earnings
confidence high
sentiment negative
materiality 0.75
ArcBest Q1 net loss $1.0M; revenue up 3.3% YoY to $998.8M
ARCBEST CORP /DE/
2026-Q1 EPS reported
-$0.05
revenue$998,786,000
- Revenue $998.8M (+3.3% YoY), net loss $1.0M ($0.05 diluted loss) vs net income $3.1M ($0.13) in Q1 2025.
- Non-GAAP net income $7.2M ($0.32 diluted) vs $11.9M ($0.51) prior year, down 39%.
- Asset-Based operating income $17.5M (OR 97.3%) vs $26.4M (95.9%); tonnage +6.5% per day but revenue per cwt -3.9%.
- Asset-Light turned profitable: operating income $0.2M vs loss $4.4M; non-GAAP operating income $2.8M vs loss $1.2M.
- Returned >$10 million to shareholders in Q1 via balanced capital allocation.