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ARCBEST CORP(ARCB)与Royalty Pharma plc(RPRX)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Royalty Pharma plc的1.6倍($998.8M vs $622.0M),Royalty Pharma plc净利率更高(34.4% vs -0.1%,领先34.5%),Royalty Pharma plc同比增速更快(4.8% vs 3.3%),过去两年Royalty Pharma plc的营收复合增速更高(4.6% 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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业,专注于研发可调节转化生长因子β(TGF-β)超家族蛋白的药物,该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
ARCB vs RPRX — 直观对比
营收规模更大
ARCB
是对方的1.6倍
$622.0M
营收增速更快
RPRX
高出1.5%
3.3%
净利率更高
RPRX
高出34.5%
-0.1%
两年增速更快
RPRX
近两年复合增速
-3.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $998.8M | $622.0M |
| 净利润 | $-1.0M | $214.2M |
| 毛利率 | — | — |
| 营业利润率 | 0.3% | 62.4% |
| 净利率 | -0.1% | 34.4% |
| 营收同比 | 3.3% | 4.8% |
| 净利润同比 | -133.1% | 2.9% |
| 每股收益(稀释后) | $-0.05 | $0.49 |
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
ARCB
RPRX
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $622.0M | ||
| Q3 25 | $1.0B | $609.3M | ||
| Q2 25 | $1.0B | $578.7M | ||
| Q1 25 | $967.1M | $568.2M | ||
| Q4 24 | $1.0B | $593.6M | ||
| Q3 24 | $1.1B | $564.7M | ||
| Q2 24 | $1.1B | $537.3M |
净利润
ARCB
RPRX
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $214.2M | ||
| Q3 25 | $39.3M | $288.2M | ||
| Q2 25 | $25.8M | $30.2M | ||
| Q1 25 | $3.1M | $238.3M | ||
| Q4 24 | $29.0M | $208.2M | ||
| Q3 24 | $100.3M | $544.0M | ||
| Q2 24 | $46.9M | $102.0M |
营业利润率
ARCB
RPRX
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 62.4% | ||
| Q3 25 | 5.2% | 70.1% | ||
| Q2 25 | 3.6% | 36.3% | ||
| Q1 25 | 0.7% | 94.0% | ||
| Q4 24 | 3.8% | 60.9% | ||
| Q3 24 | 12.7% | — | ||
| Q2 24 | 4.5% | 50.2% |
净利率
ARCB
RPRX
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 34.4% | ||
| Q3 25 | 3.7% | 47.3% | ||
| Q2 25 | 2.5% | 5.2% | ||
| Q1 25 | 0.3% | 41.9% | ||
| Q4 24 | 2.9% | 35.1% | ||
| Q3 24 | 9.4% | 96.3% | ||
| Q2 24 | 4.4% | 19.0% |
每股收益(稀释后)
ARCB
RPRX
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $0.49 | ||
| Q3 25 | $1.72 | $0.67 | ||
| Q2 25 | $1.12 | $0.07 | ||
| Q1 25 | $0.13 | $0.55 | ||
| Q4 24 | $1.21 | $0.46 | ||
| Q3 24 | $4.23 | $1.21 | ||
| Q2 24 | $1.96 | $0.23 |
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 | $618.7M |
| 总债务越低越好 | $223.7M | $9.0B |
| 股东权益账面价值 | $1.3B | $9.7B |
| 总资产 | $2.5B | $19.6B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.92× |
8季度趋势,按日历期对齐
现金及短期投资
ARCB
RPRX
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $618.7M | ||
| Q3 25 | $132.6M | $938.9M | ||
| Q2 25 | $139.7M | $631.9M | ||
| Q1 25 | $98.7M | $1.1B | ||
| Q4 24 | $157.2M | $929.0M | ||
| Q3 24 | $191.1M | $950.1M | ||
| Q2 24 | $260.5M | $1.8B |
总债务
ARCB
RPRX
| Q1 26 | $223.7M | — | ||
| Q4 25 | — | $9.0B | ||
| Q3 25 | $214.1M | $8.9B | ||
| Q2 25 | $241.4M | $8.0B | ||
| Q1 25 | $214.2M | $7.6B | ||
| Q4 24 | $189.1M | $7.6B | ||
| Q3 24 | $180.5M | $7.6B | ||
| Q2 24 | $203.6M | $7.6B |
股东权益
ARCB
RPRX
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $9.7B | ||
| Q3 25 | $1.3B | $9.6B | ||
| Q2 25 | $1.3B | $9.5B | ||
| Q1 25 | $1.3B | $9.8B | ||
| Q4 24 | $1.3B | $10.3B | ||
| Q3 24 | $1.3B | $10.3B | ||
| Q2 24 | $1.2B | $9.8B |
总资产
ARCB
RPRX
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $19.6B | ||
| Q3 25 | $2.5B | $19.3B | ||
| Q2 25 | $2.5B | $18.3B | ||
| Q1 25 | $2.4B | $17.6B | ||
| Q4 24 | $2.4B | $18.2B | ||
| Q3 24 | $2.4B | $18.0B | ||
| Q2 24 | $2.4B | $17.7B |
负债/权益比
ARCB
RPRX
| Q1 26 | 0.17× | — | ||
| Q4 25 | — | 0.92× | ||
| Q3 25 | 0.16× | 0.93× | ||
| Q2 25 | 0.19× | 0.84× | ||
| Q1 25 | 0.17× | 0.78× | ||
| Q4 24 | 0.14× | 0.74× | ||
| Q3 24 | 0.14× | 0.74× | ||
| Q2 24 | 0.17× | 0.78× |
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 | — | $827.1M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 3.86× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
ARCB
RPRX
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $827.1M | ||
| Q3 25 | $98.2M | $702.6M | ||
| Q2 25 | $108.4M | $364.0M | ||
| Q1 25 | $-22.3M | $596.1M | ||
| Q4 24 | $56.8M | $742.5M | ||
| Q3 24 | $88.8M | $703.6M | ||
| Q2 24 | $133.7M | $658.2M |
自由现金流
ARCB
RPRX
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | — | ||
| Q3 25 | $33.2M | — | ||
| Q2 25 | $80.9M | — | ||
| Q1 25 | $-36.8M | — | ||
| Q4 24 | $3.5M | — | ||
| Q3 24 | $23.9M | — | ||
| Q2 24 | $83.9M | — |
自由现金流率
ARCB
RPRX
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | -3.8% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 7.8% | — |
资本支出强度
ARCB
RPRX
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 6.2% | — | ||
| Q2 25 | 2.7% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 6.1% | — | ||
| Q2 24 | 4.6% | — |
现金转化率
ARCB
RPRX
| Q1 26 | — | — | ||
| Q4 25 | — | 3.86× | ||
| Q3 25 | 2.50× | 2.44× | ||
| Q2 25 | 4.20× | 12.06× | ||
| Q1 25 | -7.13× | 2.50× | ||
| Q4 24 | 1.96× | 3.57× | ||
| Q3 24 | 0.89× | 1.29× | ||
| Q2 24 | 2.85× | 6.45× |
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
暂无分部数据
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |