ArcBest Q2 Profits Plunge, Misses Analyst Targets

ArcBest Corporation reported second-quarter 2025 earnings that missed analyst expectations, with adjusted earnings per share at $1.36 compared to the anticipated $1.47–$1.48. Revenue declined to $1.02 billion from $1.08 billion a year earlier, falling short of estimates. Net income dropped 45% year-over-year to $25.8 million, contributing to a 12% drop in ArcBest's share price after the announcement and a 42% decline over the past year. The results were weighed down by ongoing softness in the manufacturing sector, a nationwide freight recession, and a higher mix of lower-cost managed transportation shipments, despite a 5.6% increase in daily shipments. The less-than-truckload segment saw some revenue growth, but overall performance was hampered by macroeconomic challenges. Management remains focused on flexible, customer-oriented solutions as the company has only surpassed consensus estimates once in the last four quarters, raising concerns about its future outlook.