Arcbest (ARCB) Q3 FY2026 earnings: revenue $1.2 billion, up 15.5% on the year

Arcbest Corp. (ARCB) reported revenue of $1.2 billion for Q3 FY2026, the quarter ended 30 September 2026, up 15.5% on the same quarter a year earlier. Net income was $52 million, up 31.5% on the year, and diluted earnings per share $2.30. The figures are the company's own, from the 10-Q it filed with the SEC on 4 November 2026.

Revenue

$1.2 billion

+15.5% on the year · +2.2% on the quarter

Q4 FY2024Q3 FY2026

Operating margin

6.1%

5.2% a year earlier

Q4 FY2024Q3 FY2026

Net income

$52 million

+31.5% on the year

Q4 FY2024Q3 FY2026

Diluted EPS

$2.30

+33.7% on the year

Q4 FY2024Q3 FY2026

this quarterthe same quarter a year earlierHover a bar for its figure.

What management said

Revenue rose 15 percent year over year: Revenue was $1.2 billion against $1.0 billion a year earlier, a 15 percent increase, with growth from both operating segments.
GAAP diluted EPS was $2.30: Net income was $51.7 million, or $2.30 per diluted share, against $39.3 million, or $1.72 per diluted share, in the prior-year period.
Non-GAAP diluted EPS was $2.62: Non-GAAP net income was $58.7 million, or $2.62 per diluted share, against $33.4 million, or $1.46 a year earlier. Non-GAAP excludes restructuring charges and other listed items.

Read the earnings call summary

Income statement (profit and loss)

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Revenue	1,211	1,185	1,048	+2.2%	+15.5%
Operating income	73.3	-20.6	54.6		+34.2%
Operating margin	6.1%	-1.7%	5.2%
Pre-tax income	70.9	-21.0	53.5		+32.5%
Income tax	19.2	-7.1	14.2		+35.0%
Effective tax rate	27.1%	n/a	26.6%
Net income	51.7	-13.8	39.3		+31.5%
Net margin	4.3%	-1.2%	3.7%
Diluted EPS	$2.30	-$0.62	$1.72		+33.7%

$ million except per share.

Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are.

Cash flow

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Operating cash flow	117	130	98.2	-9.8%	+19.1%
Capital expenditure	13.6	12.6	65.0	+8.0%	-79.0%
Free cash flow	103	117	33.2	-11.8%	+211.4%
Free cash flow margin	8.5%	9.9%	3.2%
Cash from investing	-10.7	-12.1	-20.6
Cash from financing	-67.2	-35.9	-71.9
Depreciation and amortisation	43.2	44.7	44.4	-3.4%	-2.8%
Share-based compensation	2.5	2.6	2.7	-3.8%	-8.8%
Buybacks	26.6	0.7	16.4	+3,452.9%	+62.3%
Dividends paid	2.7	2.7	2.7	-0.1%	-1.6%
Dividend per share	$0.12	$0.12	$0.12	0.0%	0.0%
Diluted shares, weighted	22m	22m	23m	+0.4%	-1.7%
Shares outstanding at period end	22m	22m	23m	-1.3%	-2.0%

Cash flow lines for the quarter; where the company files them year to date, the quarter is the difference between two filings.

Balance sheet

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Shareholders' equity	1,292	1,268	1,323	+1.9%	-2.3%
Debt	195	216	214	-9.8%	-9.1%
Operating lease liabilities	201	208	211	-3.5%	-4.9%
Other liabilities	786	761	753	+3.3%	+4.4%
Total liabilities and equity	2,473	2,452	2,501	+0.9%	-1.1%
Fixed assets	1,072	1,092	1,150	-1.9%	-6.8%
Goodwill	305	305	305	0.0%	0.0%
Intangible assets	35.9	37.7	79.2	-4.7%	-54.7%
Investments	22.4	22.6	12.0	-1.0%	+85.9%
Cash and equivalents	185	146	121	+26.8%	+53.3%
Receivables	489	454	409	+7.7%	+19.7%
Other assets	365	395	426	-7.7%	-14.3%
Total assets	2,473	2,452	2,501	+0.9%	-1.1%

Questions

What was Arcbest's revenue in Q3 FY2026?

