ARCBEST CORP /DE/
For the period ended Dec 1, 2025. Filed Dec 1, 2025.
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Dec 1, 2025 · Filed Dec 1, 2025
Contents
Asset-Based Operating Segment
Year-over-Year Monthly Business Trends:
| · · · · · · · · · · | ||||||||
|---|---|---|---|---|---|---|---|---|
| · · October 2025 · · November 2025 · · QTD 2025 | ||||||||
| · · · · · · · · · · | ||||||||
| Billed Revenue(1) / Day | | | -1.9% | | +1% | | -1% | |
| Tonnage / Day | | -1.2% | +3% | +1% | ||||
| Shipments / Day | | +0.6% | +3% | +2% | ||||
| Billed Revenue(1) / CWT | | | -0.7% | | -2% | | -1% | |
| Billed Revenue(1) / Shipment | | | -2.4% | | -2% | | -2% | |
| Weight / Shipment | | | -1.8% | | flat | | | -1% |
| 1) | Revenue for undelivered freight is deferred for financial statement purposes in accordance with the Asset-Based segment revenue recognition policy. Billed revenue per day has not been adjusted for the portion of revenue deferred for financial statement purposes. |
In November 2025, Asset-Based daily shipments and tonnage increased compared to the same period last year, while weight per shipment remained flat. Revenue per hundredweight, both including and excluding fuel, declined by approximately 2%. The pricing environment continues to be rational.
Sequentially, from October to November, shipments per day increased approximately 3% and weight per shipment increased 5%, which resulted in a tonnage per day increase of 8%. Revenue per hundredweight including fuel was down 4% and excluding fuel was down 5%.
Historically, ABF’s non-GAAP operating ratio has deteriorated by roughly 100 to 200 basis points from the third to the fourth quarter. For the current quarter, we anticipate a sequential deterioration of about 400 basis points, driven by continued softness in the broader freight market and the impact of three fewer workdays compared to the third quarter.
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