Welcome to our dedicated page for Arcbest SEC filings (Ticker: ARCB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The ArcBest Corporation (ARCB) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. ArcBest’s filings include current reports on Form 8-K, annual and quarterly reports, and exhibits that describe its financial condition, operating performance, governance changes and key agreements.
For investors analyzing ARCB, Form 8-K filings are especially important. Recent 8-Ks have covered topics such as unaudited quarterly results, including detailed segment data for the Asset-Based and Asset-Light businesses, non-GAAP reconciliations, and slides used in earnings conference calls. Other 8-Ks describe board and executive changes, director appointments, leadership succession, quarterly cash dividends, share repurchase authorizations and amendments to the company’s revolving credit facility.
ArcBest’s credit facility disclosures, for example, outline the terms of its Fifth Amended and Restated Credit Agreement, including the maximum credit amount, swing line and letter of credit sub-facilities, maturity date, pricing based on leverage ratios and key covenants. These filings also describe cross-guarantees by ArcBest and its material domestic subsidiaries, as well as customary events of default and financial ratio requirements.
On this page, Stock Titan surfaces ARCB filings as they are posted to EDGAR and enhances them with AI-powered summaries. AI explanations help clarify complex sections of lengthy reports, highlight segment-level trends, and point out items such as non-GAAP adjustments, debt terms and capital allocation actions. Users can quickly locate quarterly reports, annual reports, and current reports, and review how ArcBest communicates its operating performance, risk factors and strategic decisions through its official SEC documents.
ArcBest Corporation is asking stockholders to vote on six items at its 2026 annual meeting, including electing ten directors, approving executive pay on an advisory basis, ratifying Grant Thornton LLP as auditor, approving reincorporation from Delaware to Texas by conversion, and a stockholder proposal on greenhouse gas targets.
The proxy highlights significant leadership changes: Seth Runser became President and Chief Executive Officer effective January 1, 2026, while former CEO Judy McReynolds remains Chairman. The Board was substantially refreshed, adding four new independent directors and reducing average tenure, with a lead independent director structure.
In 2025, ArcBest generated $4 billion in consolidated revenue, down 4% from 2024, with Asset-Based revenue of $2.7 billion and Asset-Light revenue of $1.4 billion, and a consolidated operating ratio of 97.7%. The company returned more than $86 million to shareholders and emphasizes ESG initiatives, including fleet modernization, facility upgrades, training, diversity and belonging programs, and $1.9 million in philanthropy to over 170 organizations. Executive pay is described as largely performance-based, with strong stock ownership, clawback, anti-hedging and no single-trigger change-in-control provisions.
ArcBest Corporation provided an early look at its first quarter 2026 performance, highlighting volume growth in both its Asset-Based and Asset-Light segments amid an industry backdrop it describes as soft.
In the Asset-Based segment, January 2026 billed revenue per day rose 1.3 % year over year and quarter‑to‑date billed revenue per day was up 1 %, driven by higher tonnage per day, which increased 9.9 % in January and 6 % quarter‑to‑date. Shipments per day also grew, while revenue per hundredweight declined due to a changing freight profile and lower fuel surcharge revenue, partially offset by heavier shipments.
Management noted that its first quarter operating ratio typically worsens by about 260 basis points from the fourth quarter, but it currently expects only a 100–200 basis‑point increase, helped by a softer‑than‑normal fourth quarter. In the Asset-Light segment, daily revenue increased year over year, with quarter‑to‑date revenue per day up 6 % and shipments per day up 13 %, although revenue per shipment fell. For the first quarter, ArcBest expects Asset-Light non‑GAAP operating income of up to $2 million, excluding approximately $3 million of purchase accounting amortization.
ArcBest Corporation files a proxy statement for its Annual Meeting on April 24, 2026, asking shareholders to elect ten directors, approve executive compensation on an advisory basis, ratify Grant Thornton LLP as auditor, approve reincorporation to Texas, and consider one stockholder proposal.
The proxy highlights a management transition: Seth K. Runser became CEO effective January 1, 2026, with Judy R. McReynolds remaining as Chairman. It summarizes 2025 results: consolidated revenues of $4.0 billion (down 4% vs. 2024), an operating ratio of 97.7% (worse by 3.5 points), share returns of more than $86 million, fleet investments including 618 new Class 8 tractors and expansion of electric yard tractors, and corporate citizenship initiatives (training enrollments, philanthropy, and sustainability disclosures).
ArcBest Corporation files its annual report describing a large, technology‑driven logistics business built around two segments: an Asset‑Based less‑than‑truckload carrier and an Asset‑Light logistics platform. In 2025, Asset‑Based operations generated about 66% of revenue and Asset‑Light 34%, with no single customer over 5% of segment sales, showing a diversified base.
The company emphasizes managed transportation, truckload brokerage, expedite, international freight, and household moving, supported by proprietary technology such as its Vaux suite and route optimization tools. Management highlights heavy unionized labor exposure, rising wage and benefit obligations under a Teamsters contract running through June 2028, and ongoing multiemployer pension funding risks.
ArcBest details extensive cybersecurity, environmental, and safety regulation, alongside growing investments in AI and automation, noting risks from cyberattacks, technology execution, equipment inflation, driver shortages, and intense competition. Human capital, culture and sustainability are positioned as key differentiators, backed by numerous third‑party awards.
Arcbest Corporation received a Schedule 13G filing showing that American Century Investment Management, Inc., American Century Companies, Inc., and the Stowers Institute for Medical Research collectively report beneficial ownership of 1,307,223 shares of Arcbest common stock, representing 5.8% of the class as of the event date.
The reporting persons state sole voting power over 1,291,861 shares and sole dispositive power over 1,307,223 shares, with no shared voting or dispositive power. They certify the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Arcbest.
ArcBest Corporation chief operating officer for Asset-Light Logistics, Mac S. Pinkerton, reported receiving common stock under a Form 4 filing. On February 6, 2026, he acquired 2,150 shares of ArcBest common stock at a stated price of $0.00 per share, increasing his directly owned holdings to 2,150 shares.
A Form 144 notice reports a planned sale of 16,378 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services on 02/06/2026 on the NASDAQ exchange, with an aggregate market value of $1,837,844.17.
The shares come from multiple restricted stock awards acquired from the issuer between 2023 and 2025, with full payment marked as not applicable. Shares of this class outstanding total 22,511,021, providing context for the size of the planned sale.
ArcBest Corp (ARCB) director reports no holdings. A Form 3 shows that director Bobby K. George, identified as a board member and not a 10% owner or officer, reports that he beneficially owns no ArcBest Corp securities as of the event date of 01/26/2026.
ArcBest Corporation director Ann G. Bordelon filed an initial Form 3 insider ownership report for event date 01/26/2026. The filing states that no ArcBest securities are beneficially owned, and both the non-derivative and derivative securities tables show no reportable holdings or positions.