ArcBest 2025 Q3 Earnings Net Income Dips 60.8% Amid Revenue Decline

ArcBest (ARCB) reported fiscal 2025 Q3 earnings on November 6, 2025, with mixed results. The company beat adjusted EPS estimates but saw revenue decline slightly year-over-year. Management highlighted growth in asset-based LTL shipments and efficiency initiatives, though soft freight conditions and pricing pressures weighed on performance.

Revenue

, . The asset-light segment contributed $355.97 million, while other and eliminations reported a negative $34.31 million. , broader economic challenges, including weak manufacturing demand, reduced weight per shipment and revenue per hundredweight.

Earnings/Net Income

, . While adjusted EPS exceeded expectations, the decline reflects ongoing industry-wide headwinds, including soft freight rates and higher operating costs.

Post-Earnings Price Action Review

The strategy of buying ArcBest shares on earnings dates and holding for 30 days showed mixed performance over three years. , , Q3 2023, . , yet the strategy’s success remains heavily tied to broader market trends.

CEO Commentary

, Chairman & CEO, emphasized ArcBest’s resilience in a challenging freight environment, . , CEO-elect and President, . Both executives acknowledged service disruptions due to volume spikes and hiring caution but expressed confidence in 2028 targets, .

Guidance

For Q4 2025, . .

Additional News

ArcBest’s leadership transition saw Judy McReynolds step down as CEO, with Seth Runser assuming the role. . Technological advancements, including AI-driven initiatives in truckload operations and autonomous warehouse systems, were highlighted as key differentiators. Additionally, , reflecting strategic facility adjustments post-asset sales.