ArcBest Corporation filed its Form 10-Q with the SEC on November 4, 2026, covering the quarterly period ended September 30, 2026, reporting revenues of $1,210,503 thousand and net income of $51,659 thousand for the third quarter.

Key Highlights

  • Quarterly revenues: ArcBest reported revenues of $1,210,503 thousand for the three months ended September 30, 2026, compared to $1,048,137 thousand in the same period of 2025.
  • Quarterly net income: Net income was $51,659 thousand for Q3 2026, up from $39,274 thousand in Q3 2025.
  • Nine-month net income: For the nine months ended September 30, 2026, net income was $36,798 thousand, compared to $68,214 thousand in the prior-year period.
  • Diluted EPS: Diluted earnings per common share were $2.30 for Q3 2026 and $1.64 for the nine months ended September 30, 2026.
  • Total assets: Total assets stood at $2,473,360 thousand as of September 30, 2026, versus $2,452,662 thousand at December 31, 2025.
  • Shares outstanding: Common shares outstanding as of October 30, 2026 were 22,054,670.
  • Total stockholders' equity: Stockholders' equity was $1,292,114 thousand at September 30, 2026, compared to $1,295,721 thousand at December 31, 2025.

ArcBest Q3 2026 Financial Results: Revenue Growth With Lower Nine-Month Earnings

According to the filing, ArcBest Corporation (NASDAQ:ARCB) posted revenues of $1,210,503 thousand for the three months ended September 30, 2026, an increase from $1,048,137 thousand in the comparable prior-year quarter. Operating expenses for Q3 2026 were $1,137,169 thousand, producing operating income of $73,334 thousand, compared to operating income of $54,627 thousand in Q3 2025. After other costs and an income tax provision of $19,214 thousand, the company reported net income of $51,659 thousand for the quarter.

For the nine months ended September 30, 2026, the filing reported revenues of $3,393,822 thousand against $3,037,470 thousand in the year-earlier period. However, nine-month operating income declined to $56,141 thousand from $98,566 thousand, and net income for the nine-month period was $36,798 thousand compared to $68,214 thousand in the same period of 2025. The company's income tax provision for the nine months was $11,785 thousand.

On the balance sheet, cash and cash equivalents grew to $184,924 thousand at September 30, 2026, from $102,030 thousand at December 31, 2025. Accounts receivable, net of allowances, were $488,940 thousand, up from $370,969 thousand at year-end 2025. Long-term debt, excluding the current portion, was $106,257 thousand, down from $135,974 thousand at December 31, 2025. Retained earnings were $1,513,128 thousand, and treasury stock stood at a cost of $561,388 thousand, reflecting 8,424,105 treasury shares as of September 30, 2026.

What Was Disclosed

ArcBest filed its quarterly report for the period ended September 30, 2026, disclosing Q3 revenues of $1,210,503 thousand, net income of $51,659 thousand, diluted EPS of $2.30, and total assets of $2,473,360 thousand, alongside balance sheet and nine-month comparative figures.