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Side-by-side financial comparison of ARCBEST CORP (ARCB) and ICU MEDICAL INC (ICUI). Click either name above to swap in a different company.
ARCBEST CORP is the larger business by last-quarter revenue ($998.8M vs $540.7M, roughly 1.8× ICU MEDICAL INC). ARCBEST CORP runs the higher net margin — -0.1% vs -2.9%, a 2.8% gap on every dollar of revenue. On growth, ARCBEST CORP posted the faster year-over-year revenue change (3.3% vs -14.1%). Over the past eight quarters, ICU MEDICAL INC's revenue compounded faster (-2.3% 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.
ICU Medical, Inc. is a medical technology company based in San Clemente, California. ICU Medical products are designed to prevent bloodstream infections and protect healthcare workers from exposure to infectious diseases or hazardous drugs. ICU Medical product line includes intravenous therapy (IV) products, pumps, needle-free vascular access devices, custom infusion sets, closed system hazardous drug handling devices and systems, sensor catheters, needle-free closed blood sampling systems, a...
ARCB vs ICUI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $998.8M | $540.7M |
| Net Profit | $-1.0M | $-15.7M |
| Gross Margin | — | 37.5% |
| Operating Margin | 0.3% | 1.0% |
| Net Margin | -0.1% | -2.9% |
| Revenue YoY | 3.3% | -14.1% |
| Net Profit YoY | -133.1% | 34.0% |
| EPS (diluted) | $-0.05 | $-0.63 |
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 | $540.7M | ||
| Q3 25 | $1.0B | $537.0M | ||
| Q2 25 | $1.0B | $548.9M | ||
| Q1 25 | $967.1M | $604.7M | ||
| Q4 24 | $1.0B | $629.8M | ||
| Q3 24 | $1.1B | $589.1M | ||
| Q2 24 | $1.1B | $596.5M |
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $-15.7M | ||
| Q3 25 | $39.3M | $-3.4M | ||
| Q2 25 | $25.8M | $35.3M | ||
| Q1 25 | $3.1M | $-15.5M | ||
| Q4 24 | $29.0M | $-23.8M | ||
| Q3 24 | $100.3M | $-33.0M | ||
| Q2 24 | $46.9M | $-21.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 37.5% | ||
| Q3 25 | — | 37.4% | ||
| Q2 25 | — | 37.9% | ||
| Q1 25 | — | 34.7% | ||
| Q4 24 | — | 36.1% | ||
| Q3 24 | — | 34.8% | ||
| Q2 24 | — | 34.8% |
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 1.0% | ||
| Q3 25 | 5.2% | 2.6% | ||
| Q2 25 | 3.6% | 1.9% | ||
| Q1 25 | 0.7% | 2.1% | ||
| Q4 24 | 3.8% | 6.0% | ||
| Q3 24 | 12.7% | 1.4% | ||
| Q2 24 | 4.5% | 1.3% |
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | -2.9% | ||
| Q3 25 | 3.7% | -0.6% | ||
| Q2 25 | 2.5% | 6.4% | ||
| Q1 25 | 0.3% | -2.6% | ||
| Q4 24 | 2.9% | -3.8% | ||
| Q3 24 | 9.4% | -5.6% | ||
| Q2 24 | 4.4% | -3.6% |
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $-0.63 | ||
| Q3 25 | $1.72 | $-0.14 | ||
| Q2 25 | $1.12 | $1.43 | ||
| Q1 25 | $0.13 | $-0.63 | ||
| Q4 24 | $1.21 | $-0.97 | ||
| Q3 24 | $4.23 | $-1.35 | ||
| Q2 24 | $1.96 | $-0.88 |
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 | — |
| Total DebtLower is stronger | $223.7M | — |
| Stockholders' EquityBook value | $1.3B | $2.1B |
| Total Assets | $2.5B | $4.1B |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | — | ||
| Q3 25 | $132.6M | — | ||
| Q2 25 | $139.7M | — | ||
| Q1 25 | $98.7M | — | ||
| Q4 24 | $157.2M | $308.6M | ||
| Q3 24 | $191.1M | $312.5M | ||
| Q2 24 | $260.5M | $302.6M |
| 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 | $2.1B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $1.2B | $2.0B |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $4.1B | ||
| Q3 25 | $2.5B | $4.1B | ||
| Q2 25 | $2.5B | $4.1B | ||
| Q1 25 | $2.4B | $4.2B | ||
| Q4 24 | $2.4B | $4.2B | ||
| Q3 24 | $2.4B | $4.3B | ||
| Q2 24 | $2.4B | $4.3B |
| 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 | — | $60.6M |
| Free Cash FlowOCF − Capex | — | $36.0M |
| FCF MarginFCF / Revenue | — | 6.6% |
| Capex IntensityCapex / Revenue | — | 4.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $91.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $60.6M | ||
| Q3 25 | $98.2M | $56.7M | ||
| Q2 25 | $108.4M | $11.2M | ||
| Q1 25 | $-22.3M | $51.3M | ||
| Q4 24 | $56.8M | $40.2M | ||
| Q3 24 | $88.8M | $36.1M | ||
| Q2 24 | $133.7M | $82.0M |
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $36.0M | ||
| Q3 25 | $33.2M | $27.6M | ||
| Q2 25 | $80.9M | $-8.5M | ||
| Q1 25 | $-36.8M | $36.7M | ||
| Q4 24 | $3.5M | $16.1M | ||
| Q3 24 | $23.9M | $16.2M | ||
| Q2 24 | $83.9M | $62.5M |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 6.6% | ||
| Q3 25 | 3.2% | 5.1% | ||
| Q2 25 | 7.9% | -1.5% | ||
| Q1 25 | -3.8% | 6.1% | ||
| Q4 24 | 0.4% | 2.6% | ||
| Q3 24 | 2.2% | 2.7% | ||
| Q2 24 | 7.8% | 10.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 4.6% | ||
| Q3 25 | 6.2% | 5.4% | ||
| Q2 25 | 2.7% | 3.6% | ||
| Q1 25 | 1.5% | 2.4% | ||
| Q4 24 | 5.3% | 3.8% | ||
| Q3 24 | 6.1% | 3.4% | ||
| Q2 24 | 4.6% | 3.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.50× | — | ||
| Q2 25 | 4.20× | 0.32× | ||
| 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.
Revenue Breakdown by Segment
ARCB
Segment breakdown not available.
ICUI
| Infusion Consumables | $284.7M | 53% |
| Infusion Systems | $176.3M | 33% |
| Vital Care | $79.7M | 15% |
