Overview

* ArcBest Q2 2025 revenue declines to $1 bln, missing analyst expectations

* Net income from continuing operations falls to $25.8 mln from $46.9 mln

* Co returns over $47 mln to shareholders via buybacks and dividends in first half of 2025

Outlook

* Company announces 5.9% general rate increase effective August 4

* ArcBest ( ARCB ) focuses on optimizing operations for long-term growth

* Company leveraging integrated capabilities to deliver value

Result Drivers

* TONNAGE GROWTH - Driven by a 5.6% increase in daily shipments, primarily from new core LTL customers

* REVENUE PER HUNDREDWEIGHT DECLINE - Decreased by 3.1% due to lower fuel surcharge revenue and changes in freight profile

* ASSET-LIGHT REVENUE DECLINE - Lower revenue per shipment and strategic reduction in truckload volumes impacted segment revenue

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Miss $1.02 $1.04

Revenue bln bln (11

Analysts

)

Q2 Net $25.81

Income mln

Q2 Net $25.81

Income mln

continui

ng

operatio

ns

Q2 $984.95

Operatin mln

g

Expenses

Q2 $37.31

Operatin mln

g Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the ground freight & logistics peer group is "buy"

* Wall Street's median 12-month price target for ArcBest Corp ( ARCB ) is $90.00, about 8.9% above its July 29 closing price of $82.00

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)