ArcBest Q1 Earnings Call Highlights

3 weeks ago 12

MarketBeat

Tue, April 28, 2026 astatine 10:29 AM CDT 8 min read

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Key Points

Q1 results: Consolidated gross was $1.0 billion (up 3% YoY) portion non‑GAAP operating income fell to $13 million from $17 cardinal and adjusted EPS dropped to $0.32 from $0.51.
Divergent conception performance: Asset‑Based saw regular tonnage +7% but borderline unit with a 97.3% operating ratio and little gross per hundredweight, portion Asset‑Light grew gross ~7% with grounds shipments per time and large productivity gains (SG&A/shipment down 15%, shipments per idiosyncratic +26%).
Outlook and execution: Management expects Q2 to amended sequentially by astir 400–500 ground points successful operating ratio, is seeing aboriginal signs of tightening capableness and pricing leverage, is launching ArcBest View, and highlighted exertion and AI projects delivering meaningful outgo savings alongside opportunistic stock repurchases and a beardown equilibrium sheet.
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ArcBest (NASDAQ:ARCB) reported first-quarter 2026 results against what absorption described arsenic a “challenging operating environment,” citing terrible wintertime weather, higher substance prices and continued macro uncertainty. President and CEO Seth Runser told investors the institution remained focused connected executing its semipermanent strategy with discipline, portion Chief Financial Officer Matt Beasley said “operational absorption and outgo power enabled america to navigate the challenging situation portion continuing to presumption the concern for semipermanent success.”

First-quarter results and conception show

On a consolidated basis, ArcBest reported first-quarter gross of $1.0 billion, up 3% year-over-year. Non-GAAP operating income was $13 million, down from $17 cardinal a twelvemonth earlier, and adjusted net per stock were $0.32 compared with $0.51 successful the prior-year period. Beasley said Asset-Based operating income declined $9 cardinal year-over-year, portion Asset Light generated non-GAAP operating income of $3 million, improving $4 cardinal from past year.

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In the Asset-Based segment, first-quarter gross was $655 million, rising 2% connected a per-day basis. The segment’s operating ratio was 97.3%, which Beasley said was 140 ground points higher than the anterior twelvemonth and 110 ground points higher sequentially. Daily tonnage accrued 7%, driven by a 2% summation successful shipments per time and a 5% summation successful value per shipment.

Beasley said gross per shipment accrued slightly, supported by higher value per shipment, but noted gross per hundredweight declined 4% chiefly owed to a displacement successful freight illustration toward heavier shipments. On costs, helium pointed to higher labour needs to enactment shipment growth, yearly declaration increases successful national wage rates, higher substance prices and accrued depreciation tied to instrumentality investments.

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