ArcBest (NASDAQ:ARCB) Issues Quarterly Earnings Results, Beats Expectations By $0.12 EPS

ArcBest (NASDAQ:ARCB) posted its quarterly earnings data on Wednesday. The transportation company reported $2.38 EPS for the quarter, beating analysts’ consensus estimates of $2.26 by $0.12, FiscalAI reports. The firm had revenue of $1.18 billion for the quarter, compared to the consensus estimate of $1.17 billion. ArcBest had a net margin of 0.39% and a return on equity of 7.92%. The firm’s revenue was up 15.9% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.36 EPS.

Here are the key takeaways from ArcBest’s conference call:

• Second-quarter results improved significantly: Revenue rose 16% year over year to $1.2 billion, while adjusted EPS increased to $2.38 from $1.36 and non-GAAP operating income reached $74 million. ABF Freight’s adjusted operating ratio improved 200 basis points to 90.8%.
• Truckload capacity is tightening, supporting modest LTL volume gains and stronger pricing. ABF daily tonnage rose 5%, driven by an 8% increase in weight per shipment, while July trends remained better than typical seasonality.
• Asset-Light performance strengthened: Revenue increased 28% per day, Managed Solutions shipments reached a record, and productivity improved 35% year over year. The segment generated $6.3 million in adjusted operating income versus $1.5 million for all of 2025.
• ArcBest expects restructuring and network changes—including brand consolidation, select service-center closures, and the discontinuation of the Vaux system—to produce approximately $40 million in annualized savings, reaching the full run rate by the first quarter of 2027.
• Management said broad-based industrial demand has not yet inflected, with weakness in areas such as apparel, consumer brands, and housing-related activity. Third-quarter ABF margins are expected to be broadly in line with the second quarter, while lower fuel surcharge revenue and approximately $6 million–$7 million of restructuring cash costs will be near-term headwinds.

ArcBest Trading Up 0.4%

NASDAQ ARCB opened at $142.07 on Friday. The company has a debt-to-equity ratio of 0.10, a quick ratio of 0.93 and a current ratio of 0.97. ArcBest has a one year low of $59.43 and a one year high of $176.69. The company has a 50-day simple moving average of $148.51 and a 200-day simple moving average of $119.42. The firm has a market capitalization of $3.16 billion, a PE ratio of 205.90, a price-to-earnings-growth ratio of 0.50 and a beta of 1.57.

ArcBest Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 21st. Stockholders of record on Friday, August 7th will be issued a $0.12 dividend. The ex-dividend date of this dividend is Friday, August 7th. This represents a $0.48 annualized dividend and a dividend yield of 0.3%. ArcBest’s payout ratio is 19.75%.

Hedge Funds Weigh In On ArcBest

Large investors have recently bought and sold shares of the business. Federated Hermes Inc. boosted its stake in ArcBest by 126.6% in the fourth quarter. Federated Hermes Inc. now owns 1,015 shares of the transportation company’s stock valued at $75,000 after acquiring an additional 567 shares during the period. Canada Pension Plan Investment Board bought a new stake in shares of ArcBest in the 2nd quarter worth approximately $85,000. Quantbot Technologies LP lifted its holdings in shares of ArcBest by 146.3% in the 3rd quarter. Quantbot Technologies LP now owns 1,786 shares of the transportation company’s stock worth $125,000 after purchasing an additional 1,061 shares during the last quarter. Tower Research Capital LLC TRC lifted its holdings in shares of ArcBest by 803.7% in the 2nd quarter. Tower Research Capital LLC TRC now owns 2,413 shares of the transportation company’s stock worth $186,000 after purchasing an additional 2,146 shares during the last quarter. Finally, Raymond James Financial Inc. acquired a new position in ArcBest during the 2nd quarter valued at approximately $194,000. Institutional investors own 99.27% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on ARCB shares. UBS Group upped their target price on shares of ArcBest from $122.00 to $145.00 and gave the company a “neutral” rating in a research note on Tuesday, July 7th. Citigroup started coverage on ArcBest in a research note on Wednesday, July 15th. They issued a “market outperform” rating for the company. TD Cowen lowered their price objective on ArcBest from $175.00 to $155.00 and set a “hold” rating for the company in a report on Thursday. Truist Financial upped their price objective on ArcBest from $145.00 to $165.00 and gave the company a “buy” rating in a research note on Wednesday, July 15th. Finally, Citizens Jmp assumed coverage on ArcBest in a report on Wednesday, July 15th. They set a “market outperform” rating and a $180.00 target price on the stock. Two research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, ArcBest presently has an average rating of “Moderate Buy” and a consensus target price of $154.08.

About ArcBest

ArcBest Corporation (NASDAQ: ARCB) is a transportation and logistics company that offers comprehensive freight and supply chain solutions across North America. Founded in 1923 as Arkansas Best Freight System, the company has evolved into a diversified service provider with both asset-based and asset-light operations. Its core businesses include less-than-truckload (LTL) shipping through ABF Freight, expedited full-truckload services via Panther Premium Logistics, and a range of logistics and supply chain management services under its ArcBest Integrated Logistics division.

The company’s asset-based operations also encompass FleetNet America, a provider of emergency roadside assistance and maintenance services for heavy-duty vehicles.