earnings
confidence high
sentiment negative
materiality 0.75
ArcBest Q3 revenue $1.0B, GAAP EPS $1.72 down from $4.23; non-GAAP $1.46 vs $1.64
ARCBEST CORP /DE/
2025-Q3 EPS reported
$2.96
revenue$3,037,470,000
- Revenue $1.0B (-10.6% YoY); GAAP diluted EPS $1.72 vs $4.23; non-GAAP diluted EPS $1.46 vs $1.64.
- Asset-Based: revenue $726.5M, shipments +4.3%, tonnage +2.3% per day; operating ratio improved to 90.3% from 91.0%.
- Asset-Light: revenue $356.0M (-8.3% per day); non-GAAP operating income $1.6M vs loss $3.9M; record volumes and productivity.
- Year-to-date over $66M returned to shareholders via share repurchases and dividends.
- Q3 GAAP net income $39.3M vs $100.3M; prior-year included $69.1M after-tax benefit from MoLo contingent consideration.