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ArcBest Corporation (ARCB)
NASDAQ:ARCB
US Market
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ArcBest (ARCB) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 03, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.47
Last Year’s EPS
1.33
Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 05, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted strong performance in Managed Solutions and efficiency initiatives, while facing challenges in revenue decline and service expectations. The outlook for the fourth quarter indicates continued pressure on margins and profitability.
Company Guidance
During the ArcBest Third Quarter 2025 Earnings Conference Call, several key metrics and guidance were discussed. ArcBest reported a 4% year-over-year increase in Asset-Based LTL shipments per day, averaging 21,000 shipments. Despite this growth, service challenges affected on-time pickups and deliveries, reflected in the Mastio survey results. The company achieved a 4.5% average increase on deferred contract pricing renewals. In the Managed Solutions segment, shipments per day grew by double digits year-over-year, setting records for both revenue and volume. Truckload pricing discipline resulted in a nearly 9% increase in revenue per shipment. Year-to-date savings of $20 million were realized through continuous improvement efforts. ArcBest's long-term targets for 2028 include a non-GAAP operating ratio of 87% to 90% for Asset-Based operations and non-GAAP EPS of $12 to $15. For the fourth quarter, ArcBest anticipates an operating ratio increase of approximately 400 basis points sequentially due to market softness. Capital expenditure guidance for 2025 was updated to $200 million. The company returned over $66 million to shareholders through share repurchases and dividends in the first nine months of the year.
Managed Solutions Achievements
Shipments per day grew by double digits year-over-year in the third quarter, setting a quarterly record for both revenue and volumes. Truckload revenue per shipment increased by nearly 9% with improvements in gross margins.
Efficiency and Innovation
Efficiency and innovation efforts delivered $20 million in year-to-date savings. Digital and AI initiatives like the truckload carrier portal have improved productivity and reduced costs.
Strong Asset-Based LTL Performance
The Asset-Based LTL segment averaged 21,000 shipments per day, a 4% increase year-over-year. Pricing renewals saw a 4.5% average increase.
Asset-Light Segment Improvement
Asset-Light segment delivered $1.6 million of non-GAAP operating income, an improvement of nearly $6 million over last year. SG&A cost per shipment decreased over 13%, reaching the best level in Asset-Light history.

ArcBest (ARCB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

ARCB Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 03, 2026
2025 (Q4)
0.47 / -
1.33
Nov 05, 2025
2025 (Q3)
1.37 / 1.46
1.64-10.98% (-0.18)
Jul 30, 2025
2025 (Q2)
1.47 / 1.36
1.98-31.31% (-0.62)
Apr 29, 2025
2025 (Q1)
0.52 / 0.51
1.34-61.94% (-0.83)
Jan 31, 2025
2024 (Q4)
1.05 / 1.33
2.47-46.15% (-1.14)
Nov 01, 2024
2024 (Q3)
1.85 / 1.64
2.31-29.00% (-0.67)
Aug 02, 2024
2024 (Q2)
2.07 / 1.98
1.5428.57% (+0.44)
Apr 30, 2024
2024 (Q1)
1.53 / 1.34
1.58-15.19% (-0.24)
Feb 06, 2024
2023 (Q4)
2.22 / 2.47
2.450.82% (+0.02)
Oct 27, 2023
2023 (Q3)
1.49 / 2.31
3.8-39.21% (-1.49)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

ARCB Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 05, 2025
$71.39$70.76-0.88%
Jul 30, 2025
$81.86$71.55-12.59%
Apr 29, 2025
$58.89$56.53-4.01%
Jan 31, 2025
$94.05$95.14+1.16%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does ArcBest Corporation (ARCB) report earnings?
ArcBest Corporation (ARCB) is schdueled to report earning on Feb 03, 2026, After Close (Confirmed).
    What is ArcBest Corporation (ARCB) earnings time?
    ArcBest Corporation (ARCB) earnings time is at Feb 03, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is ARCB EPS forecast?
          ARCB EPS forecast for the fiscal quarter 2025 (Q4) is 0.47.
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