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ArcBest ARCB Asset Light — Impairment Of Intangible Assets Indefinitelived Excluding Goodwill

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Other financials

Income statement

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Revenue$1.2B+15.9%
Operating income-$20.6M-155%
Net income-$13.8M-154%
EPS (diluted)-$0.62-155%

Balance sheet

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Cash & equivalents$145.9M+27.0%
Total debt$423.5M-13.8%
Total equity$1.3B-2.5%
Total assets$2.5B-0.6%

Cash flow

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Operating cash flow$129.7M+18.5%
CapEx$12.6M-54.1%
Free cash flow$117.1M+42.8%

Valuation

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Market cap$3.02B+97.1%
Enterprise value$3.3B+73.2%
P/E60.2×+11.4×
P/S0.7×+0.3×

Profitability

See full
Operating margin0.9%-4.5pp
Net margin2.4%-2.1pp
FCF margin4.4%+2.7pp

Returns & leverage

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Return on equity7.4%-7.9pp
Debt / equity0.3×0.0×
Current ratio0.0×

Where this comes from

Reported directly by ArcBest in its filing.

Tagged under the XBRL concept us-gaap:ImpairmentOfIntangibleAssetsIndefinitelivedExcludingGoodwill.

The source filing: ArcBest’s 10-K, filed February 25, 2026.

Filed
Feb 25, 2026, 4:29 PM EST
Fiscal year
FY2025
Accession
0001104659-26-019699

Goodwill and indefinite-lived intangible assets are not amortized but evaluated for impairment annually as of October 1, or more frequently if indicators of impairment exist (see Note B). The annual impairment evaluation of the goodwill and indefinite-lived intangible assets of the Asset-Light reporting unit was performed as of October 1, 2025. A third-party valuation specialist was utilized in performing the annual impairment analysis and it was determined that there was no impairment to the recorded goodwill balance. However, it was determined that its indefinite-lived trade name within the Asset-Light reporting unit was impaired. A noncash asset impairment charge of $6.6 million, included within the asset impairments charges line of Asset-Light segment operating expenses, was recorded during the fourth quarter of 2025 as the result of a decline in projected revenue and profitability in the current recessionary freight environment (see Note C).

ITEM 8.FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA

FAQ

What is ArcBest's asset light — impairment of intangible assets indefinitelived excluding goodwill?
ArcBest (ARCB) reported asset light — impairment of intangible assets indefinitelived excluding goodwill of $6.6M in Q4 2025.
What does asset light — impairment of intangible assets indefinitelived excluding goodwill mean?
Represents the non-cash charge recognized when the carrying value of indefinite-lived intangible assets, such as trade names or trademarks, exceeds their fair value. This metric indicates a potential decline in the long-term strategic value or market positioning of assets within the Asset Light segment. Investors monitor this to assess the durability of the segment's brand equity and intangible competitive advantages.

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