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 Corporation reported higher revenue but a GAAP loss for the quarter ended June 30, 2026. Consolidated revenues rose to 1,184,533 (in thousands), up 15.9% year over year, and to 2,183,319 (in thousands) for the first half, driven by higher fuel surcharges, improved rates, and increased Asset‑Light shipment volumes.
The company recorded a quarterly net loss of 13,824 (in thousands) and a six‑month loss of 14,861 (in thousands), largely due to noncash asset impairment charges of 85,266 (in thousands) and restructuring charges of 2,173 (in thousands) tied to brand simplification, discontinuation of the Vaux Freight Movement System, and consolidation of facilities. Despite these charges, consolidated Adjusted EBITDA increased to 114,984 (in thousands) for the quarter and 164,360 (in thousands) year‑to‑date.
The Asset‑Based LTL segment improved operating ratio and grew revenue to 783,671 (in thousands), with tonnage per day up 4.9% and billed revenue per shipment up 12.5%. Asset‑Light revenues climbed 28.3% to 438,705 (in thousands), though the segment reported an operating loss due to impairments and higher purchased transportation costs. Operating cash flow strengthened to 138,279 (in thousands) in the first half, cash and cash equivalents reached 145,851 (in thousands), and ArcBest maintained ample liquidity with 224.1 million in available borrowing capacity on its 250.0 million revolving credit facility while continuing dividends and share repurchases.
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.
AllianceBernstein L.P. amended a Schedule 13G to report beneficial ownership of 1,031,140 shares of ArcBest Corp common stock. The filing states this position represents 4.6% of the class and that AllianceBernstein has sole voting power over 897,812 shares and sole dispositive power over 1,031,140 shares. The disclosure is signed May 15, 2026 and cites CUSIP 03937C105.
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’s Chief Human Resources Officer, Erin K. Gattis, reported routine tax-related share withholdings in company stock. On May 6 and May 7, 2026, a total of 450 common shares were disposed of as tax-withholding transactions at prices around $121.78–$121.82 per share, to satisfy tax obligations rather than through open-market sales. After these transactions, Gattis directly holds 30,449 common shares and also has an indirect position of about 121.48 shares in a 401(k) account, calculated from ArcBest Corporation stock fund units as of May 7, 2026.