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Side-by-side financial comparison of ARCBEST CORP (ARCB) and Genius Sports Ltd (GENI). Click either name above to swap in a different company.
ARCBEST CORP is the larger business by last-quarter revenue ($998.8M vs $510.9M, roughly 2.0× Genius Sports Ltd). ARCBEST CORP runs the higher net margin — -0.1% vs -12.3%, a 12.2% gap on every dollar of revenue. Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% 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.
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
ARCB vs GENI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $998.8M | $510.9M |
| Net Profit | $-1.0M | $-63.0M |
| Gross Margin | — | 25.2% |
| Operating Margin | 0.3% | -11.5% |
| Net Margin | -0.1% | -12.3% |
| Revenue YoY | 3.3% | — |
| Net Profit YoY | -133.1% | — |
| 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.
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $510.9M | ||
| Q3 25 | $1.0B | $335.4M | ||
| Q2 25 | $1.0B | $215.2M | ||
| Q1 25 | $967.1M | $119.7M | ||
| Q4 24 | $1.0B | $413.0M | ||
| Q3 24 | $1.1B | $285.8M | ||
| Q2 24 | $1.1B | $184.1M |
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $-63.0M | ||
| Q3 25 | $39.3M | — | ||
| Q2 25 | $25.8M | $-47.3M | ||
| Q1 25 | $3.1M | $-25.5M | ||
| Q4 24 | $29.0M | $-85.5M | ||
| Q3 24 | $100.3M | $-47.1M | ||
| Q2 24 | $46.9M | $-35.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 25.2% | ||
| Q3 25 | — | 24.2% | ||
| Q2 25 | — | 19.1% | ||
| Q1 25 | — | 10.7% | ||
| Q4 24 | — | 16.7% | ||
| Q3 24 | — | 20.5% | ||
| Q2 24 | — | 18.6% |
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | -11.5% | ||
| Q3 25 | 5.2% | -15.3% | ||
| Q2 25 | 3.6% | -21.0% | ||
| Q1 25 | 0.7% | -20.3% | ||
| Q4 24 | 3.8% | -18.0% | ||
| Q3 24 | 12.7% | -13.9% | ||
| Q2 24 | 4.5% | -16.8% |
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | -12.3% | ||
| Q3 25 | 3.7% | — | ||
| Q2 25 | 2.5% | -22.0% | ||
| Q1 25 | 0.3% | -21.3% | ||
| Q4 24 | 2.9% | -20.7% | ||
| Q3 24 | 9.4% | -16.5% | ||
| Q2 24 | 4.4% | -19.3% |
| 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 | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $86.4M | $280.6M |
| Total DebtLower is stronger | $223.7M | — |
| Stockholders' EquityBook value | $1.3B | $724.5M |
| Total Assets | $2.5B | $1.1B |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $280.6M | ||
| Q3 25 | $132.6M | $110.2M | ||
| Q2 25 | $139.7M | $110.2M | ||
| Q1 25 | $98.7M | $110.2M | ||
| Q4 24 | $157.2M | $100.3M | ||
| Q3 24 | $191.1M | $100.3M | ||
| Q2 24 | $260.5M | $100.3M |
| 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 | $724.5M | ||
| Q3 25 | $1.3B | $572.4M | ||
| Q2 25 | $1.3B | $572.4M | ||
| Q1 25 | $1.3B | $572.4M | ||
| Q4 24 | $1.3B | $573.0M | ||
| Q3 24 | $1.3B | $573.0M | ||
| Q2 24 | $1.2B | $573.0M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $1.1B | ||
| Q3 25 | $2.5B | $792.3M | ||
| Q2 25 | $2.5B | $792.3M | ||
| Q1 25 | $2.4B | $792.3M | ||
| Q4 24 | $2.4B | $775.7M | ||
| Q3 24 | $2.4B | $775.7M | ||
| Q2 24 | $2.4B | $775.7M |
| 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 | — | $81.9M |
| Free Cash FlowOCF − Capex | — | $69.6M |
| FCF MarginFCF / Revenue | — | 13.6% |
| Capex IntensityCapex / Revenue | — | 2.4% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $33.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $81.9M | ||
| Q3 25 | $98.2M | $-4.8M | ||
| Q2 25 | $108.4M | $-1.2M | ||
| Q1 25 | $-22.3M | $-14.6M | ||
| Q4 24 | $56.8M | $14.9M | ||
| Q3 24 | $88.8M | $-9.2M | ||
| Q2 24 | $133.7M | — |
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $69.6M | ||
| Q3 25 | $33.2M | $-14.2M | ||
| Q2 25 | $80.9M | $-5.8M | ||
| Q1 25 | $-36.8M | $-16.0M | ||
| Q4 24 | $3.5M | $11.3M | ||
| Q3 24 | $23.9M | $-11.6M | ||
| Q2 24 | $83.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 13.6% | ||
| Q3 25 | 3.2% | -4.2% | ||
| Q2 25 | 7.9% | -2.7% | ||
| Q1 25 | -3.8% | -13.4% | ||
| Q4 24 | 0.4% | 2.7% | ||
| Q3 24 | 2.2% | -4.1% | ||
| Q2 24 | 7.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 2.4% | ||
| Q3 25 | 6.2% | 2.8% | ||
| Q2 25 | 2.7% | 2.1% | ||
| Q1 25 | 1.5% | 1.2% | ||
| Q4 24 | 5.3% | 0.9% | ||
| Q3 24 | 6.1% | 0.9% | ||
| Q2 24 | 4.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.50× | — | ||
| Q2 25 | 4.20× | — | ||
| Q1 25 | -7.13× | — | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 0.89× | — | ||
| Q2 24 | 2.85× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
