NASDAQ$ARCB

ArcBest Corporation · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

ArcBest Corporation reported lower revenues and operating income for Q2 2025 compared to the prior year.

Consolidated revenues declined 5.2% year-over-year to $1.02 billion due to reduced Asset-Light volumes and pricing in a soft freight market. Operating income fell to $37.3 million from $48.8 million, while net income from continuing operations was $25.8 million. The Asset-Based segment maintained stable revenues with improved tonnage, while Asset-Light faced margin pressure from lower shipment levels.

  • Total revenues of $1.02 billion reflected a 13.6% drop in Asset-Light segment revenues offset by slight Asset-Based growth.
  • Diluted EPS from continuing operations was $1.12, down from $1.96 in Q2 2024.
  • Operating income decreased to $37.3 million amid higher operating expenses relative to revenue.
  • Cash and cash equivalents stood at $114.9 million with total assets at $2.47 billion at quarter end.

Headline financials

Total Revenue

$1.02B

Previous: $1.08B-5.2%
EPS (adj)

$1.12

Previous: $1.96-42.9%
Capital Expenditures

-$42M

Previous: -$105M+60.0%
Net Income

$25.8M

Previous: $46.9M-45.0%
Operating Income

$37.3M

Previous: $48.8M-23.6%
Cash & Equivalents

$115M

Previous: $216M-46.7%
Total Assets

$2.47B

Previous: $2.41B+2.4%

Revenue & EPS history

ArcBest · Revenue · Quarterly

$1.02B

Q2 2025-5.2%vs Q2 2024
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Revenue by segment

ArcBest · $1.06B total across 2 segments · Q2 2025

  • Asset-Based
    $713M
  • Asset-Light
    $342M

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+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
Q2 2025
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 2009-1.8%
Q3 2010-1.8%
Q2 2010-6.3%
Q4 2009-6.3%

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