ArcBest (ARCB) Q1 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Tue, April 28, 2026 astatine 10:09 AM CDT 32 min read

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DATE

Apr. 28, 2026 astatine 9:30 a.m. ET

CALL PARTICIPANTS

• President and Chief Executive Officer — Seth K. Runser

• Chief Financial Officer — J. Matthew Beasley

• Chief Operating Officer — Eddie Sorg

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Full Conference Call Transcript

Seth K. Runser: Thank you, Amy, and bully morning, everyone. The archetypal 4th brought a challenging operating situation with terrible wintertime weather, higher substance prices, and continued uncertainty. Even so, we stay focused connected what we tin control: executing our semipermanent strategy with subject and advancing initiatives that enactment profitable growth, efficiency, and innovation. I americium incredibly arrogant of however the ArcBest Corporation squad responded successful a dynamic environment. They stayed disciplined, remained adjacent to our customers, and continued delivering flexible, efficient, and integrated solutions to conscionable evolving needs. Customer request has remained steady, and we proceed to spot betterment successful our pipeline. While the timing and gait of a broader betterment remains hard to predict, conditions are becoming much constructive.

Leading indicators of manufacturing enactment person moved into expansion, which is supportive of aboriginal freight demand. At the aforesaid time, truckload markets are showing aboriginal signs of tightening arsenic capableness continues to exit the industry, driven successful portion by regulatory enforcement and higher operating costs. In our lawsuit conversations, determination is an expanding accent connected execution, reliability, and visibility, and those priorities align intimately with however ArcBest Corporation serves its customers. Against that backdrop, we volition motorboat ArcBestView successful May. This level enables customers to quote, book, and way shipments crossed our logistics solutions done a azygous intuitive interface. We developed ArcBestView successful adjacent concern with customers, and aboriginal feedback has been precise encouraging.

Combined with our integrated solutions and continued advancement successful our integer capabilities, this level enhances our quality to assistance customers respond quickly, negociate complexity, and physique much resilient proviso chains. Importantly, this motorboat reflects a broader acceptable of capabilities we person been intentionally gathering implicit time. Our investments successful the network, technology, and operating tools person strengthened execution contiguous portion expanding what we tin present for customers going forward. We proceed to beforehand the initiatives we outlined astatine Investor Day, and our squad remains focused and aligned connected achieving our semipermanent targets. Let maine locomotion you done our advancement for the quarter. In the Asset-Based segment, regular shipments accrued 2% twelvemonth implicit twelvemonth to astir 20,000 shipments per day.