ArcBest Q4 Results Miss Street View As Macro Headwinds Weigh; Advances Strategic Initiatives
ArcBest Q4 Results Miss Street View As Macro Headwinds Weigh; Advances Strategic Initiatives
ArcBest 第四季度結果因宏觀不利因素而錯過街景;推動策略性倡議
- ArcBest Corp (NASDAQ:ARCB) reported fourth-quarter FY22 revenue growth of 5% year-over-year to $1.244 billion, missing the consensus of $1.250 billion.
- Adjusted EPS of $2.45 missed the consensus of $2.53.
- Operating income decreased to $51.2 million, down from $86.9 million a year ago, and the margin declined by 322 bps to 4.1%.
- Sales by segments: Asset-Based $711.44 million (+4.1% Y/Y), and Asset-Light $572.37 million (+5.8% Y/Y).
- Asset-Based total tonnage per day decreased by 5.5%, including a decline of 1.6% in LTL-rated weight per shipment. Total shipments per day increased by 0.8%.
- Total billed revenue per hundredweight increased 9.3% Y/Y, positively impacted by higher fuel surcharges.
- Adjusted EBITDA decreased by 14% Y/Y to $110.66 million, and the margin declined by 197 bps to 8.9%.
- ArcBest held cash and equivalents of $326.03 million.
- Chair and CEO Judy R. McReynolds said, "Despite the challenges in 2022 as a result of ongoing macro trends, the ArcBest team remained focused on serving our customers and advancing our strategic initiatives."
- Price Action: ARCB shares closed higher by 2.64% at $90.15 on Thursday.
- ArcBest 公司 (NASDAQ: ARCB) 報告說,第四季度 22 會計年度營收同比增長 5%,達到 1.244 億美元,缺少了 $1.2.5 億美元的共識。
- 調整後每股收益 2.45 美元錯過了 2.53 美元的共識。
- 營業收入由一年前的 8,690 萬美元下降至 5.120 萬美元,利潤率下降 322 個基點至 4.1%。
- 按細分劃分的銷售: 基於資產的 711.44 億美元(按年增長 4.1%),以及輕資產 572.37 億美元(按年增長 5.8%)。
- 以資產為基礎的每日總噸位下降 5.5%,其中包括每件貨件的零擔額定重量下降 1.6%。每日總出貨量增加 0.8%。
- 每一百擔的帳單總收入增加 9.3% Y/Y,受燃油附加費增加的積極影響。
- 經調整除利息、折舊及攤銷前盈利下跌 14% 至 110.66 億美元,而按金則下跌 197 個基點至 8.9%。
- 凱康持有的現金和等價物為 326.03 萬美元。
- 主席兼執行長 Judy R· 麥克雷諾茲表示:「儘管由於持續的宏觀趨勢,2022 年面臨挑戰,ArcBest 團隊仍然專注於為我們的客戶提供服務並推進我們的策略性計畫。」
- 價格行動: 亞洲商業銀行股票周四收盤上漲 2.64%,報 90.15 美元。