• Reported GAAP EPS of -$0.36 down -129.03% YoY • Reported revenue of $972.69M down -2.89% YoY
Bullish
ArcBest achieved record Asset-Light productivity in 2025 and grew Asset-Based tonnage and shipments. The company returned over $86 million to shareholders through repurchases and dividends, demonstrating capital allocation.
Bearish
ArcBest faced revenue declines in Q4 2025, reporting a net loss and lower operating income in its Asset-Based segment due to increased expenses. The Asset-Light segment also experienced increased operating losses in a soft-rate environment.