ArcBest Q2 update: expects Asset-Based OR improvement of 600-700 bps sequentially

ARCBEST CORP /DE/

May 2026 Asset-Based daily tonnage +5% YoY, revenue per shipment +14%, shipments/day -4%.
Asset-Light May daily revenue +32% YoY, shipments +14%, revenue per shipment +15%.
Q2 Asset-Light non-GAAP operating income guided at $3M-$5M; excludes $2M purchase accounting.
Asset-Based non-GAAP OR expected to improve ~600-700 bps from Q1, driven by pricing and cost actions.
Revenue per hundredweight (ex-fuel surcharge) flat in May for Asset-Based; fuel surcharge boosting revenue.

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