10-Q quarterly report · filed Nov 5, 2025

ARCBEST CORP /DE/ (ARCB) Q3 2025 10-Q Quarterly Report

Short answer

ARCBEST CORP /DE/ (ARCB) filed its Q3 2025 10-Q quarterly report on Nov 5, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $1.0B (down 1.4% year over year) with net income of $39M.

Q3 2025 key financials · XBRL

Revenue
$1.0B
−1.4% YoY · +2.5% QoQ
Net income
$39M
−60.8% YoY · +52.2% QoQ
Operating margin
5.2%
EPS (diluted)
$1.71
−59.3% YoY · +52.7% QoQ

Source: XBRL data from the ARCBEST CORP /DE/ (ARCB) Q3 2025 10-Q on SEC EDGAR. USD.

ARCBEST CORP /DE/ Q3 2025 10-Q analysis

AI summary of MD&A and risk factor updates

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

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

Other ARCBEST CORP /DE/ quarterly reports

Ask about this quarter

Compare quarters, check guidance or see what insiders and funds did around the report.