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ARCBEST CORP（ARCB）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是ARCBEST CORP的1.0倍（$1.0B vs $998.8M），思佳讯净利率更高（7.6% vs -0.1%，领先7.8%），思佳讯同比增速更快（8.6% vs 3.3%），过去两年思佳讯的营收复合增速更高（-0.5% 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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
ARCB vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.0倍
$998.8M
营收增速更快
SWKS
高出5.3%
3.3%
净利率更高
SWKS
高出7.8%
-0.1%
两年增速更快
SWKS
近两年复合增速
-3.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $998.8M | $1.0B |
| 净利润 | $-1.0M | $79.2M |
| 毛利率 | — | 41.3% |
| 营业利润率 | 0.3% | 10.0% |
| 净利率 | -0.1% | 7.6% |
| 营收同比 | 3.3% | 8.6% |
| 净利润同比 | -133.1% | 15.3% |
| 每股收益（稀释后） | $-0.05 | $0.53 |
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ARCBSWKS
| Q1 26 | $998.8M | $1.0B | ||
| Q4 25 | $972.7M | $1.1B | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | $965.0M | ||
| Q1 25 | $967.1M | $953.2M | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.1B | $905.5M |
净利润ARCBSWKS
| Q1 26 | $-1.0M | $79.2M | ||
| Q4 25 | $-8.1M | $141.4M | ||
| Q3 25 | $39.3M | — | ||
| Q2 25 | $25.8M | $105.0M | ||
| Q1 25 | $3.1M | $68.7M | ||
| Q4 24 | $29.0M | $162.0M | ||
| Q3 24 | $100.3M | $60.5M | ||
| Q2 24 | $46.9M | $120.9M |
毛利率ARCBSWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 41.6% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 41.9% | ||
| Q2 24 | — | 40.2% |
营业利润率ARCBSWKS
| Q1 26 | 0.3% | 10.0% | ||
| Q4 25 | -0.8% | 10.1% | ||
| Q3 25 | 5.2% | — | ||
| Q2 25 | 3.6% | 11.5% | ||
| Q1 25 | 0.7% | 10.2% | ||
| Q4 24 | 3.8% | 16.9% | ||
| Q3 24 | 12.7% | 5.8% | ||
| Q2 24 | 4.5% | 14.4% |
净利率ARCBSWKS
| Q1 26 | -0.1% | 7.6% | ||
| Q4 25 | -0.8% | 12.9% | ||
| Q3 25 | 3.7% | — | ||
| Q2 25 | 2.5% | 10.9% | ||
| Q1 25 | 0.3% | 7.2% | ||
| Q4 24 | 2.9% | 15.2% | ||
| Q3 24 | 9.4% | 5.9% | ||
| Q2 24 | 4.4% | 13.4% |
每股收益（稀释后）ARCBSWKS
| Q1 26 | $-0.05 | $0.53 | ||
| Q4 25 | $-0.35 | $0.95 | ||
| Q3 25 | $1.72 | — | ||
| Q2 25 | $1.12 | $0.70 | ||
| Q1 25 | $0.13 | $0.43 | ||
| Q4 24 | $1.21 | $1.00 | ||
| Q3 24 | $4.23 | $0.36 | ||
| Q2 24 | $1.96 | $0.75 |
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 | $1.6B |
| 总债务越低越好 | $223.7M | $496.6M |
| 股东权益账面价值 | $1.3B | $5.8B |
| 总资产 | $2.5B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资ARCBSWKS
| Q1 26 | $86.4M | $1.6B | ||
| Q4 25 | $124.2M | $1.4B | ||
| Q3 25 | $132.6M | — | ||
| Q2 25 | $139.7M | $1.3B | ||
| Q1 25 | $98.7M | $1.5B | ||
| Q4 24 | $157.2M | $1.7B | ||
| Q3 24 | $191.1M | $1.6B | ||
| Q2 24 | $260.5M | $1.3B |
总债务ARCBSWKS
| Q1 26 | $223.7M | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | $214.1M | — | ||
| Q2 25 | $241.4M | $496.2M | ||
| Q1 25 | $214.2M | $995.1M | ||
| Q4 24 | $189.1M | $994.7M | ||
| Q3 24 | $180.5M | $994.3M | ||
| Q2 24 | $203.6M | $994.0M |
股东权益ARCBSWKS
| Q1 26 | $1.3B | $5.8B | ||
| Q4 25 | $1.3B | $5.8B | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | $5.7B | ||
| Q1 25 | $1.3B | $5.9B | ||
| Q4 24 | $1.3B | $6.4B | ||
| Q3 24 | $1.3B | $6.3B | ||
| Q2 24 | $1.2B | $6.3B |
总资产ARCBSWKS
| Q1 26 | $2.5B | $7.9B | ||
| Q4 25 | $2.5B | $7.9B | ||
| Q3 25 | $2.5B | — | ||
| Q2 25 | $2.5B | $7.7B | ||
| Q1 25 | $2.4B | $7.9B | ||
| Q4 24 | $2.4B | $8.3B | ||
| Q3 24 | $2.4B | $8.3B | ||
| Q2 24 | $2.4B | $8.2B |
负债/权益比ARCBSWKS
| Q1 26 | 0.17× | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.19× | 0.09× | ||
| Q1 25 | 0.17× | 0.17× | ||
| Q4 24 | 0.14× | 0.16× | ||
| Q3 24 | 0.14× | 0.16× | ||
| Q2 24 | 0.17× | 0.16× |
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 | — | $395.5M |
| 自由现金流经营现金流 - 资本支出 | — | $339.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | — | 4.99× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流ARCBSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $44.7M | $200.0M | ||
| Q3 25 | $98.2M | — | ||
| Q2 25 | $108.4M | $314.2M | ||
| Q1 25 | $-22.3M | $409.4M | ||
| Q4 24 | $56.8M | $377.2M | ||
| Q3 24 | $88.8M | $476.1M | ||
| Q2 24 | $133.7M | $273.4M |
自由现金流ARCBSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | $36.9M | $144.0M | ||
| Q3 25 | $33.2M | — | ||
| Q2 25 | $80.9M | $252.7M | ||
| Q1 25 | $-36.8M | $370.9M | ||
| Q4 24 | $3.5M | $338.2M | ||
| Q3 24 | $23.9M | $393.3M | ||
| Q2 24 | $83.9M | $249.0M |
自由现金流率ARCBSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | 3.8% | 13.1% | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 7.9% | 26.2% | ||
| Q1 25 | -3.8% | 38.9% | ||
| Q4 24 | 0.4% | 31.7% | ||
| Q3 24 | 2.2% | 38.4% | ||
| Q2 24 | 7.8% | 27.5% |
资本支出强度ARCBSWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | 0.8% | 5.1% | ||
| Q3 25 | 6.2% | — | ||
| Q2 25 | 2.7% | 6.4% | ||
| Q1 25 | 1.5% | 4.0% | ||
| Q4 24 | 5.3% | 3.6% | ||
| Q3 24 | 6.1% | 8.1% | ||
| Q2 24 | 4.6% | 2.7% |
现金转化率ARCBSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | — | 1.41× | ||
| Q3 25 | 2.50× | — | ||
| Q2 25 | 4.20× | 2.99× | ||
| Q1 25 | -7.13× | 5.96× | ||
| Q4 24 | 1.96× | 2.33× | ||
| Q3 24 | 0.89× | 7.87× | ||
| Q2 24 | 2.85× | 2.26× |
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
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
