ArcBest (NASDAQ: ARCB) shares Q4 and full-year 2025 financial results

Rhea-AI Filing Summary

ArcBest Corporation filed a current report to furnish its unaudited financial results for the fourth quarter 2025 and full year 2025. On January 30, 2026, the company issued a press release with these results, along with supplemental information and presentation slides, all attached as exhibits.

ArcBest explains that it reports results under GAAP but also uses non-GAAP metrics for internal analysis and to help investors assess core operating performance and performance trends. The materials include reconciliations for non-GAAP earnings and earnings per share, non-GAAP effective tax rates, and adjusted EBITDA, which is also a key component of the company’s credit agreement covenants.

The company highlights that EBITDA and Adjusted EBITDA are commonly used to evaluate financial performance and debt service capacity, but emphasizes that non-GAAP measures should be viewed in addition to, not as a substitute for, GAAP metrics such as operating income, operating cash flow, net income, and earnings per share.

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June 30

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

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FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934

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Date of Report (Date of earliest event reported): January 30, 2026 (January 30, 2026)

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ARCBEST CORPORATION

(Exact name of registrant as specified in its charter)

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Delaware	0-19969	71-0673405
(State or other jurisdiction of incorporation)	(Commission File Number)	(IRS Employer Identification No.)
8401 McClure Drive Fort Smith, Arkansas (Address of principal executive offices)	​	72916 (Zip Code) ​
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Registrant’s telephone number, including area code: (479) 785-6000

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Not Applicable

(Former name or former address, if changed since last report)

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Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions.

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☐ Written communication pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

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☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

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☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

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☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

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Securities registered pursuant to Section 12(b) of the Securities Exchange Act of 1934:

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Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common Stock $0.01 Par Value	ARCB	Nasdaq

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

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Emerging growth company☐

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If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐

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ITEM 2.02 – RESULTS OF OPERATIONS AND FINANCIAL CONDITION

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On January 30, 2026, ArcBest^® (Nasdaq: ARCB) (the “Company”) issued a press release announcing its unaudited fourth quarter 2025 and full year 2025 results. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and incorporated herein by reference. Additional supplemental information and presentation slides to be used in connection with the scheduled conference call to discuss the fourth quarter and full year results are furnished as Exhibit 99.2 and Exhibit 99.3 to this Current Report on Form 8­-K and incorporated herein by reference.

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The Company reports its financial results in accordance with generally accepted accounting principles (“GAAP”). However, management believes that certain non-GAAP financial measures and ratios and other information utilized for internal analysis provide analysts, investors, and others the same information that we use internally for purposes of assessing the Company’s core operating performance and provide meaningful comparisons between current and prior period results, as well as important information regarding performance trends. The use of certain non-GAAP measures improves comparability in analyzing ArcBest’s performance because it removes the impact of items from operating results that, in management’s opinion, do not reflect ArcBest’s core operating performance.

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The press release in Exhibit 99.1, the supplemental information in Exhibit 99.2, and the presentation slides in Exhibit 99.3 include certain non-GAAP information. Certain information discussed in the scheduled conference call could also be considered non-GAAP measures. Reconciliations of the non-GAAP measures to the most directly comparable financial measures calculated and presented in accordance with GAAP are included in Exhibit 99.1 herein, including reconciliations of GAAP earnings and earnings per share to non-GAAP financial measures, reconciliations of GAAP to non-GAAP effective tax rates, and calculations of adjusted earnings before interest, taxes, depreciation and amortization (“Adjusted EBITDA”). Reconciliations of non-GAAP measures included in the presentation slides to the most directly comparable GAAP financial measures are also included within Exhibit 99.3 herein.

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Management believes EBITDA and Adjusted EBITDA to be relevant and useful information as EBITDA is a standard measure commonly reported and widely used by analysts, investors and others to measure financial performance and ability to service debt obligations. Additionally, Adjusted EBITDA is a primary component of the financial covenants contained in ArcBest’s credit agreement. Other companies may calculate EBITDA and Adjusted EBITDA differently; therefore, ArcBest’s calculation of EBITDA and Adjusted EBITDA may not be comparable to similarly titled measures of other companies. Non-GAAP financial measures should be viewed in addition to, and not as an alternative for, ArcBest’s reported results. These financial measures should not be construed as better measurements than operating income, operating cash flow, net income or earnings per share, as determined under GAAP.

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ITEM 9.01 – FINANCIAL STATEMENTS AND EXHIBITS

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Exhibit No.	​	​ Description of Exhibit
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99.1	​	Press release of ArcBest dated January 30, 2026
99.2	​	Supplemental information dated January 30, 2026
99.3	​	Earnings conference call presentation dated January 30, 2026
104	​	Cover Page Interactive Data File – The cover page interactive data file does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document

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SIGNATURES

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Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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​	​	​	ARCBEST CORPORATION
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​	​	​	(Registrant)
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Date:	January 30, 2026	​	/s/ J. Brent Hagy
​			J. Brent Hagy
​			Chief Legal Officer and Corporate Secretary
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FAQ

What did ArcBest (ARCB) announce in its latest 8-K filing?

ArcBest furnished its unaudited Q4 2025 and full-year 2025 results through a press release, supplemental information, and presentation slides. These materials provide detailed financial data and are attached as Exhibits 99.1, 99.2, and 99.3 to the current report.

Which financial periods are covered in ArcBest (ARCB) January 30, 2026 disclosure?

The disclosure covers ArcBest’s fourth quarter 2025 and full-year 2025 results. The company issued a press release dated January 30, 2026, furnishing these unaudited figures along with supporting supplemental information and an earnings conference call presentation.

What non-GAAP measures does ArcBest (ARCB) highlight in this filing?

ArcBest highlights non-GAAP earnings, earnings per share, effective tax rates, EBITDA and Adjusted EBITDA. The company provides reconciliations to the most directly comparable GAAP measures, aiming to show core operating performance and clarify performance trends for analysts and investors.

Why does ArcBest (ARCB) use EBITDA and Adjusted EBITDA?

ArcBest views EBITDA and Adjusted EBITDA as useful measures of performance and debt service capacity. Management notes that Adjusted EBITDA is a primary component of financial covenants in its credit agreement and is widely used by analysts and investors to evaluate financial performance.

Where can investors find reconciliations of ArcBest (ARCB) non-GAAP metrics?

Reconciliations are included in Exhibits 99.1 and 99.3. The press release provides reconciliations for earnings, earnings per share, effective tax rates and Adjusted EBITDA, while the presentation slides include reconciliations for any additional non-GAAP figures they present.

How does ArcBest (ARCB) position non-GAAP results relative to GAAP results?

ArcBest states non-GAAP measures should supplement, not replace, GAAP results. The company cautions that these metrics are not better measures than operating income, operating cash flow, net income, or earnings per share calculated under GAAP, and other companies may calculate them differently.