ArcBest Corporation filings document formal disclosures for a Nasdaq-listed integrated logistics company with Asset-Based and Asset-Light operations. Recent Form 8-K reports furnish operating results, non-GAAP reconciliations, presentation materials, Regulation FD business-trend updates, dividend actions and board appointments.
The company’s proxy materials and annual-meeting reports cover director elections, executive compensation votes, auditor ratification, governance proposals and shareholder matters, including environmental disclosure proposals. The filings also identify ArcBest’s common stock, par value and exchange listing, and provide exhibits tied to press releases and investor presentations.
ArcBest (ARCB) reported third-quarter 2026 revenue of $1.21 billion, up 15.5% year over year, and net income of $51.7 million versus $39.3 million. Diluted earnings per share were $2.30, compared with $1.72.
For the first nine months, revenue was $3.39 billion versus $3.04 billion, while net income was $36.8 million versus $68.2 million and operating income was $56.1 million versus $98.6 million. Second-quarter noncash impairment charges totaled $85.3 million and reduced nine-month results by $2.86 per diluted share. Operating cash flow was $255.2 million versus $184.3 million.
The restructuring plan includes workforce reductions of approximately 2% of positions and ten service-center closures, expected to be completed in the fourth quarter of 2026. ArcBest reported approximately $8.0 million in year-to-date savings as of September 30, 2026. The plan is expected to generate approximately $40.0 million in annualized run-rate cost savings, with quarterly savings expected to reach approximately $10.0 million by the first quarter of 2027. The board declared a $0.12-per-share dividend.
ArcBest Corporation (ARCB) reported third-quarter 2026 revenue of $1,210.503 million, versus $1,048.137 million a year earlier. GAAP net income was $51.659 million, or $2.30 per diluted share, compared with $39.274 million and $1.72. Non-GAAP net income was $58.666 million, or $2.62 per diluted share, versus $33.417 million and $1.46; the non-GAAP results exclude restructuring charges and other items.
Asset-Light revenue was $446.291 million versus $355.969 million, and its GAAP operating income was $12.454 million versus a $1.595 million loss. For the first nine months, GAAP net income was $36.798 million versus $68.214 million, and operating income was $56.141 million versus $98.566 million; that period included $85.266 million in pre-tax asset impairment charges.
For the fourth quarter, management expects ABF's non-GAAP operating ratio to deteriorate approximately 50 to 150 basis points sequentially. Asset-Light GAAP operating income is expected at $17 million to $20 million, including an estimated $12 million office-lease gain; excluding that gain and approximately $2 million of purchase accounting amortization, non-GAAP operating income is expected at $7 million to $10 million. The company paid $7.5 million upon executing the lease modification in October.
ArcBest Corporation declared a quarterly cash dividend of $0.12 per share on its common stock. Holders of record on November 13, 2026, are eligible for payment on November 27, 2026.
ArcBest Corp (ARCB) received a notice that officer Jason T. Parks intends to sell common stock under Rule 144. The notice covers a proposed sale of 855 shares of ArcBest common stock, with an aggregate market value of $115,498, and lists 22,351,354 shares outstanding and an approximate sale date of September 15, 2026. The shares were originally acquired through equity compensation, specifically a restricted stock lapse on August 1, 2022, and, per the remarks, were acquired and paid for between August 1, 2022 and May 12, 2024.
ARCBEST CORP (ARCB) insider Jason T. Parks, Vice President – Controller and Chief Accounting Officer, reported selling 855 shares of common stock on September 15, 2026 in an open-market transaction at a weighted average price of $135.09 per share, with individual sale prices ranging from $135.06 to $135.13. Following this sale, he directly holds 3,794 shares of ARCB common stock. No Rule 10b5-1 trading plan is reported for this transaction.
ArcBest Corporation (ARCB) updated third quarter 2026 operating trends, showing strong year-over-year growth in both its Asset-Based and Asset-Light segments. In Asset-Based, July and August 2026 billed revenue per day rose 7.7% and 9%, respectively, with quarter-to-date up 8%. Tonnage per day grew 8.1% in July and 9% in August, driven by heavier shipments, while shipments per day fell about 4%, indicating a mix shift to larger loads. Billed revenue per shipment increased 13% quarter-to-date, with weight per shipment also up 13%, while billed revenue per hundredweight was flat and slightly down excluding fuel surcharge.
Management states that, based on current trends, ABF’s non-GAAP operating ratio for third quarter 2026 is expected to be generally consistent with second quarter 2026, and does not expect a significant difference between GAAP and non-GAAP operating ratios. In the Asset-Light segment, revenue per day increased about 27% year-over-year quarter-to-date, supported by a 22% increase in revenue per shipment and a 4% increase in shipments per day. For third quarter 2026, the company expects Asset-Light GAAP operating income of $8–$10 million and non-GAAP operating income of $10–$12 million, excluding about $2 million of purchase accounting amortization.
ARCBEST CORP (ARCB) reports that Chief Commercial Officer Ralph Edward Sorg made a bona fide gift transfer of 200 shares of common stock on August 27, 2026. The transaction was a disposal by gift and left him holding 22,624 shares directly, with no Rule 10b5-1 plan reported.
American Century entities filed an amendment reporting significant ownership of Arcbest Corporation common stock. American Century ETF Trust reports beneficial ownership of 1,174,950 shares, representing 5.3% of the outstanding common stock, with sole voting and dispositive power over these shares.
American Century Investment Management, Inc., American Century Companies, Inc., and the Stowers Institute for Medical Research each report beneficial ownership of 1,542,815 shares, representing 6.9% of Arcbest’s common stock, with sole voting power over 1,527,834 shares and sole dispositive power over 1,542,815 shares. Various ACIM-advised clients have the economic rights to dividends and sale proceeds.
Invesco Ltd. reports a significant beneficial ownership position in ArcBest Corp common stock. Acting as a parent holding company to its investment advisers, Invesco may be deemed to beneficially own 1,650,643 shares of ArcBest, representing 7.4% of the outstanding common stock.
Invesco has sole voting power over 1,616,955 shares and sole dispositive power over 1,650,643 shares, with no shared voting or dispositive power. The shares are held of record by Invesco’s advisory clients, who are entitled to dividends and sale proceeds, and no single client holds more than 5% economic ownership.
ArcBest Corp. executive Dennis L. Anderson II, Chief Innovation Officer, reported multiple transactions in ArcBest common stock on August 11, 2026. He sold 5,450 shares in open-market transactions at weighted average prices around $134.87 and $135.63, and made a bona fide gift of 1,950 shares. The sale prices reflect weighted averages over price ranges disclosed in the footnotes.