Every 8-K that ArcBest Corporation (ARCB) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ARCB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ARCB filings page.
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 Corporation reported higher second-quarter 2026 revenue but a GAAP loss influenced by impairment and restructuring. Revenue for the quarter ended June 30, 2026 was $1.18 billion, up from $1.02 billion a year earlier. GAAP results showed a net loss of $13.8 million, or ($0.62) per diluted share, versus net income of $25.8 million, or $1.12 per diluted share, in second quarter 2025; results include $85.3 million of asset impairment charges and restructuring expenses. On a non-GAAP basis, net income rose to $53.6 million, or $2.38 per diluted share, compared with $31.2 million, or $1.36, in the prior-year quarter.
In the Asset-Based segment, tonnage per day increased 4.9%, shipments per day declined 2.8%, and billed revenue per shipment rose 12.5%, with billed revenue per hundredweight up 4.2%, reflecting a heavier freight profile, a 5.8% average contract price increase and higher fuel surcharges; the non-GAAP operating ratio improved by 650 basis points sequentially. Asset-Light revenue increased on higher shipment volumes and pricing, with second-quarter daily revenue up 14.3% sequentially and non-GAAP operating income improving versus both the prior year and prior quarter. For the first half of 2026, net cash provided by operating activities was $138.3 million, cash and cash equivalents were $145.9 million at June 30, and management highlights an expected $40 million of annual pre-tax cost savings from its restructuring plan, Asset-Light third-quarter 2026 GAAP operating income guidance of $4 million to $6 million (non-GAAP $6 million to $8 million), and a projected 2026 non-GAAP tax rate of 25.5% to 26.5%.
ArcBest Corporation reported that its Board of Directors has declared a quarterly cash dividend of $0.12 per share on its common stock. The dividend will be paid on August 21, 2026 to stockholders who are holders of record as of August 7, 2026.
ArcBest describes itself as a multibillion-dollar integrated logistics company founded in 1923, with 14,000 employees across 250 campuses and service centers, providing transportation and fully managed supply-chain solutions supported by its ArcBest View digital logistics platform.
ArcBest Corporation announced a restructuring plan to realign its operating structure, simplify its brand architecture and reduce costs to support long-term growth and profitability. Effective August 1, 2026, MoLo Solutions, Panther Premium Logistics and ArcBest Technologies will operate under the ArcBest brand, while ABF Freight remains its less-than-truckload carrier.
The plan includes workforce reductions and elimination of open roles totaling about 2% of positions and consolidation of select service centers representing about 1% of network doors. ArcBest expects cash charges of $6.0–$7.0 million, primarily in the third quarter of 2026, and non-cash impairments of about $76.5 million in the second quarter of 2026. Separately, it plans a non-cash impairment of about $8.8 million ($6.7 million after tax) related to a right-of-use asset and leasehold improvements for leased office space in its Asset-Light segment. The initiatives are projected to generate roughly $40 million in annualized run-rate cash savings, which support, but are not incremental to, previously communicated 2028 financial targets.
ArcBest Corporation is updating investors on second-quarter 2026 business trends, showing strong year-over-year growth in both its Asset-Based and Asset-Light segments. In Asset-Based operations, April and May billed revenue per day rose around 10%, with tonnage per day up about 5–6% despite fewer shipments.
Heavier freight is driving pricing metrics higher: May revenue per shipment increased 14% and revenue per hundredweight rose 5%, mainly from fuel surcharges. Management expects the Asset-Based non-GAAP operating ratio to improve sequentially by about 600–700 basis points, versus a typical 350-basis-point improvement.
In the Asset-Light segment, daily revenue grew about 28% year-over-year quarter-to-date, with shipments up about 15% and revenue per shipment up about 11%. For the second quarter, ArcBest projects Asset-Light non-GAAP operating income of roughly $3–$5 million, excluding about $2 million of purchase accounting amortization.
