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ArcBest Earnings Calls

Q1 2025 Missed
$0.510 (-1.92%)
Release date Apr 29, 2025
EPS estimate $0.520
EPS actual $0.510
EPS Surprise -1.92%
Revenue estimate 1.025B
Revenue actual 967.077M
Revenue Surprise -5.66%
Q4 2024 Beat
$1.33 (26.67%)
Release date Jan 31, 2025
EPS estimate $1.05
EPS actual $1.33
EPS Surprise 26.67%
Revenue estimate 1.009B
Revenue actual 1.002B
Revenue Surprise -0.683%
Q3 2024 Missed
$1.64 (-10.87%)
Release date Nov 01, 2024
EPS estimate $1.84
EPS actual $1.64
EPS Surprise -10.87%
Revenue estimate 1.069B
Revenue actual 1.063B
Revenue Surprise -0.528%
Q2 2024 Missed
$1.98 (-3.88%)
Release date Aug 02, 2024
EPS estimate $2.06
EPS actual $1.98
EPS Surprise -3.88%
Revenue estimate 1.056B
Revenue actual 1.078B
Revenue Surprise 2.07%

Last 4 Quarters for ArcBest

Below you can see how ARCB performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.

Q2 2024 Missed
Release date Aug 02, 2024
Fiscal end date Jun 30, 2024
Price on release $105.48
EPS estimate $2.06
EPS actual $1.98
EPS surprise -3.88%
Date Price
Jul 29, 2024 $121.31
Jul 30, 2024 $124.32
Jul 31, 2024 $126.05
Aug 01, 2024 $121.69
Aug 02, 2024 $105.48
Aug 05, 2024 $104.87
Aug 06, 2024 $107.52
Aug 07, 2024 $103.45
Aug 08, 2024 $106.03
4 days before -13.05%
4 days after 0.521%
On release day -0.578%
Change in period -12.60%
Q3 2024 Missed
Release date Nov 01, 2024
Fiscal end date Sep 30, 2024
Price on release $100.02
EPS estimate $1.84
EPS actual $1.64
EPS surprise -10.87%
Date Price
Oct 28, 2024 $105.94
Oct 29, 2024 $104.37
Oct 30, 2024 $106.86
Oct 31, 2024 $104.18
Nov 01, 2024 $100.02
Nov 04, 2024 $100.54
Nov 05, 2024 $104.10
Nov 06, 2024 $120.81
Nov 07, 2024 $112.86
4 days before -5.59%
4 days after 12.84%
On release day 0.520%
Change in period 6.53%
Q4 2024 Beat
Release date Jan 31, 2025
Fiscal end date Dec 31, 2024
Price on release $95.61
EPS estimate $1.05
EPS actual $1.33
EPS surprise 26.67%
Date Price
Jan 27, 2025 $100.25
Jan 28, 2025 $98.31
Jan 29, 2025 $95.63
Jan 30, 2025 $94.51
Jan 31, 2025 $95.61
Feb 03, 2025 $91.40
Feb 04, 2025 $95.40
Feb 05, 2025 $95.65
Feb 06, 2025 $94.00
4 days before -4.63%
4 days after -1.68%
On release day -4.40%
Change in period -6.23%
Q1 2025 Missed
Release date Apr 29, 2025
Fiscal end date Mar 31, 2025
Price on release $56.73
EPS estimate $0.520
EPS actual $0.510
EPS surprise -1.92%
Date Price
Apr 23, 2025 $62.12
Apr 24, 2025 $64.67
Apr 25, 2025 $58.42
Apr 28, 2025 $59.10
Apr 29, 2025 $56.73
Apr 30, 2025 $58.52
May 01, 2025 $57.81
May 02, 2025 $62.01
May 05, 2025 $60.96
4 days before -8.68%
4 days after 7.46%
On release day 3.16%
Change in period -1.87%

