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ARCBEST CORP（ARCB）与SAIA INC（SAIA）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SAIA INC的1.2倍（$972.7M vs $790.0M）。SAIA INC净利率更高（6.0% vs -0.8%，领先6.8%）。SAIA INC同比增速更快（0.1% vs -2.9%）。SAIA INC自由现金流更多（$37.5M vs $36.9M）。过去两年SAIA INC的营收复合增速更高（2.3% vs -3.1%）
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。
Saia是美国知名零担货运企业，1924年创立于路易斯安那州霍马。成立最初五十年仅在路易斯安那州和得克萨斯州运营，1980年后逐步向美国南部多州扩张，后续通过同业并购将服务覆盖至36个州，目前位列美国零担承运商前十，年营收超18亿美元。
ARCB vs SAIA — 直观对比
营收规模更大
ARCB
是对方的1.2倍
$790.0M
营收增速更快
SAIA
高出3.0%
-2.9%
净利率更高
SAIA
高出6.8%
-0.8%
自由现金流更多
SAIA
多$591.0K
$36.9M
两年增速更快
SAIA
近两年复合增速
-3.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $972.7M | $790.0M |
| 净利润 | $-8.1M | $47.5M |
| 毛利率 | — | — |
| 营业利润率 | -0.8% | 8.1% |
| 净利率 | -0.8% | 6.0% |
| 营收同比 | -2.9% | 0.1% |
| 净利润同比 | -128.0% | -37.6% |
| 每股收益（稀释后） | $-0.35 | $1.77 |
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ARCBSAIA
| Q4 25 | $972.7M | $790.0M | ||
| Q3 25 | $1.0B | $839.6M | ||
| Q2 25 | $1.0B | $817.1M | ||
| Q1 25 | $967.1M | $787.6M | ||
| Q4 24 | $1.0B | $789.0M | ||
| Q3 24 | $1.1B | $842.1M | ||
| Q2 24 | $1.1B | $823.2M | ||
| Q1 24 | $1.0B | $754.8M |
净利润ARCBSAIA
| Q4 25 | $-8.1M | $47.5M | ||
| Q3 25 | $39.3M | $86.3M | ||
| Q2 25 | $25.8M | $71.4M | ||
| Q1 25 | $3.1M | $49.8M | ||
| Q4 24 | $29.0M | $76.1M | ||
| Q3 24 | $100.3M | $92.7M | ||
| Q2 24 | $46.9M | $102.5M | ||
| Q1 24 | $-2.3M | $90.7M |
营业利润率ARCBSAIA
| Q4 25 | -0.8% | 8.1% | ||
| Q3 25 | 5.2% | 14.1% | ||
| Q2 25 | 3.6% | 12.2% | ||
| Q1 25 | 0.7% | 8.9% | ||
| Q4 24 | 3.8% | 12.9% | ||
| Q3 24 | 12.7% | 14.9% | ||
| Q2 24 | 4.5% | 16.7% | ||
| Q1 24 | 2.2% | 15.6% |
净利率ARCBSAIA
| Q4 25 | -0.8% | 6.0% | ||
| Q3 25 | 3.7% | 10.3% | ||
| Q2 25 | 2.5% | 8.7% | ||
| Q1 25 | 0.3% | 6.3% | ||
| Q4 24 | 2.9% | 9.6% | ||
| Q3 24 | 9.4% | 11.0% | ||
| Q2 24 | 4.4% | 12.5% | ||
| Q1 24 | -0.2% | 12.0% |
每股收益（稀释后）ARCBSAIA
| Q4 25 | $-0.35 | $1.77 | ||
| Q3 25 | $1.72 | $3.22 | ||
| Q2 25 | $1.12 | $2.67 | ||
| Q1 25 | $0.13 | $1.86 | ||
| Q4 24 | $1.21 | $2.84 | ||
| Q3 24 | $4.23 | $3.46 | ||
| Q2 24 | $1.96 | $3.83 | ||
| Q1 24 | $-0.10 | $3.38 |
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 | $124.2M | $19.7M |
| 总债务越低越好 | — | $163.0M |
| 股东权益账面价值 | $1.3B | $2.6B |
| 总资产 | $2.5B | $3.5B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资ARCBSAIA
| Q4 25 | $124.2M | $19.7M | ||
| Q3 25 | $132.6M | $35.5M | ||
| Q2 25 | $139.7M | $18.8M | ||
| Q1 25 | $98.7M | $16.5M | ||
| Q4 24 | $157.2M | $19.5M | ||
| Q3 24 | $191.1M | $14.4M | ||
| Q2 24 | $260.5M | $11.2M | ||
| Q1 24 | $240.9M | $12.3M |
总债务ARCBSAIA
