ARCB at a glance
ARCBEST CORP /DE/ (ARCB, SEC CIK 894405) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as September 15, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ARCBEST CORP /DE/ (ARCB) reported revenue of $4.0 billion (down 4.0% from FY2024) and net income of $60.1 million. Diluted EPS was $2.62.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding ARCBEST CORP /DE/ (ARCB) shares worth $1.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Parks Jason T on September 15, 2026 of 855 shares at $135.09 per share.
- In the last 90 days, ARCB insiders reported 0 open-market purchases ($0) and 9 open-market sales ($3.2M) on Form 4, a net sale of $3.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.0B
- −4.0% vs prior year
- Insiders · 90 days
- 0 buys · 9 sells
- Net −$3.2M
- 13F holders
- 31 funds
- $1.9B · −1 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Integrated risk management with emphasis on cybersecurity protection across operations
- New emphasis on embedding NIST Cybersecurity Framework within enterprise-wide risk management system
- Strategic shift prioritizing cybersecurity as a top inherent risk with layered governance structure
- Quarterly senior management reviews of cybersecurity risk metrics within enterprise risk management process
- Enhanced incident response, information security, and IT vendor risk management aligned to U.S. DHS regulations
Risk Factors
- Interest rate risk on future variable-rate borrowings linked to SOFR may increase interest costs
- Debt includes fixed-rate notes payable financing revenue and other equipment purchases
- Cash and short-term investments $124.2M at Dec 31, 2025, mostly liquid certificates of deposit
Management Discussion & Analysis
- Revenue not explicitly stated; detailed revenue recognition policy described including variable consideration and gross reporting for third-party shipments
- Effective tax rate 27.7% in 2025 vs 20.8% in 2024 reflecting $26.6 million one-time tax benefit and tax policy changes under OBBB
- Asset-Light segment goodwill $304.8 million, no impairment; $6.6 million impairment of Panther Premium Logistics trade name related to soft market conditions
- Operating expenses include $5.4 million noncash asset impairment charges on obsolete assets in Q4 2025
- Management expects 2026 cash income tax payments to be less than expense due to 100% bonus depreciation under OBBB, market recovery delayed to early 2027
AI summary of the ARCB 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Legal exposure from ordinary-course actions, with reserves subject to revision as circumstances develop
- Liability insurance protection limited by self-insured retention requirements
- Liquidity dependent on cash, operating cash flow, short-term investments, and revolving Credit Facility capacity
AI summary of the ARCB 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Q3-to-date Asset-Based billed revenue/day rose 8%, with tonnage/day up 9% despite shipments/day declining 4%
- Heavier freight drove revenue/shipment up 13%, while revenue/CWT remained flat and pricing excluding fuel declined low single digits
Item 2.02: Results of Operations and Financial Condition
- ArcBest announced unaudited second-quarter 2026 results on July 29, 2026
- Detailed financial results, supplemental data, and presentation slides available in Exhibits 99.1–99.3
Item EX-99.1: Item EX-99.1
- Q2 2026 revenue rose to $1.2B from $1.0B, but GAAP net loss reached $13.8M versus $25.8M profit
- Non-GAAP EPS increased to $2.38 from $1.36, largely reflecting exclusion of $85.3M asset impairment charges
Item 8.01: Other Events
- Quarterly cash dividend approved at $0.12 per share
- August 7, 2026 record date for eligible shareholders
Item EX-99.1: Item EX-99.1
- Quarterly cash dividend declared at $0.12 per share
- Record date August 7, 2026, with payment scheduled for August 21, 2026
AI summaries of ARCB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ARCB
Don't miss the next ARCB filing
- Alerts as it files. A push when ARCB files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ARCB, by share count.
- Ask anything. An AI agent that reads every ARCB filing and answers with sources.
