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Side-by-side financial comparison of ARCBEST CORP (ARCB) and Knife River Corp (KNF). Click either name above to swap in a different company.

ARCBEST CORP is the larger business by last-quarter revenue ($998.8M vs $755.1M, roughly 1.3× Knife River Corp). Knife River Corp runs the higher net margin — 4.2% vs -0.1%, a 4.3% gap on every dollar of revenue. On growth, Knife River Corp posted the faster year-over-year revenue change (14.9% vs 3.3%). Over the past eight quarters, Knife River Corp's revenue compounded faster (51.4% 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.

Columbia River Knife & Tool, Inc. (CRKT) is an American knife company established in 1994, and currently based in Tualatin, Oregon, United States. The company's president and sales executive is Rod Bremer and the finance executive is Peggy Bremer.

ARCB vs KNF — Head-to-Head

Bigger by revenue
ARCB
ARCB
1.3× larger
ARCB
$998.8M
$755.1M
KNF
Growing faster (revenue YoY)
KNF
KNF
+11.6% gap
KNF
14.9%
3.3%
ARCB
Higher net margin
KNF
KNF
4.3% more per $
KNF
4.2%
-0.1%
ARCB
Faster 2-yr revenue CAGR
KNF
KNF
Annualised
KNF
51.4%
-3.7%
ARCB

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
ARCB
ARCB
KNF
KNF
Revenue
$998.8M
$755.1M
Net Profit
$-1.0M
$32.0M
Gross Margin
19.2%
Operating Margin
0.3%
8.6%
Net Margin
-0.1%
4.2%
Revenue YoY
3.3%
14.9%
Net Profit YoY
-133.1%
37.6%
EPS (diluted)
$-0.05
$0.56

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.

Revenue
ARCB
ARCB
KNF
KNF
Q1 26
$998.8M
Q4 25
$972.7M
$755.1M
Q3 25
$1.0B
$1.2B
Q2 25
$1.0B
$833.8M
Q1 25
$967.1M
$353.5M
Q4 24
$1.0B
$657.2M
Q3 24
$1.1B
$1.1B
Q2 24
$1.1B
$806.9M
Net Profit
ARCB
ARCB
KNF
KNF
Q1 26
$-1.0M
Q4 25
$-8.1M
$32.0M
Q3 25
$39.3M
$143.2M
Q2 25
$25.8M
$50.6M
Q1 25
$3.1M
$-68.7M
Q4 24
$29.0M
$23.3M
Q3 24
$100.3M
$148.1M
Q2 24
$46.9M
$77.9M
Gross Margin
ARCB
ARCB
KNF
KNF
Q1 26
Q4 25
19.2%
Q3 25
23.6%
Q2 25
18.9%
Q1 25
-2.7%
Q4 24
17.4%
Q3 24
24.7%
Q2 24
21.8%
Operating Margin
ARCB
ARCB
KNF
KNF
Q1 26
0.3%
Q4 25
-0.8%
8.6%
Q3 25
5.2%
17.9%
Q2 25
3.6%
10.6%
Q1 25
0.7%
-23.4%
Q4 24
3.8%
6.7%
Q3 24
12.7%
18.9%
Q2 24
4.5%
14.5%
Net Margin
ARCB
ARCB
KNF
KNF
Q1 26
-0.1%
Q4 25
-0.8%
4.2%
Q3 25
3.7%
11.9%
Q2 25
2.5%
6.1%
Q1 25
0.3%
-19.4%
Q4 24
2.9%
3.5%
Q3 24
9.4%
13.4%
Q2 24
4.4%
9.7%
EPS (diluted)
ARCB
ARCB
KNF
KNF
Q1 26
$-0.05
Q4 25
$-0.35
$0.56
Q3 25
$1.72
$2.52
Q2 25
$1.12
$0.89
Q1 25
$0.13
$-1.21
Q4 24
$1.21
$0.42
Q3 24
$4.23
$2.60
Q2 24
$1.96
$1.37

