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Side-by-side financial comparison of ARCBEST CORP (ARCB) and Academy Sports & Outdoors, Inc. (ASO). Click either name above to swap in a different company.
Academy Sports & Outdoors, Inc. is the larger business by last-quarter revenue ($1.4B vs $998.8M, roughly 1.4× ARCBEST CORP). Academy Sports & Outdoors, Inc. runs the higher net margin — 5.2% vs -0.1%, a 5.3% gap on every dollar of revenue. On growth, ARCBEST CORP posted the faster year-over-year revenue change (3.3% vs 3.0%). Over the past eight quarters, ARCBEST CORP's revenue compounded faster (-3.7% CAGR vs -12.2%).
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.
Academy Sports + Outdoors is an American sporting-goods store chain with corporate offices in the Katy Distribution Center in unincorporated western Harris County, Texas, United States, near Katy and west of Houston. For 74 years, it was a privately held company owned by the Gochman family, until its May 2011 acquisition by Kohlberg Kravis Roberts. In October 2020, it was listed on NASDAQ.
ARCB vs ASO — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $998.8M | $1.4B |
| Net Profit | $-1.0M | $71.6M |
| Gross Margin | — | 35.7% |
| Operating Margin | 0.3% | 7.3% |
| Net Margin | -0.1% | 5.2% |
| Revenue YoY | 3.3% | 3.0% |
| Net Profit YoY | -133.1% | 8.8% |
| EPS (diluted) | $-0.05 | $1.05 |
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.
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $1.4B | ||
| Q3 25 | $1.0B | $1.6B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $967.1M | $1.7B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.4B |
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $71.6M | ||
| Q3 25 | $39.3M | $125.4M | ||
| Q2 25 | $25.8M | $46.1M | ||
| Q1 25 | $3.1M | $133.6M | ||
| Q4 24 | $29.0M | $65.8M | ||
| Q3 24 | $100.3M | $142.6M | ||
| Q2 24 | $46.9M | $76.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 35.7% | ||
| Q3 25 | — | 36.0% | ||
| Q2 25 | — | 34.0% | ||
| Q1 25 | — | 32.2% | ||
| Q4 24 | — | 34.0% | ||
| Q3 24 | — | 36.1% | ||
| Q2 24 | — | 33.4% |
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 7.3% | ||
| Q3 25 | 5.2% | 10.8% | ||
| Q2 25 | 3.6% | 5.1% | ||
| Q1 25 | 0.7% | 9.2% | ||
| Q4 24 | 3.8% | 6.8% | ||
| Q3 24 | 12.7% | 12.3% | ||
| Q2 24 | 4.5% | 7.5% |
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 5.2% | ||
| Q3 25 | 3.7% | 7.8% | ||
| Q2 25 | 2.5% | 3.4% | ||
| Q1 25 | 0.3% | 8.0% | ||
| Q4 24 | 2.9% | 4.9% | ||
| Q3 24 | 9.4% | 9.2% | ||
| Q2 24 | 4.4% | 5.6% |
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $1.05 | ||
| Q3 25 | $1.72 | $1.85 | ||
| Q2 25 | $1.12 | $0.68 | ||
| Q1 25 | $0.13 | $1.85 | ||
| Q4 24 | $1.21 | $0.92 | ||
| Q3 24 | $4.23 | $1.95 | ||
| Q2 24 | $1.96 | $1.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $86.4M | $289.5M |
| Total DebtLower is stronger | $223.7M | — |
| Stockholders' EquityBook value | $1.3B | $2.1B |
| Total Assets | $2.5B | $5.4B |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $289.5M | ||
| Q3 25 | $132.6M | $300.9M | ||
| Q2 25 | $139.7M | $285.1M | ||
| Q1 25 | $98.7M | $288.9M | ||
| Q4 24 | $157.2M | $296.0M | ||
| Q3 24 | $191.1M | $324.6M | ||
| Q2 24 | $260.5M | $378.1M |
| 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 | — |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $2.1B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $1.2B | $1.9B |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $5.4B | ||
| Q3 25 | $2.5B | $5.3B | ||
| Q2 25 | $2.5B | $5.2B | ||
| Q1 25 | $2.4B | $4.9B | ||
| Q4 24 | $2.4B | $5.1B | ||
| Q3 24 | $2.4B | $4.9B | ||
| Q2 24 | $2.4B | $4.9B |
| 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $49.0M |
| Free Cash FlowOCF − Capex | — | $-13.6M |
| FCF MarginFCF / Revenue | — | -1.0% |
| Capex IntensityCapex / Revenue | — | 4.5% |
| Cash ConversionOCF / Net Profit | — | 0.68× |
| TTM Free Cash FlowTrailing 4 quarters | — | $191.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $49.0M | ||
| Q3 25 | $98.2M | $78.6M | ||
| Q2 25 | $108.4M | $157.5M | ||
| Q1 25 | $-22.3M | $140.2M | ||
| Q4 24 | $56.8M | $96.9M | ||
| Q3 24 | $88.8M | $91.3M | ||
| Q2 24 | $133.7M | $199.7M |
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $-13.6M | ||
| Q3 25 | $33.2M | $21.8M | ||
| Q2 25 | $80.9M | $106.6M | ||
| Q1 25 | $-36.8M | $76.4M | ||
| Q4 24 | $3.5M | $34.4M | ||
| Q3 24 | $23.9M | $50.1M | ||
| Q2 24 | $83.9M | $167.4M |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | -1.0% | ||
| Q3 25 | 3.2% | 1.4% | ||
| Q2 25 | 7.9% | 7.9% | ||
| Q1 25 | -3.8% | 4.6% | ||
| Q4 24 | 0.4% | 2.6% | ||
| Q3 24 | 2.2% | 3.2% | ||
| Q2 24 | 7.8% | 12.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 4.5% | ||
| Q3 25 | 6.2% | 3.5% | ||
| Q2 25 | 2.7% | 3.8% | ||
| Q1 25 | 1.5% | 3.8% | ||
| Q4 24 | 5.3% | 4.6% | ||
| Q3 24 | 6.1% | 2.7% | ||
| Q2 24 | 4.6% | 2.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.68× | ||
| Q3 25 | 2.50× | 0.63× | ||
| Q2 25 | 4.20× | 3.42× | ||
| Q1 25 | -7.13× | 1.05× | ||
| Q4 24 | 1.96× | 1.47× | ||
| Q3 24 | 0.89× | 0.64× | ||
| Q2 24 | 2.85× | 2.61× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARCB
Segment breakdown not available.
ASO
| Outdoors | $445.1M | 32% |
| Apparel | $349.8M | 25% |
| Footwear | $292.4M | 21% |
| Sports And Recreation | $288.7M | 21% |
| Other | $7.6M | 1% |
