Arcbest

Q2 FY2026 EarningsQ2 FY26 non-GAAP results beat consensus across the board: revenue $1.18B vs. $1.17B expected, and non-GAAP EPS $2.38 vs. $2.26 expected. Asset-Based revenue grew 9.9% YoY with a notable operating ratio improvement to 90.5%, outperforming typical seasonality. While GAAP results were hit by $85.3M in impairment charges related to restructuring and brand consolidation, core logistics demand and pricing discipline drove a significant bottom-line beat.