| Q4 25 | — | $163.0M | ||
| Q3 25 | $214.1M | $218.0M | ||
| Q2 25 | $241.4M | $307.1M | ||
| Q1 25 | $214.2M | $291.8M | ||
| Q4 24 | $189.1M | $195.0M | ||
| Q3 24 | $180.5M | $184.2M | ||
| Q2 24 | $203.6M | $169.1M | ||
| Q1 24 | $212.2M | $76.6M |
股东权益ARCBSAIA
| Q4 25 | $1.3B | $2.6B | ||
| Q3 25 | $1.3B | $2.5B | ||
| Q2 25 | $1.3B | $2.4B | ||
| Q1 25 | $1.3B | $2.4B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.3B | $2.2B | ||
| Q2 24 | $1.2B | $2.1B | ||
| Q1 24 | $1.2B | $2.0B |
总资产ARCBSAIA
| Q4 25 | $2.5B | $3.5B | ||
| Q3 25 | $2.5B | $3.5B | ||
| Q2 25 | $2.5B | $3.5B | ||
| Q1 25 | $2.4B | $3.4B | ||
| Q4 24 | $2.4B | $3.2B | ||
| Q3 24 | $2.4B | $3.1B | ||
| Q2 24 | $2.4B | $3.0B | ||
| Q1 24 | $2.4B | $2.8B |
负债/权益比ARCBSAIA
| Q4 25 | — | 0.06× | ||
| Q3 25 | 0.16× | 0.09× | ||
| Q2 25 | 0.19× | 0.13× | ||
| Q1 25 | 0.17× | 0.12× | ||
| Q4 24 | 0.14× | 0.08× | ||
| Q3 24 | 0.14× | 0.08× | ||
| Q2 24 | 0.17× | 0.08× | ||
| Q1 24 | 0.17× | 0.04× |
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 | $44.7M | $137.3M |
| 自由现金流经营现金流 - 资本支出 | $36.9M | $37.5M |
| 自由现金流率自由现金流/营收 | 3.8% | 4.7% |
| 资本支出强度资本支出/营收 | 0.8% | 12.6% |
| 现金转化率经营现金流/净利润 | — | 2.89× |
| 过去12个月自由现金流最近4个季度 | $114.2M | $27.3M |
8季度趋势，按日历期对齐
经营现金流ARCBSAIA
| Q4 25 | $44.7M | $137.3M | ||
| Q3 25 | $98.2M | $177.8M | ||
| Q2 25 | $108.4M | $170.7M | ||
| Q1 25 | $-22.3M | $109.1M | ||
| Q4 24 | $56.8M | $164.7M | ||
| Q3 24 | $88.8M | $181.7M | ||
| Q2 24 | $133.7M | $130.8M | ||
| Q1 24 | $6.5M | $106.5M |
自由现金流ARCBSAIA
| Q4 25 | $36.9M | $37.5M | ||
| Q3 25 | $33.2M | $87.6M | ||
| Q2 25 | $80.9M | $-3.9M | ||
| Q1 25 | $-36.8M | $-93.8M | ||
| Q4 24 | $3.5M | $-3.5M | ||
| Q3 24 | $23.9M | $-11.7M | ||
| Q2 24 | $83.9M | $-94.0M | ||
| Q1 24 | $-48.6M | $-350.7M |
自由现金流率ARCBSAIA
| Q4 25 | 3.8% | 4.7% | ||
| Q3 25 | 3.2% | 10.4% | ||
| Q2 25 | 7.9% | -0.5% | ||
| Q1 25 | -3.8% | -11.9% | ||
| Q4 24 | 0.4% | -0.4% | ||
| Q3 24 | 2.2% | -1.4% | ||
| Q2 24 | 7.8% | -11.4% | ||
| Q1 24 | -4.7% | -46.5% |
资本支出强度ARCBSAIA
| Q4 25 | 0.8% | 12.6% | ||
| Q3 25 | 6.2% | 10.8% | ||
| Q2 25 | 2.7% | 21.4% | ||
| Q1 25 | 1.5% | 25.8% | ||
| Q4 24 | 5.3% | 21.3% | ||
| Q3 24 | 6.1% | 23.0% | ||
| Q2 24 | 4.6% | 27.3% | ||
| Q1 24 | 5.3% | 60.6% |
现金转化率ARCBSAIA
| Q4 25 | — | 2.89× | ||
| Q3 25 | 2.50× | 2.06× | ||
| Q2 25 | 4.20× | 2.39× | ||
| Q1 25 | -7.13× | 2.19× | ||
| Q4 24 | 1.96× | 2.16× | ||
| Q3 24 | 0.89× | 1.96× | ||
| Q2 24 | 2.85× | 1.28× | ||
| Q1 24 | — | 1.17× |
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
| Asset Based Segment | $648.8M | 67% |
| Asset Light Segment | $353.5M | 36% |
SAIA
暂无分部数据
