocean Ltd.）是按营收计全球规模最大的海上钻探承包商，总部位于瑞士施泰因豪森，起源于美国，目前在加拿大、美国、挪威、英国、印度、巴西、新加坡等20个国家设有办事机构，业务覆盖全球主要海上油气开采区域。
ARCB vs RIG — 直观对比
营收规模更大
RIG
是对方的1.0倍
$998.8M
营收增速更快
RIG
高出6.3%
3.3%
净利率更高
RIG
高出2.5%
-0.1%
两年增速更快
RIG
近两年复合增速
-3.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $998.8M | $1.0B |
| 净利润 | $-1.0M | $25.0M |
| 毛利率 | — | 42.0% |
| 营业利润率 | 0.3% | 23.0% |
| 净利率 | -0.1% | 2.4% |
| 营收同比 | 3.3% | 9.6% |
| 净利润同比 | -133.1% | 257.1% |
| 每股收益（稀释后） | $-0.05 | $0.13 |
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ARCBRIG
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $1.0B | ||
| Q3 25 | $1.0B | $1.0B | ||
| Q2 25 | $1.0B | $988.0M | ||
| Q1 25 | $967.1M | $906.0M | ||
| Q4 24 | $1.0B | $952.0M | ||
| Q3 24 | $1.1B | $948.0M | ||
| Q2 24 | $1.1B | $861.0M |
净利润ARCBRIG
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $25.0M | ||
| Q3 25 | $39.3M | $-1.9B | ||
| Q2 25 | $25.8M | $-938.0M | ||
| Q1 25 | $3.1M | $-79.0M | ||
| Q4 24 | $29.0M | $7.0M | ||
| Q3 24 | $100.3M | $-494.0M | ||
| Q2 24 | $46.9M | $-123.0M |
毛利率ARCBRIG
| Q1 26 | — | — | ||
| Q4 25 | — | 42.0% | ||
| Q3 25 | — | 43.2% | ||
| Q2 25 | — | 39.4% | ||
| Q1 25 | — | 31.8% | ||
| Q4 24 | — | 39.2% | ||
| Q3 24 | — | 40.6% | ||
| Q2 24 | — | 38.0% |
营业利润率ARCBRIG
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 23.0% | ||
| Q3 25 | 5.2% | -163.1% | ||
| Q2 25 | 3.6% | -97.6% | ||
| Q1 25 | 0.7% | 7.1% | ||
| Q4 24 | 3.8% | 13.7% | ||
| Q3 24 | 12.7% | -51.2% | ||
| Q2 24 | 4.5% | -6.9% |
净利率ARCBRIG
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 2.4% | ||
| Q3 25 | 3.7% | -187.1% | ||
| Q2 25 | 2.5% | -94.9% | ||
| Q1 25 | 0.3% | -8.7% | ||
| Q4 24 | 2.9% | 0.7% | ||
| Q3 24 | 9.4% | -52.1% | ||
| Q2 24 | 4.4% | -14.3% |
每股收益（稀释后）ARCBRIG
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $0.13 | ||
| Q3 25 | $1.72 | $-2.00 | ||
| Q2 25 | $1.12 | $-1.06 | ||
| Q1 25 | $0.13 | $-0.11 | ||
| Q4 24 | $1.21 | $-0.14 | ||
| Q3 24 | $4.23 | $-0.58 | ||
| Q2 24 | $1.96 | $-0.15 |
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 | $620.0M |
| 总债务越低越好 | $223.7M | $5.2B |
| 股东权益账面价值 | $1.3B | $8.1B |
| 总资产 | $2.5B | $15.6B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资ARCBRIG
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $620.0M | ||
| Q3 25 | $132.6M | $833.0M | ||
| Q2 25 | $139.7M | $377.0M | ||
| Q1 25 | $98.7M | $263.0M | ||
| Q4 24 | $157.2M | $560.0M | ||
| Q3 24 | $191.1M | $435.0M | ||
| Q2 24 | $260.5M | $475.0M |
总债务ARCBRIG
| Q1 26 | $223.7M | — | ||
