US · Industrials · Trucking
EPS came in at 2.62 against a street estimate of 2.54 — a beat of 3.1%.
Analysts rate ArcBest Corp a buy (8 buy, 6 hold, 0 sell out of 14) with an average price target of $166.85.
CONFIDENT ArcBest reported strong Q2 with 90.8% adjusted OR (200bps YoY), driven by pricing discipline, heavier freight mix, and productivity gains. Announced $40M restructuring. Expects Q3 Asset-Based OR flat sequentially despite fuel headwind. Q2 2026 Call did not break out regional performance. Analysts pressed on tonnage recovery potential, revenue trend deceleration, and liability impacts from Scottish Montgomery. Management emphasized early spillover signs, mix-driven revenue strength, and existing risk discipline positioning ArcBest favorably. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 15.69% |
| Amvescap Plc. | 7.38% |
| American Century Companies Inc | 6.90% |
| Dimensional Fund Advisors, Inc. | 6.13% |
| Vanguard Portfolio Management, LLC | 6.08% |
| Vanguard Capital Management, LLC | 4.50% |
| State Street Corp | 4.30% |
| Geode Capital Management, LLC | 2.63% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1,210,503, up from $1,048,137 in the third quarter of 2025. • Third-quarter operating income was | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue increased 15% year over year to $1.2 billion, or $1,210,503 thousand, from $1,048,137 thousand. • Net | 2026-11-04 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • ArcBest’s Board approved a quarterly cash dividend of $0.12 per share. • Shareholders of record on November 13, 2026, will receiv | 2026-10-30 |
| Reg FD disclosure · Q3 2026 ARCBEST CORPORATION – Q3 2026 UPDATE SUMMARY HEADLINE NUMBERS • Asset-Based (ABF Freight) QTD 2026 (July-August) vs. 2025: - Billed Revenue per Da | 2026-09-08 |
| Quarterly report · Q2 2026 ARCBEST CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $2,452,285 thousand (June 30, 2026) vs. $2,452,662 thousand (Dec 31, 202 | 2026-07-30 |
| Results announced · Q3 2026 ARCBEST CORPORATION – Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $1,184.5 million vs. $1,022.3 million in Q2 2025 (15.9% increase) | 2026-07-29 |
| Company announcement · Q3 2026 ARCBEST CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Board approved quarterly cash dividend of $0.12 per share • Record date: August 7, 2026 • | 2026-07-24 |
| Company announcement · Q3 2026 ARCBEST CORPORATION - RESTRUCTURING PLAN SUMMARY HEADLINE NUMBERS • Total estimated cash charges: $6.0 million to $7.0 million, primarily in Q3 2026 | 2026-07-16 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.12 / share ex-date Nov 13, 2026 · pay Nov 27, 2026 | 2026-11-13 |
| Dividend | $0.12 / share ex-date Aug 7, 2026 · pay Aug 21, 2026 | 2026-08-07 |
| Dividend | $0.12 / share ex-date May 8, 2026 · pay May 22, 2026 | 2026-05-08 |
| Dividend | $0.12 / share ex-date Feb 10, 2026 · pay Feb 24, 2026 | 2026-02-10 |
| Dividend | $0.12 / share ex-date Nov 14, 2025 · pay Nov 28, 2025 | 2025-11-14 |
| Announcement | Date |
|---|---|
| Quarterly cash dividend of $0.12 per share declared ArcBest’s board declared a quarterly cash dividend of $0.12 per common share. Investors must own the stock by November 13, 2026, to receive the dividend, which will be paid on November 27, 2 | 2026-10-30 |
| Q3 2026 financial results and business trends update provided ArcBest Corporation reported preliminary August 2026 operating metrics showing solid growth in its Asset-Based segment (trucking/logistics business). Key findings: billed revenue per day inc | 2026-09-08 |
| Preliminary fourth quarter 2025 financial results and business trends update provided ArcBest Corporation reported preliminary fourth quarter 2025 results through November 30, showing mixed but mostly concerning trends across its business segments. Asset-Based Segment (core | 2025-12-01 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.