The earnings call presented a mixed outlook. While there were significant advancements in operational efficiency and innovative technology deployments, revenue and operating income faced declines due to industrial weakness and market challenges. The company's proactive strategies in service enhancements and managed solutions are promising, but the current economic environment poses substantial challenges.
Company Guidance
During the ArcBest First Quarter 2025 Earnings Conference Call, the company provided several key metrics and insights into their financial and operational performance. Consolidated revenue for the first quarter decreased by 7% year-over-year to $967 million. The asset-based segment reported a $27 million decline in operating income, while the asset-light segment improved its non-GAAP operating loss by $4 million compared to the prior year. Adjusted earnings per share were 51¢, down from $1.34 in the first quarter of 2024. The asset-based business saw a 95.9% operating ratio, which increased by 390 basis points from the previous year. Despite a 4% decrease in daily shipments and a 4% reduction in weight per shipment, ArcBest achieved a 4% year-over-year increase in daily shipments in April 2025. Revenue per hundredweight in April decreased by 2% year-over-year. The asset-light segment experienced a 9% decline in daily revenue but improved its non-GAAP operating loss. The company anticipates a non-GAAP operating loss of $1 million to $2 million for this segment in the second quarter. ArcBest's capital expenditure guidance for 2025 is $225 to $275 million, with a focus on optimizing total cost ownership and strategic investments. The company returned over $24 million to shareholders through share repurchases and dividends, and has $350 million in available liquidity.
Operational Efficiency Improvements
ArcBest achieved a 31% improvement in the speed of deal execution and a 50% increase in revenue per shipment levels for dynamic business since 2020.
Innovative Technology Deployment
Introduction of Voxx Vision, a 3D perception technology that transforms forklifts into intelligent mobile dimensioners, expected to enhance transparency and compliance in freight handling workflows.
Service and Efficiency Enhancements
City route optimization reduced planning hours significantly, achieving $6 million in savings during the first quarter.
Managed Solution Growth
ArcBest's managed transportation solution achieved double-digit growth and all-time quarterly highs for both shipments and revenue.
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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
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
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ARCB Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 29, 2025
$58.99
$56.62
-4.02%
Jan 31, 2025
$94.21
$95.30
+1.16%
Nov 01, 2024
$103.74
$99.60
-3.99%
Aug 02, 2024
$121.03
$104.91
-13.32%
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.
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FAQ
When does ArcBest Corporation (ARCB) report earnings?
ArcBest Corporation (ARCB) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is ArcBest Corporation (ARCB) earnings time?
ArcBest Corporation (ARCB) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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