ArcBest reports Q3 2026 revenue up 15% and non‑GAAP EPS up 79% beating estimates
ArcBest Corp. posted third‑quarter 2026 results on November 4, showing revenue of $1.2 billion, a 15% year‑over‑year increase, and non‑GAAP earnings per share of $2.62, up 79% from the prior year. Net income rose to $51.7 million, or $2.30 per diluted share, on a GAAP basis. The company attributed the performance to disciplined pricing, productivity initiatives and cost savings across its Asset‑Based and Asset‑Light segments.
Why it matters
The earnings beat lifted the company’s non‑GAAP EPS above Wall Street forecasts, but the fourth‑quarter guidance signaled margin pressure, prompting the stock to fall about 2.5% in after‑hours trading. Investors will watch whether the pricing and efficiency gains can sustain profit growth in upcoming quarters (the company’s own commentary).
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, compared with $39.3 million, or $1.72 per diluted share, a year earlier. sec.gov
- 3Non‑GAAP net income was $58.7 million, or $2.62 per diluted share, up from $33.4 million, or $1.46 per diluted share, in the prior‑year period. sec.gov
- 4Asset‑Based revenue rose 10% on a per‑day basis to $799 million. investing.com
- 5Asset‑Light revenue grew 25% on a per‑day basis to $446 million. investing.com
- 6The company will host a conference call to discuss the results on November 4, 2026 at 9:00 a.m. ET. stocktitan.net
Summary written by AlphAI AI Desk from 13 of 13 sources. Not investment advice. Figures are as stated by the linked sources.