For the quarter ended September 2025, ArcBest (ARCB) reported revenue of $1.05 billion, down 1.4% over the same period last year. EPS came in at $1.46, compared to $1.64 in the year-ago quarter.
The reported revenue represents a surprise of +1.84% over the Zacks Consensus Estimate of $1.03 billion. With the consensus EPS estimate being $1.37, the EPS surprise was +6.57%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how ArcBest performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Asset-Based - Operating Ratio: 90.3% versus 92.7% estimated by three analysts on average.
- Asset-Light - Operating Ratio: 100.4% versus 100.2% estimated by three analysts on average.
- Asset-Based - Pounds / Shipment: 1,065.00 lbs versus 1,054.65 lbs estimated by two analysts on average.
- Asset-Based - Tons / Day: 11,238.00 Ton versus 11,205.35 Ton estimated by two analysts on average.
- Asset-Based - Shipments / Day: 21,095.00 Tons versus the two-analyst average estimate of 21,249.43 Tons.
- Asset-Based - Billed revenue/CWT: $50.19 versus the two-analyst average estimate of $50.60.
- Asset-Based - Workdays: 64 versus 64 estimated by two analysts on average.
- Revenues- Asset-Based: $726.48 million compared to the $725.63 million average estimate based on three analysts. The reported number represents a change of +2.4% year over year.
- Revenues- Asset-Light: $355.97 million compared to the $353.91 million average estimate based on three analysts. The reported number represents a change of -7.6% year over year.
- Revenues- Other and eliminations: $-34.31 million versus $-32.96 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.5% change.
- Operating income Non-GAAP- Asset-Based: $54.44 million versus the three-analyst average estimate of $50.58 million.
- Operating income Non-GAAP- Other and eliminations: $-6.23 million compared to the $-6.68 million average estimate based on three analysts.
View all Key Company Metrics for ArcBest here>>>
Shares of ArcBest have returned -1% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.
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ArcBest Corporation (ARCB): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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