ArcBest Corp

ArcBest Corporation ( ARCB ) Q3 2026 Earnings Call November 4, 2026 9:00 AM EST Company Participants Amy Mendenhall - Vice President of Treasury & Investor Relations Seth Runser - President, CEO & Director Matt Beasley - Chief Financial Officer Eddie Sorg Matthew Godfrey - President of ABF Freight Conference Call Participants Jordan Alliger - Goldman Sachs Group, Inc., Research Division Ken Hoexter - BofA Securities, Research Division Cole Couzens - Wolfe Research, LLC Brian Ossenbeck - JPMorgan Chase & Co, Research Division Christian Wetherbee - Wells Fargo Securities, LLC, Research Division Michael Triano - UBS Investment Bank, Research Division Jeffrey Kauffman - Citizens JMP Securities, LLC, Research Division Ariel Rosa - Citigroup Inc., Research Division Bruce Chan Stephanie Benjamin Moore - Jefferies LLC, Research Division Bascome Majors - Stephens Inc., Research Division Presentation Amy Mendenhall Vice President of Treasury & Investor Relations Good morning. I'm here today with Seth Runser, our President and CEO; and Matt Beasley, our Chief Financial Officer.

ArcBest NASDAQ: ARCB reported higher third-quarter revenue, earnings and operating margins as stronger Asset-Based tonnage, pricing discipline, Asset-Light improvements and savings from organizational changes supported results.

The headline numbers for ArcBest (ARCB) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

ArcBest (ARCB) came out with quarterly earnings of $2.62 per share, beating the Zacks Consensus Estimate of $2.54 per share. This compares to earnings of $1.46 per share a year ago.