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Arcbest (ARCB) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 4, 2026 · Arcbest (ARCB) Q3 2026 earnings results →
Q3 2026 Revenue up 16% year over year to $1.2B · 4¢ of every $1 of revenue kept as net profit · operating margin 6.1%
Arcbest made $1.2B in Q3 2026 (+16% Y/Y): Asset-Based $763M, Asset-Light $444M. Operating margin 6.1%, net earnings $51.7M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 4, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $1.2B in Q3 2026, up 15% year over year and up 2% from the previous quarter. Asset-Based was the largest line at 63% of revenue. Asset-Light added $0.09B year over year (up 25%), 55% of the total change.
Operating profit was $0.07B, a 6.1% margin (up 0.8 points year over year). Of the extra revenue versus Q3 2025, 12% reached operating profit, above the 5% margin then. Total costs grew 14% against revenue growth of 15%. Net earnings were $0.05B, up 32% year over year. The effective tax rate was 27.1%.
Operating cash flow was $0.12B (up 18% year over year), 226% of net earnings. Non-cash charges added back $0.04B of depreciation and amortization and $2.5M of share-based compensation. Working capital and other items added $0.02B. Capital expenditures of $0.01B left free cash flow of $0.10B.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 4, 2026 | $1.2B | +16% | 6.1% | $51.7M | $117M |
| Q2 2026 | 10-Q | Jul 30, 2026 | $1.2B | +16% | -1.7% | −$13.8M | $130M |
| Q1 2026 | 10-Q | May 1, 2026 | $999M | +3% | 0.3% | −$1.0M | $8.5M |
| Q4 2025 | 10-K | Feb 25, 2026 | $973M | -3% | -0.8% | −$8.1M | $44.7M |
| Q3 2025 | 10-Q | Nov 5, 2025 | $1.0B | -1% | 5.2% | $39.3M | $99.3M |
| Q2 2025 | 10-Q | Aug 1, 2025 | $1.0B | -5% | 3.6% | $25.8M | $108M |
| Q1 2025 | 10-Q | May 2, 2025 | $967M | -7% | 0.7% | $3.1M | −$23.4M |
Charts
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Arcbest
ArcBest ® (Nasdaq: ARCB) is a multibillion-dollar integrated logistics company that helps keep the global supply chain moving. Founded in 1923 and now with 14,000 employees across 250 campuses and service centers, the company is a logistics powerhouse, using its technology, expertise and scale to connect shippers with the solutions they need — from ground, air and ocean transportation to fully managed supply chains. ArcBest has a long history of innovation that is enriched by deep customer relationships. With a commitment to helping customers navigate supply chain challenges now and in the future, the company continues to invest in purpose-built technology such as ArcBest View ™, its digital logistics platform that brings quoting, booking, shipment visibility and reporting into one connected experience. For more information, visit arcb.com .
In its own words, from its 8-K, filed Jul 29, 2026.
Arcbest against its Trucking (No Local) peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +16% against the peers' median +16%. Operating margin: 6.1% against the peers' median 6.7%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| ARCB Arcbest | Q3 2026 | $1.2B | +16% | 6.1% |
| JBHT Hunt J B Transport Services | Q3 2026 | $3.7B | +20% | 6.7% |
| KNX Knight-Swift Transportation Holdings | Q3 2026 | $2.2B | +14% | 8.1% |
| ODFL Old Dominion Freight Line | Q3 2026 | $1.6B | +13% | 28.5% |
| SNDR Schneider National | Q3 2026 | $1.6B | +9% | 3.9% |
| LSTR Landstar System | Q3 2026 | $1.5B | +25% | 4.3% |
| SAIA Saia | Q3 2026 | $982M | +17% | 12.4% |
| WERN Werner Enterprises | Q3 2026 | $951M | +23% | 1.8% |
| ULH Universal Logistics Holdings | Q3 2026 | $394M | -0.7% | 8.3% |
Source: Arcbest 10-Q on SEC EDGAR · CIK 894405 · Trucking (No Local)
Guidance and outlook
13F: who owns ARCB and who is buying
More on ARCB
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results