ArcBest — Third Quarter 2026 Earnings Summary

ArcBest reported third-quarter 2026 revenue of $1.2 billion, representing a 15% increase year over year, driven by stronger performance across its Asset-Based and Asset-Light segments. Net income for the quarter reached $51.7 million, or $2.30 per diluted share, compared to $39.3 million in the prior-year period, while non-GAAP net income rose to $58.7 million. The Asset-Based segment saw revenue grow 9.9% to $798.6 million with an operating ratio of 90.5%, whereas the Asset-Light segment achieved a 25.4% revenue increase to $446.3 million and turned a prior-year operating loss into a $12.5 million profit.