Nov 4, 6:01 AM ET
ArcBest reported unaudited third-quarter 2026 results on November 4, 2026. Revenue rose 15% year over year to $1.2 billion, and net income rose to $51.7 million, or $2.30 per diluted share, from $39.3 million, or $1.72, a year earlier, which the company attributed to disciplined pricing, productivity initiatives, and cost savings from organizational changes. For the nine months, net income fell to $36.8 million, or $1.64 per diluted share, from $68.2 million, or $2.96, after $85.3 million in asset impairment charges.
- Q3 2026 revenue of $1.2 billion, compared with $1.0 billion in Q3 2025
- Q3 net income of $51.7 million, or $2.30 per diluted share, compared with $39.3 million, or $1.72
- Q3 non-GAAP net income of $58.7 million, or $2.62 per diluted share, compared with $1.46
- Nine-month net income of $36.8 million, or $1.64 per diluted share, including $85.3 million in asset impairment charges
Read the filing on SEC.gov ↗
Oct 30, 4:41 PM ET
ArcBest's Board of Directors approved a quarterly cash dividend of $0.12 per share, announced in an October 30, 2026 press release. The dividend is payable to holders of record on November 13, 2026, with payment on November 27, 2026. The filing describes a routine shareholder payout and does not include financial results or guidance.
- Quarterly cash dividend of $0.12 per share declared October 30, 2026
- Holders of record as of November 13, 2026
- Dividend payable November 27, 2026
Read the filing on SEC.gov ↗
Jul 29, 6:00 AM ET
ArcBest reported second-quarter 2026 revenue of $1.2 billion, up from $1.0 billion a year earlier, but posted a GAAP net loss of $13.8 million, or $0.62 per diluted share, compared with net income of $25.8 million, or $1.12 per share, in the prior-year quarter. The company recorded $85.3 million in pre-tax asset impairment charges, and excluding these and other items, non-GAAP net income was $53.6 million, or $2.38 per diluted share.
- Q2 2026 revenue totaled $1.2 billion, compared with $1.0 billion in Q2 2025.
- GAAP net loss of $13.8 million, or $0.62 per diluted share, versus net income of $25.8 million, or $1.12 per share, a year earlier.
- Pre-tax asset impairment charges of $85.3 million; non-GAAP net income was $53.6 million, or $2.38 per diluted share, versus $31.2 million, or $1.36, in Q2 2025.
- Asset-Based operating ratio was 90.5% versus 92.8% a year earlier; the company also referenced a restructuring plan announced July 16, 2026.
Read the filing on SEC.gov ↗
Jul 16, 4:10 PM ET
On July 16, 2026, ArcBest announced a restructuring plan that includes a workforce reduction of about 2%, the closure of ten ABF Freight service centers in smaller markets, the retirement of the MoLo and Panther brands, and the discontinuation of the Vaux Freight Movement System. The company expects about $76.5 million in non-cash impairments and $6.0 million to $7.0 million in cash charges, which will weigh on reported results in the second and third quarters of 2026, and about $40 million in annualized run-rate cash savings, which it says are not incremental to its 2028 Investor Day targets.
- Non-cash impairments of about $76.5 million expected in Q2 2026: $25.7 million for the Panther trade name and $50.8 million tied to Vaux Freight Movement System assets
- Cash charges of $6.0 million to $7.0 million, expected mainly in Q3 2026, primarily for severance and other employee benefits
- Separate non-cash impairment of about $8.8 million in Q2 2026 on leased office space in the Asset-Light segment
- Plan expected to yield about $40 million in annualized run-rate cash savings; MoLo, Panther and ArcBest Technologies move under the ArcBest brand effective Aug. 1, 2026
Read the filing on SEC.gov ↗
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