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ARCBEST CORP（ARCB）与RUSH ENTERPRISES INC \TX\（RUSHA）财务数据对比。点击上方公司名可切换其他公司
RUSH ENTERPRISES INC \TX\的季度营收约是ARCBEST CORP的1.7倍（$1.7B vs $998.8M），RUSH ENTERPRISES INC \TX\净利率更高（3.7% vs -0.1%，领先3.8%），ARCBEST CORP同比增速更快（3.3% vs -9.0%），过去两年ARCBEST CORP的营收复合增速更高（-3.7% vs -6.8%）
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。
Rush Enterprises是总部位于美国得克萨斯州新布朗费尔斯的商用车经销商，核心业务是通过旗下Rush Truck Centers销售全新及二手卡车。2019年该公司在全美20个州运营超200家卡车中心，在加拿大设有14个网点，2020年入选财富500强榜单。
ARCB vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.7倍
$998.8M
营收增速更快
ARCB
高出12.3%
-9.0%
净利率更高
RUSHA
高出3.8%
-0.1%
两年增速更快
ARCB
近两年复合增速
-6.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $998.8M | $1.7B |
| 净利润 | $-1.0M | $61.7M |
| 毛利率 | — | 20.4% |
| 营业利润率 | 0.3% | 4.9% |
| 净利率 | -0.1% | 3.7% |
| 营收同比 | 3.3% | -9.0% |
| 净利润同比 | -133.1% | 1.8% |
| 每股收益（稀释后） | $-0.05 | $0.77 |
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ARCBRUSHA
| Q1 26 | $998.8M | $1.7B | ||
| Q4 25 | $972.7M | $1.7B | ||
| Q3 25 | $1.0B | $1.8B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $967.1M | $1.8B | ||
| Q4 24 | $1.0B | $1.9B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.1B | $1.9B |
净利润ARCBRUSHA
| Q1 26 | $-1.0M | $61.7M | ||
| Q4 25 | $-8.1M | $64.3M | ||
| Q3 25 | $39.3M | $66.7M | ||
| Q2 25 | $25.8M | $72.4M | ||
| Q1 25 | $3.1M | $60.3M | ||
| Q4 24 | $29.0M | $74.8M | ||
| Q3 24 | $100.3M | $79.1M | ||
| Q2 24 | $46.9M | $78.7M |
毛利率ARCBRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | — | 20.8% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | — | 20.7% | ||
| Q1 25 | — | 20.3% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 21.0% | ||
| Q2 24 | — | 20.2% |
营业利润率ARCBRUSHA
| Q1 26 | 0.3% | 4.9% | ||
| Q4 25 | -0.8% | 5.5% | ||
| Q3 25 | 5.2% | 5.6% | ||
| Q2 25 | 3.6% | 6.0% | ||
| Q1 25 | 0.7% | 5.2% | ||
| Q4 24 | 3.8% | 5.8% | ||
| Q3 24 | 12.7% | 6.7% | ||
| Q2 24 | 4.5% | 6.4% |
净利率ARCBRUSHA
| Q1 26 | -0.1% | 3.7% | ||
| Q4 25 | -0.8% | 3.8% | ||
| Q3 25 | 3.7% | 3.7% | ||
| Q2 25 | 2.5% | 3.9% | ||
| Q1 25 | 0.3% | 3.4% | ||
| Q4 24 | 2.9% | 3.9% | ||
| Q3 24 | 9.4% | 4.4% | ||
| Q2 24 | 4.4% | 4.1% |
每股收益（稀释后）ARCBRUSHA
| Q1 26 | $-0.05 | $0.77 | ||
| Q4 25 | $-0.35 | $0.81 | ||
| Q3 25 | $1.72 | $0.83 | ||
| Q2 25 | $1.12 | $0.90 | ||
| Q1 25 | $0.13 | $0.73 | ||
| Q4 24 | $1.21 | $-95.13 | ||
| Q3 24 | $4.23 | $0.97 | ||
| Q2 24 | $1.96 | $97.00 |
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 | — |
| 总债务越低越好 | $223.7M | $277.8M |
| 股东权益账面价值 | $1.3B | $2.3B |
| 总资产 | $2.5B | $4.5B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资ARCBRUSHA
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $212.6M | ||
| Q3 25 | $132.6M | $242.0M | ||
| Q2 25 | $139.7M | $211.1M | ||
