Arcbest (ARCB)
NASDAQ:ARCB
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.64Last Year’s EPS
1.36Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a cautiously optimistic outlook: top-line growth, record productivity in Asset‑Light, meaningful operational cost savings ($32M CI + $15M route optimization), product/technology progress (ArcBestView) and a constructive Q2 operating ratio outlook are notable positives. However, near-term profitability is under pressure (non‑GAAP operating income down, EPS down ~37%), Asset‑Based margin degradation (OR +140 bps YoY), fuel volatility, and elevated operating costs temper the optimism. Management emphasized disciplined pricing, efficiency initiatives, and a strong balance sheet to navigate the cycle and capture upside as truckload capacity tightens.Company Guidance
Consolidated Revenue Growth
Total first-quarter revenue of $1.0 billion, up 3% year over year, demonstrating top-line resilience despite a challenging operating environment.
Asset-Light Momentum and Record Productivity
Asset‑Light revenue of $378 million, up 7% on a daily basis YoY; shipments per day increased 10% and reached a first-quarter record. Employee productivity (shipments per person per day) improved 26% and SG&A expense per shipment declined 15% to the lowest level on record, driving the segment to $3 million of non‑GAAP operating income (an improvement of $4 million YoY).
Asset-Based Volume and Pricing Discipline
Asset‑Based daily shipments increased 2% YoY to nearly 20,000 shipments per day, with daily tonnage up 7% (2% shipments/day and a 5% increase in weight per shipment). Deferred price increases averaged 6% in Q1—its strongest level since 2022—reflecting disciplined pricing and improved revenue quality.
Operational Cost Savings and AI/Automation Gains
Continuous improvement training deployed across ~75% of the network has generated $32 million of annualized cost savings to date. An AI-enabled city route optimization program has delivered $15 million of annualized savings so far, with additional phases to come.
Product and Technology Progress
Launch of ArcBestView in May to enable quoting, booking, and tracking across logistics solutions; expanded dynamic quote pool and digital capabilities improving visibility and selection, contributing to heavier, higher-quality dynamic shipments.
Positive Near-Term Operating Outlook
Management expects second-quarter improvement in Asset‑Based operating ratio of roughly 400 to 500 basis points sequentially (historically ~350 bps typical improvement from Q1 to Q2), citing a stronger commercial pipeline, pricing discipline, and momentum across revenue and tonnage metrics.
April Commercial Momentum in Asset-Light
April trends for Asset‑Light showed daily revenue up ~24% YoY, shipments up ~17% (led by Managed Solutions), and revenue per shipment up ~7%, suggesting accelerating demand and yield improvements in the segment.
Strong Balance Sheet and Capital Returns
Company returned more than $10 million to shareholders year-to-date via share repurchases and dividends; management highlights ample liquidity and a net debt/EBITDA ratio well below the S&P 500 average, preserving flexibility for opportunistic buybacks and high-return investments.
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 |
|---|---|---|---|
Apr 28, 2026 | $126.74 | $127.76 | +0.80% |
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% |
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 Aug 05, 2026, After Close (Confirmed).
What is Arcbest (ARCB) earnings time?
Arcbest (ARCB) earnings time is at Aug 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 (Q2) is 1.64.