Equity Profile

ARCB

ArcBest Corporation

IndustrialsCargo Ground Transportation$3.0B

Apr28Tue

Post-Earnings Recap

ReportedQ1-2026Pre-Market6:00 AM EDT

ArcBest Misses on EPS, Stock Up 3.46%

Metric	Actual	Expected	Surprise
EPS	$-0.05	$0.29	-118.25%
Revenue	N/A	$998M	N/A

management commentary, guidance changes, and full analysis available with Pro.

ArcBest Misses on EPS, Stock Up 3.46%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$-0.05	$0.29	-118.25%
Revenue	N/A	$998M	N/A

Management Commentary

Tone: Defensive

Management expressed concerns about the ongoing economic challenges impacting performance. They emphasized a focus on cost control and efficiency.

Management indicated that the current economic environment remains challenging.

They are focusing on cost management and operational efficiency.

There was no guidance provided for future quarters.

What It Means

ArcBest's earnings report shows a significant miss on EPS, which may raise concerns about profitability in a tough economic climate. Despite this, the stock rose by 3.46%, possibly due to investors reacting positively to management's focus on cost management. The lack of revenue data and guidance leaves uncertainty about future performance.

Company Snapshot

ArcBest Corporation (ARCB) operates in the cargo ground transportation sector, providing logistics and freight services. As a key player in the industrials sector, its performance is closely tied to economic conditions and consumer spending trends.

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

0.29

Revenue

Total revenue reflects the company's ability to grow its business and capture market share in the competitive transportation industry.

998M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

25%

Avg EPS Surprise

-16.77%

Avg Stock Reaction

-3.38%

Last Quarter Recap

In the last quarter, ArcBest reported an EPS of $0.36, which was below analyst expectations of $0.45, resulting in a stock increase of 5.76% the following day. The company has faced challenges in meeting revenue expectations recently.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic, expecting ArcBest to report earnings of $0.29 per share on revenues of about $998 million. The company’s ability to meet or exceed these expectations will be closely watched.

Bull Case

If ArcBest can leverage its logistics capabilities to capture more market share and improve efficiency, it may exceed earnings expectations, leading to a positive stock reaction.

Bear Case

Conversely, if the company continues to miss earnings targets or shows signs of declining demand in the transportation sector, it could lead to a negative reaction from investors.

Key Metrics to Watch

EPS

0.29

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

Revenue

998M

Total revenue reflects the company's ability to grow its business and capture market share in the competitive transportation industry.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will ArcBest's EPS meet or exceed the consensus estimate of $0.29?

This figure will be crucial in determining investor confidence and could significantly impact the stock price.

What insights can management provide regarding revenue growth trends in the cargo transportation sector?

Understanding revenue drivers and potential challenges will help investors gauge the company's future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of operational efficiencies that ArcBest has implemented, which could lead to better-than-expected earnings.

Supporting Evidence

The company has a history of surprising analysts, as seen in previous quarters where it exceeded expectations despite challenges.

Options pricing suggests a significant move, indicating that the market is bracing for volatility that may not align with consensus views.

Key Risk

If revenue growth shows unexpected strength, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the potential for growth against recent performance trends, making this quarter critical for ArcBest.

Bull Confirmed If

Earnings exceeding $0.29 per share with revenue surpassing $998 million would confirm the bull case.

Bear Confirmed If

Earnings falling below $0.20 per share or revenue below $988 million would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±13.76%

Historical Avg

±5.3%

Pricing rich

The options market is pricing in a significant potential move in either direction, indicating uncertainty about the earnings report.

Options are pricing ±16.4% while ARCB has averaged ±5.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

34.0%

Calls (108K)P/C Ratio: 0.03Puts (3K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ArcBest beats expectations, history suggests a potential stock increase of around 0.14%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting ongoing uncertainty in the market.

Miss

Should the company miss expectations, history suggests an average decline of about 7.08%, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost-cutting measures and their impact on profitability.
2Management's outlook on demand trends in the transportation sector.
3Details on new contracts or partnerships that could drive revenue growth.
4Insights into operational efficiencies that may improve margins.
5Any commentary on macroeconomic factors affecting the logistics industry.

See the full picture

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

0.29

Revenue

Total revenue reflects the company's ability to grow its business and capture market share in the competitive transportation industry.

998M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

25%

Avg EPS Surprise

-16.77%

Avg Stock Reaction

-3.38%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If ArcBest can leverage its logistics capabilities to capture more market share and improve efficiency, it may exceed earnings expectations, leading to a positive stock reaction.

Bear Case

Conversely, if the company continues to miss earnings targets or shows signs of declining demand in the transportation sector, it could lead to a negative reaction from investors.

Key Metrics to Watch

EPS

0.29

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

Revenue

998M

Total revenue reflects the company's ability to grow its business and capture market share in the competitive transportation industry.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will ArcBest's EPS meet or exceed the consensus estimate of $0.29?

This figure will be crucial in determining investor confidence and could significantly impact the stock price.

What insights can management provide regarding revenue growth trends in the cargo transportation sector?

Understanding revenue drivers and potential challenges will help investors gauge the company's future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of operational efficiencies that ArcBest has implemented, which could lead to better-than-expected earnings.

Supporting Evidence

The company has a history of surprising analysts, as seen in previous quarters where it exceeded expectations despite challenges.

Options pricing suggests a significant move, indicating that the market is bracing for volatility that may not align with consensus views.

Key Risk

If revenue growth shows unexpected strength, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the potential for growth against recent performance trends, making this quarter critical for ArcBest.

Bull Confirmed If

Earnings exceeding $0.29 per share with revenue surpassing $998 million would confirm the bull case.

Bear Confirmed If

Earnings falling below $0.20 per share or revenue below $988 million would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±13.76%

Historical Avg

±5.3%

Pricing rich

The options market is pricing in a significant potential move in either direction, indicating uncertainty about the earnings report.

Options are pricing ±16.4% while ARCB has averaged ±5.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

34.0%

Calls (108K)P/C Ratio: 0.03Puts (3K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ArcBest beats expectations, history suggests a potential stock increase of around 0.14%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting ongoing uncertainty in the market.

Miss

Should the company miss expectations, history suggests an average decline of about 7.08%, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost-cutting measures and their impact on profitability.
2Management's outlook on demand trends in the transportation sector.
3Details on new contracts or partnerships that could drive revenue growth.
4Insights into operational efficiencies that may improve margins.
5Any commentary on macroeconomic factors affecting the logistics industry.