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ARCBEST CORP（ARCB）与Schneider National, Inc.（SNDR）财务数据对比。点击上方公司名可切换其他公司
Schneider National, Inc.的季度营收约是ARCBEST CORP的1.4倍（$1.4B vs $972.7M）。Schneider National, Inc.净利率更高（1.6% vs -0.8%，领先2.4%）。Schneider National, Inc.同比增速更快（4.5% vs -2.9%）。Schneider National, Inc.自由现金流更多（$145.5M vs $36.9M）。过去两年Schneider National, Inc.的营收复合增速更高（3.0% 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。
美国施耐德国家公司是知名交通运输企业，提供整车运输、多式联运及综合物流服务，业务涵盖区域配送、长途运输、加急运输、专属运力、散货运输、货运代理、越库物流、共同配送点分拨、供应链管理、港口物流等领域，可为客户提供定制化供应链解决方案。
ARCB vs SNDR — 直观对比
营收规模更大
SNDR
是对方的1.4倍
$972.7M
营收增速更快
SNDR
高出7.4%
-2.9%
净利率更高
SNDR
高出2.4%
-0.8%
自由现金流更多
SNDR
多$108.6M
$36.9M
两年增速更快
SNDR
近两年复合增速
-3.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $972.7M | $1.4B |
| 净利润 | $-8.1M | $22.1M |
| 毛利率 | — | — |
| 营业利润率 | -0.8% | 2.6% |
| 净利率 | -0.8% | 1.6% |
| 营收同比 | -2.9% | 4.5% |
| 净利润同比 | -128.0% | -32.2% |
| 每股收益（稀释后） | $-0.35 | $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ARCBSNDR
| Q4 25 | $972.7M | $1.4B | ||
| Q3 25 | $1.0B | $1.5B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $967.1M | $1.4B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.1B | $1.3B | ||
| Q1 24 | $1.0B | $1.3B |
净利润ARCBSNDR
| Q4 25 | $-8.1M | $22.1M | ||
| Q3 25 | $39.3M | $19.4M | ||
| Q2 25 | $25.8M | $36.0M | ||
| Q1 25 | $3.1M | $26.1M | ||
| Q4 24 | $29.0M | $32.6M | ||
| Q3 24 | $100.3M | $30.6M | ||
| Q2 24 | $46.9M | $35.3M | ||
| Q1 24 | $-2.3M | $18.5M |
营业利润率ARCBSNDR
| Q4 25 | -0.8% | 2.6% | ||
| Q3 25 | 5.2% | 2.4% | ||
| Q2 25 | 3.6% | 3.9% | ||
| Q1 25 | 0.7% | 3.0% | ||
| Q4 24 | 3.8% | 3.2% | ||
| Q3 24 | 12.7% | 3.3% | ||
| Q2 24 | 4.5% | 3.9% | ||
| Q1 24 | 2.2% | 2.2% |
净利率ARCBSNDR
| Q4 25 | -0.8% | 1.6% | ||
| Q3 25 | 3.7% | 1.3% | ||
| Q2 25 | 2.5% | 2.5% | ||
| Q1 25 | 0.3% | 1.9% | ||
| Q4 24 | 2.9% | 2.4% | ||
| Q3 24 | 9.4% | 2.3% | ||
| Q2 24 | 4.4% | 2.7% | ||
| Q1 24 | -0.2% | 1.4% |
每股收益（稀释后）ARCBSNDR
| Q4 25 | $-0.35 | $0.13 | ||
| Q3 25 | $1.72 | $0.11 | ||
| Q2 25 | $1.12 | $0.20 | ||
| Q1 25 | $0.13 | $0.15 | ||
| Q4 24 | $1.21 | $0.19 | ||
| Q3 24 | $4.23 | $0.17 | ||
| Q2 24 | $1.96 | $0.20 | ||
| Q1 24 | $-0.10 | $0.10 |
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 | $41.8M |
| 总债务越低越好 | — | $390.9M |
| 股东权益账面价值 | $1.3B | $3.0B |
| 总资产 | $2.5B | $4.8B |
| 负债/权益比越低杠杆越低 | — | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资ARCBSNDR
| Q4 25 | $124.2M | $41.8M | ||
| Q3 25 | $132.6M | $235.7M | ||
| Q2 25 | $139.7M | $205.1M | ||
| Q1 25 | $98.7M | $154.3M | ||
| Q4 24 | $157.2M | $165.5M | ||
| Q3 24 | $191.1M | $231.6M | ||
| Q2 24 | $260.5M | $157.2M | ||
