ArcBest Provides Preliminary Q4 2025 Business Trends; Asset-Light Sees Operating Loss

ARCBEST CORP /DE/

Asset-Based November shipments per day up 3% YoY, tonnage per day up 3%, but revenue per hundredweight declined 2%.
Asset-Light expects a non-GAAP operating loss of $1M to $3M for Q4 2025, excluding $3M purchase accounting amortization.
Sequential non-GAAP operating ratio deterioration of about 400 basis points in Asset-Based, worse than historical 100-200 bps.
Asset-Light November revenue per shipment down 6% YoY, shipments up 5% supported by strong Managed solution growth.
QTD (Oct-Nov) Asset-Based billed revenue per day down 1% YoY; Asset-Light revenue per day down 6% YoY.

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