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Dec 31, 2025
ArcBest Q4 2025 Earnings Report
ArcBest reported a net loss in Q4 2025, with decreased revenue compared to the prior year, despite growth in Asset-Based shipments and tonnage.
Key Takeaways
ArcBest experienced a net loss of $8.1 million in the fourth quarter of 2025, a significant decline from a net income of $29.0 million in the same period of 2024. Total revenue for the quarter was $972.7 million, down from $1.0 billion in the prior year. Despite the overall revenue decrease, the Asset-Based segment saw an increase in shipments and tonnage, and the Asset-Light segment achieved record productivity for the full year.
ArcBest reported a net loss of $8.1 million in Q4 2025, compared to a net income of $29.0 million in Q4 2024.
Total revenue for Q4 2025 was $972.7 million, a decrease from $1.0 billion in the prior-year period.
Asset-Based shipments per day increased by 2.4% and tonnage per day increased by 2.6% in Q4 2025.
The company returned over $86 million to shareholders in 2025 through share repurchases and dividends.
Revenue by Segment
Forward Guidance
ArcBest is confident in its strategic plan to achieve objectives and drive long-term value, focusing on integrated, technology-driven solutions and disciplined cost management.
Positive Outlook
- Advancing strategic plan to achieve objectives and drive long-term value.
- Continued focus on integrated, technology-driven solutions for customers.
- Commitment to acting opportunistically on share repurchases.
- Prioritizing high-return organic capital investments.
- Maintaining prudent leverage levels.
Challenges Ahead
- Challenging freight environment persists.
- Lower revenue per shipment in Asset-Light due to soft-rate environment.
- Higher mix of managed transportation business, which typically involves smaller, lower-revenue shipments.
- Increased purchased transportation costs due to higher spot rates, pressuring margins.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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