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

Revenue · Q2 2025
$1.0B
-9.1% -$100M vs year ago computed from stated figures
EX-99 · Jul 30, 2025
Diluted EPS · Q2 2025
$1.12
EX-99 · Jul 30, 2025
Net income · Q2 2025
$25.8M
EX-99 · Jul 30, 2025
Operating income · Q2 2025
$51.0M
EX-99 · Jul 30, 2025

The quarter in charts

Revenue — quarterly

As stated

00.420.831.25$1.1BSame quarter last year$1.0BQ2 2025

EX-99 · Jul 30, 2025 Statement values as stated in the release.

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue$1.0 billion—$1.1 billion
Net income$25.8 million——
Operating income$51.0 million——

EX-99 · Jul 30, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

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.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

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

Documents

Earnings deck slides

0 decks with slide view

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.

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

Earnings releases

9 documents

Presentations

8 documents

Transcripts

0 documents

No 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.