NASDAQ$ARCB

ArcBest Corporation · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

ArcBest's Q3 2020 performance was marked by increased revenue and profitability, driven by improving business trends in both Asset-Based and Asset-Light segments.

ArcBest reported Q3 2020 revenue of $795.0 million, a slight increase from $787.6 million in Q3 2019. The company's net income rose to $29.4 million, or $1.11 per diluted share, compared to $16.3 million, or $0.62 per diluted share, in the same period last year. Non-GAAP net income was $32.4 million, or $1.22 per diluted share, compared to $27.0 million, or $1.02 per diluted share, in Q3 2019.

  • Third quarter revenue reached $795.0 million with net income at $29.4 million, or $1.11 per diluted share.
  • Non-GAAP net income for the third quarter was $32.4 million, equating to $1.22 per diluted share.
  • Improved business trends led to enhanced profitability in both the Asset-Based and Asset-Light segments.
  • ArcBest's consolidated cash and short-term investments, less debt, improved by $18 million during the third quarter, reaching $59 million.

Headline financials

Total Revenue

$795M

Previous: $788M+0.9%
EPS (adj)

$1.22

Previous: $1.02+19.6%
Billed Revenue / CWT

$35.69

No prior period
Shipments / Day

19.4K

No prior period
Tonnage / Day

12.4K

No prior period
Average Length of Haul (Miles)

1.1K

No prior period
Capital Expenditures

-$20.1M

Previous: -$69.8M+71.1%
Free Cash Flow

$9.26M

Previous: -$53.5M+117.3%
Net Income

$29.4M

Previous: $16.3M+80.7%
Operating Income

$39.8M

Previous: $31.2M+27.5%
Gross Profit

$120K

Previous: $99K+21.2%
Cash & Equivalents

$268M

Previous: $184M+45.6%
Total Assets

$1.75B

Previous: $1.67B+4.5%
Stock-Based Comp

$2.89M

Previous: $2.41M+19.8%

Revenue & EPS history

ArcBest · Revenue · Quarterly

$795M

Q3 2020+0.9%vs Q3 2019
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

ArcBest · $830M total across 2 segments · Q3 2020

  • Asset-Based
    $562M-0.7%
  • Asset-Light
    $268M+5.6%

Forward guidance

ArcBest anticipates sustaining the momentum of the third quarter and continuing to profitably grow the company.

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 Q3 2020

Historical avgQ3 2020

+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%

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