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LTL Market Inflection: Cross-Carrier Volume Recovery + ARCB Turnaround
ArcBest (ARCB) Q4 2025 earnings reveal structural improvements executed during a 4-year freight recession, now converging with industry-wide LTL market inflection. Key signals: 1. Asset-Light turnaround: $18M+ swing (FY2024 -$17M loss → FY2025 >$1M profit) 2. LTL volume acceleration: +2% YoY Q4 → +8
ArcBest Q4 2025 Earnings Call Reveals Asset-Light Turnaround and LTL Volume Acceleration
ArcBest Corporation disclosed a significant turnaround in its Asset-Light segment during its Q4 2025 earnings call, reporting full-year 2025 profitability of over $1 million compared to a $17 million loss in 2024—an $18 million swing. The segment achieved breakeven operating income in Q4 while impro