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EX-99.1

2 arcb-20260428xex99d1.htm

EX-99.1

Exhibit 99.1

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Investor Relations Contact: Amy Mendenhall

Media Contact: Autumnn Mahar

Phone: 479-785-6200

Phone: 479-494-8221

Email: invrel@arcb.com

Email: amahar@arcb.com

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ArcBest Announces First Quarter 2026 Results

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●Delivered growth in Asset-Based shipments and tonnage and improved Asset-Light profitability

●Returned more than $10 million to shareholders through a balanced capital allocation approach

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FORT SMITH, Arkansas, April 28, 2026 — ArcBest® (Nasdaq: ARCB), a leader in supply chain logistics, announced financial results for the first quarter ended March 31, 2026.

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First quarter 2026 revenue totaled $998.8 million, compared to $967.1 million in the prior-year period. Net loss was $1.0 million, or a loss of $0.05 per diluted share, versus net income of $3.1 million, or $0.13 per diluted share, in the first quarter of 2025. On a non-GAAP basis, net income was $7.2 million, or $0.32 per diluted share, compared to $11.9 million, or $0.51 per diluted share, in the prior year.

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“We began 2026 with growth in Asset-Based shipments and tonnage and continued improvement in Asset-Light profitability,” said Seth Runser, ArcBest President and CEO. “Our teams continue to deliver a premium experience for our customers despite a dynamic and uncertain environment, and their alignment around our strategy and priorities gives us confidence in our ability to execute and deliver on our long-term targets.”

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Results of Operations Comparisons

Asset-Based

First Quarter 2026 Versus First Quarter 2025

●Revenue of $655.0 million compared to $646.3 million, a per-day increase of 2.2 percent

●Tonnage per day increase of 6.5 percent

●Shipments per day increase of 1.8 percent

●Billed revenue per shipment increase of 0.6 percent

●Billed revenue per hundredweight decrease of 3.9 percent

●Weight per shipment increase of 4.6 percent

●Operating income of $17.5 million and an operating ratio of 97.3 percent, compared to $26.4 million and 95.9 percent

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Tonnage growth was driven by higher shipment volumes and an increase in weight per shipment, reflecting changes in freight profile. Revenue per shipment benefited from the higher weight per shipment, partially offset by lower revenue per hundredweight as the freight profile shifted toward heavier shipments.

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Customer contract renewals and deferred pricing agreements averaged a 6.3 percent increase during the first quarter, and LTL industry pricing remains rational.

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Operating expenses increased due to additional labor supporting shipment growth, annual union wage adjustments, increased fuel prices, and higher equipment depreciation.

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On a sequential basis, first quarter daily revenue was down 1.5 percent compared to the fourth quarter of 2025. Tonnage per day increased 1.0 percent, driven by a 2.6 percent increase in weight per shipment, partially offset by a 1.6 percent decline in daily shipments. Billed revenue per shipment increased 1.7 percent due to the heavier freight profile and increased fuel surcharge revenue, offset in part by a modest decline in revenue per hundredweight reflecting the changes in freight profile. The operating ratio increased by 110 basis points, an improvement relative to typical seasonality due in part to a softer-than-normal fourth quarter.

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Asset-Light

First Quarter 2026 Versus First Quarter 2025

●Revenue of $377.7 million compared to $356.0 million, a per-day increase of 7.0 percent

●Shipments per day increase of 9.8 percent

●Revenue per shipment decrease of 2.6 percent

●Purchased transportation expense was 86.2 percent of revenue compared to 85.6 percent

●Operating income of $0.2 million compared to operating loss of $4.4 million

●On a non-GAAP basis, operating income of $2.8 million compared to operating loss of $1.2 million

●Adjusted earnings before interest, taxes, depreciation and amortization (“Adjusted EBITDA”), as defined in the attached non-GAAP reconciliation tables, of $4.2 million compared to $0.2 million

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Revenue increased primarily due to shipment growth led by Managed, which more than offset a strategic reduction in less profitable truckload volumes. Revenue per shipment decreased, as higher rates related to tightening capacity and increased fuel costs were more than offset by the higher mix of Managed business, which typically carries smaller shipment sizes and lower revenue per shipment. Revenue growth combined with productivity improvements drove the operating income in the quarter, compared to a loss in the prior year.

