NASDAQ$ARCB

ArcBest Corporation · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

ArcBest's first quarter results were announced, revealing a decrease in revenue compared to the previous year, but the company grew shipments despite softer market backdrop.

ArcBest reported first quarter 2023 revenue from continuing operations of $1.1 billion, compared to $1.3 billion in the first quarter of 2022. Net income from continuing operations was $18.8 million, or $0.75 per diluted share. The company completed the sale of FleetNet America, strengthening the balance sheet and allowing for accelerated return of capital to shareholders.

  • Net income, including discontinued operations, was $71.3 million, or $2.84 per diluted share, including an after-tax gain on the sale of FleetNet America® of $51.4 million, or $2.05 per diluted share.
  • Net income from continuing operations was $18.8 million, or $0.75 per diluted share.
  • Non-GAAP net income from continuing operations of $39.5 million, or $1.58 per diluted share.
  • Launched Vaux freight movement technology.

Headline financials

Total Revenue

$1.11B

Previous: $1.34B-17.2%
EPS (adj)

$1.58

Previous: $3.08-48.7%
Billed Revenue / CWT

$41.99

Previous: $43.70-3.9%
Shipments / Day

20.9K

Previous: 19.3K+7.9%
Tonnage / Day

13.1K

Previous: 12.8K+2.7%
Average Length of Haul (Miles)

1.1K

Previous: 1.1K+1.6%
Capital Expenditures

-$34.7M

Previous: -$19.5M-78.0%
Free Cash Flow

$36.6M

Previous: $50.1M-26.9%
Net Income

$71.3M

Previous: $69.6M+2.5%
Operating Income

$21.2M

Previous: $94.9M-77.7%
Gross Profit

$114K

Previous: $161K-29.2%
Cash & Equivalents

$203M

Previous: $64.1M+217.2%
Total Assets

$2.43B

Previous: $2.21B+10.0%
Stock-Based Comp

$2.24M

Previous: $2.76M-19.1%

Revenue & EPS history

ArcBest · Revenue · Quarterly

$1.11B

Q1 2023-17.2%vs Q1 2022
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

ArcBest · $1.14B total across 2 segments · Q1 2023

  • Asset-Based
    $698M-1.1%
  • Asset-Light
    $438M-35.0%

Forward guidance

ArcBest expects that actions taken to further reduce cartage, purchased transportation, equipment rentals and other outside resources are expected to positively impact second quarter operating expenses. Additional reductions will be implemented in employee-related and outside services costs to better align with business levels. When compared to first quarter 2023, these cost reductions are expected to be in a range of $2 million to $3 million for second quarter 2023, provided the measures are maintained throughout the quarter.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.6%

Avg return

Earnings day

+4.5%

Avg return

5 days after

+6.0%

Avg return

30 days after

50%

34 / 68 earnings

Positive

+29.4%

Q1 2018

Best reaction

-30.3%

Q1 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.5%-0.7%+5.4%
Q4 2025+5.9%+28.4%+20.3%
Q3 2025-1.1%-7.1%-0.3%
Q1 2025-4.0%+4.9%+9.2%
Q4 2024+1.2%+1.2%-16.7%
Q3 2024-3.5%+16.0%+10.7%
Q2 2024-13.8%-15.0%-12.6%
Q1 2024-16.3%-11.3%-20.4%
Q4 2023+9.6%+12.3%+14.2%
Q3 2023+26.0%+30.0%+38.3%
Q2 2023-2.1%-2.6%-12.6%
Q1 2023+1.9%+0.1%-3.2%
Q4 2022-4.2%+14.1%+15.3%
Q3 2022-8.0%-7.3%+1.8%
Q2 2022+0.2%-2.3%-0.4%
Q1 2022-1.1%+6.4%-0.9%
Q4 2021+5.7%+1.3%+6.9%
Q3 2021+14.1%+13.6%+7.2%
Q2 2021+9.0%+14.5%+16.6%
Q1 2021+13.5%+20.7%+2.5%
Q4 2020-0.4%+4.6%+35.2%
Q3 2020+8.9%+5.9%+38.6%
Q2 2020-3.8%-2.5%+7.4%
Q1 2020+7.2%+11.7%+28.2%
Q4 2019-11.4%-10.1%-21.3%
Q3 2019+0.0%+7.0%-2.5%
Q2 2019+7.1%+2.7%+5.4%
Q1 2019-0.5%-3.7%-17.4%
Q4 2018-5.7%-5.2%-11.5%
Q3 2018+12.0%+10.8%+8.5%
Q2 2018+2.1%+3.6%+7.7%
Q1 2018+29.4%+28.5%+33.8%
Q4 2017+4.9%-3.8%-7.4%
Q3 2017+5.9%-0.6%+14.2%
Q2 2017+29.3%+18.4%+20.7%
Q1 2017-30.3%-30.7%-25.7%
Q4 2016+0.6%+0.5%-12.2%
Q3 2016+10.9%+19.8%+52.7%
Q2 2016+0.4%-0.3%-0.4%
Q1 2016-14.4%
Q4 2015-12.1%
Q3 2015+2.4%
Q2 2015+2.2%
Q1 2015-4.4%
Q4 2014-4.4%
Q3 2014+8.5%
Q2 2014-20.1%
Q1 2014-0.4%
Q4 2013-2.6%
Q3 2013+2.9%
Q2 2013+19.4%
Q1 2013-3.6%
Q4 2012-1.2%
Q3 2012-15.0%
Q2 2012+1.2%
Q1 2012+1.0%
Q4 2011+1.7%
Q3 2011-1.7%
Q2 2009-1.7%
Q2 2011-2.4%
Q1 2010+7.8%
Q1 2011+1.5%
Q4 2008-4.1%
Q4 2010-4.1%
Q3 2010-1.8%
Q3 2009-1.8%
Q2 2010-6.3%
Q4 2009-6.3%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro