ArcBest Reports Q4 2025 Results Amid Freight Challenges
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Benzinga
- Revenue Decline: ArcBest's Q4 revenue totaled $972.7 million, down from $1.0 billion a year earlier, although it exceeded analyst expectations of $966.361 million, indicating some market resilience amid a challenging freight environment.
- Profitability Pressure: Adjusted earnings per share were 36 cents, missing the analyst estimate of 41 cents, reflecting challenges in cost control and pricing strategies, with operating income dropping to $24.4 million and the operating ratio rising to 96.2%.
- Asset-Light Segment Loss: Asset-Light revenue was $353.5 million, down from the previous year, despite a 0.8% increase in daily shipments, as revenue per shipment fell by 5.8%, leading to a reported operating loss of $9.9 million, highlighting intensified market competition pressures.
- Annual Performance Review: For the full year 2025, revenue was $4.0 billion, down from $4.2 billion in 2024, with net income at $60.1 million, showcasing the company's execution and adaptability in the face of market challenges, despite an overall decline in profitability.
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Analyst Views on ARCB
Wall Street analysts forecast ARCB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARCB is 87.38 USD with a low forecast of 76.00 USD and a high forecast of 104.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
3 Buy
5 Hold
0 Sell
Moderate Buy
Current: 85.310
Low
76.00
Averages
87.38
High
104.00
Current: 85.310
Low
76.00
Averages
87.38
High
104.00
About ARCB
ArcBest Corporation is a logistics company. It leverages technology and a full suite of solutions to meet its customers’ supply chain needs. Its segments include Asset-Based, which consists of ABF Freight System, Inc. and certain other subsidiaries, and Asset-Light, which includes MoLo Solutions, LLC (MoLo), Panther, and certain other subsidiaries. The Asset-Based segment provides less-than-truckload (LTL) services through ABF Freight’s motor carrier operations. Its Asset-Based segment offers transportation of general commodities through standard, time-critical, and LTL services. The Asset-Light segment includes the ground expedite services of Panther; its truckload operations, including the truckload brokerage services of MoLo; household goods moving services under the U-Pack brand and its managed transportation solutions. Its truckload and dedicated services provide third-party transportation brokerage services by sourcing various capacity solutions including dry van over-the-road.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ArcBest Q4 Earnings Announcement Scheduled
- Earnings Release Date: ArcBest is set to announce its Q4 earnings on January 30 before market open, with a consensus EPS estimate of $0.42, reflecting a significant 68.4% year-over-year decline, which may dampen investor sentiment.
- Revenue Decline: The anticipated revenue of $967.4 million for Q4 represents a 3.3% year-over-year decrease, indicating challenges the company faces in the current economic climate that could impact future investment decisions.
- Performance Forecast Adjustments: Over the past three months, EPS estimates have seen no upward revisions and 13 downward adjustments, while revenue estimates experienced 2 upward revisions and 8 downward adjustments, highlighting increasing market concerns regarding the company's profitability.
- Long-term Goals: Despite short-term pressures, ArcBest has set an ambitious EPS target of $12 to $15 by 2028, demonstrating the company's strategic commitment to strengthening its core LTL business and maintaining cost discipline.
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ArcBest Reports Q4 2025 Results Amid Freight Challenges
- Revenue Decline: ArcBest's Q4 revenue totaled $972.7 million, down from $1.0 billion a year earlier, although it exceeded analyst expectations of $966.361 million, indicating some market resilience amid a challenging freight environment.
- Profitability Pressure: Adjusted earnings per share were 36 cents, missing the analyst estimate of 41 cents, reflecting challenges in cost control and pricing strategies, with operating income dropping to $24.4 million and the operating ratio rising to 96.2%.
- Asset-Light Segment Loss: Asset-Light revenue was $353.5 million, down from the previous year, despite a 0.8% increase in daily shipments, as revenue per shipment fell by 5.8%, leading to a reported operating loss of $9.9 million, highlighting intensified market competition pressures.
- Annual Performance Review: For the full year 2025, revenue was $4.0 billion, down from $4.2 billion in 2024, with net income at $60.1 million, showcasing the company's execution and adaptability in the face of market challenges, despite an overall decline in profitability.
Continue Reading