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Side-by-side financial comparison of ARCBEST CORP (ARCB) and Ares Management Corp (ARES). Click either name above to swap in a different company.

Ares Management Corp is the larger business by last-quarter revenue ($1.5B vs $998.8M, roughly 1.5× ARCBEST CORP). Ares Management Corp runs the higher net margin — 3.6% vs -0.1%, a 3.7% gap on every dollar of revenue. On growth, Ares Management Corp posted the faster year-over-year revenue change (19.5% vs 3.3%). Over the past eight quarters, Ares Management Corp's revenue compounded faster (45.9% CAGR vs -3.7%).

ArcBest Corporation is a leading U.S.-based logistics and transportation solutions provider. It offers end-to-end supply chain services including less-than-truckload freight shipping, full truckload services, warehousing, expedited delivery, and customized logistics consulting, serving enterprise, small business, and government clients across North America and select global markets.

Ares Management Corporation is a global alternative investment manager operating in the credit, private equity and real estate markets. The company was founded in 1997, with additional offices across North America, Europe, and Asia.

ARCB vs ARES — Head-to-Head

Bigger by revenue
ARES
ARES
1.5× larger
ARES
$1.5B
$998.8M
ARCB
Growing faster (revenue YoY)
ARES
ARES
+16.3% gap
ARES
19.5%
3.3%
ARCB
Higher net margin
ARES
ARES
3.7% more per $
ARES
3.6%
-0.1%
ARCB
Faster 2-yr revenue CAGR
ARES
ARES
Annualised
ARES
45.9%
-3.7%
ARCB

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
ARCB
ARCB
ARES
ARES
Revenue
$998.8M
$1.5B
Net Profit
$-1.0M
$54.2M
Gross Margin
Operating Margin
0.3%
13.7%
Net Margin
-0.1%
3.6%
Revenue YoY
3.3%
19.5%
Net Profit YoY
-133.1%
-69.4%
EPS (diluted)
$-0.05

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
ARCB
ARCB
ARES
ARES
Q1 26
$998.8M
Q4 25
$972.7M
$1.5B
Q3 25
$1.0B
$1.7B
Q2 25
$1.0B
$1.4B
Q1 25
$967.1M
$1.1B
Q4 24
$1.0B
$1.3B
Q3 24
$1.1B
$1.1B
Q2 24
$1.1B
$788.7M
Net Profit
ARCB
ARCB
ARES
ARES
Q1 26
$-1.0M
Q4 25
$-8.1M
$54.2M
Q3 25
$39.3M
$288.9M
Q2 25
$25.8M
$137.1M
Q1 25
$3.1M
$47.2M
Q4 24
$29.0M
$177.3M
Q3 24
$100.3M
$118.5M
Q2 24
$46.9M
$94.9M
Operating Margin
ARCB
ARCB
ARES
ARES
Q1 26
0.3%
Q4 25
-0.8%
13.7%
Q3 25
5.2%
39.3%
Q2 25
3.6%
21.3%
Q1 25
0.7%
13.0%
Q4 24
3.8%
31.8%
Q3 24
12.7%
29.0%
Q2 24
4.5%
40.2%
Net Margin
ARCB
ARCB
ARES
ARES
Q1 26
-0.1%
Q4 25
-0.8%
3.6%
Q3 25
3.7%
17.4%
Q2 25
2.5%
10.2%
Q1 25
0.3%
4.3%
Q4 24
2.9%
14.1%
Q3 24
9.4%
10.5%
Q2 24
4.4%
12.0%
EPS (diluted)
ARCB
ARCB
ARES
ARES
Q1 26
$-0.05
Q4 25
$-0.35
Q3 25
$1.72
Q2 25
$1.12
Q1 25
$0.13
Q4 24
$1.21
Q3 24
$4.23
Q2 24
$1.96

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ARCB
ARCB
ARES
ARES
Cash + ST InvestmentsLiquidity on hand
$86.4M
Total DebtLower is stronger
$223.7M
Stockholders' EquityBook value
$1.3B
$4.3B
Total Assets
$2.5B
$28.6B
Debt / EquityLower = less leverage
0.17×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ARCB
ARCB
ARES
ARES
Q1 26
$86.4M
Q4 25
$124.2M
Q3 25
$132.6M
Q2 25
$139.7M
Q1 25
$98.7M
Q4 24
$157.2M
Q3 24
$191.1M
Q2 24
$260.5M
Total Debt
ARCB
ARCB
ARES
ARES
Q1 26
$223.7M
Q4 25
Q3 25
$214.1M
Q2 25
$241.4M
Q1 25
$214.2M
Q4 24
$189.1M
Q3 24
$180.5M
Q2 24
$203.6M
Stockholders' Equity
ARCB
ARCB
ARES
ARES
Q1 26
$1.3B
Q4 25
$1.3B
$4.3B
Q3 25
$1.3B
$4.5B
Q2 25
$1.3B
$4.4B
Q1 25
$1.3B
$4.5B
Q4 24
$1.3B
$3.5B
Q3 24
$1.3B
$2.1B
Q2 24
$1.2B
$2.0B
Total Assets
ARCB
ARCB
ARES
ARES
Q1 26
$2.5B
Q4 25
$2.5B
$28.6B
Q3 25
$2.5B
$27.0B
Q2 25
$2.5B
$27.3B
Q1 25
$2.4B
$27.2B
Q4 24
$2.4B
$24.9B
Q3 24
$2.4B
$24.5B
Q2 24
$2.4B
$24.2B
Debt / Equity
ARCB
ARCB
ARES
ARES
Q1 26
0.17×
Q4 25
Q3 25
0.16×
Q2 25
0.19×
Q1 25
0.17×
Q4 24
0.14×
Q3 24
0.14×
Q2 24
0.17×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ARCB
ARCB
ARES
ARES
Operating Cash FlowLast quarter
$-483.7M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
-8.92×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ARCB
ARCB
ARES
ARES
Q1 26
Q4 25
$44.7M
$-483.7M
Q3 25
$98.2M
$1.3B
Q2 25
$108.4M
$415.7M
Q1 25
$-22.3M
$2.0B
Q4 24
$56.8M
$807.6M
Q3 24
$88.8M
$841.3M
Q2 24
$133.7M
$432.2M
Free Cash Flow
ARCB
ARCB
ARES
ARES
Q1 26
Q4 25
$36.9M
Q3 25
$33.2M
Q2 25
$80.9M
Q1 25
$-36.8M
Q4 24
$3.5M
Q3 24
$23.9M
Q2 24
$83.9M
FCF Margin
ARCB
ARCB
ARES
ARES
Q1 26
Q4 25
3.8%
Q3 25
3.2%
Q2 25
7.9%
Q1 25
-3.8%
Q4 24
0.4%
Q3 24
2.2%
Q2 24
7.8%
Capex Intensity
ARCB
ARCB
ARES
ARES
Q1 26
Q4 25
0.8%
Q3 25
6.2%
Q2 25
2.7%
Q1 25
1.5%
Q4 24
5.3%
Q3 24
6.1%
Q2 24
4.6%
Cash Conversion
ARCB
ARCB
ARES
ARES
Q1 26
Q4 25
-8.92×
Q3 25
2.50×
4.64×
Q2 25
4.20×
3.03×
Q1 25
-7.13×
42.28×
Q4 24
1.96×
4.55×
Q3 24
0.89×
7.10×
Q2 24
2.85×
4.55×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

ARCB
ARCB

Segment breakdown not available.

ARES
ARES

Management Service$991.1M66%
Management Service Incentive$206.7M14%
Carried Interest$205.4M14%
Fee Related Performance Revenues$113.3M8%

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