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Side-by-side financial comparison of ARCBEST CORP (ARCB) and Fabrinet (FN). Click either name above to swap in a different company.
Fabrinet is the larger business by last-quarter revenue ($1.1B vs $998.8M, roughly 1.1× ARCBEST CORP). Fabrinet runs the higher net margin — 9.9% vs -0.1%, a 10.0% gap on every dollar of revenue. On growth, Fabrinet posted the faster year-over-year revenue change (35.9% vs 3.3%). Over the past eight quarters, Fabrinet's revenue compounded faster (24.4% 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.
FabrinetFNEarnings & Financial Report
Below is a list of companies having stocks that are included in the S&P MidCap 400 stock market index. The index, maintained by S&P Dow Jones Indices, comprises the common stocks of 400 mid-cap, mostly American, companies. Although called the S&P 400, the index sometimes contains more than 400 stocks when it includes two or more share classes of stock from one of its component companies.
ARCB vs FN — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $998.8M | $1.1B |
| Net Profit | $-1.0M | $112.6M |
| Gross Margin | — | 12.2% |
| Operating Margin | 0.3% | 10.1% |
| Net Margin | -0.1% | 9.9% |
| Revenue YoY | 3.3% | 35.9% |
| Net Profit YoY | -133.1% | 30.0% |
| EPS (diluted) | $-0.05 | $3.11 |
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 | $1.1B | ||
| Q3 25 | $1.0B | $978.1M | ||
| Q2 25 | $1.0B | $909.7M | ||
| Q1 25 | $967.1M | $871.8M | ||
| Q4 24 | $1.0B | $833.6M | ||
| Q3 24 | $1.1B | $804.2M | ||
| Q2 24 | $1.1B | $753.3M |
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $112.6M | ||
| Q3 25 | $39.3M | $95.9M | ||
| Q2 25 | $25.8M | $87.2M | ||
| Q1 25 | $3.1M | $81.3M | ||
| Q4 24 | $29.0M | $86.6M | ||
| Q3 24 | $100.3M | $77.4M | ||
| Q2 24 | $46.9M | $81.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 12.3% |
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 10.1% | ||
| Q3 25 | 5.2% | 9.6% | ||
| Q2 25 | 3.6% | 9.8% | ||
| Q1 25 | 0.7% | 9.0% | ||
| Q4 24 | 3.8% | 9.5% | ||
| Q3 24 | 12.7% | 9.6% | ||
| Q2 24 | 4.5% | 9.7% |
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 9.9% | ||
| Q3 25 | 3.7% | 9.8% | ||
| Q2 25 | 2.5% | 9.6% | ||
| Q1 25 | 0.3% | 9.3% | ||
| Q4 24 | 2.9% | 10.4% | ||
| Q3 24 | 9.4% | 9.6% | ||
| Q2 24 | 4.4% | 10.8% |
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $3.11 | ||
| Q3 25 | $1.72 | $2.66 | ||
| Q2 25 | $1.12 | $2.41 | ||
| Q1 25 | $0.13 | $2.25 | ||
| Q4 24 | $1.21 | $2.38 | ||
| Q3 24 | $4.23 | $2.13 | ||
| Q2 24 | $1.96 | $2.22 |
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 | $960.8M |
| Total DebtLower is stronger | $223.7M | — |
| Stockholders' EquityBook value | $1.3B | $2.2B |
| Total Assets | $2.5B | $3.3B |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $960.8M | ||
| Q3 25 | $132.6M | $968.8M | ||
| Q2 25 | $139.7M | $934.2M | ||
| Q1 25 | $98.7M | $950.7M | ||
| Q4 24 | $157.2M | $934.6M | ||
| Q3 24 | $191.1M | $908.9M | ||
| Q2 24 | $260.5M | $858.6M |
| 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 | $2.2B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.3B | $1.9B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.2B | $1.7B |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $3.3B | ||
| Q3 25 | $2.5B | $3.0B | ||
| Q2 25 | $2.5B | $2.8B | ||
| Q1 25 | $2.4B | $2.6B | ||
| Q4 24 | $2.4B | $2.5B | ||
| Q3 24 | $2.4B | $2.4B | ||
| Q2 24 | $2.4B | $2.3B |
| 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 | — | $46.3M |
| Free Cash FlowOCF − Capex | — | $-5.3M |
| FCF MarginFCF / Revenue | — | -0.5% |
| Capex IntensityCapex / Revenue | — | 4.6% |
| Cash ConversionOCF / Net Profit | — | 0.41× |
| TTM Free Cash FlowTrailing 4 quarters | — | $102.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $46.3M | ||
| Q3 25 | $98.2M | $102.6M | ||
| Q2 25 | $108.4M | $55.1M | ||
| Q1 25 | $-22.3M | $74.2M | ||
| Q4 24 | $56.8M | $115.9M | ||
| Q3 24 | $88.8M | $83.2M | ||
| Q2 24 | $133.7M | $83.1M |
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $-5.3M | ||
| Q3 25 | $33.2M | $57.3M | ||
| Q2 25 | $80.9M | $4.7M | ||
| Q1 25 | $-36.8M | $45.7M | ||
| Q4 24 | $3.5M | $94.0M | ||
| Q3 24 | $23.9M | $62.9M | ||
| Q2 24 | $83.9M | $70.4M |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | -0.5% | ||
| Q3 25 | 3.2% | 5.9% | ||
| Q2 25 | 7.9% | 0.5% | ||
| Q1 25 | -3.8% | 5.2% | ||
| Q4 24 | 0.4% | 11.3% | ||
| Q3 24 | 2.2% | 7.8% | ||
| Q2 24 | 7.8% | 9.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 4.6% | ||
| Q3 25 | 6.2% | 4.6% | ||
| Q2 25 | 2.7% | 5.5% | ||
| Q1 25 | 1.5% | 3.3% | ||
| Q4 24 | 5.3% | 2.6% | ||
| Q3 24 | 6.1% | 2.5% | ||
| Q2 24 | 4.6% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.41× | ||
| Q3 25 | 2.50× | 1.07× | ||
| Q2 25 | 4.20× | 0.63× | ||
| Q1 25 | -7.13× | 0.91× | ||
| Q4 24 | 1.96× | 1.34× | ||
| Q3 24 | 0.89× | 1.07× | ||
| Q2 24 | 2.85× | 1.02× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARCB
Segment breakdown not available.
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