ArcBest Corporation filed an amended current report to fix a clerical error on a previously filed report about its conversion of incorporation. The earlier filing mistakenly listed Delaware as the state of incorporation on the cover page. This amendment updates the cover to correctly show Texas and makes no other changes to the prior disclosure or its exhibits.
ArcBest Corporation terminated its Third Amended and Restated Receivables Loan Agreement with Toronto-Dominion Bank and other lenders. This facility provided a maximum committed funding amount of $50 million, with an additional $100 million available through an accordion feature, and was secured primarily by receivables.
The agreement had been used for letters of credit supporting workers’ compensation and third-party casualty claims where the company is self-insured. As of April 29, 2026, there were no outstanding letters of credit or drawn amounts under this facility, and ArcBest incurred no early termination penalties. Future letters of credit will instead be issued under the Fifth Amended and Restated Credit Agreement dated November 25, 2025.
ArcBest Corporation has changed its legal domicile from Delaware to Texas. On May 15, 2026, the company filed certificates of conversion in Delaware and Texas, plus a new Texas certificate of formation, making the Texas reincorporation effective at 9:35 a.m. Central Time.
ArcBest’s stockholder rights were modified in connection with this move, with detailed descriptions previously provided in its March 13, 2026 proxy statement under the reincorporation proposal. The filing also makes publicly available the Plan of Conversion, the new Texas charter and updated Texas bylaws as exhibits.
ArcBest Corporation reported mixed first quarter 2026 results. Revenue for the quarter ended March 31, 2026 rose to $998.8 million from $967.1 million a year earlier, but the company posted a GAAP net loss of $1.0 million, or $(0.05) per diluted share, versus net income of $3.1 million, or $0.13 per share, in 2025.
On a non-GAAP basis, ArcBest reported net income of $7.2 million, or $0.32 per diluted share, down from $11.9 million, or $0.51 per share, as innovative technology costs and purchase accounting amortization weighed on results. Asset-Based tonnage per day grew 6.5% and Asset-Light returned to a small operating profit, while consolidated Adjusted EBITDA was essentially flat at about $49.4 million. Management highlighted shipment growth, pricing increases averaging 6.3% on Asset-Based contract renewals, and improving Asset-Light productivity, and provided outlook commentary calling for sequential operating ratio improvement in Asset-Based and second-quarter non-GAAP Asset-Light operating income of approximately $1 million to $3 million.
ArcBest Corporation reported results from its 2026 annual stockholders’ meeting. All ten director nominees were elected with roughly 20.6 million votes for each and limited opposition. Stockholders also approved the advisory vote on compensation for Named Executive Officers with 20,392,583 votes in favor.
Stockholders ratified Grant Thornton LLP as independent registered public accounting firm for fiscal 2026 with 21,526,417 votes for. A proposal to reincorporate the Company from Delaware to Texas by conversion was approved with 13,944,420 votes for and 6,921,119 against, and is expected to become effective on or about May 15, 2026. A shareholder proposal on GHG emissions reduction targets did not pass, receiving 6,212,512 votes for and 14,468,659 against.
ArcBest Corporation has declared a quarterly cash dividend of $0.12 per share on its common stock. The dividend will be paid on May 22, 2026 to shareholders who are holders of record as of May 8, 2026.
This action continues ArcBest’s practice of returning cash to shareholders through regular dividends, as confirmed in the accompanying press release filed with the report.
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 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.
ArcBest Corporation is refreshing its board of directors. On January 26, 2026, the Board expanded from eleven to thirteen members and elected Ann G. Bordelon and Bobby K. George as directors, effective immediately, and appointed both to the Audit Committee.
Bordelon, an executive at the University of Arkansas, and George, Senior Vice President and Chief Digital Officer at Carrier Global Corporation, will serve until the 2026 annual meeting, when they stand for election. The company also announced that long-serving directors Fredrik J. Eliasson and Kathleen D. McElligott will retire from the Board effective February 28, 2026.
