Earnings summaries and quarterly performance for ARCBEST CORP /DE/.
Executive leadership at ARCBEST CORP /DE/.
Judy McReynolds
Detailed
Chief Executive Officer
CEO
Christopher Adkins
Detailed
Chief Strategy Officer
Dennis Anderson
Detailed
Chief Innovation Officer
Edward Sorg
Detailed
Chief Commercial Officer
Erin Gattis
Detailed
Chief Human Resources Officer
Matthew Beasley
Detailed
Chief Financial Officer
Matthew Godfrey
Detailed
President, ABF Freight
Michael Johns
Detailed
Chief Legal Officer and Corporate Secretary
Seth Runser
Detailed
President
Steven Leonard
Detailed
Chief Operating Officer, Asset-Light Logistics
Board of directors at ARCBEST CORP /DE/.
Research analysts who have asked questions during ARCBEST CORP /DE/ earnings calls.
Christian Wetherbee
Wells Fargo
4 questions for ARCB
Also covers: CHRW, CNI, CP +14 more
Daniel Imbro
Stephens Inc.
4 questions for ARCB
Also covers: CHRW, CNI, CP +23 more
J. Bruce Chan
Stifel
4 questions for ARCB
Also covers: CENN, CHRW, FDX +14 more
Jordan Alliger
Goldman Sachs
4 questions for ARCB
Also covers: CSX, FDX, JBHT +12 more
Ken Hoexter
BofA Securities
4 questions for ARCB
Also covers: CHRW, CNI, CP +21 more
Scott Group
Wolfe Research
4 questions for ARCB
Also covers: AAL, ALGT, ALK +35 more
Stephanie Moore
Jefferies
4 questions for ARCB
Also covers: APG, ARMK, BFAM +30 more
Brian Ossenbeck
JPMorgan Chase & Co.
3 questions for ARCB
Also covers: CHRW, CNI, CP +18 more
Jason Seidl
TD Cowen
3 questions for ARCB
Also covers: CHRW, CSX, CVLG +17 more
Thomas Wadewitz
UBS
3 questions for ARCB
Also covers: ALK, CHRW, CNI +20 more
Ariel Rosa
Citigroup
2 questions for ARCB
Also covers: CHRW, CNI, CP +16 more
Ravi Shanker
Morgan Stanley
2 questions for ARCB
Also covers: AAL, ALGT, ALK +27 more
Elliot Alper
TD Cowen
1 question for ARCB
Also covers: CVLG, FDX, HUBG +5 more
Jeffrey Kauffman
Vertical Research Partners
1 question for ARCB
Also covers: CHRW, CMI, CSX +12 more
Larry Solow
CJS Securities
1 question for ARCB
Also covers: BTSG, CDRE, CLH +14 more
Tom Wadewitz
UBS Group
1 question for ARCB
Also covers: CHRW, CNI, CP +19 more
Recent press releases and 8-K filings for ARCB.
ARCBEST Provides Q4 2025 Business Trends and Operating Outlook
ARCB
Guidance Update
Demand Weakening
Profit Warning
- ArcBest Corporation (ARCB) provided an update on its fourth quarter 2025 financial results and business trends for October and November 2025.
- For the Asset-Based segment, November 2025 saw a 1% increase in billed revenue per day and a 3% increase in tonnage per day year-over-year, despite one less workday compared to November 2024. The non-GAAP operating ratio is anticipated to deteriorate by about 400 basis points sequentially from Q3 to Q4 2025, driven by freight market softness and fewer workdays.
- The Asset-Light segment experienced a 1% year-over-year decline in daily revenue but a 5% increase in daily shipments in November 2025. The company expects a non-GAAP operating loss in the range of $1 million to $3 million for the fourth quarter of 2025.
6 days ago
ArcBest Corporation Amends and Restates Credit Facility
ARCB
Debt Issuance
- ArcBest Corporation entered into a Fifth Amended and Restated Credit Agreement on November 25, 2025, for its revolving credit facility.
- The facility has a five-year term, maturing on November 25, 2030, with an initial maximum credit amount of $250 million.
- The letter of credit sub-facility sublimit was increased to $50 million, and the agreement includes an "Accordion Feature" for up to $125 million in additional commitments.
- Borrowings will bear interest at either the Alternate Base Rate (spread of 0.125% to 1.00%) or the Adjusted Term SOFR Screen Rate (spread of 1.125% to 2.00%), with the applicable spread dependent on the company's Adjusted Leverage Ratio.
