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
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(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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