ArcBest Earnings Call Transcript Summary of Q1 2025

ArcBest Q1 2025 Earnings Call Summary for Investors

  • Financial Performance:
    • Revenue: ArcBest reported a consolidated revenue of $967 million, down 7% from Q1 2024.
    • Operating Income: Non-GAAP operating income was $17 million, down from $43 million in the prior year.
    • Earnings per Share: Adjusted EPS was 51 cents, compared to $1.34 in Q1 2024.
  • Segment Insights:
    • Asset-Based Segment: Revenue at $646 million, with a 3% daily decrease and an operating ratio of 95.9%, reflecting operational challenges but also high service standards.
    • Asset-Light Segment: Revenue of $356 million, down 9% year-over-year, but an improved non-GAAP operating loss of $1 million, indicating better margin management.
  • Operational Initiatives:
    • Emphasis on driving efficiencies and optimizing operations, including a focus on technology adoption.
    • Introduction of innovative solutions, such as the Voxx Vision technology for real-time freight measurements.
    • Successful implementation of managed transportation solutions which saw double-digit growth.
  • Market Environment:
    • Challenges in the freight environment were attributed to soft industrial production and fluctuating trade policies.
    • The upcoming NMFC classification changes and shifts towards space-based pricing will impact pricing strategies.
    • The company is actively preparing customers for changes in the market landscape and adapting operational strategies accordingly.
  • Future Outlook:
    • For Q2 2025, ArcBest anticipates a typical seasonal improvement of 300-400 basis points in operating ratio; strong focus on increasing shipment volumes.
    • Continued investment in capital expenditures (forecasted at $225 to $275 million) aimed at strategic growth, efficiency, and network optimization.
    • Expectation of a non-GAAP operating loss of $1-2 million in the asset-light segment for Q2 due to strategic adjustments.
  • Long-Term Strategy:
    • Committed to maintaining operational excellence while navigating macroeconomic uncertainties.
    • Focus on building customer relationships through tailored solutions and enhanced service offerings.
    • Ongoing efforts to reduce customer churn and enhance retention, particularly among small and medium-sized businesses (SMBs).
  • Key Takeaways:
    • While facing near-term challenges, ArcBest demonstrates resilience through strategic initiatives aimed at growth and efficiency.
    • The company is well-positioned to adapt to changes in the market environment and capitalize on new opportunities, viewing the current economic climate as a chance for disciplined growth.
    • There is potential for recovery in freight and shipping as market dynamics shift, underpinned by improved customer engagement and satisfaction.

This summary encapsulates critical points from ArcBest's Q1 2025 earnings call, highlighting financial results, operational strategies, and outlook for investors to consider.

ArcBest Earnings History

Earnings Calendar

FAQ

When is the earnings report for ARCB?
ArcBest Corporation (ARCB) has scheduled its earnings report for Aug 01, 2025 before the markets open.

What is the ARCB price-to-earnings (P/E) ratio?
ARCB P/E ratio as of May 23, 2025 (TTM) is 7.86.

What is the ARCB EPS forecast?
The forecasted EPS (Earnings Per Share) for ArcBest Corporation (ARCB) for the first fiscal quarter 2025 is $1.31.

What are ArcBest Corporation's retained earnings?
On its balance sheet, ArcBest Corporation reported retained earnings of $967.08 million for the latest quarter ending Mar 31, 2025.

What Is an Earnings Report?
An earnings report is usually issued quarterly (Q1, Q2, Q3 & Q4) by public companies to report their performance. Earnings reports typically include net income, earnings per share, earnings from continuing operations, and net sales. Looking at the earnings report investors can start gauge the financial health of the company and make even better decisions whether to buy, sell, or stay in the company. Fundamental analysts and value investors will typically hunt for stocks that continue to show good financial ratios and use a decline as an exit point. One of the most anticipated numbers for analysis is earnings per share because it indicates how much the company earned for its shareholders. The report will also indicate a possible dividend.

Earnings Report Content
Earnings reports generally provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. These figures are typically measured against previous quarters/years. Furthermore, the earnings report usually includes a summary and analysis from the CEO or company spokesman, alongside a more general view of the financials and future forecast.

What To Know About Earnings Reports?
Announcement of earnings for a stock, particularly for well followed large-capitalization stocks, can move the market. Stock prices can fluctuate wildly on days when the quarterly earnings report is released. Despite good reports, stocks may very well fall if the investors were expecting more or they believe the next quarter will not be as good. Investors always try to be ahead of the market and future earnings/losses are often discounted into the current price of the stock. It is natural for stocks to start to move in either direction a few days before the release of an earnings report.
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