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ARCBEST CORP（ARCB）与惠好（WY）财务数据对比。点击上方公司名可切换其他公司
惠好的季度营收约是ARCBEST CORP的1.5倍（$1.5B vs $998.8M），惠好净利率更高（4.8% vs -0.1%，领先4.9%），ARCBEST CORP同比增速更快（3.3% vs -9.8%），过去两年ARCBEST CORP的营收复合增速更高（-3.7% vs -7.4%）
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。
惠好是美国知名林地运营企业，在美国本土持有约1040万英亩林地，同时通过长期许可协议在加拿大管理额外1400万英亩林地。企业拥有逾百年木制品生产历史，目前以房地产投资信托（REIT）模式运营。
ARCB vs WY — 直观对比
营收规模更大
WY
是对方的1.5倍
$998.8M
营收增速更快
ARCB
高出13.1%
-9.8%
净利率更高
WY
高出4.9%
-0.1%
两年增速更快
ARCB
近两年复合增速
-7.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $998.8M | $1.5B |
| 净利润 | $-1.0M | $74.0M |
| 毛利率 | — | 10.4% |
| 营业利润率 | 0.3% | 16.3% |
| 净利率 | -0.1% | 4.8% |
| 营收同比 | 3.3% | -9.8% |
| 净利润同比 | -133.1% | -8.6% |
| 每股收益（稀释后） | $-0.05 | $0.11 |
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ARCBWY
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $1.5B | ||
| Q3 25 | $1.0B | $1.7B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $967.1M | $1.8B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $1.1B | $1.7B | ||
| Q2 24 | $1.1B | $1.9B |
净利润ARCBWY
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $74.0M | ||
| Q3 25 | $39.3M | $80.0M | ||
| Q2 25 | $25.8M | $87.0M | ||
| Q1 25 | $3.1M | $83.0M | ||
| Q4 24 | $29.0M | $81.0M | ||
| Q3 24 | $100.3M | $28.0M | ||
| Q2 24 | $46.9M | $173.0M |
毛利率ARCBWY
| Q1 26 | — | — | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | 17.3% | ||
| Q1 25 | — | 19.0% | ||
| Q4 24 | — | 17.8% | ||
| Q3 24 | — | 14.9% | ||
| Q2 24 | — | 20.8% |
营业利润率ARCBWY
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 16.3% | ||
| Q3 25 | 5.2% | 7.2% | ||
| Q2 25 | 3.6% | 9.4% | ||
| Q1 25 | 0.7% | 10.2% | ||
| Q4 24 | 3.8% | 8.3% | ||
| Q3 24 | 12.7% | 4.6% | ||
| Q2 24 | 4.5% | 13.9% |
净利率ARCBWY
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 4.8% | ||
| Q3 25 | 3.7% | 4.7% | ||
| Q2 25 | 2.5% | 4.6% | ||
| Q1 25 | 0.3% | 4.7% | ||
| Q4 24 | 2.9% | 4.7% | ||
| Q3 24 | 9.4% | 1.7% | ||
| Q2 24 | 4.4% | 8.9% |
每股收益（稀释后）ARCBWY
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $0.11 | ||
| Q3 25 | $1.72 | $0.11 | ||
| Q2 25 | $1.12 | $0.12 | ||
| Q1 25 | $0.13 | $0.11 | ||
| Q4 24 | $1.21 | $0.10 | ||
| Q3 24 | $4.23 | $0.04 | ||
| Q2 24 | $1.96 | $0.24 |
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 | $464.0M |
| 总债务越低越好 | $223.7M | $5.6B |
| 股东权益账面价值 | $1.3B | $9.4B |
| 总资产 | $2.5B | $16.6B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资ARCBWY
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $464.0M | ||
| Q3 25 | $132.6M | $401.0M | ||
| Q2 25 | $139.7M | $592.0M | ||
