Inferra AI / Company / ARCB
Arcbest Corp /Tx
ARCB · Industrials
Last earnings Jul 29, 2026
Key results
Revenuequarter
$1.0 billion
Second quarter 2025 revenue totaled $1.0 billion, compared to $1.1 billion in the prior-year period.
SEC original ↗Arcbest Corp /Tx — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Net incomequarter
$25.8 million
Net income from continuing operations was $25.8 million, or $1.12 per diluted share, versus $46.9 million, or $1.96 per diluted share, in the second quarter of 2024.
SEC original ↗Arcbest Corp /Tx — Earnings release (8-K exhibit)EX-99Jul 30, 2025
On a non-GAAP basis, net income was $31.2 million, or $1.36 per diluted share, compared to $47.4 million, or $1.98 per diluted share, in the prior year.
SEC original ↗Arcbest Corp /Tx — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Revenue of $ 713.3 million compared to $712.7 million, a per-day increase of 0.9 percent Total tonnage per day increase of 4.3 percent Total shipments per day increase of 5.6 percent Total billed revenue per hundredweight decrease of 3.1 percent
SEC original ↗Arcbest Corp /Tx — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Operating incomequarter
$51.0 million
Operating income of $51.0 million and an operating ratio of 92.8 percent, compared to $72.8 million and an operating ratio of 89.8 percent Tonnage growth was driven by a 5.6 percent increase in daily shipments, primarily from newly onboarded core LTL customers.
SEC original ↗Arcbest Corp /Tx — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Revenue per hundredweight decreased by 3.1 percent in the second quarter, compared to the second quarter of 2024.
SEC original ↗Arcbest Corp /Tx — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Compared sequentially to the first quarter of 2025, second quarter 2025 revenue per day increased 9.5 percent.
SEC original ↗Arcbest Corp /Tx — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Revenue per shipment increased 1.4 percent, while billed revenue per hundredweight declined 1.7 percent, reflecting the impact of a higher proportion of heavier-weight shipments added during the second quarter and lower fuel surcharges.
SEC original ↗Arcbest Corp /Tx — Earnings release (8-K exhibit)EX-99Jul 30, 2025
AI analysis
Q2 2025 · reported Jul 30, 2025
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held
The quarter in charts
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $1.0 billion | — | $1.1 billion |
| Net income | $25.8 million | — | — |
| Operating income | $51.0 million | — | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
com ArcBest Announces Second Quarter 2025 Results Asset-Based shipment and tonnage growth despite soft freight environment Over $47 million returned to shareholders through share repurchases and dividends in first half of 2025 FORT SMITH, Arkansas , July 30 , 20 25 ArcBest (Nasdaq: ARCB), a leader in supply chain logistics, today announced financial results for the second quarter ended June 30, 2025.
Additional Detailed Information Consolidated Capital Expenditures 2025 Projected Total Net Capital Expenditures, including financed equipment: $225 million to $275 million o Includes revenue equipment purchases (majority for Asset-Based) of $130 million to $140 million o Includes real estate expenditures of $60 million to $80 million o The remaining amount of capital expenditures includes items related to technology and miscellaneous dock equipment upgrades and enhancements.
Event summary
Despite ongoing macroeconomic challenges, I commend our team for their continued commitment to meeting customer needs and achieving solid results, said Judy R
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
com ArcBest Announces Second Quarter 2025 Results Asset-Based shipment and tonnage growth despite soft freight environment Over $47 million returned to shareholders through share repurchases and dividends in first half of 2025 FORT SMITH, Arkansas , July 30 , 20 25 ArcBest (Nasdaq: ARCB), a leader in supply chain logistics, today announced financial results for the second quarter ended June 30, 2025.
SEC original ↗Arcbest Corp /Tx — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Additional Detailed Information Consolidated Capital Expenditures 2025 Projected Total Net Capital Expenditures, including financed equipment: $225 million to $275 million o Includes revenue equipment purchases (majority for Asset-Based) of $130 million to $140 million o Includes real estate expenditures of $60 million to $80 million o The remaining amount of capital expenditures includes items related to technology and miscellaneous dock equipment upgrades and enhancements.
SEC original ↗Arcbest Corp /Tx — Presentation / slide deck (8-K exhibit)EX-99Jul 30, 2025
Depreciation and amortization costs on property, plant and equipment: approximately $164 million Intangible asset amortization, primarily reflecting purchase accounting amortization related to the MoLo acquisition: $13 million Share Repurchase Program Based on repurchases settled through Monday, July 28, 2025, $9.1 million remains available under the current repurchase authorization for future common stock purchases.
SEC original ↗Arcbest Corp /Tx — Presentation / slide deck (8-K exhibit)EX-99Jul 30, 2025
Management believes Adjusted EBITDA to be relevant and useful information, as EBITDA is a standard measure commonly reported and widely used by analysts, investors, and others to measure financial performance and ability to service debt obligations.
SEC original ↗Arcbest Corp /Tx — Presentation / slide deck (8-K exhibit)EX-99Jul 30, 2025
government securities and repurchase agreements collateralized solely by U.
SEC original ↗Arcbest Corp /Tx — 10-Q Quarterly report10-QJul 30, 2026
Financing Arrangements Credit Facility The Company s revolving credit facility (the Credit Facility ) under its Fifth Amended and Restated Credit Agreement (the Credit Agreement ) has a maturity date of November 25, 2030.
