Quarterly UpdatesJun 4, 2026, 05:21 PM
ArcBest Q2 Update: Asset-Based Revenue/Day +10%; Operating Ratio to Improve 600-700 bps
AI Summary
ArcBest provided an update on its preliminary second quarter 2026 financial results and business trends for its Asset-Based and Asset-Light segments. The Asset-Based segment saw a 10% increase in billed revenue per day and a 5% increase in tonnage per day for the quarter-to-date period. The company anticipates a sequential improvement of 600 to 700 basis points in the Asset-Based non-GAAP operating ratio for Q2. The Asset-Light segment reported a 28% year-over-year increase in daily revenue and a 15% increase in daily shipments for the quarter-to-date, with an expected non-GAAP operating income of $3 million to $5 million for Q2.
Key Highlights
- Asset-Based QTD Billed Revenue/Day increased by 10% year-over-year.
- Asset-Based QTD Tonnage/Day increased by 5% year-over-year.
- Asset-Based May Revenue/Shipment increased by 14% year-over-year.
- Asset-Based Q2 operating ratio expected to improve sequentially by 600-700 basis points.
- Asset-Light QTD Revenue/Day increased by 28% year-over-year.
- Asset-Light QTD Shipments/Day increased by 15% year-over-year.
- Asset-Light Q2 non-GAAP operating income expected to be $3 million to $5 million.
Price Impact
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