Back to top

Image: Bigstock

ArcBest (ARCB) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Read MoreHide Full Article

For the quarter ended March 2026, ArcBest (ARCB - Free Report) reported revenue of $998.79 million, up 3.3% over the same period last year. EPS came in at $0.32, compared to $0.51 in the year-ago quarter.

The reported revenue represents a surprise of +0.52% over the Zacks Consensus Estimate of $993.63 million. With the consensus EPS estimate being $0.27, the EPS surprise was +16.79%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how ArcBest performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Asset-Based - Operating Ratio: 97.3% compared to the 97.7% average estimate based on two analysts.
  • Asset-Light - Operating Ratio: 99.9% compared to the 99.9% average estimate based on two analysts.
  • Asset-Light - Operating Ratio (Non-GAAP): 99.3% versus 99.7% estimated by two analysts on average.
  • Asset-Based - Shipments / Day: 19,840.00 Tons versus 19,837.94 Tons estimated by two analysts on average.
  • Asset-Based - Billed revenue/CWT: $47.48 versus $47.48 estimated by two analysts on average.
  • Asset-Based - Tons / Day: 11,146.00 Ton compared to the 10,972.36 Ton average estimate based on two analysts.
  • Asset-Based - Pounds / Shipment: 1,124.00 lbs versus 1,106.19 lbs estimated by two analysts on average.
  • Asset-Based - Workdays: 63 versus the two-analyst average estimate of 63.
  • Revenues- Asset-Based: $655.01 million compared to the $649.69 million average estimate based on three analysts. The reported number represents a change of +1.4% year over year.
  • Revenues- Asset-Light: $377.75 million compared to the $376.05 million average estimate based on three analysts. The reported number represents a change of +6.1% year over year.
  • Revenues- Other and eliminations: $-33.97 million versus the two-analyst average estimate of $-32.62 million. The reported number represents a year-over-year change of -3.6%.
  • Operating income Non-GAAP- Other and eliminations: $-6.83 million versus the three-analyst average estimate of $-7.25 million.

View all Key Company Metrics for ArcBest here>>>

Shares of ArcBest have returned +35.6% over the past month versus the Zacks S&P 500 composite's +12.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Zacks' 7 Best Strong Buy Stocks (New Research Report)

Valued at $99, click below to receive our just-released report predicting the 7 stocks that will soar highest in the coming month.

Click Here, It's Really Free

Published in