ArcBest Corporation provided an update on first-quarter 2026 results and business trends through Feb. 28, 2026, noting February 2026 statistics are preliminary and not expected to differ materially from actual results. In its Asset-Based segment, billed revenue per day rose 1.3% year over year in January and was flat in February, with quarter-to-date billed revenue per day up 1%. Tonnage per day increased 9.9% in January and 2% in February, with quarter-to-date tonnage up 6%, while shipments per day rose 4.1% in January, were flat in February, and were up 2% quarter to date; billed revenue per shipment fell 2.7% in January, was flat in February, and was down 1% quarter to date, and billed revenue per hundredweight declined 7.8% in January, 2% in February, and 5% quarter to date. The company said it expects its first-quarter operating ratio to increase about 100 to 200 basis points sequentially versus a historical 260-basis-point increase from the fourth quarter to the first quarter. In the Asset-Light segment, revenue per day increased 2.5% year over year in January and 8% in February, with quarter-to-date revenue per day up 6%; shipments per day increased 13.5% in January and 12% in February, with quarter-to-date shipments up 13%, while revenue per shipment declined 9.7% in January, 3% in February, and 7% quarter to date. Purchased transportation expense as a percentage of revenue was 86.6% in January, 86% in February, and 87% quarter to date. ArcBest said it currently expects first-quarter non-GAAP operating income of up to $2 million for the Asset-Light segment, excluding approximately $3 million of anticipated purchase accounting amortization for the quarter.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. ArcBest Corporation published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001104659-26-024695), on March 06, 2026, and is solely responsible for the information contained therein.
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