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ArcBest Corporation (ARCB)
NASDAQ:ARCB
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.19Last Year’s EPS
0.51Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: operational and strategic progress (managed solutions growth, AI and productivity savings, fleet and network investments, Asset Light turnaround, and a strong balance sheet) are clear highlights, while near-term financial performance showed meaningful weakness (consolidated revenue down 3%, non-GAAP operating income and EPS materially lower, ABS OR deterioration and weather-related disruptions). Management emphasized disciplined pricing, cost control and long-term targets, but Q4 earnings and Q1 near-term guidance reflect the ongoing freight market softness and mix pressures.Company Guidance
Managed Solutions Growth and Record Performance
Managed solutions delivered double-digit growth in shipments per day and achieved record revenue and shipments for the year; Asset Light shipments growth (13% in January) led by managed business and Asset Light achieved breakeven non-GAAP operating results in Q4 and over $1 million in full-year non-GAAP operating profit (turnaround from 2024 loss).
Asset-Based LTL Volume Improvement
Asset-based LTL shipments increased 2% year over year in Q4 (about 20,000 shipments per day) and daily shipments were reported up 3% year over year in January; tons per day nearly rose ~3% in Q4 and January tonnage increased ~8% year over year.
Pricing Discipline and Yield Gains
Deferred price increases averaged 5% in Q4 (up from 4.5% in Q3) reflecting disciplined, data-driven pricing; truckload revenue per shipment increased 11% year over year and truckload gross margin per shipment improved ~17% year over year.
AI and Technology Efficiency Gains
AI and automation initiatives delivered tangible benefits: $2.5 million operating income benefit in truckload, 30+ AI agents deployed, automated 120,000 email quotes in 2025, AI phone options cut abandonment rates in half, and 15–20% of employees consistently using AI tools daily.
Continuous Improvement and Route Optimization Savings
Continuous improvement program adoption across ~60% of the network delivered $24 million in annual cost savings; city route optimization phases 2 and 3 contributed $2 million in 2025, bringing total savings from the project to $15 million for the year.
Productivity and Cost Efficiency in Asset Light
Asset Light SG&A cost per shipment reached a historic low and shipments per person per day rose 19% in Q4; SG&A cost per shipment decreased 15% year over year driven by productivity initiatives and higher managed mix.
Digital Adoption and Network Modernization
Truckload carrier portal adoption reached 32% and more than half of truckload shipments are digitally augmented; ArcBestView platform planned mid-year to enhance visibility; added nearly 800 doors to real estate network and new capacity projects (e.g., Denver) coming online.
Capital Allocation and Balance Sheet Strength
Returned >$86 million to shareholders in 2025 via buybacks and dividends; ended 2025 with ~$400 million available liquidity and net debt/EBITDA well below S&P 500 average; 2025 net CapEx of $198 million and 2026 net CapEx guidance of $150–$170 million (below 5% of revenue).
Leadership and Governance Enhancements
Welcomed Mac Pinkerton as Chief Operating Officer of Asset Light and added two independent directors (Anne Bordelon and Bobby George), strengthening operational and digital transformation expertise at the executive and board levels.
Strategic Consistency and 2028 Targets Reaffirmed
Management reaffirmed long-term 2028 targets and emphasized continued investment in growth, efficiency and innovation while preparing the business to scale profitably when the market recovers.
ARCB Earnings History
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 |
|---|---|---|---|
Jan 30, 2026 | $85.22 | $90.12 | +5.76% |
Nov 05, 2025 | $71.18 | $70.55 | -0.88% |
Jul 30, 2025 | $81.62 | $71.34 | -12.60% |
Apr 29, 2025 | $58.71 | $56.36 | -4.01% |
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 May 05, 2026, After Close (Confirmed).
What is ArcBest Corporation (ARCB) earnings time?
ArcBest Corporation (ARCB) earnings time is at May 05, 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 2026 (Q1) is 0.19.