ArcBest Q3 update: Asset-Light revenue +26% in Aug, guides op income $8-10M

ARCBEST CORP /DE/

August Asset-Based daily tonnage +9% YoY, weight/shipment +14%, shipments/day -4%.
Asset-Based billed revenue per shipment +14% YoY; revenue per CWT flat, ex-fuel down low single digits.
Asset-Light August daily revenue +26% YoY on +26% revenue/shipment; Q3 GAAP op income $8-10M, non-GAAP $10-12M.
ABF non-GAAP operating ratio Q3 2026 expected consistent with Q2 2026; no significant GAAP difference.

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