Every material Form 8-K ArcBest has filed with the SEC since January 31, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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
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
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.
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
ArcBest reported unaudited first quarter 2026 results on April 28, 2026. Revenue rose to $998.8 million from $967.1 million a year earlier, but the company posted a net loss of $1.0 million, or $0.05 per diluted share, compared with net income of $3.1 million, or $0.13, in the prior-year quarter. Asset-Light profitability improved, while the Asset-Based operating ratio worsened, so per-share profit fell for shareholders on both a GAAP and non-GAAP basis.
Revenue of $998.8 million versus $967.1 million in first quarter 2025
GAAP net loss of $1.0 million, or $0.05 per diluted share, versus net income of $3.1 million, or $0.13
Non-GAAP net income of $7.2 million, or $0.32 per diluted share, versus $11.9 million, or $0.51
Asset-Based operating ratio of 97.3% versus 95.9%; Asset-Light operating income of $0.2 million versus a loss of $4.4 million
ArcBest reported fourth quarter 2025 revenue of $972.7 million, down from $1.0 billion a year earlier, and a net loss from continuing operations of $8.1 million, or $0.36 per diluted share, which included a $9.1 million after-tax noncash impairment charge. For full-year 2025, revenue was $4.0 billion versus $4.2 billion, and net income from continuing operations fell to $60.1 million, or $2.62 per diluted share, from $173.4 million, a figure that included a $67.9 million after-tax benefit from a reduction in contingent consideration. The company returned more than $86 million to shareholders in 2025 through share repurchases and dividends.
Q4 2025 net loss from continuing operations of $8.1 million ($0.36 per diluted share) versus net income of $29.0 million ($1.24 per diluted share) in Q4 2024
Full-year 2025 non-GAAP net income of $84.8 million ($3.70 per diluted share) versus $149.7 million ($6.28 per diluted share) in 2024
Asset-Light operating loss of $15.3 million for 2025 versus operating income of $58.4 million in 2024
$100.8 million of share repurchase authorization remained as of January 28, 2026
ArcBest's board expanded from eleven to thirteen members on January 26, 2026, with Ann G. Bordelon and Bobby K. George joining as directors and serving on the Audit Committee. Directors Fredrik J. Eliasson and Kathleen D. McElligott will retire effective February 28, 2026, which will reduce the board to ten members. The filing involves board composition only and reports no financial results.
Ann G. Bordelon and Bobby K. George elected to the board effective January 26, 2026, and appointed to the Audit Committee
Fredrik J. Eliasson (more than 6 years of service) and Kathleen D. McElligott (more than 10 years) retire effective February 28, 2026
Board will have ten directors after the retirements, eight of whom the press release describes as independent
ArcBest entered a Fifth Amended and Restated Credit Agreement on November 25, 2025, refinancing its revolving credit facility with U.S. Bank National Association as administrative agent. The facility's maturity is extended to November 25, 2030, and the letter of credit sublimit rises from $20 million to $50 million. The filing does not state any borrowings outstanding, so the impact on shareholders is mainly the terms under which the company can borrow.
Maximum credit amount of $250 million, with a five-year term ending November 25, 2030
Swing line sublimit of $40 million and letter of credit sublimit increased from $20 million to $50 million
Accordion feature allows requests for up to an additional $125 million, subject to conditions
Borrowing spreads range from 0.125% to 1.00% over the Alternate Base Rate or 1.125% to 2.00% over Adjusted Term SOFR, based on leverage
ArcBest reported unaudited third quarter 2025 results on November 5, 2025. Revenue was $1,048.1 million, down from $1,063.1 million a year earlier, and net income from continuing operations was $39.3 million, or $1.72 per diluted share, compared with $100.3 million, or $4.23, in the prior-year quarter, which included a $69.1 million after-tax benefit from a reduction in contingent consideration tied to the MoLo acquisition. Lower reported earnings reduce per-share profit for shareholders, although Asset-Based shipments per day rose 4.3 percent.
Q3 2025 revenue of $1,048.1 million versus $1,063.1 million in Q3 2024
Diluted EPS of $1.72 (GAAP) versus $4.23; non-GAAP diluted EPS of $1.46 versus $1.64
Asset-Light operating loss of $1.6 million versus operating income of $84.8 million, which included a $91.9 million pre-tax contingent consideration reduction
Asset-Based operating income of $70.2 million, including $15.9 million of net gains on asset sales; non-GAAP operating ratio 92.5 percent
ArcBest expanded its board to eleven members by electing Chris T. Sultemeier, a former Walmart logistics executive, effective October 29, 2025. The board also named Eduardo F. Conrado Lead Independent Director and disclosed that director Craig E. Philip will retire after the January 27, 2026 board meeting. The filing reports no financial results, so the changes concern board composition and governance rather than company performance.
Chris T. Sultemeier elected director effective October 29, 2025; joins Compensation and Nominating/Corporate Governance committees
Dr. Craig E. Philip, a director since 2011, to retire effective after the January 27, 2026 Board meeting
Eduardo F. Conrado named Lead Independent Director effective November 1, 2025, succeeding Steven L. Spinner, who retires October 31, 2025
Judy R. McReynolds remains chairman after stepping down as CEO effective December 31, 2025
ArcBest reported second quarter 2025 revenue of $1.0 billion, down from $1.1 billion a year earlier, and net income from continuing operations of $25.8 million, or $1.12 per diluted share, versus $46.9 million, or $1.96, in the prior-year quarter. Asset-Based operating ratio worsened to 92.8% from 89.8%, while Asset-Light returned to a small operating profit, which matters to shareholders because core profit fell.