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ARCB
ARCB
KNF
KNF
Cash + ST InvestmentsLiquidity on hand
$86.4M
$73.8M
Total DebtLower is stronger
$223.7M
$1.2B
Stockholders' EquityBook value
$1.3B
$1.6B
Total Assets
$2.5B
$3.7B
Debt / EquityLower = less leverage
0.17×
0.71×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ARCB
ARCB
KNF
KNF
Q1 26
$86.4M
Q4 25
$124.2M
$73.8M
Q3 25
$132.6M
$30.7M
Q2 25
$139.7M
$26.6M
Q1 25
$98.7M
$86.1M
Q4 24
$157.2M
$236.8M
Q3 24
$191.1M
$220.4M
Q2 24
$260.5M
$15.5M
Total Debt
ARCB
ARCB
KNF
KNF
Q1 26
$223.7M
Q4 25
$1.2B
Q3 25
$214.1M
$1.2B
Q2 25
$241.4M
$1.4B
Q1 25
$214.2M
$1.2B
Q4 24
$189.1M
$677.4M
Q3 24
$180.5M
$678.5M
Q2 24
$203.6M
$679.5M
Stockholders' Equity
ARCB
ARCB
KNF
KNF
Q1 26
$1.3B
Q4 25
$1.3B
$1.6B
Q3 25
$1.3B
$1.6B
Q2 25
$1.3B
$1.5B
Q1 25
$1.3B
$1.4B
Q4 24
$1.3B
$1.5B
Q3 24
$1.3B
$1.4B
Q2 24
$1.2B
$1.3B
Total Assets
ARCB
ARCB
KNF
KNF
Q1 26
$2.5B
Q4 25
$2.5B
$3.7B
Q3 25
$2.5B
$3.7B
Q2 25
$2.5B
$3.6B
Q1 25
$2.4B
$3.3B
Q4 24
$2.4B
$2.9B
Q3 24
$2.4B
$2.9B
Q2 24
$2.4B
$2.7B
Debt / Equity
ARCB
ARCB
KNF
KNF
Q1 26
0.17×
Q4 25
0.71×
Q3 25
0.16×
0.74×
Q2 25
0.19×
0.93×
Q1 25
0.17×
0.83×
Q4 24
0.14×
0.46×
Q3 24
0.14×
0.47×
Q2 24
0.17×
0.52×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ARCB
ARCB
KNF
KNF
Operating Cash FlowLast quarter
$195.9M
Free Cash FlowOCF − Capex
$138.2M
FCF MarginFCF / Revenue
18.3%
Capex IntensityCapex / Revenue
7.6%
Cash ConversionOCF / Net Profit
6.12×
TTM Free Cash FlowTrailing 4 quarters
$-69.6M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ARCB
ARCB
KNF
KNF
Q1 26
Q4 25
$44.7M
$195.9M
Q3 25
$98.2M
$250.4M
Q2 25
$108.4M
$-42.6M
Q1 25
$-22.3M
$-125.3M
Q4 24
$56.8M
$172.4M
Q3 24
$88.8M
$239.7M
Q2 24
$133.7M
$-46.6M
Free Cash Flow
ARCB
ARCB
KNF
KNF
Q1 26
Q4 25
$36.9M
$138.2M
Q3 25
$33.2M
$188.7M
Q2 25
$80.9M
$-196.2M
Q1 25
$-36.8M
$-200.2M
Q4 24
$3.5M
$127.2M
Q3 24
$23.9M
$216.1M
Q2 24
$83.9M
$-106.5M
FCF Margin
ARCB
ARCB
KNF
KNF
Q1 26
Q4 25
3.8%
18.3%
Q3 25
3.2%
15.7%
Q2 25
7.9%
-23.5%
Q1 25
-3.8%
-56.6%
Q4 24
0.4%
19.3%
Q3 24
2.2%
19.6%
Q2 24
7.8%
-13.2%
Capex Intensity
ARCB
ARCB
KNF
KNF
Q1 26
Q4 25
0.8%
7.6%
Q3 25
6.2%
5.1%
Q2 25
2.7%
18.4%
Q1 25
1.5%
21.2%
Q4 24
5.3%
6.9%
Q3 24
6.1%
2.1%
Q2 24
4.6%
7.4%
Cash Conversion
ARCB
ARCB
KNF
KNF
Q1 26
Q4 25
6.12×
Q3 25
2.50×
1.75×
Q2 25
4.20×
-0.84×
Q1 25
-7.13×
Q4 24
1.96×
7.41×
Q3 24
0.89×
1.62×
Q2 24
2.85×
-0.60×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

ARCB
ARCB

Segment breakdown not available.

KNF
KNF

Services$347.2M46%
Ready Mix Concrete$88.4M12%
Contracting Services Public Sector$80.2M11%
Aggregates$73.9M10%
Energy Services Segment$56.2M7%
Liquid Asphalt$49.1M7%
Other$43.2M6%
Asphalt$22.7M3%

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