ArcBest Q4 revenue slightly beats estimates on higher shipments

Reuters01-30
ArcBest Q4 revenue slightly beats estimates on higher shipments

Overview

  • Supply chain logistics firm's Q4 revenue slightly beat analyst expectations

  • Company reported Q4 net loss due to noncash impairment charge

  • Returned over $86 mln to shareholders through repurchases and dividends in 2025

Outlook

  • ArcBest did not provide specific guidance for future quarters or years

Result Drivers

  • ASSET-BASED GROWTH - Increased shipments and tonnage driven by new core LTL customers, despite revenue decline per shipment

  • ASSET-LIGHT PRODUCTIVITY - Record productivity achieved despite revenue decline, aided by cost management and increased managed transportation business

  • FREIGHT MIX IMPACT - Revenue per shipment and per hundredweight decreased due to changes in freight mix and a soft-rate environment

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Slight Beat*

$972.69 mln

$964.45 mln (11 Analysts)

Q4 EPS

$0.36

Q4 Net Income

-$8.12 mln

Q4 Net Income continuing operations

-$8.12 mln

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Press Release: ID:nBwxWhJka

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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