BusinessThursday, November 5
ArcBest reports third-quarter revenue of $1.2 billion, up from a year ago
The Daily Fort Smith team
If you keep an eye on hometown companies, ArcBest had a strong third quarter. The Fort Smith company reported Wednesday revenue of $1.2 billion, up 14.3% from $1.05 billion a year ago, and income of $55.7 million, up from $39.3 million.
Revenue rose in both of ArcBest's divisions
| Q3 2025 | Measure | Q3 2026 |
|---|---|---|
| $726.5M | Asset revenue | $798.6M |
| $355.9M | Asset-light revenue | $446.3M |
| $70.2M | Asset operating income | $75.6M |
Sources: Arkansas Business, Talk Business & Politics
Talk Business & Politics reports net income of $51.659 million, up 31.5%, and revenue of $1.21 billion, up 15.5%. Adjusted earnings per share of $2.62 beat the $2.51 consensus estimate.
“The third quarter reflected the progress we've been making across ArcBest and the commitment of our people.”
- Asset-light operating income: $12.5 million, up from a $1.6 million loss
- Shares: down 2.5% to $131.10 in morning trading
- Stephens analyst's target price: $185 a share
- July cut: about 2% of workforce, roughly 280 jobs
ArcBest's income climbed, and its shares are up year to date
- $55.7 million
- in third-quarter income, up 41.7%
- $2.30
- earnings per share, up from $1.72
- More than 80%
- gain in ArcBest shares year to date
Source: Arkansas Business
Sources: Arkansas Business, Talk Business & Politics