NASDAQ$ARCB

ArcBest Corporation · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

ArcBest's third quarter results were announced, revealing decreased revenue and operating income compared to the previous year, impacted by noncash lease impairment charges.

ArcBest reported Q3 2023 revenue of $1.1 billion, a decrease from $1.3 billion in Q3 2022. Operating income was $45.1 million, down from $115.3 million, and net income was $34.9 million, or $1.42 per diluted share, compared to $88.6 million, or $3.49 per diluted share in the prior year. Results were impacted by $30.2 million in noncash lease impairment charges.

  • Third quarter revenue from continuing operations was $1.1 billion.
  • Third quarter operating income from continuing operations was $45.1 million.
  • Third quarter net income from continuing operations was $34.9 million, or $1.42 per diluted share.
  • Asset-Based operating ratio of 89.9 percent, or 88.8 percent on a non-GAAP basis.

Headline financials

Total Revenue

$1.13B

Previous: $1.35B-16.5%
EPS (adj)

$2.31

Previous: $3.80-39.2%
Billed Revenue / CWT

$47.28

Previous: $46.42+1.9%
Shipments / Day

20.4K

Previous: 20.1K+1.5%
Tonnage / Day

12.4K

Previous: 13.2K-6.3%
Average Length of Haul (Miles)

1.1K

Previous: 1.1K-3.2%
Billed Revenue / Shipment

$574.95

No prior period
Capital Expenditures

-$130M

Previous: -$76.1M-70.6%
Free Cash Flow

-$94.9M

Previous: $12.8M-842.6%
Net Income

$34.9M

Previous: $88.8M-60.7%
Operating Income

$45.1M

Previous: $116M-61.0%
Gross Profit

$49K

Previous: $286K-82.9%
Cash & Equivalents

$252M

Previous: $156M+61.7%
Total Assets

$2.44B

Previous: $2.44B-0.1%
Stock-Based Comp

$3.01M

Previous: $3.18M-5.4%

Revenue & EPS history

ArcBest · Revenue · Quarterly

$1.13B

Q3 2023-16.5%vs Q3 2022
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

ArcBest · $1.16B total across 2 segments · Q3 2023

  • Asset-Based
    $741M-6.4%
  • Asset-Light
    $419M-30.6%

Forward guidance

The document does not contain explicit forward guidance. Therefore, this section will be left empty

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 2023

Historical avgQ3 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%

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