ArcBest (ARCB) reported $972.69 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 2.9%. EPS of $0.36 for the same period compares to $1.33 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $968.81 million, representing a surprise of +0.4%. The company delivered an EPS surprise of -19.1%, with the consensus EPS estimate being $0.45.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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: 96.2% compared to the 96.5% average estimate based on three analysts.
- Asset-Light - Operating Ratio: 102.8% versus 100.8% estimated by three analysts on average.
- Asset-Based - Pounds / Shipment: 1,095.00 lbs versus the two-analyst average estimate of 1,081.23 lbs.
- Asset-Based - Tons / Day: 11,036.00 Ton versus the two-analyst average estimate of 10,871.55 Ton.
- Asset-Based - Shipments / Day: 20,163.00 Tons compared to the 20,109.68 Tons average estimate based on two analysts.
- Asset-Based - Billed revenue/CWT: $47.94 compared to the $48.71 average estimate based on two analysts.
- Asset-Based - Workdays: 61 versus the two-analyst average estimate of 61.
- Revenues- Asset-Based: $648.79 million versus the three-analyst average estimate of $649 million. The reported number represents a year-over-year change of -1.1%.
- Revenues- Asset-Light: $353.53 million versus the three-analyst average estimate of $354.38 million. The reported number represents a year-over-year change of -5.8%.
- Revenues- Other and eliminations: $-29.64 million compared to the $-31.01 million average estimate based on two analysts. The reported number represents a change of -1.2% year over year.
- Operating income Non-GAAP- Asset-Based: $24.39 million versus the three-analyst average estimate of $23.19 million.
- Operating income Non-GAAP- Other and eliminations: $-10.6 million compared to the $-7.06 million average estimate based on three analysts.
View all Key Company Metrics for ArcBest here>>>
Shares of ArcBest have returned +15% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with 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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