For the quarter ended March 2025, ArcBest (ARCB) reported revenue of $967.08 million, down 6.7% over the same period last year. EPS came in at $0.51, compared to $1.34 in the year-ago quarter.
The reported revenue represents a surprise of -1.48% over the Zacks Consensus Estimate of $981.56 million. With the consensus EPS estimate being $0.52, the EPS surprise was -1.92%.
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-Light - Operating Ratio: 101.2% compared to the 101.6% average estimate based on three analysts.
- Asset-Based - Operating Ratio: 95.9% versus 95.7% estimated by three analysts on average.
- Asset-Based - Operating Ratio (Non-GAAP): 95.9% versus the two-analyst average estimate of 95.9%.
- Asset-Based - Workdays: 63 compared to the 63 average estimate based on two analysts.
- Asset-Based - Pounds / Shipment: 1,074 lbs versus the two-analyst average estimate of 1,067.67 lbs.
- Asset-Based - Tons / Day: 10,466 Ton compared to the 10,382.19 Ton average estimate based on two analysts.
- Asset-Based - Shipments / Day: 19,491 Tons versus the two-analyst average estimate of 19,446.43 Tons.
- Asset-Based - Billed revenue/CWT: $49.40 compared to the $49.84 average estimate based on two analysts.
- Asset-Light - Operating Ratio (Non-GAAP): 100.3% compared to the 101.2% average estimate based on two analysts.
- Revenues- Asset-Based: $646.29 million compared to the $647.61 million average estimate based on four analysts. The reported number represents a change of -3.8% year over year.
- Revenues- Asset-Light: $356.01 million compared to the $366.20 million average estimate based on four analysts. The reported number represents a change of -10.2% year over year.
- Revenues- Other and eliminations: -$35.23 million versus the three-analyst average estimate of -$31.14 million. The reported number represents a year-over-year change of +12.2%.
View all Key Company Metrics for ArcBest here>>>
Shares of ArcBest have returned -16.3% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
ArcBest Corporation (ARCB): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
