Core Insights - ArcBest Corp reported mixed fourth-quarter 2025 results with revenue of $972.7 million, down from $1.0 billion a year earlier, and adjusted earnings of 36 cents per share, missing the analyst estimate of 41 cents [1] - Despite the challenges in the freight environment, the company achieved growth in LTL shipments and tonnage, restored profitability in Asset-Light, and reached record productivity in Asset-Light services [2] Financial Performance - Revenue for the fourth quarter was $972.7 million, exceeding expectations of $966.361 million, but down from $1.0 billion year-over-year [1] - Adjusted earnings per share were 36 cents, which fell short of the analyst estimate of 41 cents [1] - The results included a $9.1 million after-tax, noncash impairment charge [1] Analyst Ratings and Price Targets - Jefferies analyst Stephanie Moore maintained a Buy rating and raised the price target from $95 to $110 [4] - JP Morgan analyst Brian Ossenbeck maintained a Neutral rating and increased the price target from $76 to $81 [4] - Wells Fargo analyst Christian Wetherbee maintained an Equal-Weight rating and raised the price target from $74 to $85 [4]