Nov 26, 2025, 11:01 AM
ArcBest Sets 2028 Financial Targets and Reports Q3 2025 TTM Results
ARCB
Earnings
Guidance Update
Share Buyback
- ArcBest has set 2028 financial targets including non-GAAP diluted EPS of $12-$15, an Asset-Based Non-GAAP Operating Ratio of 87%-90%, and $40M-$70M in Asset-Light Non-GAAP Operating Income.
- For the trailing twelve months (TTM) ended Q3 2025, the company reported non-GAAP diluted EPS of $4.72 , consolidated non-GAAP operating income of $153.5 million , and non-GAAP Asset-Light operating income of $(4.4) million.
- The Asset-Based Non-GAAP Operating Ratio for the TTM ended Q3 2025 was 93.3% , and its non-GAAP Return on Capital Employed was 12%.
- ArcBest authorized a new $125 million share repurchase program and has returned nearly $500 million to shareholders since 2019.
- Strategic initiatives are yielding results, with the City Route Optimization tools realizing $15 million in annual savings for 2025 , and continuous improvement training projected to generate $20 million in cost savings for 2026. The company also expanded its network by approximately 800 net doors since 2021, reaching 9,635 total doors in 2025.
Nov 5, 2025, 2:30 PM
ArcBest Reports Q3 2025 Results, Announces CEO Transition, and Updates Guidance
ARCB
Earnings
CEO Change
Guidance Update
- ArcBest reported Q3 2025 consolidated revenue of $1 billion, non-GAAP operating income from continuing operations of $50 million, and adjusted earnings per share of $1.46.
- The company announced a leadership transition with Judy McReynolds retiring as CEO and Seth Runsworth transitioning to CEO; Chris Suttlemeyer also joined the Board of Directors.
- In Q3 2025, the Asset Based segment's non-GAAP operating ratio was 92.5%, with daily LTL shipments increasing 4% year-over-year, while the Asset Light segment achieved $1.6 million in non-GAAP operating income.
- ArcBest updated its 2025 net capital expenditure guidance to approximately $200 million and increased its share repurchase authorization to $125 million, having returned over $66 million to shareholders in the first nine months of 2025.
- For Q4, the company anticipates a sequential increase of approximately 400 basis points in the Asset Based operating ratio and an Asset Light operating loss in the range of $1 million to $3 million.
Nov 5, 2025, 2:30 PM
ArcBest Reports Q3 2025 Results Amid CEO Transition and Soft Freight Market
ARCB
Earnings
CEO Change
Demand Weakening
- ArcBest reported Q3 2025 consolidated revenue of $1 billion, a slight decrease year over year, with adjusted earnings per share of $1.46, down from $1.64 in Q3 2024.
- Judy McReynolds concluded her tenure as CEO, with Seth Runser transitioning to CEO; McReynolds will remain Chairman of the board. Chris Sodelmeyer was also welcomed to the board of directors.
- In the asset-based segment, daily shipments grew 4% year over year, and the company achieved a 4.5% average increase on deferred contract price renewals. The asset-light segment saw record high shipments per day, up 2.5% year over year, and SG&A cost per shipment decreased over 13%.
- ArcBest expects its Q4 operating ratio to increase by approximately 400 basis points sequentially, reflecting continued softness in the broader freight market, with October daily shipments growing 1% year over year but daily tonnage declining 1%.
Nov 5, 2025, 2:30 PM
ArcBest Announces Third Quarter 2025 Results
ARCB
Earnings
Guidance Update
Share Buyback
- ArcBest reported consolidated revenue of $1.048 billion for Q3 2025, a decrease from $1.063 billion in Q3 2024. GAAP diluted earnings per share from continuing operations was $1.72, down from $4.23 in Q3 2024, while non-GAAP diluted earnings per share from continuing operations was $1.46.
- The Asset-Light segment generated $356.0 million in revenue in Q3 2025, an 8.3 percent per-day decrease compared to Q3 2024, but achieved $1.6 million in non-GAAP operating income, an improvement from a $3.9 million operating loss in Q3 2024. Shipments per day for this segment increased 8% year-over-year.
- The Asset-Based segment reported $726 million in revenue for Q3 2025, with non-GAAP operating income of $54.4 million and a non-GAAP operating ratio of 92.5%, which represents a 150 basis point deterioration compared to Q3 2024. Tonnage per day decreased 15% and shipments per day decreased 2% year-over-year for this segment.
