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Side-by-side financial comparison of ARCBEST CORP (ARCB) and Noble Corp plc (NE). Click either name above to swap in a different company.
ARCBEST CORP is the larger business by last-quarter revenue ($998.8M vs $764.4M, roughly 1.3× Noble Corp plc). Noble Corp plc runs the higher net margin — 11.3% vs -0.1%, a 11.4% gap on every dollar of revenue. On growth, ARCBEST CORP posted the faster year-over-year revenue change (3.3% vs -17.6%). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% 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.
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
ARCB vs NE — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $998.8M | $764.4M |
| Net Profit | $-1.0M | $86.6M |
| Gross Margin | — | — |
| Operating Margin | 0.3% | 5.6% |
| Net Margin | -0.1% | 11.3% |
| Revenue YoY | 3.3% | -17.6% |
| Net Profit YoY | -133.1% | -10.4% |
| EPS (diluted) | $-0.05 | $0.54 |
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 | $764.4M | ||
| Q3 25 | $1.0B | $798.0M | ||
| Q2 25 | $1.0B | $848.7M | ||
| Q1 25 | $967.1M | $874.5M | ||
| Q4 24 | $1.0B | $927.3M | ||
| Q3 24 | $1.1B | $800.5M | ||
| Q2 24 | $1.1B | $692.8M |
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $86.6M | ||
| Q3 25 | $39.3M | $-21.1M | ||
| Q2 25 | $25.8M | $42.9M | ||
| Q1 25 | $3.1M | $108.3M | ||
| Q4 24 | $29.0M | $96.6M | ||
| Q3 24 | $100.3M | $61.2M | ||
| Q2 24 | $46.9M | $195.0M |
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 5.6% | ||
| Q3 25 | 5.2% | 6.3% | ||
| Q2 25 | 3.6% | 15.9% | ||
| Q1 25 | 0.7% | 21.4% | ||
| Q4 24 | 3.8% | 18.4% | ||
| Q3 24 | 12.7% | 14.4% | ||
| Q2 24 | 4.5% | 30.3% |
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 11.3% | ||
| Q3 25 | 3.7% | -2.6% | ||
| Q2 25 | 2.5% | 5.1% | ||
| Q1 25 | 0.3% | 12.4% | ||
| Q4 24 | 2.9% | 10.4% | ||
| Q3 24 | 9.4% | 7.6% | ||
| Q2 24 | 4.4% | 28.1% |
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $0.54 | ||
| Q3 25 | $1.72 | $-0.13 | ||
| Q2 25 | $1.12 | $0.27 | ||
| Q1 25 | $0.13 | $0.67 | ||
| Q4 24 | $1.21 | $0.56 | ||
| Q3 24 | $4.23 | $0.40 | ||
| Q2 24 | $1.96 | $1.34 |
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 | $471.4M |
| Total DebtLower is stronger | $223.7M | — |
| Stockholders' EquityBook value | $1.3B | $4.5B |
| Total Assets | $2.5B | $7.5B |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $471.4M | ||
| Q3 25 | $132.6M | $477.9M | ||
| Q2 25 | $139.7M | $338.2M | ||
| Q1 25 | $98.7M | $303.8M | ||
| Q4 24 | $157.2M | $247.3M | ||
| Q3 24 | $191.1M | $391.9M | ||
| Q2 24 | $260.5M | $162.9M |
| 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 | $4.5B | ||
| Q3 25 | $1.3B | $4.5B | ||
| Q2 25 | $1.3B | $4.6B | ||
| Q1 25 | $1.3B | $4.7B | ||
| Q4 24 | $1.3B | $4.7B | ||
| Q3 24 | $1.3B | $4.7B | ||
| Q2 24 | $1.2B | $4.0B |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $7.5B | ||
| Q3 25 | $2.5B | $7.6B | ||
| Q2 25 | $2.5B | $7.7B | ||
| Q1 25 | $2.4B | $7.9B | ||
| Q4 24 | $2.4B | $8.0B | ||
| Q3 24 | $2.4B | $8.0B | ||
| Q2 24 | $2.4B | $5.6B |
| 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 | — | $187.1M |
| Free Cash FlowOCF − Capex | — | $35.4M |
| FCF MarginFCF / Revenue | — | 4.6% |
| Capex IntensityCapex / Revenue | — | 19.9% |
| Cash ConversionOCF / Net Profit | — | 2.16× |
| TTM Free Cash FlowTrailing 4 quarters | — | $432.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $187.1M | ||
| Q3 25 | $98.2M | $277.1M | ||
| Q2 25 | $108.4M | $216.4M | ||
| Q1 25 | $-22.3M | $271.1M | ||
| Q4 24 | $56.8M | $136.2M | ||
| Q3 24 | $88.8M | $283.8M | ||
| Q2 24 | $133.7M | $106.8M |
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $35.4M | ||
| Q3 25 | $33.2M | $139.5M | ||
| Q2 25 | $80.9M | $99.8M | ||
| Q1 25 | $-36.8M | $157.5M | ||
| Q4 24 | $3.5M | $-4.4M | ||
| Q3 24 | $23.9M | $156.8M | ||
| Q2 24 | $83.9M | $-34.3M |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 4.6% | ||
| Q3 25 | 3.2% | 17.5% | ||
| Q2 25 | 7.9% | 11.8% | ||
| Q1 25 | -3.8% | 18.0% | ||
| Q4 24 | 0.4% | -0.5% | ||
| Q3 24 | 2.2% | 19.6% | ||
| Q2 24 | 7.8% | -4.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 19.9% | ||
| Q3 25 | 6.2% | 17.3% | ||
| Q2 25 | 2.7% | 13.7% | ||
| Q1 25 | 1.5% | 13.0% | ||
| Q4 24 | 5.3% | 15.2% | ||
| Q3 24 | 6.1% | 15.9% | ||
| Q2 24 | 4.6% | 20.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.16× | ||
| Q3 25 | 2.50× | — | ||
| Q2 25 | 4.20× | 5.05× | ||
| Q1 25 | -7.13× | 2.50× | ||
| Q4 24 | 1.96× | 1.41× | ||
| Q3 24 | 0.89× | 4.64× | ||
| Q2 24 | 2.85× | 0.55× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARCB
Segment breakdown not available.
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
