vs
ARCBEST CORP（ARCB）与Snap Inc（SNAP）财务数据对比。点击上方公司名可切换其他公司
Snap Inc的季度营收约是ARCBEST CORP的1.7倍（$1.7B vs $998.8M），Snap Inc净利率更高（2.6% vs -0.1%，领先2.7%），Snap Inc同比增速更快（10.2% vs 3.3%），过去两年Snap Inc的营收复合增速更高（19.9% 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。
Snap Inc.是一家美国科技企业，2011年9月16日由埃文·斯皮格尔、鲍比·墨菲和雷吉·布朗联合创立，总部位于加利福尼亚州圣莫尼卡。公司核心产品包括社交应用Snapchat、智能眼镜Spectacles、虚拟形象工具Bitmoji以及营销推广解决方案SnapBoost，2016年9月24日由原Snapchat Inc.更名为现名，覆盖社交、智能硬件等多元业务领域。
ARCB vs SNAP — 直观对比
营收规模更大
SNAP
是对方的1.7倍
$998.8M
营收增速更快
SNAP
高出6.9%
3.3%
净利率更高
SNAP
高出2.7%
-0.1%
两年增速更快
SNAP
近两年复合增速
-3.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $998.8M | $1.7B |
| 净利润 | $-1.0M | $45.2M |
| 毛利率 | — | 59.1% |
| 营业利润率 | 0.3% | 2.9% |
| 净利率 | -0.1% | 2.6% |
| 营收同比 | 3.3% | 10.2% |
| 净利润同比 | -133.1% | 396.7% |
| 每股收益（稀释后） | $-0.05 | $0.03 |
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ARCBSNAP
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $1.7B | ||
| Q3 25 | $1.0B | $1.5B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $967.1M | $1.4B | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.1B | $1.2B |
净利润ARCBSNAP
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $45.2M | ||
| Q3 25 | $39.3M | $-103.5M | ||
| Q2 25 | $25.8M | $-262.6M | ||
| Q1 25 | $3.1M | $-139.6M | ||
| Q4 24 | $29.0M | $9.1M | ||
| Q3 24 | $100.3M | $-153.2M | ||
| Q2 24 | $46.9M | $-248.6M |
毛利率ARCBSNAP
| Q1 26 | — | — | ||
| Q4 25 | — | 59.1% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | — | 51.4% | ||
| Q1 25 | — | 53.1% | ||
| Q4 24 | — | 56.9% | ||
| Q3 24 | — | 53.5% | ||
| Q2 24 | — | 52.4% |
营业利润率ARCBSNAP
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 2.9% | ||
| Q3 25 | 5.2% | -8.5% | ||
| Q2 25 | 3.6% | -19.3% | ||
| Q1 25 | 0.7% | -14.2% | ||
| Q4 24 | 3.8% | -1.7% | ||
| Q3 24 | 12.7% | -12.6% | ||
| Q2 24 | 4.5% | -20.5% |
净利率ARCBSNAP
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 2.6% | ||
| Q3 25 | 3.7% | -6.9% | ||
| Q2 25 | 2.5% | -19.5% | ||
| Q1 25 | 0.3% | -10.2% | ||
| Q4 24 | 2.9% | 0.6% | ||
| Q3 24 | 9.4% | -11.2% | ||
| Q2 24 | 4.4% | -20.1% |
每股收益（稀释后）ARCBSNAP
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $0.03 | ||
| Q3 25 | $1.72 | $-0.06 | ||
| Q2 25 | $1.12 | $-0.16 | ||
| Q1 25 | $0.13 | $-0.08 | ||
| Q4 24 | $1.21 | $0.01 | ||
| Q3 24 | $4.23 | $-0.09 | ||
| 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 | $2.9B |
| 总债务越低越好 | $223.7M | $3.5B |
| 股东权益账面价值 | $1.3B | $2.3B |
| 总资产 | $2.5B | $7.7B |
| 负债/权益比越低杠杆越低 | 0.17× | 1.55× |
8季度趋势，按日历期对齐
现金及短期投资ARCBSNAP
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $2.9B | ||
| Q3 25 | $132.6M | $3.0B | ||
| Q2 25 | $139.7M | $2.9B | ||
