ARCB Earnings Prediction
The chart below shows how ARCB performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ARCB sees a +0.76% change in stock price 10 days leading up to the earnings, and a +4.01% change 10 days following the report. On the earnings day itself, the stock moves by -0.33%. This data can give you a slight idea of what to expect for the next quarter's release.
ARCB Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.00B
-8.07%
-5.78%
Gross Margin
82.73%
-0.34%
0.32%
Operating Margin
3.14%
-49.35%
-19.28%
Net Margin
2.90%
-35.27%
-69.28%
EPS
1.24
-38.31%
-70.69%
No Data Available
ARCB Earnings Analysis
ArcBest Corp Corporation (ARCB.O) Earnings Conference Call
Positive
Operating Ratio Improvement: ABF's non GAAP operating ratio improved to 91.2%, marking a 670 basis point improvement since 2016, demonstrating effective cost management and operational efficiency.
Strong Revenue Performance: In 2024, ArcBest achieved its 3rd best revenue and 4th best non GAAP operating income in company history, showcasing resilience in a challenging freight environment.
Pipeline Growth Surge: The company reported a 55% increase in its overall pipeline, indicating strong customer demand and growth opportunities for the future.
Shareholder Value Commitment: ArcBest returned over $85 million to shareholders in 2024 through share repurchases and dividends, reflecting a commitment to shareholder value.
Capital Expenditure Investment: The company invested $288 million in capital expenditures in 2024, enhancing capacity and efficiency across its network, positioning it for future growth.
Negative
Revenue Decline Analysis: Consolidated revenue decreased by 8% from last year's Q4 to $1,000,000,000, indicating a significant decline in financial performance.
Operating Income Decline: Non GAAP operating income from continuing operations was $41,000,000 compared to $82,000,000 in the prior year, reflecting a 50% drop in profitability.
Asset Based Segment Decline: The Asset Based segment saw a $35,000,000 decrease in non GAAP operating income, highlighting challenges in this core business area.
Asset Light Segment Loss: The Asset Light segment reported a non GAAP operating loss of $6,000,000, which was $5,000,000 worse than the prior year, indicating ongoing struggles in this segment.
Earnings Per Share Decline: Adjusted earnings per share were $1.33 down from $2.47 in Q4 of 2023, demonstrating a substantial decline in earnings for shareholders.
ARCB FAQs
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ARCB Earning Call Sentiment
Earnings call transcript: ArcBest Q4 2024 beats EPS estimates amid revenue dip
ARCB.O
0.69%Positive
The earnings call reveals challenges such as rising insurance costs, negative margins in the Asset Light segment, and weather-related disruptions. Despite some productivity improvements and a strong pipeline, financial performance showed an 8% revenue decline and increased operating ratios. The Q&A highlighted pricing discipline but lacked clarity on key metrics. Shareholder returns were positive, but the overall sentiment is negative due to financial underperformance and market challenges. Given the market cap, expect a stock price reaction in the -2% to -8% range.