- ArcBest authorized a new $125 million share repurchase program. The company also provided 2028 financial targets, including $40 million to $70 million in Asset-Light Non-GAAP Operating Income and $12 to $15 in Non-GAAP Diluted EPS.
Nov 5, 2025, 11:01 AM
ArcBest Outlines 2028 Financial Targets and Addresses 2025 Challenges
ARCB
Guidance Update
Demand Weakening
Earnings
- ArcBest Corporation is facing significant economic challenges in 2025, with shares falling nearly 25% since January due to broader sector headwinds, including tariffs and an oversupply of freight capacity.
- Analysts estimate ArcBest's third-quarter 2025 earnings per share to be $1.51, down from $1.63 in the same quarter of 2024, with revenue expected at $1.04 billion versus $1.063 billion in 2024.
- At its 2025 Investor Day, ArcBest presented a strategic plan focused on enhancing operational efficiency, expanding service offerings, and leveraging advanced technologies.
- The company targets strong financial goals by 2028, including a consolidated non-GAAP diluted EPS of $12-$15, operating cash flow of $400-$500 million, an Asset-Based operating ratio of 87%-90%, Asset-Light Non-GAAP operating income of $40 million to $70 million, and a consolidated Non-GAAP return on capital employed of 16% to 19%.
Sep 29, 2025, 5:46 PM
ArcBest Corp. Outlines 2028 Financial Targets and Strategic Initiatives
ARCB
Guidance Update
New Projects/Investments
Share Buyback
- ArcBest Corp. set a 2028 EPS target midpoint of $13.50, anticipating contributions from an improved asset-based operating ratio (+$4), ABF Freight shipment growth (+$1), and enhanced asset-light operating income (+$2).
- The company projects $400 million to $500 million in operating cash flow by 2028 and aims for a Return on Capital Employed (ROCE) of 16% to 19% in the same year.
- Strategic initiatives include the early 2026 launch of ArcBest View, a new customer service platform, and the continued development of the Vox suite, recognized as one of Time's Best Inventions of 2023.
- ArcBest announced a new $125 million share repurchase authorization and expects capital expenditures to normalize to below 5% of revenue, reflecting a disciplined approach to capital allocation.
- Leadership updates include the appointment of Mac Pinkerton as Chief Operating Officer of Asset Light, effective January, and Brent Hagee as Chief Legal Officer by year-end.
Sep 29, 2025, 5:00 PM
ArcBest Highlights Strong Historical Performance and Outlines 2028 Financial Targets at Investor Day
ARCB
Earnings
Guidance Update
New Projects/Investments
- ArcBest reported significant growth from 2019 to 2024, with revenues increasing by 49% to $4.2 billion, operating income rising by 81% to $203 million, and Non-GAAP earnings per share growing by 112% to $6.28. The company also improved its Asset-Based Operating Ratio by 330 basis points to 91.2% in 2024.
- For 2028, ArcBest targets a Non-GAAP Asset-Based Operating Ratio of 87%-90%, Asset-Light Non-GAAP Operating Income of $40 million to $70 million, Non-GAAP Diluted EPS of $12-$15, and annual operating cash flow of $400 million to $500 million.
- Strategic investments include expanding network capacity by approximately 800 net doors since 2021, reaching 9635 total doors by 2025, and an annual fleet reinvestment cycle of $160 million as of 2Q'25. These efforts, along with innovation projects and enhanced customer service tools, aim to increase efficiency and drive profitable growth.
- The company has authorized a new $125 million share repurchase program and has returned nearly $500 million to shareholders since 2019, while maintaining a strong balance sheet with a Net Debt to EBITDA of 0.2 in 2024.
Sep 29, 2025, 5:00 PM
ArcBest Increases Share Repurchase Authorization
ARCB
Share Buyback
- ArcBest's board of directors approved an increase in the company's share repurchase authorization to a total of $125 million on September 15, 2025.
- Judy R. McReynolds, ArcBest Chairman and CEO, stated that this authorization reflects confidence in the company's strategy and long-term outlook, and its commitment to a balanced capital allocation approach.
- The program allows for share repurchases through various methods, including open market transactions, privately negotiated purchases, or Rule 10b5-1 trading plans, and does not obligate the company to repurchase any specific number of shares.
Sep 15, 2025, 8:05 PM
Quarterly earnings call transcripts for ARCBEST CORP /DE/.
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