vs
Side-by-side financial comparison of ARCBEST CORP (ARCB) and MERCURY GENERAL CORP (MCY). Click either name above to swap in a different company.
MERCURY GENERAL CORP is the larger business by last-quarter revenue ($1.5B vs $998.8M, roughly 1.5× ARCBEST CORP). MERCURY GENERAL CORP runs the higher net margin — 12.4% vs -0.1%, a 12.5% gap on every dollar of revenue. On growth, MERCURY GENERAL CORP posted the faster year-over-year revenue change (10.5% vs 3.3%). Over the past eight quarters, MERCURY GENERAL CORP's revenue compounded faster (8.6% 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.
Mercury General Corporation is a multiple-line insurance organization that offers personal automobiles, homeowners, renters, and business insurance. Mercury's primary focus is automobiles and homeowners' insurance.
ARCB vs MCY — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $998.8M | $1.5B |
| Net Profit | $-1.0M | $190.4M |
| Gross Margin | — | — |
| Operating Margin | 0.3% | — |
| Net Margin | -0.1% | 12.4% |
| Revenue YoY | 3.3% | 10.5% |
| Net Profit YoY | -133.1% | -36.3% |
| 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 | $1.5B | ||
| Q4 25 | $972.7M | $1.5B | ||
| Q3 25 | $1.0B | $1.6B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $967.1M | $1.4B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.3B |
| Q1 26 | $-1.0M | $190.4M | ||
| Q4 25 | $-8.1M | $202.5M | ||
| Q3 25 | $39.3M | $280.4M | ||
| Q2 25 | $25.8M | $166.5M | ||
| Q1 25 | $3.1M | $-108.3M | ||
| Q4 24 | $29.0M | $101.1M | ||
| Q3 24 | $100.3M | $230.9M | ||
| Q2 24 | $46.9M | $62.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 99.7% | ||
| Q3 25 | — | 99.8% | ||
| Q2 25 | — | 99.8% | ||
| Q1 25 | — | 99.7% | ||
| Q4 24 | — | 99.7% | ||
| Q3 24 | — | 99.8% | ||
| Q2 24 | — | 99.8% |
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 16.2% | ||
| Q3 25 | 5.2% | 22.1% | ||
| Q2 25 | 3.6% | 14.0% | ||
| Q1 25 | 0.7% | -10.2% | ||
| Q4 24 | 3.8% | 9.0% | ||
| Q3 24 | 12.7% | 18.8% | ||
| Q2 24 | 4.5% | 5.8% |
| Q1 26 | -0.1% | 12.4% | ||
| Q4 25 | -0.8% | 13.2% | ||
| Q3 25 | 3.7% | 17.7% | ||
| Q2 25 | 2.5% | 11.3% | ||
| Q1 25 | 0.3% | -7.8% | ||
| Q4 24 | 2.9% | 7.4% | ||
| Q3 24 | 9.4% | 15.1% | ||
| Q2 24 | 4.4% | 4.8% |
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $3.66 | ||
| Q3 25 | $1.72 | $5.06 | ||
| Q2 25 | $1.12 | $3.01 | ||
| Q1 25 | $0.13 | $-1.96 | ||
| Q4 24 | $1.21 | $1.82 | ||
| Q3 24 | $4.23 | $4.17 | ||
| Q2 24 | $1.96 | $1.13 |
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 | $2.6B |
| Total Assets | $2.5B | $9.9B |
| 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 | — | ||
| Q3 24 | $191.1M | — | ||
| Q2 24 | $260.5M | — |
| Q1 26 | $223.7M | — | ||
| Q4 25 | — | $575.0M | ||
| Q3 25 | $214.1M | — | ||
| Q2 25 | $241.4M | — | ||
| Q1 25 | $214.2M | — | ||
| Q4 24 | $189.1M | $575.0M | ||
| Q3 24 | $180.5M | — | ||
| Q2 24 | $203.6M | — |
| Q1 26 | $1.3B | $2.6B | ||
| Q4 25 | $1.3B | $2.4B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.3B | $1.9B | ||
| Q3 24 | $1.3B | $1.9B | ||
| Q2 24 | $1.2B | $1.6B |
| Q1 26 | $2.5B | $9.9B | ||
| Q4 25 | $2.5B | $9.6B | ||
| Q3 25 | $2.5B | $9.4B | ||
| Q2 25 | $2.5B | $9.1B | ||
| Q1 25 | $2.4B | $9.0B | ||
| Q4 24 | $2.4B | $8.3B | ||
| Q3 24 | $2.4B | $8.2B | ||
| Q2 24 | $2.4B | $7.7B |
| Q1 26 | 0.17× | — | ||
| Q4 25 | — | 0.24× | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | 0.17× | — | ||
| Q4 24 | 0.14× | 0.30× | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.17× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
