ArcBest Q3 profit falls to $1.72 per share as revenue slips to $1.0 billion
ArcBest reported unaudited third quarter 2025 results on November 5, 2025. Revenue was $1,048.1 million, down from $1,063.1 million a year earlier, and net income from continuing operations was $39.3 million, or $1.72 per diluted share, compared with $100.3 million, or $4.23, in the prior-year quarter, which included a $69.1 million after-tax benefit from a reduction in contingent consideration tied to the MoLo acquisition. Lower reported earnings reduce per-share profit for shareholders, although Asset-Based shipments per day rose 4.3 percent.
Key points
- Q3 2025 revenue of $1,048.1 million versus $1,063.1 million in Q3 2024
- Diluted EPS of $1.72 (GAAP) versus $4.23; non-GAAP diluted EPS of $1.46 versus $1.64
- Asset-Light operating loss of $1.6 million versus operating income of $84.8 million, which included a $91.9 million pre-tax contingent consideration reduction
- Asset-Based operating income of $70.2 million, including $15.9 million of net gains on asset sales; non-GAAP operating ratio 92.5 percent
The filing
Written by AI on Nov 8, 2026, 1:49 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 05, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.