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Compared sequentially to the fourth quarter of 2025, first quarter daily revenue increased 4.3 percent reflecting a 7.4 percent increase in shipments per day, partially offset by a 2.9 percent decline in revenue per shipment. Revenue growth and productivity improvements resulted in non-GAAP operating income, compared to break even in the previous quarter.

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Conference Call

ArcBest will host

ARCBEST CORPORATION_January 30, 2026 0000894405false00008944052026-01-302026-01-30 June 30 ​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549 ​

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 ​ Date of Report (Date of earliest event reported): January 30, 2026 (January 30, 2026) ​

ARCBEST CORPORATION

(Exact name of registrant as specified in its charter) ​ ​

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Delaware 0-19969 71-0673405

(State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.)

8401 McClure Drive Fort Smith, Arkansas (Address of principal executive offices) ​ 72916 (Zip Code) ​

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​ Registrant’s telephone number, including area code: (479) 785-6000 ​ Not Applicable (Former name or former address, if changed since last report) ​ Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions. ​ ☐ Written communication pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

​ ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

​ ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

​ ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

​ Securities registered pursuant to Section 12(b) of the Securities Exchange Act of 1934: ​ ​

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Title of each class Trading Symbol(s) Name of each exchange on which registered

Common Stock $0.01 Par Value

ARCB

Nasdaq

​ Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). ​ Emerging growth company☐ ​ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ ​ ​ ​ ​

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ITEM 2.02 – RESULTS OF OPERATIONS AND FINANCIAL CONDITION

​ On January 30, 2026, ArcBest® (Nasdaq: ARCB) (the “Company”) issued a press release announcing its unaudited fourth quarter 2025 and full year 2025 results. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and incorporated herein by reference. Additional supplemental information and presentation slides to be used in connection with the scheduled conference call to discuss the fourth quarter and full year results are furnished as Exhibit 99.2 and Exhibit 99.3 to this Current Report on Form 8­-K and incorporated herein by reference. ​ The Company reports its financial results in accordance with generally accepted accounting principles (“GAAP”). However, management believes that certain non-GAAP financial measures and ratios and other information utilized for internal analysis provide analysts, investors, and others the same information that we use internally for purposes of assessing the Company’s core operating performance and provide meaningful comparisons between current and prior period results, as well as important information regarding performance trends. The use of certain non-GAAP measures improves comparability in analyzing ArcBest’s performance because it removes the impact of items from operating results that, in management’s opinion, do not reflect ArcBest’s core operating performance. ​ The press release in Exhibit 99.1, the supplemental information in Exhibit 99.2, and the presentation slides in Exhibit 99.3 include certain non-GAAP information. Certain information discussed in the scheduled conference call could also be considered non-GAAP measures. Reconciliations of the non-GAAP measures to the most directly comparable financial measures calculated and presented in accordance with GAAP are included in Exhibit 99.1 herein, including reconciliations of GAAP earnings and earnings per share to non-GAAP financial measures, reconciliations of GAAP to non-GAAP effective tax rates, and calculations of adjusted earnings before interest, taxes, depreciation and amortization (“Adjusted EBITDA”). Reconciliations of non-GAAP measures included in the presentation slides to the most directly comparable GAAP financial measures are also included within Exhibit 99.3 herein. ​ Management believes EBITDA and Adjusted EBITDA to be relevant and useful information as EBITDA is a standard measure commonly reported and widely used by analysts, investors and others to measure financial performance and ability to service debt obligations. Additionally, Adjusted EBITDA is a primary component of the financial covenants contained in ArcBest’s credit agreement. Other companies may calculate EBITDA and Adjusted EBITDA differently; therefore, ArcBest’s calculation of EBITDA and Adjusted EBITDA may not be com