The earnings call reflected a mixed sentiment with notable achievements in shipment growth and technology investments. However, these were tempered by declines in revenue and operating income, along with ongoing challenges in the freight environment.

Company Guidance -

Q3 2025

During ArcBest's Second Quarter 2025 Earnings Conference Call, several key metrics and strategic initiatives were highlighted. The company reported consolidated revenue of $1 billion, a 5% decrease year-over-year, and a non-GAAP operating income of $45 million, down from $64 million in the previous year. The Asset-Based segment saw a $22 million decrease in operating income, while the Asset-Light segment achieved a non-GAAP operating income improvement of nearly $4 million. ArcBest's strategic focus on profitable growth, optimization, and efficiency contributed to shipment growth, with daily ABF shipments increasing by 6% to 21,000 shipments per day. Furthermore, ArcBest announced a general rate increase of 5.9%, effective August 4, 2025, and highlighted ongoing investments in technology, such as AI and predictive analytics, to optimize operations. The company also emphasized its commitment to long-term shareholder value through strategic board changes and leadership transitions. Looking forward, ArcBest anticipates continued growth in Asset-Based shipments and aims to maintain its disciplined pricing strategy amidst market headwinds.

Strong Growth in Key Segments

ArcBest reported a 6% year-over-year increase in daily shipments in the Asset-Based segment and added over 100 new core LTL accounts. The Managed business saw double-digit growth in both shipments and revenue, reaching an all-time high.

Investment in Technology and Efficiency

ArcBest's city route optimization platform and dock management system have led to significant improvements in operational efficiency, contributing to $14 million in cost savings.

Strategic Board Changes

Thom Albrecht, with over 35 years of industry experience, joins the Board, bringing expertise in finance and strategy. Steve Spinner will retire after 14 years of service.

CEO Transition

Judy McReynolds will retire as CEO at the end of the year, with Seth Runser succeeding her. Seth's leadership is expected to continue driving ArcBest's strategic initiatives.

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

Daily Earnings Calendar >

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	$81.86	$71.55	-12.59%
Apr 29, 2025	$58.89	$56.53	-4.01%
Jan 31, 2025	$94.05	$95.14	+1.16%
Nov 01, 2024	$103.56	$99.43	-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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