| Q1 25 | $98.7M | $228.7M | ||
| Q4 24 | $157.2M | $228.1M | ||
| Q3 24 | $191.1M | $185.1M | ||
| Q2 24 | $260.5M | $167.3M |
总债务ARCBRUSHA
| Q1 26 | $223.7M | $277.8M | ||
| Q4 25 | — | $274.8M | ||
| Q3 25 | $214.1M | — | ||
| Q2 25 | $241.4M | — | ||
| Q1 25 | $214.2M | — | ||
| Q4 24 | $189.1M | $408.4M | ||
| Q3 24 | $180.5M | — | ||
| Q2 24 | $203.6M | — |
股东权益ARCBRUSHA
| Q1 26 | $1.3B | $2.3B | ||
| Q4 25 | $1.3B | $2.2B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.3B | $2.2B | ||
| Q1 25 | $1.3B | $2.2B | ||
| Q4 24 | $1.3B | $2.1B | ||
| Q3 24 | $1.3B | $2.1B | ||
| Q2 24 | $1.2B | $2.0B |
总资产ARCBRUSHA
| Q1 26 | $2.5B | $4.5B | ||
| Q4 25 | $2.5B | $4.4B | ||
| Q3 25 | $2.5B | $4.6B | ||
| Q2 25 | $2.5B | $4.7B | ||
| Q1 25 | $2.4B | $4.7B | ||
| Q4 24 | $2.4B | $4.6B | ||
| Q3 24 | $2.4B | $4.6B | ||
| Q2 24 | $2.4B | $4.5B |
负债/权益比ARCBRUSHA
| Q1 26 | 0.17× | 0.12× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | 0.17× | — | ||
| Q4 24 | 0.14× | 0.19× | ||
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $411.6M |
| 自由现金流率自由现金流/营收 | — | 24.4% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 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 | — | $828.4M |
8季度趋势，按日历期对齐
经营现金流ARCBRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $112.9M | ||
| Q3 25 | $98.2M | $367.8M | ||
| Q2 25 | $108.4M | $227.6M | ||
| Q1 25 | $-22.3M | $153.5M | ||
| Q4 24 | $56.8M | $392.3M | ||
| Q3 24 | $88.8M | $111.7M | ||
| Q2 24 | $133.7M | $270.6M |
自由现金流ARCBRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $36.9M | $31.9M | ||
| Q3 25 | $33.2M | $271.2M | ||
| Q2 25 | $80.9M | $113.8M | ||
| Q1 25 | $-36.8M | $45.1M | ||
| Q4 24 | $3.5M | $263.5M | ||
| Q3 24 | $23.9M | $-20.0M | ||
| Q2 24 | $83.9M | $177.2M |
自由现金流率ARCBRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 3.8% | 1.9% | ||
| Q3 25 | 3.2% | 15.2% | ||
| Q2 25 | 7.9% | 6.2% | ||
| Q1 25 | -3.8% | 2.6% | ||
| Q4 24 | 0.4% | 13.7% | ||
| Q3 24 | 2.2% | -1.1% | ||
| Q2 24 | 7.8% | 9.1% |
资本支出强度ARCBRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 0.8% | 4.8% | ||
| Q3 25 | 6.2% | 5.4% | ||
| Q2 25 | 2.7% | 6.2% | ||
| Q1 25 | 1.5% | 6.2% | ||
| Q4 24 | 5.3% | 6.7% | ||
| Q3 24 | 6.1% | 7.3% | ||
| Q2 24 | 4.6% | 4.8% |
现金转化率ARCBRUSHA
| Q1 26 | — | — | ||
| Q4 25 | — | 1.75× | ||
| Q3 25 | 2.50× | 5.51× | ||
| Q2 25 | 4.20× | 3.14× | ||
| Q1 25 | -7.13× | 2.55× | ||
| Q4 24 | 1.96× | 5.25× | ||
| Q3 24 | 0.89× | 1.41× | ||
| Q2 24 | 2.85× | 3.44× |
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
RUSHA
| New and used commercial vehicle sales | $955.1M | 57% |
| Aftermarket products and services sales | $627.2M | 37% |
| Lease and rental sales | $92.3M | 5% |
| Finance and insurance | $5.6M | 0% |
