ArcBest's earnings call highlights both positive achievements in customer growth, managed solutions revenue, and efficiency initiatives, and challenges such as revenue and earnings decline, increased operating ratios, and pressure on weight per shipment. The company is making strategic investments and achieving cost savings, but still faces a tough freight environment.

Company Guidance -

Q3 2025

During the ArcBest Second Quarter 2025 Earnings Conference Call, the company reported over $1 billion in revenue and $45 million in non-GAAP operating income. Despite a challenging freight environment, the Asset-Based segment saw a 6% year-over-year increase in daily shipments, averaging 21,000 ABF shipments per day. The Asset-Light segment achieved a $1 million non-GAAP operating income, a $4 million improvement from the previous year. ArcBest maintained disciplined pricing strategies with a 4% increase in contracted rates and announced a 5.9% general rate increase effective August 4. The company invested in technology and innovation, with AI tools optimizing labor planning and dock operations, contributing to the most productive quarter since 2021. Capital expenditures for 2025 are projected at $225 million to $275 million, with expectations to remain at the lower end. ArcBest also returned over $47 million to shareholders through repurchases and dividends in the first half of 2025.

Strong Pipeline and Customer Growth

ArcBest reported a 6% increase in daily shipments in the Asset-Based segment, onboarding over 100 new core LTL accounts, indicating strong pipeline growth.

Managed Solutions Revenue Surge

The Managed business segment saw double-digit growth in both shipments and revenue, with second-quarter Managed revenue reaching an all-time high.

Innovation and Efficiency Initiatives

ArcBest is leveraging AI and predictive analytics in their ABF business to optimize labor planning and delivery routing, contributing to the most productive quarter since 2021.

Significant Cost Savings

ArcBest achieved $14 million in cost savings through better process adherence, smarter use of technology, and enhanced safety practices.

Positive Financial Indicators

ArcBest's Asset-Light segment achieved non-GAAP operating income for the first time since the second quarter of 2023, showing improvement in profitability.

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

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ARCB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	1.56 / -	1.64	―	―	―
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	1.54	28.57% (+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	2.45	0.82% (+0.02)
Oct 27, 2023	2023 (Q3)	1.49 / 2.31	3.8	-39.21% (-1.49)
Jul 28, 2023	2023 (Q2)	2.04 / 1.54	4.3	-64.19% (-2.76)

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
Jul 30, 2025	$82.00	$71.67	-12.60%
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%

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 (ARCB) report earnings?

Arcbest (ARCB) is schdueled to report earning on Nov 04, 2025, After Close (Confirmed).

What is Arcbest (ARCB) earnings time?

Arcbest (ARCB) earnings time is at Nov 04, 2025, 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 (Q3) is 1.56.

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