Jun 2026 (Q2 FY26) — Jul 29, 2026
ArcBest Q2 FY26 — Strong Earnings and Operating Margin Improvement
Read the full callArcBest earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,185 | +15.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -1.7 | −5.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -13.8 | −153.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $72.08 on 14 Oct 2025 → $133.07. High $173.22 (9 Jun 2026), low $59.62 (20 Nov 2025).
Overview
Call summaries
ArcBest Q2 FY26 — Strong Earnings and Operating Margin Improvement
Read the full callEvery analysed call
Financials
Net profit, year on year: −154% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,063 | 1,002 | 967 | 1,022 | 1,048 | 973 | 999 | 1,185 |
| Expenses | 928 | 963 | 960 | 985 | 994 | 981 | 995 | 1,205 |
| Operating profit | 135 | 38 | 7 | 37 | 55 | -8 | 3 | -21 |
| Operating margin | 12.7% | 3.8% | 0.7% | 3.6% | 5.2% | −0.8% | 0.3% | −1.7% |
| Profit before tax | 137 | 37 | 4 | 36 | 54 | -11 | -1 | -21 |
| Tax rate | 26.6% | 22.5% | 25.0% | 28.2% | 26.6% | 23.1% | 22.3% | 34.0% |
| Net profit | 100 | 29 | 3 | 26 | 39 | -8 | -1 | -14 |
| EPS ($ per share) | 4.25 | — | 0.13 | 1.12 | 1.73 | — | -0.05 | -0.62 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 501 | 533 | 596 | 801 | 1,089 | 1,273 | 1,435 | 1,484 |
| Total liabilities | 822 | 888 | 950 | 1,184 | 1,343 | 1,243 | 1,115 | 1,157 |
| Fixed assets | 631 | 684 | 679 | 696 | 800 | 915 | 1,066 | 1,143 |
| Investments | 107 | 117 | 65 | 48 | 168 | 68 | 30 | 22 |
| Total assets | 1,539 | 1,651 | 1,779 | 2,113 | 2,494 | 2,485 | 2,430 | 2,453 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 255 | 170 | 206 | 324 | 471 | 322 | 286 | 229 |
| Cash from investing | -95 | -98 | 7 | -303 | -261 | -22 | -187 | -77 |
| Cash from financing | -91 | -60 | -111 | -248 | -128 | -197 | -233 | -178 |
| Net cash flow | 69 | 12 | 102 | -227 | 82 | 104 | -135 | -25 |
| Capital expenditure | -44 | -91 | -43 | -58 | -148 | -219 | -223 | -115 |
| Free cash flow | 211 | 79 | 163 | 265 | 323 | 103 | 63 | 114 |
58 filings between Nov 12, 2025 and Sep 15, 2026.
Purchases
None
No insider bought shares.
Sales
$3.22M
9 sales by 5 insiders
Also filed: 4 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Gattis Erin K | — | $862.8K | Aug 4, 2026 |
| MCREYNOLDS JUDY R | — | $815.2K | Aug 7, 2026 |
| Anderson Dennis L II | — | $736.6K | Aug 11, 2026 |
| Stipp Janice E | — | $693.6K | Aug 6, 2026 |
| Parks Jason T | — | $115.5K | Sep 15, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 15, 2026 | Parks Jason T VP - Controller(1) | Sale | 855 | $115.5K |
| Aug 27, 2026 | Sorg Ralph Edward Chief Commercial Officer | Gift | 200 | $0 |
| Aug 11, 2026 | Anderson Dennis L II Chief Innovation Officer | Sale | 2,103 | $285.2K |
| Aug 11, 2026 | Anderson Dennis L II Chief Innovation Officer | Gift | 1,950 | $0 |
| Aug 11, 2026 | Anderson Dennis L II Chief Innovation Officer | Sale | 3,347 | $451.4K |
| Aug 7, 2026 | MCREYNOLDS JUDY R Director | Sale | 2,857 | $397.1K |
| Aug 6, 2026 | Stipp Janice E Director | Sale | 3,600 | $501.1K |
| Aug 6, 2026 | MCREYNOLDS JUDY R Director | Sale | 1,443 | $201.0K |
| Aug 6, 2026 | Stipp Janice E Director | Sale | 1,400 | $192.4K |
| Aug 5, 2026 | MCREYNOLDS JUDY R Director | Gift | 7,000 | $0 |
| Aug 4, 2026 | MCREYNOLDS JUDY R Director | Sale | 1,500 | $217.2K |
