earnings
confidence high
sentiment negative
materiality 0.80
ArcBest Q4 net loss $8.1M; full year EPS $2.62 vs $7.28; Asset-Based OR worsens to 96.2%
ARCBEST CORP /DE/
2025-FY EPS reported
$2.62
revenue$4,010,158,000
- Q4 revenue $972.7M (down vs $1.0B); GAAP EPS -$0.36 vs $1.24 profit; non-GAAP EPS $0.36 vs $1.33
- Full year 2025 revenue $4.0B (down from $4.2B); GAAP EPS $2.62 vs $7.28; non-GAAP EPS $3.70 vs $6.28
- Asset-Based OR 96.2% vs 92.0%; tonnage/day +2.6%, shipments/day +2.4%, revenue/cwt -2.7%
- Asset-Light Q4 operating loss $9.9M; non-GAAP breakeven; record full-year productivity
- Returned >$86M to shareholders in 2025 via buybacks and dividends; $100.8M remaining authorization