| Metric | Value ($ M) | Q1 FY25 |
|---|---|---|
| Revenue | 998.79 | 3.3% |
| Total Income | 998.79 | 3.3% |
| Expenditure | 995.36 | 3.6% |
| PBT | -1.33 | 131.9% |
| Net Profit | -1.04 | 133.2% |
| OPM | 0.34% | 0.34pp |
| NPM | -0.10% | 0.43pp |
| EPS | -0.05 | 138.5% |
ArcBest Announces First Quarter 2026 Results
03 May 2026 · 3 May, 6:25 pm
Summary
ArcBest announced its first quarter 2026 financial results, with revenue totaling $998.8 million, up from $967.1 million in the prior-year period. The company reported a net loss of $1.0 million, or a loss of $0.05 per diluted share, compared to net income of $3.1 million in the first quarter of 2025. On a non-GAAP basis, net income was $7.2 million, or $0.32 per diluted share. The Asset-Based segment saw a revenue increase of 2.2 percent per day, while the Asset-Light segment experienced a 7.0 percent per-day increase in revenue.
Key Highlights
- 1
ArcBest's first quarter 2026 revenue totaled $998.8 million, compared to $967.1 million in the prior-year period.
- 2
The company reported a net loss of $1.0 million, or a loss of $0.05 per diluted share, versus net income of $3.1 million in the first quarter of 2025.
- 3
On a non-GAAP basis, net income was $7.2 million, or $0.32 per diluted share, compared to $11.9 million in the prior year.
- 4
Asset-Based revenue increased to $655.0 million compared to $646.3 million, representing a per-day increase of 2.2 percent.
- 5
Asset-Light revenue increased to $377.7 million compared to $356.0 million, a per-day increase of 7.0 percent.
- 6
Customer contract renewals and deferred pricing agreements averaged a 6.3 percent increase during the first quarter in the Asset-Based segment.
- 7
ArcBest returned more than $10 million to shareholders through a balanced capital allocation approach.
Management Comments
Seth Runser
We began 2026 with growth in Asset-Based shipments and tonnage and continued improvement in Asset-Light profitability. Our teams continue to deliver a premium experience for our customers despite a dynamic and uncertain environment, and their alignment around our strategy and priorities gives us confidence in our ability to execute and deliver on our long-term targets.
Informational and educational content only. Not investment advice.