ArcBest (ARCB) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

ArcBest (ARCB) reported $1.18 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 15.9%. EPS of $2.38 for the same period compares to $1.36 a year ago.

The reported revenue represents a surprise of -0.79% over the Zacks Consensus Estimate of $1.19 billion. With the consensus EPS estimate being $2.30, the EPS surprise was +3.48%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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 - Billed Revenue / CWT: $50.58 versus $51.01 estimated by two analysts on average.
• Asset-Based - Billed Revenue / Shipment: $605.24 compared to the $610.51 average estimate based on two analysts.
• Asset-Light - Operating Ratio: 107.1% versus 99.6% estimated by two analysts on average.
• Asset-Based - Shipments / Day: 20,456.00 Tons versus 20,787.87 Tons estimated by two analysts on average.
• Asset-Based - Operating Ratio: 90.5% versus 91.8% estimated by two analysts on average.
• Asset-Based - Workdays: 64 versus the two-analyst average estimate of 64.
• Asset-Based - Weight / Shipment: 1,197.00 lbs versus the two-analyst average estimate of 1,196.83 lbs.
• Asset-Based - Tonnage / Day: 12,240.00 Ton versus 12,439.79 Ton estimated by two analysts on average.
• Asset-Light - Operating Ratio (Non-GAAP): 98.6% versus the two-analyst average estimate of 99.2%.
• Revenues- Asset-Based: $783.67 million compared to the $794.76 million average estimate based on three analysts. The reported number represents a change of +9.9% year over year.
• Revenues- Asset-Light: $438.71 million compared to the $431.23 million average estimate based on three analysts. The reported number represents a change of +28.3% year over year.
• Revenues- Other and eliminations: $-37.84 million compared to the $-32.49 million average estimate based on two analysts. The reported number represents a change of +14.8% year over year.

View all Key Company Metrics for ArcBest here>>>

Shares of ArcBest have returned +4.1% over the past month versus the Zacks S&P 500 composite's +1.9% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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