ArcBest Q4 revenue slightly beats estimates on higher shipments
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.
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