ArcBest Q1 Earnings Beat, Shares Up 3%

ArcBest posted Q1 2026 adjusted EPS of $0.32, beating consensus $0.29 by $0.03.
Revenue reached $998.8 million, missing the $994.68 million estimate but rising 3.3% YoY from $967.1 million.
Asset‑Based segment revenue grew to $655.0 million, with tonnage up 6.5% and shipments up 1.8%, though operating ratio slipped to 97.3%.
Asset‑Light revenue rose to $377.7 million, delivering $0.2 million operating income and $4.2 million adjusted EBITDA; shareholders received >$10 million via dividends and buybacks.