Welcome to our dedicated page for Arcbest SEC filings (Ticker: ARCB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The ArcBest Corporation (ARCB) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. ArcBest’s filings include current reports on Form 8-K, annual and quarterly reports, and exhibits that describe its financial condition, operating performance, governance changes and key agreements.
For investors analyzing ARCB, Form 8-K filings are especially important. Recent 8-Ks have covered topics such as unaudited quarterly results, including detailed segment data for the Asset-Based and Asset-Light businesses, non-GAAP reconciliations, and slides used in earnings conference calls. Other 8-Ks describe board and executive changes, director appointments, leadership succession, quarterly cash dividends, share repurchase authorizations and amendments to the company’s revolving credit facility.
ArcBest’s credit facility disclosures, for example, outline the terms of its Fifth Amended and Restated Credit Agreement, including the maximum credit amount, swing line and letter of credit sub-facilities, maturity date, pricing based on leverage ratios and key covenants. These filings also describe cross-guarantees by ArcBest and its material domestic subsidiaries, as well as customary events of default and financial ratio requirements.
On this page, Stock Titan surfaces ARCB filings as they are posted to EDGAR and enhances them with AI-powered summaries. AI explanations help clarify complex sections of lengthy reports, highlight segment-level trends, and point out items such as non-GAAP adjustments, debt terms and capital allocation actions. Users can quickly locate quarterly reports, annual reports, and current reports, and review how ArcBest communicates its operating performance, risk factors and strategic decisions through its official SEC documents.
ARCBEST CORP Schedule 13G reports that FMR LLC beneficially owned 1,290,755.82 shares of common stock, equal to 5.8% of the class as of 03/31/2026. The filing shows sole dispositive power for 1,290,755.82 shares and no shared voting or dispositive power.
ArcBest Corporation reported first-quarter 2026 revenue of $998.8 million, up 3.3% from a year earlier, but posted a net loss of $1.0 million, or $(0.05) per diluted share, versus net income of $3.1 million, or $0.13 per share, in 2025. Adjusted EBITDA was essentially flat at $49.4 million.
The Asset-Based segment grew revenue 1.3% to $655.0 million, with tonnage per day up 6.5% but operating income falling to $17.5 million as higher contractual wages, benefits, and depreciation lifted the operating ratio to 97.3%. Asset-Light revenue rose 6.1% to $377.7 million and improved from a $4.4 million loss to $0.2 million of operating income as shipments per day and per employee increased. Cash and short-term investments declined to $86.4 million after debt repayments, $7.4 million of share repurchases, and $2.7 million in dividends, but the company retained $223.9 million of unused capacity on its $250 million credit facility and $49.7 million under its accounts receivable securitization, and plans 2026 net capital spending of $150 million to $170 million.
Vanguard Capital Management filed a Schedule 13G reporting beneficial ownership of 1,178,027 shares of ArcBest Corp common stock, representing 5.28% of the class. The filer discloses sole dispositive power over 1,178,027 shares and sole voting power over 173,020 shares. The filing lists CUSIP 03937C105 and is signed by Ashley Grim on 04/29/2026.
ArcBest Corp reports that Vanguard Portfolio Management beneficially owns 1,277,859 shares of Common Stock. This represents 5.73% of the class. The filing shows sole voting power of 8,618 shares and sole dispositive power of 1,277,859 shares. The disclosure states these holdings include securities held by Vanguard funds and related affiliates. The form is signed by Ashley Grim on 04/28/2026.
ArcBest Corporation reported mixed first quarter 2026 results. Revenue for the quarter ended March 31, 2026 rose to $998.8 million from $967.1 million a year earlier, but the company posted a GAAP net loss of $1.0 million, or $(0.05) per diluted share, versus net income of $3.1 million, or $0.13 per share, in 2025.
On a non-GAAP basis, ArcBest reported net income of $7.2 million, or $0.32 per diluted share, down from $11.9 million, or $0.51 per share, as innovative technology costs and purchase accounting amortization weighed on results. Asset-Based tonnage per day grew 6.5% and Asset-Light returned to a small operating profit, while consolidated Adjusted EBITDA was essentially flat at about $49.4 million. Management highlighted shipment growth, pricing increases averaging 6.3% on Asset-Based contract renewals, and improving Asset-Light productivity, and provided outlook commentary calling for sequential operating ratio improvement in Asset-Based and second-quarter non-GAAP Asset-Light operating income of approximately $1 million to $3 million.
ArcBest Corporation reported results from its 2026 annual stockholders’ meeting. All ten director nominees were elected with roughly 20.6 million votes for each and limited opposition. Stockholders also approved the advisory vote on compensation for Named Executive Officers with 20,392,583 votes in favor.
Stockholders ratified Grant Thornton LLP as independent registered public accounting firm for fiscal 2026 with 21,526,417 votes for. A proposal to reincorporate the Company from Delaware to Texas by conversion was approved with 13,944,420 votes for and 6,921,119 against, and is expected to become effective on or about May 15, 2026. A shareholder proposal on GHG emissions reduction targets did not pass, receiving 6,212,512 votes for and 14,468,659 against.
ArcBest Corporation has declared a quarterly cash dividend of $0.12 per share on its common stock. The dividend will be paid on May 22, 2026 to shareholders who are holders of record as of May 8, 2026.
This action continues ArcBest’s practice of returning cash to shareholders through regular dividends, as confirmed in the accompanying press release filed with the report.
The Vanguard Group filed Amendment No. 14 to a Schedule 13G/A reporting 0 shares beneficially owned of ArcBest Corp common stock, representing 0% of the class. The filing explains an internal realignment effective January 12, 2026, under SEC Release No. 34-39538 that caused certain Vanguard subsidiaries and business divisions to report holdings separately; Vanguard states those entities pursue the same investment strategies as before the realignment.
ArcBest Corporation is asking stockholders to vote on six items at its 2026 annual meeting, including electing ten directors, approving executive pay on an advisory basis, ratifying Grant Thornton LLP as auditor, approving reincorporation from Delaware to Texas by conversion, and a stockholder proposal on greenhouse gas targets.
The proxy highlights significant leadership changes: Seth Runser became President and Chief Executive Officer effective January 1, 2026, while former CEO Judy McReynolds remains Chairman. The Board was substantially refreshed, adding four new independent directors and reducing average tenure, with a lead independent director structure.
In 2025, ArcBest generated $4 billion in consolidated revenue, down 4% from 2024, with Asset-Based revenue of $2.7 billion and Asset-Light revenue of $1.4 billion, and a consolidated operating ratio of 97.7%. The company returned more than $86 million to shareholders and emphasizes ESG initiatives, including fleet modernization, facility upgrades, training, diversity and belonging programs, and $1.9 million in philanthropy to over 170 organizations. Executive pay is described as largely performance-based, with strong stock ownership, clawback, anti-hedging and no single-trigger change-in-control provisions.