Highest-materiality recent filing
ArcBest Q2 GAAP net loss $13.8M on restructuring charges; non-GAAP EPS $2.38 beats prior year $1.36
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.
ArcBest announces restructuring: 2% workforce cut, brand consolidation, $40M annual savings
Workforce reduction of ~2% of total positions; brand consolidation effective Aug 1, 2026: MoLo, Panther, ArcBest Technologies under ArcBest brand; ABF Freight and U-Pack remain.
ArcBest Q2 update: expects Asset-Based OR improvement of 600-700 bps sequentially
May 2026 Asset-Based daily tonnage +5% YoY, revenue per shipment +14%, shipments/day -4%.
ArcBest Q1 net loss $1.0M; revenue up 3.3% YoY to $998.8M
Revenue $998.8M (+3.3% YoY), net loss $1.0M ($0.05 diluted loss) vs net income $3.1M ($0.13) in Q1 2025.
Asset-Based: Feb billed revenue/day flat YoY, tonnage +2%; QTD tonnage +6%, revenue/CWT -5%.
ArcBest Q4 net loss $8.1M; full year EPS $2.62 vs $7.28; Asset-Based OR worsens to 96.2%
Q4 revenue $972.7M (down vs $1.0B); GAAP EPS -$0.36 vs $1.24 profit; non-GAAP EPS $0.36 vs $1.33
ArcBest Provides Preliminary Q4 2025 Business Trends; Asset-Light Sees Operating Loss
Asset-Based November shipments per day up 3% YoY, tonnage per day up 3%, but revenue per hundredweight declined 2%.
ArcBest Q3 revenue $1.0B, GAAP EPS $1.72 down from $4.23; non-GAAP $1.46 vs $1.64
Revenue $1.0B (-10.6% YoY); GAAP diluted EPS $1.72 vs $4.23; non-GAAP diluted EPS $1.46 vs $1.64.
ArcBest Q3 update: Asset-Based OR flat to +50bps sequentially; real estate gain $16M
August Asset-Based daily shipments +5% YoY, weight/shipment -3%; revenue/cwt ex-fuel flat.
ArcBest Q2 revenue $1.0B (-9% YoY), EPS $1.12 vs $1.96; Asset-Based OR 92.8%
Net income from continuing ops $25.8M ($1.12 diluted EPS) vs $46.9M ($1.96) prior year; non-GAAP EPS $1.36.
CEO Judy McReynolds retiring effective Dec 31, 2025; will remain chairman of the board.
ArcBest Q1 revenue $967M, GAAP EPS $0.13, non-GAAP EPS $0.51, down YoY
Revenue $967.1M vs $1.0B YoY; GAAP net income $3.1M ($0.13 EPS) vs net loss $2.9M (-$0.12).
ArcBest Q1 update: Asset-Based tonnage down 6% QTD; Asset-Light expects $3-5M operating loss
Asset-Based QTD revenue/day -2%, tons/day -6%; February sequential improvement from January.
ArcBest Q4 2024 rev $1.0B, net income $29M ($1.24 EPS), down from $48.8M YoY
Q4 GAAP diluted EPS $1.24 vs $2.01 prior year; non-GAAP EPS $1.33 vs $2.47.
Asset-Based billed rev/day down 9% QTD; Oct -11.2%, Nov -7%; Oct 2023 comp boosted by competitor cyberattack.
ArcBest Q3 GAAP EPS $4.23 includes $69.1M benefit; non-GAAP EPS $1.64 down 29% YoY
Revenue $1.06B (-6% YoY); asset-based segment revenue $709.7M (-5.8% per day).
Michael Newcity, Chief Innovation Officer and President of ArcBest Technologies, to retire in December 2024 after over 30 years at the company.
ArcBest Q3 preliminary update: Asset-Light op loss ~$5-6M; QTD revenue/day -3%
Asset-Based QTD billed revenue/day -3% YoY; tonnage/day -11% on softer macro and higher spot pricing.
ArcBest Q2 net income $46.9M ($1.96 EPS), revenue $1.08B; operating income improves YoY
Net income $46.9M vs $39.6M YoY; non-GAAP EPS $1.98 vs $1.54; revenue $1.08B vs $1.10B.
ArcBest appoints Seth Runser as president; ABF president Matt Godfrey succeeds him
Seth Runser, ABF Freight president since 2021, becomes ArcBest president effective Aug 1, 2024; Judy McReynolds remains CEO and chairman.
Asset-Based: Billed revenue/day down ~2% YoY in Apr/May; total tons/day down 22% YoY QTD.
Dennis L. Anderson, the Company’s current Chief Strategy and Innovation Officer, will assume the role of Chief Innovation Officer;
Christopher Adkins, the Company’s current Vice President – Yield Strategy and Management, will assume the role of Chief Strategy Officer;
Eddie Sorg, the Company’s current Chief Operating Officer, Asset-Light Logistics, will assume the role of Chief Commercial Officer.
Steven Leonard, the Company’s Chief Commercial Officer and President, Asset-Light Logistics, announced that he will be retiring in June 2025.
Michael E. Newcity, Chief Innovation Officer of ArcBest Corporation (the “Company”) and President of the Company’s subsidiary, ArcBest Technologies, Inc. , announced his intent to retire in December 2024.
Dennis L. Anderson, the Company’s Chief Strategy Officer, will assume Mr. Newcity’s responsibilities as Chief Innovation Officer under the new title of Chief Strategy and Innovation Officer.
Dennis L. Anderson, the Company’s Chief Strategy Officer, will assume Mr. Newcity’s responsibilities as Chief Innovation Officer under the new title of Chief Strategy and Innovation Officer.
Michael E. Newcity, Chief Innovation Officer of ArcBest Corporation (the “Company”) and President of the Company’s subsidiary, ArcBest Technologies, Inc., informed the Company that he will be retiring in December 2024.
Replacing Mr. Runser as president of ABF Freight will be Matthew Godfrey, who currently serves as vice president – engineering of ABF Freight.
the Board of Directors of ArcBest Corporation (the “Company”) announced the appointment of Seth Runser, the current president of ABF Freight, to serve as president of the Company, effective as of August 1, 2024.
On June 5, 2023, Danny E. Loe, Chief Yield Officer of ArcBest Corporation (the “Company”), notified the Company of his decision to leave the Company.
David Cobb, vice president and chief financial officer of the Company, had informed the Company that he will be retiring in October 2023.
Max materiality 0.80 · Median 0.50 · Most common event earnings