| Q1 25 | $98.7M | $3.2B | ||
| Q4 24 | $157.2M | $3.4B | ||
| Q3 24 | $191.1M | $3.2B | ||
| Q2 24 | $260.5M | $3.1B |
总债务ARCBSNAP
| Q1 26 | $223.7M | — | ||
| Q4 25 | — | $3.5B | ||
| Q3 25 | $214.1M | $3.5B | ||
| Q2 25 | $241.4M | $3.6B | ||
| Q1 25 | $214.2M | $3.6B | ||
| Q4 24 | $189.1M | $3.6B | ||
| Q3 24 | $180.5M | $3.6B | ||
| Q2 24 | $203.6M | $3.6B |
股东权益ARCBSNAP
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $2.3B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.3B | $2.3B | ||
| Q4 24 | $1.3B | $2.5B | ||
| Q3 24 | $1.3B | $2.2B | ||
| Q2 24 | $1.2B | $2.1B |
总资产ARCBSNAP
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $7.7B | ||
| Q3 25 | $2.5B | $7.6B | ||
| Q2 25 | $2.5B | $7.4B | ||
| Q1 25 | $2.4B | $7.6B | ||
| Q4 24 | $2.4B | $7.9B | ||
| Q3 24 | $2.4B | $7.6B | ||
| Q2 24 | $2.4B | $7.4B |
负债/权益比ARCBSNAP
| Q1 26 | 0.17× | — | ||
| Q4 25 | — | 1.55× | ||
| Q3 25 | 0.16× | 1.59× | ||
| Q2 25 | 0.19× | 1.73× | ||
| Q1 25 | 0.17× | 1.56× | ||
| Q4 24 | 0.14× | 1.49× | ||
| Q3 24 | 0.14× | 1.65× | ||
| Q2 24 | 0.17× | 1.76× |
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 | — | $269.6M |
| 自由现金流经营现金流 - 资本支出 | — | $205.6M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 3.7% |
| 现金转化率经营现金流/净利润 | — | 5.96× |
| 过去12个月自由现金流最近4个季度 | — | $437.2M |
8季度趋势，按日历期对齐
经营现金流ARCBSNAP
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $269.6M | ||
| Q3 25 | $98.2M | $146.5M | ||
| Q2 25 | $108.4M | $88.5M | ||
| Q1 25 | $-22.3M | $151.6M | ||
| Q4 24 | $56.8M | $230.6M | ||
| Q3 24 | $88.8M | $115.9M | ||
| Q2 24 | $133.7M | $-21.4M |
自由现金流ARCBSNAP
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $205.6M | ||
| Q3 25 | $33.2M | $93.4M | ||
| Q2 25 | $80.9M | $23.8M | ||
| Q1 25 | $-36.8M | $114.4M | ||
| Q4 24 | $3.5M | $182.4M | ||
| Q3 24 | $23.9M | $71.8M | ||
| Q2 24 | $83.9M | $-73.4M |
自由现金流率ARCBSNAP
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 12.0% | ||
| Q3 25 | 3.2% | 6.2% | ||
| Q2 25 | 7.9% | 1.8% | ||
| Q1 25 | -3.8% | 8.4% | ||
| Q4 24 | 0.4% | 11.7% | ||
| Q3 24 | 2.2% | 5.2% | ||
| Q2 24 | 7.8% | -5.9% |
资本支出强度ARCBSNAP
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 3.7% | ||
| Q3 25 | 6.2% | 3.5% | ||
| Q2 25 | 2.7% | 4.8% | ||
| Q1 25 | 1.5% | 2.7% | ||
| Q4 24 | 5.3% | 3.1% | ||
| Q3 24 | 6.1% | 3.2% | ||
| Q2 24 | 4.6% | 4.2% |
现金转化率ARCBSNAP
| Q1 26 | — | — | ||
| Q4 25 | — | 5.96× | ||
| Q3 25 | 2.50× | — | ||
| Q2 25 | 4.20× | — | ||
| Q1 25 | -7.13× | — | ||
| Q4 24 | 1.96× | 25.34× | ||
| 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
SNAP
| Advertising Revenue | $1.5B | 86% |
| Other Revenue | $231.9M | 14% |