Following the previously announced retirement of director Craig E. Philip on January 28, 2025, the Board size will decrease from thirteen to twelve, and then to ten after Eliasson’s and McElligott’s retirement. ArcBest issued a press release on January 28, 2026, detailing these governance changes.
ArcBest Corporation disclosed that its Board of Directors approved a quarterly cash dividend of $0.12 per share. The dividend will be paid on February 24, 2026 to shareholders of record as of February 10, 2026.
The company announced this action through a press release dated January 27, 2026, which is included as an exhibit to the report.
ArcBest Corporation entered into a Fifth Amended and Restated Credit Agreement, updating its revolving credit facility with a group of banks led by U.S. Bank National Association. The facility now provides up to $250 million of revolving borrowing capacity, including a $40 million swing line sub-facility and an increased letter of credit sub-facility from $20 million to $50 million. The credit line has a five-year term and now matures on November 25, 2030.
ArcBest may also request up to an additional $125 million in revolving commitments or incremental term loans through an Accordion Feature, subject to conditions in the agreement. Borrowings will bear interest at either an Alternate Base Rate plus 0.125%–1.00% or an Adjusted Term SOFR rate plus 1.125%–2.00%, depending on ArcBest’s adjusted leverage ratio. The facility is intended for general corporate purposes and working capital and is supported by cross-guarantees from the company and its material domestic subsidiaries, with customary financial covenants and events of default.
ArcBest Corporation reported it has issued a press release with unaudited third quarter 2025 results. The company furnished materials on a Form 8‑K, including the press release, supplemental information, and a slide presentation for a scheduled conference call.
Alongside GAAP results, ArcBest highlights the use of certain non‑GAAP measures and ratios that management uses to assess core operating performance. The materials include reconciliations to the most directly comparable GAAP measures, covering earnings and earnings per share, effective tax rates, and Adjusted EBITDA. Management notes EBITDA is widely used to gauge performance and debt‑service capacity, and that Adjusted EBITDA is a primary component of the company’s credit agreement covenants. The exhibits provide the detailed reconciliations and calculations.
ArcBest Corporation expanded its Board to eleven members and elected Chris T. Sultemeier as a director, effective immediately. He joins the Compensation and Nominating/Corporate Governance Committees and will receive an initial restricted stock unit grant on the fifth business day after the company’s Q3 2025 earnings release.
The company also announced leadership transitions. Dr. Craig E. Philip will retire from the Board following the January 27, 2026 meeting after more than 14 years of service. The independent directors unanimously elected Eduardo F. Conrado as Lead Independent Director, effective November 1, 2025, with an additional annual retainer under the non‑employee director compensation program.
As previously disclosed, Judy R. McReynolds will retire as CEO effective December 31, 2025 and continue as chairman of the Board. Effective January 1, 2026, she will participate in non‑employee director compensation and receive an additional annual cash retainer of $120,000 for her service as chairman.
ArcBest Corporation announced a quarterly cash dividend of $0.12 per share. The dividend is payable on November 28, 2025 to shareholders of record as of November 14, 2025.
ArcBest Corporation reported that its Board of Directors has approved an increase in the company’s share repurchase authorization, bringing the total authorized amount to $125 million. This program allows the company to buy back its own common stock, which can reduce the number of shares in the market and concentrate ownership among remaining shareholders. The change was announced in a press release dated September 15, 2025, which is included as an exhibit to the report.
ArcBest Corporation (Nasdaq: ARCB) provided a brief update on recent business trends for the third quarter of 2025, noting that preliminary statistics for August 2025 are not expected to differ materially from final results. The company compares the third quarter to date (July 1 through August 31, 2025) with the same period in 2024 and discloses workday counts: 22.0 workdays in July 2025 versus 21.5 in July 2024, and 21.0 workdays in August 2025 versus 22.0 in August 2024. These calendar-day differences are presented as context for quarterly activity but the filing does not include revenue, earnings, guidance, or other operating metrics.