ArcBest Announces Third Quarter 2026 Results
Q3 revenue rose 15% y/y to $1.2B; non-GAAP EPS $2.62 vs $1.46 prior year, with Asset-Based operating ratio 90.4%.
What this release says
ArcBest reported third-quarter 2026 revenue of $1.2 billion, up from $1.0 billion a year earlier, and net income of $51.7 million, or $2.30 per diluted share, versus $1.72 last year. Excluding restructuring charges, earnings were $2.62 per diluted share. For shareholders, the release points to higher pricing, productivity gains and savings from the restructuring plan announced in July, though part of the revenue gain came from fuel surcharges.
Key figures
- Third-quarter revenue
- $1.2 billion
- Net income
- $51.7 million
- Diluted EPS, GAAP
- $2.30 per diluted share
- Diluted EPS, non-GAAP
- $2.62 per diluted share
- Asset-Based operating ratio
- 90.5 percent
- Asset-Light revenue
- $446.3 million
Positive for shareholders
- Revenue rose about 15 percent year over year, with both operating segments contributing.
- Asset-Based customer contracts renewed in the quarter averaged a 5.1 percent price increase.
- Asset-Light revenue per shipment rose as capacity tightened, and non-GAAP operating income improved.
Negative for shareholders
- Excluding fuel surcharge, Asset-Based revenue per hundredweight decreased in the low single digits.
- Shipments per day at Asset-Based fell 3.0 percent, and operating expenses rose on union wage adjustments and higher fuel and purchased transportation costs.
- GAAP results include impairment charges of $50.8 million tied to Vaux assets and $25.7 million tied to the Panther trade name.
Written by Quantisnow AI from this release. Not financial advice.
Key terms
- Operating ratio:
- A trucking measure of operating expenses as a percentage of revenue, where a lower number means better profitability.
- Asset-Light:
- ArcBest's segment offering logistics and brokerage services that do not rely on owning large amounts of trucks and terminals.
- Impairment charge:
- A non-cash write-down of an asset's accounting value when it is judged to be worth less than recorded.
FAQ
How did ArcBest's third-quarter 2026 revenue change?
ArcBest reported revenue of $1.2 billion, compared with $1.0 billion in the third quarter of 2025, an increase of about 15 percent.
Why does ArcBest's non-GAAP earnings differ from its GAAP results?
Non-GAAP results exclude restructuring charges tied to the plan announced July 16, 2026, and other items listed in the reconciliation tables, which lifted diluted EPS to $2.62 from $2.30.
Historical context for ARCB
Across the 23 sessions after earlier ARCB headlines, the stock closed higher 12 times and lower 11 times, with a median move of 2.6% in either direction. This shows timing only: many things move a stock in a session, and these figures do not show that any headline caused a move.
| Session | Earlier headline | ARCB | SPY |
|---|---|---|---|
| Nov 2, 2026 | ArcBest Declares a $0.12/Share Quarterly Dividend | +4.4% | -0.5% |
| Oct 13, 2026 | ArcBest Launches New Capabilities in ArcBest View | +0.5% | -0.0% |
| Oct 1, 2026 | ArcBest Announces Third Quarter 2026 Earnings Conference Call | +1.7% | +0.2% |
| Sep 8, 2026 | ArcBest Earns Multiple Awards for Service, Performance and Culture | -2.1% | -0.5% |
| Jul 29, 2026 | ArcBest Announces Second Quarter 2026 Results | -5.3% | -1.5% |
| Jul 24, 2026 | ArcBest Declares a $0.12/Share Quarterly Dividend | -1.7% | +0.1% |
Keep researching ARCB
- ARCB earnings historyPast ArcBest Corporation earnings releases, newest first.
- What is Earnings per share?A company's net income available to common shareholders divided by its weighted average shares outstanding, reported as basic and diluted figures.
- How to read an earnings reportAn earnings report is a company's quarterly results release, usually filed under 8-K Item 2.02. Learn how to read revenue, EPS, margins, guidance and the 10-Q.
- Earnings calendarWho reports this week, and the results as they come out.
- ARCB financial statementsRevenue, profit, cash flow and balance sheet from ArcBest Corporation's SEC filings.
- ARCB insider tradesEvery buy and sale reported by ArcBest Corporation officers, directors and large holders.
- Market cap
- 30-day
- Sector
- Industrials
- Industry
- Trucking Freight/Courier Services
Follow ARCB and get a push notification the moment its next story breaks.