ARCBEST CORP /DE/ (ARCB) Q3 2025 10-Q Quarterly Report
ARCBEST CORP /DE/ (ARCB) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 5, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
ARCBEST CORP /DE/ Q3 2025 10-Q Analysis
Management Discussion & Analysis
- • Revenue Asset-Light segment $356.0M, down 7.6% YoY Q3 2025 vs $385.3M Q3 2024; $1,053.9M down 10.5% YTD vs $1,177.5M prior year
- • Operating loss Asset-Light segment (0.4%) Q3 2025 vs operating income 22.0% Q3 2024; (0.5%) YTD 2025 vs 5.1% YTD 2024
- • Purchased transportation expense decreased 1.0 ppt to 84.9% revenue Q3, down $28.8M; 1.2 ppt decrease YTD, down $119.0M
- • Operating expenses increased 22.4 ppt Q3 and 5.6 ppt YTD as % of revenue in 2025 vs 2024
- • Management cites soft market, reduced shipments, increased contingent earnout expense, and note challenge maintaining margins from pricing pressures
Risk Factors
- • Legal risk unchanged, routine matters not expected to impact financial condition materially
- • Liability insurance maintained with self-insured retention limits, adequacy of reserves routinely reviewed
- • No new or updated risk factors identified in this quarter's filing
- • Legal exposure estimates subject to change as circumstances develop
- • Material legal actions limited to ordinary course of business, consistent with prior disclosures
ARCBEST CORP /DE/ Q3 2025 Quarterly FinancialsXBRL
Revenue
$1.0B
▼ -1.4% YoY▲ +2.5% QoQ
Net Income
$39M
▼ -60.8% YoY▲ +52.2% QoQ
Operating Margin
5.2%
▼ -749bp YoY▲ +156bp QoQ
Net Margin
3.7%
▼ -569bp YoY▲ +122bp QoQ
ROE
3.0%
Total Assets
$2.5B
EPS (Diluted)
$1.71
▼ -59.3% YoY▲ +52.7% QoQ
Operating Cash Flow
$98M
▲ +10.5% YoY▼ -9.5% QoQ
Source: XBRL data from ARCBEST CORP /DE/ Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.
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