earnings
confidence high
sentiment neutral
materiality 0.70
ArcBest Q2 GAAP net loss $13.8M on restructuring charges; non-GAAP EPS $2.38 beats prior year $1.36
ARCBEST CORP /DE/
- Revenue $1.2B vs $1.0B YoY; GAAP net loss $13.8M ($0.62 loss per share) vs net income $25.8M ($1.12) in Q2 2025.
- Non-GAAP net income $53.6M ($2.38 per share) vs $31.2M ($1.36) prior year; excludes restructuring charges from July 16 plan.
- Asset-Based revenue $783.7M (+9.9% per day); operating ratio improved to 90.5% from 92.8% YoY.
- Asset-Light revenue $438.7M (+28.3% per day); non-GAAP operating income $6.3M vs $1.1M prior year.
- Contract renewals averaged 5.8% increase; sequential Asset-Based non-GAAP OR improved 650 bps.