| Q1 24 | $240.9M | $124.2M |
总债务ARCBSNDR
| Q4 25 | — | $390.9M | ||
| Q3 25 | $214.1M | $509.8M | ||
| Q2 25 | $241.4M | $512.7M | ||
| Q1 25 | $214.2M | $565.8M | ||
| Q4 24 | $189.1M | $420.8M | ||
| Q3 24 | $180.5M | $124.7M | ||
| Q2 24 | $203.6M | $125.8M | ||
| Q1 24 | $212.2M | $96.6M |
股东权益ARCBSNDR
| Q4 25 | $1.3B | $3.0B | ||
| Q3 25 | $1.3B | $3.0B | ||
| Q2 25 | $1.3B | $3.0B | ||
| Q1 25 | $1.3B | $3.0B | ||
| Q4 24 | $1.3B | $3.0B | ||
| Q3 24 | $1.3B | $3.0B | ||
| Q2 24 | $1.2B | $3.0B | ||
| Q1 24 | $1.2B | $2.9B |
总资产ARCBSNDR
| Q4 25 | $2.5B | $4.8B | ||
| Q3 25 | $2.5B | $5.0B | ||
| Q2 25 | $2.5B | $5.0B | ||
| Q1 25 | $2.4B | $5.0B | ||
| Q4 24 | $2.4B | $4.9B | ||
| Q3 24 | $2.4B | $4.6B | ||
| Q2 24 | $2.4B | $4.5B | ||
| Q1 24 | $2.4B | $4.6B |
负债/权益比ARCBSNDR
| Q4 25 | — | 0.13× | ||
| Q3 25 | 0.16× | 0.17× | ||
| Q2 25 | 0.19× | 0.17× | ||
| Q1 25 | 0.17× | 0.19× | ||
| Q4 24 | 0.14× | 0.14× | ||
| Q3 24 | 0.14× | 0.04× | ||
| Q2 24 | 0.17× | 0.04× | ||
| Q1 24 | 0.17× | 0.03× |
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 | $186.0M |
| 自由现金流经营现金流 - 资本支出 | $36.9M | $145.5M |
| 自由现金流率自由现金流/营收 | 3.8% | 10.4% |
| 资本支出强度资本支出/营收 | 0.8% | 2.9% |
| 现金转化率经营现金流/净利润 | — | 8.42× |
| 过去12个月自由现金流最近4个季度 | $114.2M | $285.4M |
8季度趋势，按日历期对齐
经营现金流ARCBSNDR
| Q4 25 | $44.7M | $186.0M | ||
| Q3 25 | $98.2M | $184.2M | ||
| Q2 25 | $108.4M | $175.5M | ||
| Q1 25 | $-22.3M | $91.7M | ||
| Q4 24 | $56.8M | $199.5M | ||
| Q3 24 | $88.8M | $206.4M | ||
| Q2 24 | $133.7M | $182.6M | ||
| Q1 24 | $6.5M | $97.6M |
自由现金流ARCBSNDR
| Q4 25 | $36.9M | $145.5M | ||
| Q3 25 | $33.2M | $56.2M | ||
| Q2 25 | $80.9M | $106.4M | ||
| Q1 25 | $-36.8M | $-22.7M | ||
| Q4 24 | $3.5M | $113.6M | ||
| Q3 24 | $23.9M | $98.7M | ||
| Q2 24 | $83.9M | $85.5M | ||
| Q1 24 | $-48.6M | $-25.7M |
自由现金流率ARCBSNDR
| Q4 25 | 3.8% | 10.4% | ||
| Q3 25 | 3.2% | 3.9% | ||
| Q2 25 | 7.9% | 7.5% | ||
| Q1 25 | -3.8% | -1.6% | ||
| Q4 24 | 0.4% | 8.5% | ||
| Q3 24 | 2.2% | 7.5% | ||
| Q2 24 | 7.8% | 6.5% | ||
| Q1 24 | -4.7% | -1.9% |
资本支出强度ARCBSNDR
| Q4 25 | 0.8% | 2.9% | ||
| Q3 25 | 6.2% | 8.8% | ||
| Q2 25 | 2.7% | 4.9% | ||
| Q1 25 | 1.5% | 8.2% | ||
| Q4 24 | 5.3% | 6.4% | ||
| Q3 24 | 6.1% | 8.2% | ||
| Q2 24 | 4.6% | 7.4% | ||
| Q1 24 | 5.3% | 9.3% |
现金转化率ARCBSNDR
| Q4 25 | — | 8.42× | ||
| Q3 25 | 2.50× | 9.49× | ||
| Q2 25 | 4.20× | 4.88× | ||
| Q1 25 | -7.13× | 3.51× | ||
| Q4 24 | 1.96× | 6.12× | ||
| Q3 24 | 0.89× | 6.75× | ||
| Q2 24 | 2.85× | 5.17× | ||
| Q1 24 | — | 5.28× |
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% |
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
