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 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.
The Vanguard Group filed Amendment No. 14 to a Schedule 13G/A reporting 0 shares beneficially owned of ArcBest Corp common stock, representing 0% of the class. The filing explains an internal realignment effective January 12, 2026, under SEC Release No. 34-39538 that caused certain Vanguard subsidiaries and business divisions to report holdings separately; Vanguard states those entities pursue the same investment strategies as before the realignment.
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.