earnings
confidence high
sentiment negative
materiality 0.75
ArcBest Q2 revenue $1.0B (-9% YoY), EPS $1.12 vs $1.96; Asset-Based OR 92.8%
ARCBEST CORP /DE/
2025-Q2 EPS reported
$1.25
revenue$1,989,333,000
- Net income from continuing ops $25.8M ($1.12 diluted EPS) vs $46.9M ($1.96) prior year; non-GAAP EPS $1.36.
- Asset-Based segment operating income $51.0M (OR 92.8%) vs $72.8M (89.8%) on shipment growth but higher costs.
- Asset-Light revenue $341.9M (-12.9% per day) but achieved first non-GAAP operating income since Q2'23 at $1.1M.
- Over $47M returned to shareholders via buybacks and dividends in H1 2025.
- Customer contract renewals +4%; general rate increase of 5.9% effective Aug 4.
item 2.02item 9.01