ARCBEST CORP /DE/ SEC Filings

ArcBest Corporation director Ann G. Bordelon filed an initial Form 3 insider ownership report for event date 01/26/2026. The filing states that no ArcBest securities are beneficially owned, and both the non-derivative and derivative securities tables show no reportable holdings or positions.

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 Corp. insider ownership update: Chief Operating Officer, Asset-Light Logistics, Mac S. Pinkerton filed an initial ownership report on Form 3 in connection with ArcBest Corp. common stock. The filing states in the remarks that no securities are beneficially owned, meaning the reporting officer does not report holding ArcBest equity at this time.

ArcBest Corp. officer James Brent Hagy, the company’s Chief Legal Officer and Corporate Secretary, has filed an initial ownership report showing his holdings in the company’s stock. As of the event date of January 1, 2026, he beneficially owned 3,075 shares of ArcBest common stock, held directly in his name. This filing is a routine disclosure of insider ownership rather than a report of a new stock purchase or sale.

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 (ARCB) insider activity: Director Chris T. Sultemeier reported acquiring 2,450 shares of common stock on 11/12/2025. The transaction was coded “A,” indicating an acquisition/award, at a reported price of $0 per share. Following this transaction, his directly held position stands at 2,450 shares.

ArcBest Corporation reported softer results for the quarter ended September 30, 2025. Revenue was $1,048,137, and operating income was $54,627, leading to net income of $39,274 or $1.72 diluted EPS. Results reflect a soft freight market, mix shifts, and lower revenue per shipment, partially offset by an Asset-Based gain on real estate sales.

By segment, Asset-Based revenue was $726,475 with operating income of $70,162, helped by a $15.7 million net gain on two service center sales. Asset-Light revenue was $355,969 with a small operating loss of $1,595. Cash from operations reached $184,291, while capital spending (net of financings) was $107,005 and equipment financings totaled $87,241. The company repurchased 777,908 shares for $57.8 million, leaving $122.2 million authorized. Liquidity remained solid with $120,604 in cash, full $250.0 million revolver availability, and A/R securitization capacity adjusted by $23.5 million in standby letters of credit. A quarterly dividend of $0.12 per share was declared.