ArcBest(US:ARCB) ZACKS·2026-01-30 15:31Core Insights - ArcBest reported revenue of $972.69 million for Q4 2025, a year-over-year decline of 2.9%, with EPS of $0.36 compared to $1.33 a year ago, indicating a significant drop in profitability [1] - The revenue exceeded the Zacks Consensus Estimate of $968.81 million by 0.4%, but the EPS fell short of the consensus estimate of $0.45 by 19.1% [1] Financial Performance Metrics - The Asset-Based Operating Ratio was reported at 96.2%, slightly better than the average estimate of 96.5% [4] - The Asset-Light Operating Ratio was 102.8%, worse than the estimated 100.8% [4] - Asset-Based Pounds per Shipment was 1,095.00 lbs, exceeding the average estimate of 1,081.23 lbs [4] - Asset-Based Tons per Day reached 11,036.00 tons, surpassing the average estimate of 10,871.55 tons [4] - Asset-Based Shipments per Day were 20,163.00 tons, slightly above the average estimate of 20,109.68 tons [4] - Billed revenue per CWT was $47.94, lower than the average estimate of $48.71 [4] - Revenues from Asset-Based operations were $648.79 million, marginally below the average estimate of $649 million, reflecting a year-over-year change of -1.1% [4] - Revenues from Asset-Light operations were $353.53 million, slightly below the average estimate of $354.38 million, with a year-over-year decline of 5.8% [4] - Revenues from Other and eliminations were reported at -$29.64 million, better than the average estimate of -$31.01 million, with a year-over-year change of -1.2% [4] - Non-GAAP Operating Income for Asset-Based operations was $24.39 million, exceeding the average estimate of $23.19 million [4] - Non-GAAP Operating Income for Other and eliminations was -$10.6 million, worse than the average estimate of -$7.06 million [4] Stock Performance - ArcBest shares have returned +15% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]