ArcBest Corporation (ARCB) Earnings: Q3 2026 Results and Next Report Date

The quarter ended September 30, 2026 and ArcBest published the results on November 4, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. ArcBest reports EPS two ways: GAAP, under the accounting rules every US filer follows, and non-GAAP, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• ArcBest reports in thousands of dollars; figures here are converted to millions.
• GAAP results for Q2 2026 include $85.3 million of pre-tax asset impairment charges: $50.8 million to write off Freight Movement System assets tied to Vaux, $25.7 million to write off the Panther trade name and $8.8 million of office lease impairments. ArcBest reported a GAAP diluted loss of $0.62 a share for that quarter.

Source: ArcBest Q3 2026 results, November 4, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How ArcBest splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• ArcBest's Asset-Based revenue was $799 million in Q3 2026, up 10% from $727 million in Q3 2025, 66% of total revenue.
• ArcBest's Asset-Light revenue was $446 million in Q3 2026, up 25% from $356 million in Q3 2025, 37% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

ArcBest's results release gives no revenue or EPS outlook. Its segment outlook is in the supplemental exhibit (Exhibit 99.2) filed with the release.

In its Q3 2026 release, ArcBest said:

“Based on current trends, the Company expects ABF's fourth quarter 2026 non-GAAP operating ratio to deteriorate by approximately 50 to 150 basis points sequentially from the third quarter of 2026.”

“For the fourth quarter of 2026, the Company expects Asset-Light GAAP operating income of $17 million to $20 million, which includes an estimated $12 million gain from the modification of an office lease used in the Asset-Light operations.”

“Excluding this gain and approximately $2 million of purchase accounting amortization expense, the Company expects Asset-Light non-GAAP operating income to range from $7 million to $10 million.”

“Under the current tax laws, the Company expects its non-GAAP effective tax rate for the fourth quarter and full year 2026 to range from 25.5% to 26.5%.”

Source: ArcBest Q3 2026 supplemental information (Exhibit 99.2), Nov 4, 2026.

This is the company's own guidance as of Nov 4, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the ARCB forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP revenues and diluted EPS, each as first reported in that quarter's release, converted from thousands to millions.

ArcBest's next report is expected around January 28, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 4, 2026

ArcBest has two reporting segments. Asset-Based is ABF Freight, one of North America's largest less-than-truckload carriers, and brought in $798.6 million of ArcBest's $1,210.5 million Q3 2026 revenue. Asset-Light, $446.3 million, covers truckload brokerage, managed transportation, ground expedite, intermodal, household goods moving, warehousing and international freight. Other and eliminations, which removes revenue between segments (Asset-Light provides services to the Asset-Based segment), took off $34.4 million. (ArcBest Q3 2026 release, Nov 4, 2026; ArcBest Form 10-K, 2025, Feb 25, 2026)

ArcBest's Asset-Based revenue rose 9.9% per day. Tonnage per day was up 9.6% and weight per shipment up 13.0%, while shipments per day fell 3.0%, which ArcBest describes as a continued shift in freight profile toward heavier shipments. Billed revenue per shipment rose 14.2% and billed revenue per hundredweight 1.1%, largely because of higher fuel surcharge revenue; excluding fuel surcharge, revenue per hundredweight fell in the low single digits. Contract and deferred pricing renewals in the quarter averaged a 5.1% increase. (ArcBest Q3 2026 release, Nov 4, 2026)

Asset-Light revenue rose 25.4% per day, with revenue per shipment up 23.8% and shipments per day up 1.2%. ArcBest attributed the gain to a tightening capacity environment. Purchased transportation was 85.0% of Asset-Light revenue, against 84.9% a year earlier, and the segment earned GAAP operating income of $12.5 million after a $1.6 million loss in Q3 2025. (ArcBest Q3 2026 release, Nov 4, 2026)

ArcBest's revenue is spread across many customers. In 2025 no single customer was more than 3% of consolidated revenues, and the ten largest together were about 14%. (ArcBest Form 10-K, 2025, Feb 25, 2026)

ArcBest's preliminary October 2026 figures show Asset-Based daily tonnage up about 15% and billed revenue per day up 20% from October 2025, and Asset-Light daily revenue up about 27%. (ArcBest Q3 2026 supplemental information (Exhibit 99.2), Nov 4, 2026)

ArcBest's GAAP diluted EPS was $2.30 in Q3 2026 and non-GAAP EPS was $2.62. Non-GAAP results exclude innovative technology costs tied to the Vaux customer pilot ($0.20 a share after tax), restructuring charges from the plan announced on July 16, 2026 ($0.14), and Asset-Light purchase accounting amortization ($0.06), and they also remove gains on life insurance policies ($0.09). A year earlier, non-GAAP EPS of $1.46 was below GAAP EPS of $1.72 because GAAP included a $0.52 gain on the sale of service centers. (ArcBest Q3 2026 release, Nov 4, 2026)

The July restructuring is expected to produce about $40 million of annualized cost savings, $30 million of it in Asset-Based. ArcBest realized about $6 million of savings in Q3 2026 and expects quarterly savings of about $10 million by the first quarter of 2027. (ArcBest Q3 2026 supplemental information (Exhibit 99.2), Nov 4, 2026)

Diluted average shares were 22,428,317 in the quarter, against 22,811,670 a year earlier. ArcBest spent $34.8 million on treasury stock in the first nine months of 2026, and $56.6 million remained under its repurchase authorization at October 30, 2026. The GAAP effective tax rate was 27.1% and the non-GAAP rate 27.6%. (ArcBest Q3 2026 release, Nov 4, 2026; ArcBest Q3 2026 supplemental information (Exhibit 99.2), Nov 4, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

ArcBest does not give revenue or EPS guidance. Its supplemental exhibit gives segment-level expectations: ABF's Q4 2026 non-GAAP operating ratio is expected to worsen by about 50 to 150 basis points from Q3, against an average seasonal deterioration of about 180 basis points from 2016 through 2025, excluding 2020 and 2023. (ArcBest Q3 2026 supplemental information (Exhibit 99.2), Nov 4, 2026)

For Asset-Light, ArcBest expects Q4 2026 GAAP operating income of $17 million to $20 million, including an estimated $12 million gain from modifying an office lease, or $7 million to $10 million on a non-GAAP basis. It also expects a non-GAAP tax rate of 25.5% to 26.5% for the fourth quarter and full year and 2026 net capital expenditures of $130 million to $140 million. (ArcBest Q3 2026 supplemental information (Exhibit 99.2), Nov 4, 2026)

A consensus figure is the average of the models published by the analysts who cover ArcBest, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones ArcBest's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning ARCB is on is ARCB a buy or a sell?, what analysts expect next is on the ARCB forecast, and what the company does is on the ArcBest Corporation (ARCB) stock page.

Every number on this page can be traced to a document ArcBest published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.