Every material Form 8-K ArcBest filed with the SEC in 2026, 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
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every ArcBest filing is on SEC EDGAR ↗. 8-K briefs of other companies →