SEC original ↗Arcbest Corp /Tx — 10-Q Quarterly report10-QJul 30, 2026
Strategy & priorities
To support shipment growth, we proactively expanded our labor force and strategically utilized purchased transportation and local cartage to enhance network capacity during peak vacation season.
SEC original ↗Arcbest Corp /Tx — Earnings release (8-K exhibit)EX-99Jul 30, 2025
A 6.5 percent decline in shipments per day reflected a strategic reduction in less profitable truckload volumes, partially offset by continued growth in managed solutions.
SEC original ↗Arcbest Corp /Tx — Earnings release (8-K exhibit)EX-99Jul 30, 2025
However, margin expansion and disciplined cost management contributed to an improvement in operating results.
SEC original ↗Arcbest Corp /Tx — Earnings release (8-K exhibit)EX-99Jul 30, 2025
2 The following is a safe harbor statement under the Private Securities Litigation Reform Act of 1995: Certain statements and information in this press release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, among others, statements regarding (i) our expectations about our intrinsic value or our prospects for growth and value creation and (ii) our financial outlook, position, strategies, goals, and expectations.
SEC original ↗Arcbest Corp /Tx — Earnings release (8-K exhibit)EX-99Jul 30, 2025
The measure is particularly meaningful for analysis of operating performance because it excludes amortization of acquired intangibles and software of the Asset-Light segment, changes in the fair values of contingent consideration and equity investment, which are significant expenses or gains resulting from strategic decisions or other factors rather than core daily operations.
SEC original ↗Arcbest Corp /Tx — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Risks & headwinds
Despite ongoing macroeconomic challenges, I commend our team for their continued commitment to meeting customer needs and achieving solid results, said Judy R.
SEC original ↗Arcbest Corp /Tx — Earnings release (8-K exhibit)EX-99Jul 30, 2025
With a commitment to helping customers navigate supply chain challenges now and in the future, the company is developing ground-breaking technology like Vaux , one of the TIME Best Inventions of 2023.
SEC original ↗Arcbest Corp /Tx — Earnings release (8-K exhibit)EX-99Jul 30, 2025
These statements are based on management s beliefs, assumptions, and expectations based on currently available information, are not guarantees of future performance, and involve certain risks and uncertainties (some of which are beyond our control).
SEC original ↗Arcbest Corp /Tx — Earnings release (8-K exhibit)EX-99Jul 30, 2025
These statements are based on management’s beliefs, assumptions, and expectations based on currently available information, are not guarantees of future performance, and involve certain risks and uncertainties (some of which are beyond our control).
SEC original ↗Arcbest Corp /Tx — Presentation / slide deck (8-K exhibit)EX-99Jul 30, 2025
Legal Proceedings 39 Item 1A.
SEC original ↗Arcbest Corp /Tx — 10-Q Quarterly report10-QJul 30, 2026
and global economies; available capacity in the market; yield initiatives; and external events or conditions, such as the modification or implementation of new tariffs or trade policy, may influence quarterly business levels.
SEC original ↗Arcbest Corp /Tx — 10-Q Quarterly report10-QJul 30, 2026
Earnings deck slides
0 decks with slide viewArcbest Corp /Tx — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Arcbest Corp /Tx — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Arcbest Corp /Tx — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Arcbest Corp /Tx — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Arcbest Corp /Tx — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Arcbest Corp /Tx — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Arcbest Corp /Tx — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Arcbest Corp /Tx — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
37 documents- Q2 2026
- 8-KARCB
Sep 8, 2026
- 10-QARCB
Jul 30, 2026
- 8-KARCB
Jul 29, 2026
- 8-KARCB
Jul 24, 2026
- 8-KARCB
Jul 16, 2026
- Q1 2026
- 8-KARCB
Jun 4, 2026
- 8-KARCB
May 18, 2026
- 8-K/AARCB
May 18, 2026
- 8-KARCB
May 15, 2026
- 10-QARCB
May 1, 2026
- 8-KARCB
Apr 28, 2026
- 8-KARCB
Apr 24, 2026
- 8-KARCB
Apr 24, 2026
- EX-99ARCB
Apr 24, 2026
- Q4 2025
- 8-KARCB
Mar 6, 2026
- 10-KARCB
Feb 25, 2026
- 8-KARCB
Jan 30, 2026
- 8-KARCB
Jan 28, 2026
- EX-99ARCB
Jan 28, 2026
- 8-KARCB
Jan 27, 2026
- EX-99ARCB
Jan 27, 2026
- Q3 2025
- 8-KARCB
Dec 1, 2025
- 8-KARCB
Nov 26, 2025
- 8-KARCB
Nov 5, 2025
- 10-QARCB
Nov 5, 2025
- 8-KARCB
Oct 31, 2025
- 8-KARCB
Oct 31, 2025
- EX-99ARCB
Oct 31, 2025
- EX-99ARCB
Oct 31, 2025
- Q2 2025
- 8-KARCB
Sep 15, 2025
- EX-99ARCB
Sep 15, 2025
- 8-KARCB
Sep 8, 2025
- 10-QARCB
Aug 1, 2025
- 8-KARCB
Jul 30, 2025
- 8-KARCB
Jul 25, 2025
- 8-K/AARCB
Jul 25, 2025
- EX-99ARCB
Jul 25, 2025
Earnings releases
9 documentsPresentations
8 documentsTranscripts
0 documentsNo transcripts for Arcbest Corp /Tx are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.