ARCBEST CORP /DE/ (ARCB) FY2025 10-K Annual Report

Filed: Feb 25, 2026
Industrials
Trucking (No Local)SEC EDGAR

ARCBEST CORP /DE/ (ARCB) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 25, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

ARCBEST CORP /DE/ FY2025 10-K Analysis

Business Overview

  • Core business model: Integrated risk management with emphasis on cybersecurity protection across operations
  • New emphasis on embedding NIST Cybersecurity Framework within enterprise-wide risk management system
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Management Discussion & Analysis

  • Revenue not explicitly stated; detailed revenue recognition policy described including variable consideration and gross reporting for third-party shipments
  • Effective tax rate 27.7% in 2025 vs 20.8% in 2024 reflecting $26.6 million one-time tax benefit and tax policy changes under OBBB
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Risk Factors

  • Interest rate risk on future variable-rate borrowings linked to SOFR may increase interest costs
  • Debt includes fixed-rate notes payable financing revenue and other equipment purchases
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ARCBEST CORP /DE/ FY2025 Key Financial Metrics
XBRL

Revenue

$4.0B

-4.0% YoY

Net Income

$60M

-65.5% YoY

Operating Margin

2.3%

-360bp YoY

Net Margin

1.5%

-266bp YoY

ROE

4.6%

-860bp YoY

Total Assets

$2.5B

+0.9% YoY

EPS (Diluted)

$2.62

-64.1% YoY

Operating Cash Flow

$229M

-19.9% YoY

Source: XBRL data from ARCBEST CORP /DE/ FY2025 10-K filing on SEC EDGAR. All figures in USD.

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