| Aug 4, 2026 | Gattis Erin K CHIEF HUMAN RESOURCES OFFICER | Sale | 6,163 | $862.8K |
| May 7, 2026 | Beasley John Matthew CHIEF FINANCIAL OFFICER | Tax withheld | 193 | $23.5K |
| May 7, 2026 | Adkins Christopher A Chief Strategy Officer | Tax withheld | 130 | $15.8K |
| May 7, 2026 | Anderson Dennis L II Chief Innovation Officer | Tax withheld | 144 | $17.5K |
| May 7, 2026 | Gattis Erin K CHIEF HUMAN RESOURCES OFFICER | Tax withheld | 144 | $17.5K |
| May 7, 2026 | Parks Jason T VP - Controller(1) | Tax withheld | 73 | $8.9K |
| May 7, 2026 | RUNSER SETH President & CEO, ArcBest | Tax withheld | 219 | $26.7K |
| May 7, 2026 | Sorg Ralph Edward Chief Commercial Officer | Tax withheld | 130 | $15.8K |
| May 7, 2026 | Godfrey Matthew R President, ABF Freight | Tax withheld | 109 | $13.3K |
| May 6, 2026 | Hagy James Brent Chief Legal Officer&CorpSec(1) | Tax withheld | 303 | $36.9K |
| May 6, 2026 | Godfrey Matthew R President, ABF Freight | Tax withheld | 354 | $43.1K |
| May 6, 2026 | Adkins Christopher A Chief Strategy Officer | Tax withheld | 272 | $33.1K |
| May 6, 2026 | Beasley John Matthew CHIEF FINANCIAL OFFICER | Tax withheld | 438 | $53.4K |
| May 6, 2026 | Parks Jason T VP - Controller(1) | Tax withheld | 149 | $18.2K |
| May 6, 2026 | Anderson Dennis L II Chief Innovation Officer | Tax withheld | 354 | $43.1K |
| May 6, 2026 | Sorg Ralph Edward Chief Commercial Officer | Tax withheld | 337 | $41.1K |
| May 6, 2026 | Gattis Erin K CHIEF HUMAN RESOURCES OFFICER | Tax withheld | 306 | $37.3K |
| May 6, 2026 | RUNSER SETH President & CEO, ArcBest | Tax withheld | 643 | $78.3K |
| May 5, 2026 | RUNSER SETH President & CEO, ArcBest | Tax withheld | 349 | $41.2K |
| May 5, 2026 | RUNSER SETH President & CEO, ArcBest | Award | 10,150 | $0 |
| May 5, 2026 | Sorg Ralph Edward Chief Commercial Officer | Award | 2,025 | $0 |
| May 5, 2026 | Godfrey Matthew R President, ABF Freight | Tax withheld | 180 | $21.3K |
| May 5, 2026 | Godfrey Matthew R President, ABF Freight | Award | 2,200 | $0 |
| May 5, 2026 | Bordelon Ann G. Director | Award | 1,350 | $0 |
| May 5, 2026 | Adkins Christopher A Chief Strategy Officer | Award | 1,450 | $0 |
| May 5, 2026 | Beasley John Matthew CHIEF FINANCIAL OFFICER | Tax withheld | 321 | $37.9K |
| May 5, 2026 | Beasley John Matthew CHIEF FINANCIAL OFFICER | Award | 3,000 | $0 |
| May 5, 2026 | Hogan Michael P Director | Award | 1,350 | $0 |
| May 5, 2026 | Stipp Janice E Director | Award | 1,350 | $0 |
| May 5, 2026 | Gattis Erin K CHIEF HUMAN RESOURCES OFFICER | Tax withheld | 245 | $29.0K |
| May 5, 2026 | Gattis Erin K CHIEF HUMAN RESOURCES OFFICER | Award | 1,600 | $0 |
| May 5, 2026 | CONRADO EDUARDO F Director | Award | 1,350 | $0 |
| May 5, 2026 | MCREYNOLDS JUDY R Director | Award | 1,350 | $0 |
| May 5, 2026 | Sultemeier Chris T. Director | Award | 1,350 | $0 |
| May 5, 2026 | Adkins Christopher A Chief Strategy Officer | Tax withheld | 78 | $9.2K |
| May 5, 2026 | Albrecht Thomas S Director | Award | 1,350 | $0 |
| May 5, 2026 | Anderson Dennis L II Chief Innovation Officer | Tax withheld | 293 | $34.6K |
| May 5, 2026 | Anderson Dennis L II Chief Innovation Officer | Award | 2,200 | $0 |
| May 5, 2026 | Parks Jason T VP - Controller(1) | Tax withheld | 122 | $14.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow ARCBEST CORP /DE/ and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading