{"id":69903,"date":"2026-01-30T13:10:14","date_gmt":"2026-01-30T16:10:14","guid":{"rendered":"https:\/\/shipping.einnews.com\/article\/887977360"},"modified":"2026-01-30T13:10:14","modified_gmt":"2026-01-30T16:10:14","slug":"weak-freight-rates-pressure-arcbests-q4-margins","status":"publish","type":"post","link":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/2026\/01\/30\/weak-freight-rates-pressure-arcbests-q4-margins\/","title":{"rendered":"Weak Freight Rates Pressure ArcBest’s Q4 Margins"},"content":{"rendered":"
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ArcBest Corp<\/strong> (NASDAQ:<\/a>ARCB<\/a>) reported fourth-quarter 2025<\/a> results as the logistics company worked through a challenging freight environment.<\/p>\n

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Revenue totaled $972.7 million, down from $1.0 billion a year earlier. Adjusted earnings of 36 cents per share missed the 41 cents analyst estimate, while revenue exceeded expectations of $966.361 million. Results included a $9.1 million after-tax, noncash impairment charge.<\/p>\n

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Asset-Based revenue was $648.8 million, compared with $656.2 million, with tonnage per day rising 2.6% and shipments per day up 2.4%.<\/p>\n

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Billed revenue per hundredweight declined 2.7% and billed revenue per shipment fell 2.5%. Operating income totaled $24.4 million, and the operating ratio was 96.2%, compared with $52.3 million and 92.0% a year earlier.<\/p>\n

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ArcBest said shipment growth was driven by newly onboarded core LTL customers, while pricing gains were offset by changes in freight mix. \u201cOverall, LTL industry pricing remains rational.\u201d<\/p>\n

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Asset-Light revenue was $353.5 million, down from $375.4 million, with shipments per day increasing 0.8% and revenue per shipment declining 5.8%.<\/p>\n

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The segment reported an operating loss of $9.9 million, compared with $1.6 million a year earlier, while non-GAAP results were breakeven.<\/p>\n

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Adjusted EBITDA was $1.4 million compared with a negative $4.2 million, as lower revenue per shipment in a soft-rate environment and a higher mix of managed transportation weighed on results.<\/p>\n

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Full-Year Results<\/strong><\/p>\n

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For full-year 2025, revenue totaled $4.0 billion, compared with $4.2 billion in 2024.<\/p>\n

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Net income from continuing operations was $60.1 million, or $2.62 per diluted share, versus $173.4 million, or $7.28 per diluted share, in the prior year, which included a $67.9 million after-tax benefit tied to the MoLo acquisition.<\/p>\n

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On a non-GAAP basis, net income was $84.8 million, or $3.70 per diluted share, compared with $149.7 million, or $6.28 per diluted share.<\/p>\n

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\u201c2025 was a year of strong execution and meaningful progress for ArcBest,\u201d said President and CEO Seth Runser. \u201c<\/strong>Amid a challenging freight environment, our team delivered growth in LTL shipments and tonnage, restored profitability in Asset-Light, and achieved record Asset-Light productivity as customers increasingly embraced our integrated, technology-driven solutions,\u201d he added.<\/p>\n

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Net cash provided by operating activities was $228.953 million in 2025, and cash and cash equivalents ended the year at $102.030 million.<\/p>\n

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Total net capital expenditures, including equipment financed, were $198 million. ArcBest returned more than $86 million to shareholders through share repurchases and dividends and had $100.8 million of repurchase authorization remaining as of Jan. 28, 2026.<\/p>\n

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ARCB Price Action:<\/strong> ArcBest shares were down 0.84% at $84.59 at the time of publication on Friday, according to Benzinga Pro data<\/a>.<\/p>\n

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Photo by Jon Tetzlaff via Shutterstock<\/em><\/p>\n

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Market News and Data brought to you by Benzinga APIs<\/a><\/p>\n

\u00a9 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.<\/p>\n

<\/a><\/strong> <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

… company worked through a challenging freight<\/span> environment. Revenue totaled $972.7 … were offset by changes in freight<\/span> mix. \u00e2\u0080\u009cOverall, LTL industry pricing … Seth Runser. \u00e2\u0080\u009cAmid a challenging freight<\/span> environment, our team delivered growth …<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-69903","post","type-post","status-publish","format-standard","hentry","category-news","wpcat-1-id"],"_links":{"self":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts\/69903","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/comments?post=69903"}],"version-history":[{"count":0,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts\/69903\/revisions"}],"wp:attachment":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/media?parent=69903"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/categories?post=69903"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/tags?post=69903"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}