ArcBest Unveils $225M-$275M Capital Plan and 5.9% Rate Increase Amid CEO Transition.

ArcBest Corporation has outlined a $225M-$275M capital plan and a 5.9% rate increase as CEO Judy R. McReynolds prepares to transition. Despite a soft freight environment, the company generated $1B in revenue and $45M in non-GAAP operating income in Q2 2025. McReynolds highlighted ArcBest's disciplined execution and the use of its operating cash flow to support its capital plan.

ArcBest Corporation has outlined a capital plan ranging from $225 million to $275 million, along with a 5.9% rate increase, as CEO Judy R. McReynolds prepares to transition. Despite operating in a challenging soft freight environment, the company generated $1 billion in revenue and $45 million in non-GAAP operating income during the second quarter of 2025 [1].

McReynolds highlighted ArcBest's disciplined execution and the use of its operating cash flow to support its capital plan. The company's asset-based segment saw a revenue increase to $713.3 million, driven by a 4.3% increase in total tonnage per day and a 5.6% increase in total shipments per day [2]. However, the asset-light segment reported a revenue decline to $341.9 million, but achieved its first quarter of non-GAAP operating income since Q2 2023 [2].

ArcBest also announced a 5.9% general rate increase effective August 4, 2025, which is expected to positively impact future revenue [3]. The company returned over $47 million to shareholders through share repurchases and dividends in the first half of 2025 [3].

Despite a challenging macroeconomic environment, ArcBest demonstrated resilience with growth in asset-based shipments and tonnage. The company expects the announced rate increase to positively impact future revenue while continuing to navigate the challenges of the current economic environment [3].

References:
[1] https://seekingalpha.com/news/4474710-arcbest-outlines-225m-275m-capital-plan-and-5_9-percent-rate-increase-as-ceo-transition
[2] https://seekingalpha.com/article/4806217-arcbest-corporation-2025-q2-results-earnings-call-presentation
[3] https://www.tradingview.com/news/tradingview:90d2a5d1b7fce:0-arcbest-announces-second-quarter-2025-results/