10-K · February 25, 2026
ArcBest positions itself as an integrated, multimodal logistics provider focused on profitable growth through an Asset‑Based LTL network (ABF Freight) and an Asset‑Light solutions business (MoLo, Panther, managed…
Earnings analysis · 10-Q
ARCB earnings analysis
Filed May 1, 2026 · Our reading of the company's report
The latest report
ArcBest reported Q1 2026 revenue of $998.8 million, exceeding estimates by $1.4 million. The company achieved a diluted EPS of $0.32, reflecting a solid performance despite pressures from rising costs, with non-GAAP net…
Read full summary
ArcBest reported Q1 2026 revenue of $998.8 million, exceeding estimates by $1.4 million. The company achieved a diluted EPS of $0.32, reflecting a solid performance despite pressures from rising costs, with non-GAAP net income returning to profitability. However, GAAP results indicated a net loss of $1.0 million, stressing the impact of financial headwinds.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.32
What stood out
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Revenue Beat Expectations
ArcBest's revenue of $998.8 million surpassed estimates by $1.4 million, reflecting strong sales performance.
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Improved Non-GAAP EPS
Diluted non-GAAP EPS reached $0.32, showing a recovery compared to previous quarters.
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Asset-Based Volume Growth
The Asset-Based segment saw volume/tonnage growth contributing positively to revenue.
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Asset-Light Segment Profitability
The Asset-Light segment returned to profitability on a non-GAAP basis, indicating operational recovery.
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Significant Free Cash Flow
Free cash flow improved significantly to $81 million in the last quarter.
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Operational Metrics Stabilization
Operating margins showed signs of stabilization after a challenging prior year.
What to watch
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Higher Financing Costs
The effect of rising interest rates could lead to increased financing costs, impacting future profitability.
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Margin Pressure
Ongoing pressure from increased purchased transportation costs may further squeeze margins moving forward.
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GAAP Losses
The reported GAAP net loss of $1.0 million highlights underlying financial struggles, despite non-GAAP profits.
Management's outlook
No numeric forward guidance provided; outlook remains cautious due to increased operating costs.
Earlier filings 4
10-Q · November 5, 2025
ArcBest reported Q3 2025 revenue of $1,048,137,000, down modestly year-over-year but roughly stable sequentially, while operating income and diluted EPS from continuing operations compressed materially versus Q3 2024.…
10-Q · August 1, 2025
ArcBest reported Q2 revenue of $1,022,256,000, down from $1,077,831,000 a year earlier, with operating income compressing to $37,309,000 and diluted EPS (continuing operations) of $1.12 for the quarter. Operating cash…
10-K · March 3, 2025
ArcBest positions itself as a multibillion‑dollar, integrated logistics provider combining asset‑based LTL (ABF Freight) and asset‑light solutions (MoLo, Panther, etc.), emphasizing technology, scale and a customer‑led…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.