Revenue of $1,022.3 million versus $1,077.8 million in Q2 2024
Net income from continuing operations of $25.8 million, or $1.12 per diluted share, versus $46.9 million, or $1.96
Asset-Based operating income of $51.0 million with a 92.8% operating ratio, versus $72.8 million and 89.8%
Asset-Light operating income of $0.6 million versus an operating loss of $9.5 million a year earlier
ArcBest appointed Thom Albrecht, Chief Revenue Officer at Reliance Partners, as an independent director effective immediately, expanding the board from nine to ten members. Long-serving director Steven L. Spinner will retire from the board effective October 31, 2025, after more than 14 years of service. The filing discloses no financial results; the changes reflect board composition updates the company says are part of its regular board review.
Thom Albrecht elected director effective July 24, 2025, and appointed to the Audit Committee; the board determined he is an audit committee financial expert
Steven L. Spinner, who joined the board in 2011, retires effective October 31, 2025
Albrecht's initial term expires at the 2026 Annual Meeting of Stockholders; he receives an initial restricted stock unit grant on the fifth business day after the Q2 2025 earnings release
ArcBest said chief executive Judy McReynolds will retire as CEO effective December 31, 2025, and president Seth Runser will succeed her on January 1, 2026. McReynolds will remain chairman of the board, and Runser will join the board on the same date. The filing does not report any financial results or guidance tied to the change.
Judy R. McReynolds retires as CEO effective December 31, 2025 and continues as board chairman
Seth Runser, ArcBest president, becomes CEO and a board member effective January 1, 2026
Runser has been with ArcBest for 18 years and will retain his title as president
Information required under Item 5.02(c)(3) is not yet available and will be filed by amendment
ArcBest's funding subsidiary amended its receivables loan agreement, extending the facility termination date from July 1, 2025 to July 1, 2026. As of the filing date, no loans were outstanding, and letters of credit totaling $23.7 million were issued under the agreement.
Fourth amendment dated June 12, 2025, effective July 1, 2025, extends termination date to July 1, 2026
No outstanding loans under the Loan Agreement as of the filing date
Letters of credit totaling $23.7 million issued, mainly for workers' compensation and casualty claims
ArcBest reported unaudited first quarter 2025 results on April 29, 2025. Revenue fell to $967.1 million from $1.0 billion a year earlier, and operating income dropped to $6.6 million from $22.4 million, but GAAP net income from continuing operations swung to $3.1 million, or $0.13 per diluted share, from a loss of $2.9 million a year earlier. Non-GAAP diluted EPS was $0.51, down from $1.34.
Revenue was $967.1 million versus $1,036.4 million in Q1 2024; Asset-Based revenue was $646.3 million and Asset-Light revenue was $356.0 million.
GAAP diluted EPS from continuing operations was $0.13, versus a loss of $0.12 in Q1 2024; non-GAAP diluted EPS was $0.51, versus $1.34.
Asset-Based operating ratio rose to 95.9 percent from 92.0 percent; Asset-Light operating loss narrowed to $4.4 million from $15.3 million.
Net cash used in operating activities was $22.3 million, compared with $6.5 million provided in Q1 2024.
ArcBest received a Nasdaq notice on March 3, 2025, after it self-reported that its audit committee did not fully meet Nasdaq composition rules because member Fredrik J. Eliasson was not independent due to a family relationship with a partner at the company's outside auditor. Following discovery, Mr. Eliasson resigned from the audit committee, and Nasdaq staff determined the company has regained compliance, subject to completing this disclosure.
Nasdaq notice received March 3, 2025; company self-reported the audit committee non-compliance
Non-compliance tied to Fredrik J. Eliasson's brother-in-law being a partner at the outside auditor for fiscal 2024
Mr. Eliasson promptly resigned from the Audit Committee; the company says the auditor relative never worked on its audit
Nasdaq staff determined the company has regained compliance with Listing Rule 5605(c)(2)(A)
ArcBest reported fourth quarter 2024 revenue of $1.0 billion, down from $1.1 billion a year earlier, and net income of $29.0 million, or $1.24 per diluted share, versus $48.8 million, or $2.01, in the prior-year quarter. For the full year, GAAP diluted earnings per share from continuing operations rose to $7.28 from $5.77, but that figure includes a $67.9 million after-tax benefit from a reduced contingent consideration liability, and non-GAAP diluted earnings per share fell to $6.28 from $7.88.
Q4 2024 revenue $1.0 billion vs. $1.1 billion in Q4 2023; net income $29.0 million, $1.24 per diluted share, vs. $48.8 million, $2.01
Full-year 2024 revenue $4.2 billion vs. $4.4 billion in 2023; GAAP diluted EPS from continuing operations $7.28 vs. $5.77
Full-year non-GAAP diluted EPS $6.28 vs. $7.88 in 2023
Over $85 million returned to shareholders in 2024 through buybacks and dividends; $48.7 million repurchase authorization remaining as of January 29, 2025
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