| Q1 25 | $98.7M | $560.0M | ||
| Q4 24 | $157.2M | $684.0M | ||
| Q3 24 | $191.1M | $877.0M | ||
| Q2 24 | $260.5M | $997.0M |
总债务ARCBWY
| Q1 26 | $223.7M | — | ||
| Q4 25 | — | $5.6B | ||
| Q3 25 | $214.1M | — | ||
| Q2 25 | $241.4M | — | ||
| Q1 25 | $214.2M | — | ||
| Q4 24 | $189.1M | $5.1B | ||
| Q3 24 | $180.5M | — | ||
| Q2 24 | $203.6M | — |
股东权益ARCBWY
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $9.4B | ||
| Q3 25 | $1.3B | $9.4B | ||
| Q2 25 | $1.3B | $9.5B | ||
| Q1 25 | $1.3B | $9.6B | ||
| Q4 24 | $1.3B | $9.7B | ||
| Q3 24 | $1.3B | $9.9B | ||
| Q2 24 | $1.2B | $10.0B |
总资产ARCBWY
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $16.6B | ||
| Q3 25 | $2.5B | $16.7B | ||
| Q2 25 | $2.5B | $16.5B | ||
| Q1 25 | $2.4B | $16.5B | ||
| Q4 24 | $2.4B | $16.5B | ||
| Q3 24 | $2.4B | $16.7B | ||
| Q2 24 | $2.4B | $16.8B |
负债/权益比ARCBWY
| Q1 26 | 0.17× | — | ||
| Q4 25 | — | 0.59× | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | 0.17× | — | ||
| Q4 24 | 0.14× | 0.52× | ||
| 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 | — | $-114.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-128.0M |
| 自由现金流率自由现金流/营收 | — | -8.3% |
| 资本支出强度资本支出/营收 | — | 0.9% |
| 现金转化率经营现金流/净利润 | — | -1.54× |
| 过去12个月自由现金流最近4个季度 | — | $511.0M |
8季度趋势，按日历期对齐
经营现金流ARCBWY
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $-114.0M | ||
| Q3 25 | $98.2M | $210.0M | ||
| Q2 25 | $108.4M | $396.0M | ||
| Q1 25 | $-22.3M | $70.0M | ||
| Q4 24 | $56.8M | $218.0M | ||
| Q3 24 | $88.8M | $234.0M | ||
| Q2 24 | $133.7M | $432.0M |
自由现金流ARCBWY
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $-128.0M | ||
| Q3 25 | $33.2M | $203.0M | ||
| Q2 25 | $80.9M | $388.0M | ||
| Q1 25 | $-36.8M | $48.0M | ||
| Q4 24 | $3.5M | $205.0M | ||
| Q3 24 | $23.9M | $226.0M | ||
| Q2 24 | $83.9M | $423.0M |
自由现金流率ARCBWY
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | -8.3% | ||
| Q3 25 | 3.2% | 11.8% | ||
| Q2 25 | 7.9% | 20.6% | ||
| Q1 25 | -3.8% | 2.7% | ||
| Q4 24 | 0.4% | 12.0% | ||
| Q3 24 | 2.2% | 13.4% | ||
| Q2 24 | 7.8% | 21.8% |
资本支出强度ARCBWY
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 0.9% | ||
| Q3 25 | 6.2% | 0.4% | ||
| Q2 25 | 2.7% | 0.4% | ||
| Q1 25 | 1.5% | 1.2% | ||
| Q4 24 | 5.3% | 0.8% | ||
| Q3 24 | 6.1% | 0.5% | ||
| Q2 24 | 4.6% | 0.5% |
现金转化率ARCBWY
| Q1 26 | — | — | ||
| Q4 25 | — | -1.54× | ||
| Q3 25 | 2.50× | 2.63× | ||
| Q2 25 | 4.20× | 4.55× | ||
| Q1 25 | -7.13× | 0.84× | ||
| Q4 24 | 1.96× | 2.69× | ||
| Q3 24 | 0.89× | 8.36× | ||
| Q2 24 | 2.85× | 2.50× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