| Q4 25 | — | $5.2B | ||
| Q3 25 | $214.1M | $4.8B | ||
| Q2 25 | $241.4M | $5.9B | ||
| Q1 25 | $214.2M | $5.9B | ||
| Q4 24 | $189.1M | $6.2B | ||
| Q3 24 | $180.5M | $6.5B | ||
| Q2 24 | $203.6M | $6.8B |
股东权益ARCBRIG
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $8.1B | ||
| Q3 25 | $1.3B | $8.1B | ||
| Q2 25 | $1.3B | $9.4B | ||
| Q1 25 | $1.3B | $10.2B | ||
| Q4 24 | $1.3B | $10.3B | ||
| Q3 24 | $1.3B | $10.2B | ||
| Q2 24 | $1.2B | $10.7B |
总资产ARCBRIG
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $15.6B | ||
| Q3 25 | $2.5B | $16.2B | ||
| Q2 25 | $2.5B | $17.8B | ||
| Q1 25 | $2.4B | $19.0B | ||
| Q4 24 | $2.4B | $19.4B | ||
| Q3 24 | $2.4B | $19.5B | ||
| Q2 24 | $2.4B | $20.3B |
负债/权益比ARCBRIG
| Q1 26 | 0.17× | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | 0.16× | 0.60× | ||
| Q2 25 | 0.19× | 0.63× | ||
| Q1 25 | 0.17× | 0.58× | ||
| Q4 24 | 0.14× | 0.60× | ||
| Q3 24 | 0.14× | 0.64× | ||
| Q2 24 | 0.17× | 0.63× |
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 | — | $349.0M |
| 自由现金流经营现金流 - 资本支出 | — | $321.0M |
| 自由现金流率自由现金流/营收 | — | 30.8% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 现金转化率经营现金流/净利润 | — | 13.96× |
| 过去12个月自由现金流最近4个季度 | — | $626.0M |
8季度趋势，按日历期对齐
经营现金流ARCBRIG
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $349.0M | ||
| Q3 25 | $98.2M | $246.0M | ||
| Q2 25 | $108.4M | $128.0M | ||
| Q1 25 | $-22.3M | $26.0M | ||
| Q4 24 | $56.8M | $206.0M | ||
| Q3 24 | $88.8M | $194.0M | ||
| Q2 24 | $133.7M | $133.0M |
自由现金流ARCBRIG
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $321.0M | ||
| Q3 25 | $33.2M | $235.0M | ||
| Q2 25 | $80.9M | $104.0M | ||
| Q1 25 | $-36.8M | $-34.0M | ||
| Q4 24 | $3.5M | $177.0M | ||
| Q3 24 | $23.9M | $136.0M | ||
| Q2 24 | $83.9M | $49.0M |
自由现金流率ARCBRIG
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 30.8% | ||
| Q3 25 | 3.2% | 22.9% | ||
| Q2 25 | 7.9% | 10.5% | ||
| Q1 25 | -3.8% | -3.8% | ||
| Q4 24 | 0.4% | 18.6% | ||
| Q3 24 | 2.2% | 14.3% | ||
| Q2 24 | 7.8% | 5.7% |
资本支出强度ARCBRIG
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 2.7% | ||
| Q3 25 | 6.2% | 1.1% | ||
| Q2 25 | 2.7% | 2.4% | ||
| Q1 25 | 1.5% | 6.6% | ||
| Q4 24 | 5.3% | 3.0% | ||
| Q3 24 | 6.1% | 6.1% | ||
| Q2 24 | 4.6% | 9.8% |
现金转化率ARCBRIG
| Q1 26 | — | — | ||
| Q4 25 | — | 13.96× | ||
| Q3 25 | 2.50× | — | ||
| Q2 25 | 4.20× | — | ||
| Q1 25 | -7.13× | — | ||
| Q4 24 | 1.96× | 29.43× | ||
| 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
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
