Q2 2025 ArcBest Corp Earnings Call Transcript
Key Points
- ArcBest Corp (ARCB) generated over $1 billion in revenue and $45 million in non-GAAP operating income for the second quarter.
- The company leveraged AI and predictive analytics to optimize labor planning, delivery routing, and dock operations, resulting in cost reductions and improved service.
- ArcBest Corp (ARCB) added over 100 new core LTL accounts, contributing to a 6% increase in daily ABF shipments.
- The Managed business segment achieved double-digit growth in both shipments and revenue, reaching an all-time high in the second quarter.
- ArcBest Corp (ARCB) is expanding its digital quote pool, increasing daily quote volume to over 200,000, enhancing pricing intelligence and driving incremental profit.
- Consolidated revenue decreased by 5% year-over-year, and non-GAAP operating income from continuing operations fell from $64 million to $45 million.
- The Asset-Based segment saw a $22 million decrease in operating income, and revenue per hundredweight declined by 3% year-over-year.
- Softness in industrial production and housing continues to pressure weight per shipment and profitability.
- The Asset-Light segment experienced a 13% year-over-year decrease in daily revenue, with shipments per day down 7%.
- Adjusted earnings per share dropped from $1.98 in the second quarter of 2024 to $1.36 in the second quarter of 2025.
Ladies and gentlemen, good morning, and thank you for standing by. Welcome to the ArcBest Second Quarter 2025 Earnings Conference Call. (Operator Instructions) As a reminder, this call is being recorded.
And I will now turn it over to Ms. Amy Mendenhall, Vice President, Treasury and Investor Relations. Please go ahead.
Good morning, everyone. I'm pleased to be here today with Judy McReynolds, our Chairman and CEO; Seth Runser, our President; and Matt Beasley, our Chief Financial Officer. Other members of our executive leadership team will also be available during the Q&A session.
Before we begin, please note that some of the comments we make today will be forward-looking statements. These statements are subject to risks and uncertainties, which are detailed in the forward-looking statements section of our earnings release and SEC filings. To provide meaningful comparisons, we will also discuss certain non-GAAP financial measures that are outlined and described in the tables of our earnings
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