ArcBest Announces Third Quarter 2026 Results
ArcBest reported Q3 2026 revenue of $1.21 billion, up 15% year over year, with GAAP net income of $51.7 million ($2.30 diluted EPS) and non-GAAP EPS of $2.62 versus $1.46 in the prior-year quarter. The Asset-Based segment posted a 9.9% per-day revenue increase on 9.6% higher tonnage with a 90.4% non-GAAP operating ratio, while Asset-Light swung to $12.5 million of operating income from a $1.6 million loss, with Adjusted EBITDA of $15.6 million versus $3.1 million.
Key figures
- Eps
- 2.3
- Revenue
- 1210503000
- Revenue Yoy
- 15%
- Non gaap eps
- 2.62
- Gaap net income
- 51659000
- Asset based revenue
- 798613000
- Asset light revenue
- 446291000
- Non gaap net income
- 58666000
- Tonnage per day yoy
- 9.6%
- Asset light adjusted ebitda
- 15593000
- Asset light operating income
- 12454000
- Consolidated adjusted ebitda
- 119723000
- Asset based operating ratio gaap
- 90.5%
- Contract renewal pricing increase
- 5.1%
- Asset based operating ratio non gaap
- 90.4%
AI analysis
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