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Side-by-side financial comparison of ARCBEST CORP (ARCB) and Bath & Body Works, Inc. (BBWI). Click either name above to swap in a different company.
Bath & Body Works, Inc. is the larger business by last-quarter revenue ($1.6B vs $998.8M, roughly 1.6× ARCBEST CORP). Bath & Body Works, Inc. runs the higher net margin — 4.8% vs -0.1%, a 4.9% gap on every dollar of revenue. On growth, ARCBEST CORP posted the faster year-over-year revenue change (3.3% vs -1.0%). Over the past eight quarters, ARCBEST CORP's revenue compounded faster (-3.7% CAGR vs -26.0%).
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.
Bath & Body Works, Inc. is an American specialty retail company based in Columbus, Ohio. It owns Bath & Body Works, posted $7.4 billion in revenue in 2023, and was listed as 481 on the 2024 Fortune 500 list of largest United States companies by revenue.
ARCB vs BBWI — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $998.8M | $1.6B |
| Net Profit | $-1.0M | $77.0M |
| Gross Margin | — | 41.3% |
| Operating Margin | 0.3% | 10.1% |
| Net Margin | -0.1% | 4.8% |
| Revenue YoY | 3.3% | -1.0% |
| Net Profit YoY | -133.1% | -27.4% |
| EPS (diluted) | $-0.05 | $0.37 |
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 | $1.6B | ||
| Q3 25 | $1.0B | $1.5B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $967.1M | $2.8B | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.4B |
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $77.0M | ||
| Q3 25 | $39.3M | $64.0M | ||
| Q2 25 | $25.8M | $105.0M | ||
| Q1 25 | $3.1M | $453.0M | ||
| Q4 24 | $29.0M | $106.0M | ||
| Q3 24 | $100.3M | $152.0M | ||
| Q2 24 | $46.9M | $87.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 41.3% | ||
| Q3 25 | — | 41.3% | ||
| Q2 25 | — | 45.4% | ||
| Q1 25 | — | 46.7% | ||
| Q4 24 | — | 43.5% | ||
| Q3 24 | — | 41.0% | ||
| Q2 24 | — | 43.8% |
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 10.1% | ||
| Q3 25 | 5.2% | 10.1% | ||
| Q2 25 | 3.6% | 14.7% | ||
| Q1 25 | 0.7% | 24.3% | ||
| Q4 24 | 3.8% | 13.5% | ||
| Q3 24 | 12.7% | 12.0% | ||
| Q2 24 | 4.5% | 13.5% |
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 4.8% | ||
| Q3 25 | 3.7% | 4.1% | ||
| Q2 25 | 2.5% | 7.4% | ||
| Q1 25 | 0.3% | 16.3% | ||
| Q4 24 | 2.9% | 6.6% | ||
| Q3 24 | 9.4% | 10.0% | ||
| Q2 24 | 4.4% | 6.3% |
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $0.37 | ||
| Q3 25 | $1.72 | $0.30 | ||
| Q2 25 | $1.12 | $0.49 | ||
| Q1 25 | $0.13 | $2.06 | ||
| Q4 24 | $1.21 | $0.49 | ||
| Q3 24 | $4.23 | $0.68 | ||
| Q2 24 | $1.96 | $0.38 |
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 | $236.0M |
| Total DebtLower is stronger | $223.7M | $3.9B |
| Stockholders' EquityBook value | $1.3B | $-1.6B |
| Total Assets | $2.5B | $5.0B |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $236.0M | ||
| Q3 25 | $132.6M | $364.0M | ||
| Q2 25 | $139.7M | $636.0M | ||
| Q1 25 | $98.7M | $674.0M | ||
| Q4 24 | $157.2M | $191.0M | ||
| Q3 24 | $191.1M | $514.0M | ||
| Q2 24 | $260.5M | $855.0M |
| Q1 26 | $223.7M | — | ||
| Q4 25 | — | $3.9B | ||
| Q3 25 | $214.1M | $3.9B | ||
| Q2 25 | $241.4M | $3.9B | ||
| Q1 25 | $214.2M | $3.9B | ||
| Q4 24 | $189.1M | $4.2B | ||
| Q3 24 | $180.5M | $4.2B | ||
| Q2 24 | $203.6M | $4.3B |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $-1.6B | ||
| Q3 25 | $1.3B | $-1.5B | ||
| Q2 25 | $1.3B | $-1.5B | ||
| Q1 25 | $1.3B | $-1.4B | ||
| Q4 24 | $1.3B | $-1.7B | ||
| Q3 24 | $1.3B | $-1.7B | ||
| Q2 24 | $1.2B | $-1.7B |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $5.0B | ||
| Q3 25 | $2.5B | $4.8B | ||
| Q2 25 | $2.5B | $4.9B | ||
| Q1 25 | $2.4B | $4.9B | ||
| Q4 24 | $2.4B | $5.0B | ||
| Q3 24 | $2.4B | $4.9B | ||
| Q2 24 | $2.4B | $5.2B |
| 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 | — | $80.0M |
| Free Cash FlowOCF − Capex | — | $-1.0M |
| FCF MarginFCF / Revenue | — | -0.1% |
| Capex IntensityCapex / Revenue | — | 5.1% |
| Cash ConversionOCF / Net Profit | — | 1.04× |
| TTM Free Cash FlowTrailing 4 quarters | — | $946.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $80.0M | ||
| Q3 25 | $98.2M | $-43.0M | ||
| Q2 25 | $108.4M | $188.0M | ||
| Q1 25 | $-22.3M | $955.0M | ||
| Q4 24 | $56.8M | $-99.0M | ||
| Q3 24 | $88.8M | $-46.0M | ||
| Q2 24 | $133.7M | $76.0M |
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $-1.0M | ||
| Q3 25 | $33.2M | $-99.0M | ||
| Q2 25 | $80.9M | $151.0M | ||
| Q1 25 | $-36.8M | $895.0M | ||
| Q4 24 | $3.5M | $-164.0M | ||
| Q3 24 | $23.9M | $-101.0M | ||
| Q2 24 | $83.9M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | -0.1% | ||
| Q3 25 | 3.2% | -6.4% | ||
| Q2 25 | 7.9% | 10.6% | ||
| Q1 25 | -3.8% | 32.1% | ||
| Q4 24 | 0.4% | -10.2% | ||
| Q3 24 | 2.2% | -6.6% | ||
| Q2 24 | 7.8% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 5.1% | ||
| Q3 25 | 6.2% | 3.6% | ||
| Q2 25 | 2.7% | 2.6% | ||
| Q1 25 | 1.5% | 2.2% | ||
| Q4 24 | 5.3% | 4.0% | ||
| Q3 24 | 6.1% | 3.6% | ||
| Q2 24 | 4.6% | 3.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.04× | ||
| Q3 25 | 2.50× | -0.67× | ||
| Q2 25 | 4.20× | 1.79× | ||
| Q1 25 | -7.13× | 2.11× | ||
| Q4 24 | 1.96× | -0.93× | ||
| Q3 24 | 0.89× | -0.30× | ||
| Q2 24 | 2.85× | 0.87× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARCB
Segment breakdown not available.
BBWI
| Bath Body Works Stores | $1.2B | 77% |
| Bath Body Works Direct | $299.0M | 19% |
| Bath Body Works International | $73.0M | 5% |
