Brief: ArcBest Q2 Revenue USD 1,022.256 Million Vs. IBES Estimate USD 1,045 Million

ArcBest

30/07/2025 11:00

Overview

ArcBest Q2 2025 revenue declines to $1 bln, missing analyst expectations

Net income from continuing operations falls to $25.8 mln from $46.9 mln

Co returns over $47 mln to shareholders via buybacks and dividends in first half of 2025

Outlook

Company announces 5.9% general rate increase effective August 4

ArcBest focuses on optimizing operations for long-term growth

Company leveraging integrated capabilities to deliver value

Result Drivers

TONNAGE GROWTH - Driven by a 5.6% increase in daily shipments, primarily from new core LTL customers

REVENUE PER HUNDREDWEIGHT DECLINE - Decreased by 3.1% due to lower fuel surcharge revenue and changes in freight profile

ASSET-LIGHT REVENUE DECLINE - Lower revenue per shipment and strategic reduction in truckload volumes impacted segment revenue

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$1.02 bln
$1.04 bln (11 Analysts)
Q2 Net Income
$25.81 mln
Q2 Net Income continuing operations
$25.81 mln
Q2 Operating Expenses
$984.95 mln
Q2 Operating Income
$37.31 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the ground freight & logistics peer group is "buy"

Wall Street's median 12-month price target for ArcBest Corp is $90.00, about 8.9% above its July 29 closing price of $82.00

Press Release: ID:nBw9s7HNna

(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.)