ArcBest (ARCB) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - ArcBest reported revenue of $1 billion for the quarter ended December 2024, reflecting an 8.1% decrease year-over-year, with EPS at $1.33 compared to $2.47 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $997.94 million by 0.37%, while the EPS surpassed the consensus estimate of $1.05 by 26.67% [1] Financial Performance Metrics - Asset-Based billed revenue per CWT was $49.27, slightly above the average estimate of $48.86 [4] - Asset-Light operating ratio was reported at 100.4%, better than the average estimate of 102.1% [4] - Asset-Based shipments per day were 19,698 tons, compared to the estimated 19,865.21 tons [4] - Asset-Based operating ratio (Non-GAAP) was 92%, compared to the average estimate of 93% [4] - Asset-Based workdays were consistent at 62, matching the average estimate [4] - Asset-Based pounds per shipment were 1,092 lbs, slightly below the average estimate of 1,098.08 lbs [4] - Asset-Based tons per day were reported at 10,758 tons, lower than the average estimate of 10,906.58 tons [4] - Asset-Light operating ratio (Non-GAAP) was 101.6%, close to the average estimate of 101.7% [4] - Revenues from Asset-Based operations were $656.22 million, slightly above the estimate of $653.87 million, but down 7.6% year-over-year [4] - Revenues from Asset-Light operations were $375.43 million, below the average estimate of $376.19 million, representing a 9.2% decline year-over-year [4] - Revenues from other and eliminations were -$30.01 million, better than the estimate of -$31.83 million, with an 11.4% decrease compared to the previous year [4] Stock Performance - ArcBest shares returned +2.8% over the past month, slightly underperforming the Zacks S&P 500 composite's +2.9% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]