Arcbest (ARCB) reported revenue of $1.2 billion for Q3 FY2026, the quarter ended 30 September 2026, up 15.5% on the same quarter a year earlier.

How much did Arcbest earn in Q3 FY2026?

Net income for Q3 FY2026 was $52 million, up 31.5% on the year, and diluted earnings per share $2.30.

When did Arcbest report Q3 FY2026 results?

Arcbest filed its 10-Q for the quarter ended 30 September 2026 with the SEC on 4 November 2026.

Quarterly results, the last 20 quarters

	Q4 FY2021 *	Q1 FY2022 †	Q2 FY2022 †	Q3 FY2022 †	Q4 FY2022 *	Q1 FY2023	Q2 FY2023	Q3 FY2023	Q4 FY2023 *	Q1 FY2024	Q2 FY2024	Q3 FY2024	Q4 FY2024 *	Q1 FY2025 †	Q2 FY2025	Q3 FY2025	Q4 FY2025 *	Q1 FY2026	Q2 FY2026	Q3 FY2026
Revenue	1,185	1,268	1,322	1,276	1,244	1,106	1,103	1,128	1,090	1,036	1,078	1,063	1,002	967	1,022	1,048	973	999	1,185	1,211
Operating income	86.9	92.9	136	115	51.2	21.2	42.1	45.1	64.3	22.4	48.8	135	38.2	6.6	37.3	54.6	-8.3	3.4	-20.6	73.3
Operating margin	7%	7%	10%	9%	4%	2%	4%	4%	6%	2%	5%	13%	4%	1%	4%	5%	-1%	0%	-2%	6%
Pre-tax income	86.2	90.3	132	115	52.9	23.5	48.7	46.9	67.8	-4.7	49.2	137	37.5	4.2	36.0	53.5	-10.6	-1.3	-21.0	70.9
Tax rate	24%	25%	23%	23%	29%	20%	19%	26%	28%	n/a	5%	27%	22%	25%	28%	27%	n/a	n/a	n/a	27%
Net income	65.5	69.6	102	88.8	37.3	71.3	40.4	34.9	48.8	-2.3	46.9	100	29.0	3.1	25.8	39.3	-8.1	-1.0	-13.8	51.7
Net margin	6%	5%	8%	7%	3%	6%	4%	3%	4%	-0%	4%	9%	3%	0%	3%	4%	-1%	-0%	-1%	4%
Diluted EPS	$2.46	$2.68	$4.00	$3.50	$1.48	$2.84	$1.64	$1.42	$2.01	-$0.10	$1.96	$4.23	$1.24	$0.13	$1.12	$1.72	-$0.36	-$0.05	-$0.62	$2.30
Operating cash flow	85.2	-11.3	196	166	120	20.7	83.1	91.0	127	6.5	134	88.8	56.8	-23.4	108	98.2	44.7	8.5	130	117
Capital expenditure	14.9	19.5	30.2	26.4	72.2	34.7	48.5	46.6	89.2	55.0	49.9	64.9	53.3	14.5	27.5	65.0	7.8	9.8	12.6	13.6
Free cash flow	70.3	-30.7	166	139	48.2	-14.0	34.6	44.4	38.2	-48.6	83.9	23.9	3.5	-37.9	80.9	33.2	36.9	-1.2	117	103
Buybacks	75.0	16.5	14.7	18.9	14.9	14.1	27.1	24.6	25.6	15.7	16.0	24.5	19.1	22.0	19.7	16.4	17.4	7.4	0.7	26.6
Dividends paid	2.0	2.0	2.9	3.0	2.9	2.9	2.9	2.9	2.8	2.8	2.8	2.8	2.8	2.8	2.8	2.7	2.7	2.7	2.7	2.7
Shares outstanding	25m	24m	25m	24m	24m	24m	24m	24m	24m	23m	24m	23m	23m	23m	23m	23m	22m	22m	22m	22m
Filing	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q

Each quarter as filed, linked to its filing.

* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. A quarter marked † is shown as the company last restated it in a later filing, so it compares with the quarters around it on one basis; rest on a figure for the one first filed. EPS is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

10-Q for the period ended 30 September 2026, filed 4 November 2026: the filing.