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ARCBEST CORP(ARCB)与Petco Health & Wellness Company, Inc.(WOOF)财务数据对比。点击上方公司名可切换其他公司
Petco Health & Wellness Company, Inc.的季度营收约是ARCBEST CORP的1.5倍($1.5B vs $998.8M),Petco Health & Wellness Company, Inc.净利率更高(0.6% vs -0.1%,领先0.7%),ARCBEST CORP同比增速更快(3.3% vs -3.1%),过去两年ARCBEST CORP的营收复合增速更高(-3.7% vs -6.5%)
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。
Petco健康与 wellness公司是美国知名宠物零售商,总部分别设于圣迭戈与圣安东尼奥。公司主营宠物食品、宠物用品及相关宠物服务,同时也售卖部分品类的活宠小型宠物,是北美宠物零售领域的老牌企业。
ARCB vs WOOF — 直观对比
营收规模更大
WOOF
是对方的1.5倍
$998.8M
营收增速更快
ARCB
高出6.4%
-3.1%
净利率更高
WOOF
高出0.7%
-0.1%
两年增速更快
ARCB
近两年复合增速
-6.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $998.8M | $1.5B |
| 净利润 | $-1.0M | $9.3M |
| 毛利率 | — | 38.9% |
| 营业利润率 | 0.3% | 2.0% |
| 净利率 | -0.1% | 0.6% |
| 营收同比 | 3.3% | -3.1% |
| 净利润同比 | -133.1% | 156.0% |
| 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
ARCB
WOOF
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $1.5B | ||
| Q3 25 | $1.0B | $1.5B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $967.1M | $1.6B | ||
| Q4 24 | $1.0B | $1.5B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.5B |
净利润
ARCB
WOOF
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $9.3M | ||
| Q3 25 | $39.3M | $14.0M | ||
| Q2 25 | $25.8M | $-11.7M | ||
| Q1 25 | $3.1M | $-13.8M | ||
| Q4 24 | $29.0M | $-16.7M | ||
| Q3 24 | $100.3M | $-24.8M | ||
| Q2 24 | $46.9M | $-46.5M |
毛利率
ARCB
WOOF
| Q1 26 | — | — | ||
| Q4 25 | — | 38.9% | ||
| Q3 25 | — | 39.3% | ||
| Q2 25 | — | 38.2% | ||
| Q1 25 | — | 38.0% | ||
| Q4 24 | — | 38.1% | ||
| Q3 24 | — | 38.1% | ||
| Q2 24 | — | 37.8% |
营业利润率
ARCB
WOOF
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 2.0% | ||
| Q3 25 | 5.2% | 2.9% | ||
| Q2 25 | 3.6% | 1.1% | ||
| Q1 25 | 0.7% | 1.1% | ||
| Q4 24 | 3.8% | 0.3% | ||
| Q3 24 | 12.7% | 0.2% | ||
| Q2 24 | 4.5% | -1.1% |
净利率
ARCB
WOOF
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 0.6% | ||
| Q3 25 | 3.7% | 0.9% | ||
| Q2 25 | 2.5% | -0.8% | ||
| Q1 25 | 0.3% | -0.9% | ||
| Q4 24 | 2.9% | -1.1% | ||
| Q3 24 | 9.4% | -1.6% | ||
| Q2 24 | 4.4% | -3.0% |
每股收益(稀释后)
ARCB
WOOF
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $0.03 | ||
| Q3 25 | $1.72 | $0.05 | ||
| Q2 25 | $1.12 | $-0.04 | ||
| Q1 25 | $0.13 | $-0.05 | ||
| Q4 24 | $1.21 | $-0.06 | ||
| Q3 24 | $4.23 | $-0.09 | ||
| Q2 24 | $1.96 | $-0.17 |
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 | $237.4M |
| 总债务越低越好 | $223.7M | — |
| 股东权益账面价值 | $1.3B | $1.2B |
| 总资产 | $2.5B | $5.2B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势,按日历期对齐
现金及短期投资
