ArcBest reports Q3 2026 revenue of $1.2 billion, GAAP EPS $2.30 and non‑GAAP EPS $2.62
ArcBest Corp. posted third‑quarter 2026 results on November 4. Revenue rose 15% year‑over‑year to $1.2 billion, with GAAP net income of $51.7 million ($2.30 per diluted share) and non‑GAAP net income of $58.7 million ($2.62 per diluted share). Asset‑Based revenue increased 10% to $798.6 million, while Asset‑Light revenue grew 25% to $446.3 million. CEO Seth Runser credited disciplined pricing, higher shipment weights and cost‑saving initiatives for the performance.
Why it matters
The earnings beat and double‑digit revenue growth suggest stronger pricing power and operational efficiency, which could support a higher valuation for ARCB, as noted by analysts who raised earnings expectations after the release. The segment‑level growth highlights the contribution of both the asset‑based and asset‑light businesses to overall profitability.
Key facts
- 1Third‑quarter revenue increased 15% year over year to $1.2 billion. sec.gov
- 2GAAP net income was $51.7 million, or $2.30 per diluted share. sec.gov
- 3Non‑GAAP net income was $58.7 million, or $2.62 per diluted share. sec.gov
- 4Asset‑Based revenue was $798.6 million, a 9.9% per‑day increase. sec.gov
- 5Asset‑Light revenue was $446.3 million, a 25.4% per‑day increase. sec.gov
- 6CEO Seth Runser said disciplined execution, pricing and cost savings drove the results. sec.gov
Summary written by AlphAI AI Desk from 18 of 18 sources. Not investment advice. Figures are as stated by the linked sources.