ARCB
WOOF
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $237.4M | ||
| Q3 25 | $132.6M | $188.7M | ||
| Q2 25 | $139.7M | $133.3M | ||
| Q1 25 | $98.7M | $165.8M | ||
| Q4 24 | $157.2M | $116.7M | ||
| Q3 24 | $191.1M | $127.6M | ||
| Q2 24 | $260.5M | $89.7M |
总债务
ARCB
WOOF
| Q1 26 | $223.7M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $214.1M | — | ||
| Q2 25 | $241.4M | — | ||
| Q1 25 | $214.2M | — | ||
| Q4 24 | $189.1M | — | ||
| Q3 24 | $180.5M | — | ||
| Q2 24 | $203.6M | — |
股东权益
ARCB
WOOF
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.2B | $1.2B |
总资产
ARCB
WOOF
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $5.2B | ||
| Q3 25 | $2.5B | $5.2B | ||
| Q2 25 | $2.5B | $5.1B | ||
| Q1 25 | $2.4B | $5.2B | ||
| Q4 24 | $2.4B | $5.2B | ||
| Q3 24 | $2.4B | $5.3B | ||
| Q2 24 | $2.4B | $5.3B |
负债/权益比
ARCB
WOOF
| Q1 26 | 0.17× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | 0.17× | — | ||
| Q4 24 | 0.14× | — | ||
| 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 | — | $90.1M |
| 自由现金流经营现金流 - 资本支出 | — | $60.6M |
| 自由现金流率自由现金流/营收 | — | 4.1% |
| 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 | — | 9.66× |
| 过去12个月自由现金流最近4个季度 | — | $129.6M |
8季度趋势,按日历期对齐
经营现金流
ARCB
WOOF
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $90.1M | ||
| Q3 25 | $98.2M | $85.9M | ||
| Q2 25 | $108.4M | $-15.5M | ||
| Q1 25 | $-22.3M | $96.0M | ||
| Q4 24 | $56.8M | $20.7M | ||
| Q3 24 | $88.8M | $69.4M | ||
| Q2 24 | $133.7M | $-8.4M |
自由现金流
ARCB
WOOF
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $60.6M | ||
| Q3 25 | $33.2M | $53.8M | ||
| Q2 25 | $80.9M | $-43.9M | ||
| Q1 25 | $-36.8M | $59.0M | ||
| Q4 24 | $3.5M | $-10.3M | ||
| Q3 24 | $23.9M | $42.0M | ||
| Q2 24 | $83.9M | $-41.1M |
自由现金流率
ARCB
WOOF
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 4.1% | ||
| Q3 25 | 3.2% | 3.6% | ||
| Q2 25 | 7.9% | -2.9% | ||
| Q1 25 | -3.8% | 3.8% | ||
| Q4 24 | 0.4% | -0.7% | ||
| Q3 24 | 2.2% | 2.8% | ||
| Q2 24 | 7.8% | -2.7% |
资本支出强度
ARCB
WOOF
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 2.0% | ||
| Q3 25 | 6.2% | 2.2% | ||
| Q2 25 | 2.7% | 1.9% | ||
| Q1 25 | 1.5% | 2.4% | ||
| Q4 24 | 5.3% | 2.1% | ||
| Q3 24 | 6.1% | 1.8% | ||
| Q2 24 | 4.6% | 2.1% |
现金转化率
ARCB
WOOF
| Q1 26 | — | — | ||
| Q4 25 | — | 9.66× | ||
| Q3 25 | 2.50× | 6.15× | ||
| Q2 25 | 4.20× | — | ||
| Q1 25 | -7.13× | — | ||
| Q4 24 | 1.96× | — | ||
| 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
WOOF
| Consumables | $731.5M | 50% |
| Supplies And Companion Animals | $478.1M | 33% |
| Services & Other | $254.8M | 17% |