ARCB alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Parks Jason T | Sell | Sep 15, 2026 | 855 | $135.09 |
| Sorg Ralph Edward | G | Aug 27, 2026 | 200 | - |
| Anderson Dennis L II | G | Aug 11, 2026 | 1,950 | - |
| Anderson Dennis L II | Sell | Aug 11, 2026 | 2,103 | $135.63 |
| Anderson Dennis L II | Sell | Aug 11, 2026 | 3,347 | $134.87 |
| MCREYNOLDS JUDY R | Sell | Aug 7, 2026 | 2,857 | $138.98 |
| Stipp Janice E | Sell | Aug 6, 2026 | 1,400 | $137.46 |
| Stipp Janice E | Sell | Aug 6, 2026 | 3,600 | $139.20 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.2B | $4.0B |
| Operating Income | - | $244.4M | $90.3M |
| Net Income | $195.4M | $174.0M | $60.1M |
| Op. Margin | - | 5.8% | 2.3% |
| Net Margin | - | 4.2% | 1.5% |
| Balance Sheet | |||
| Total Assets | $2.5B | $2.4B | $2.5B |
| Equity | - | $1.3B | $1.3B |
| ROE | - | 13.2% | 4.6% |
| Per Share | |||
| EPS | $7.93 | $7.30 | $2.62 |
| Cash Flow | |||
| Operating CF | - | $285.8M | $229.0M |
| CapEx | $219.0M | $223.1M | $114.8M |
Source: XBRL data in ARCBEST CORP /DE/ (ARCB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ARCB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $1.88B |
| Q1 2026 | 32 | $1.30B |
| Q4 2025 | 28 | $981.9M |
| Q3 2025 | 29 | $896.1M |
| Q2 2025 | 29 | $998.2M |
| Q1 2025 | 28 | $655.4M |
| Q4 2024 | 24 | $805.2M |
| Q3 2024 | 21 | $496.9M |
- Invesco Ltd+841.4K (+104%)
- Millennium Management+127.9K (+888%)
- BlackRock+114.5K (+3%)
- Vanguard Portfolio Management LLC+89.4K (+7%)
- Goldman Sachs Group+84.0K (+31%)
- FMR LLC (Fidelity)−1.16M (-90%)
- WESTWOOD HOLDINGS GROUP INC−158.9K (-43%)
- Two Sigma Investments−55.3K (-57%)
- Morgan Stanley−46.6K (-10%)
- Ameriprise Financial−45.0K (-10%)
- D.E. Shaw & Co−6.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 222 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ARCB filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 15, 2026 | - | - | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Sep 2, 2026 | - | - | - |
| SC 13G | Aug 13, 2026 | - | - | |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 8-K | Jul 24, 2026 | - | Analysis | - |
| 8-K | Jul 16, 2026 | - | Analysis | - |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 8-K | May 18, 2026 | - | - | |
| 8-K | May 18, 2026 | - | Analysis | |
| 8-K | May 15, 2026 | - | Analysis | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - |
Related Industrials companies
- CVLG · COVENANT LOGISTICS GROUP, INC.Trucking (No Local)
- HTLD · HEARTLAND EXPRESS INCTrucking (No Local)
- JBHT · J.B. HuntTrucking (No Local)
- MRTN · MARTEN TRANSPORT LTDTrucking (No Local)
- ODFL · Old DominionTrucking (No Local)
- PAMT · PAMT CORPTrucking (No Local)
- ULH · UNIVERSAL LOGISTICS HOLDINGS, INC.Trucking (No Local)
- WERN · WERNER ENTERPRISES INCTrucking (No Local)
ARCB SEC filings: frequently asked questions
Are ARCB insiders buying or selling?
In the last 90 days, ARCBEST CORP /DE/ (ARCB) officers, directors and 10% owners reported no open-market purchases and 9 open-market sales worth $3.2 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ARCB stock?
As of June 30, 2026, the largest ARCBEST CORP /DE/ (ARCB) holders among the 13F filers tracked by SignalX were BlackRock ($503.5 million), Invesco Ltd ($236.9 million), Dimensional Fund Advisors ($196.6 million), Vanguard Portfolio Management LLC ($195.0 million), Vanguard Capital Management LLC ($144.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ARCB's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ARCBEST CORP /DE/ (ARCB) reported revenue of $4.0 billion (down 4.0% from FY2024) and net income of $60.1 million. Diluted EPS was $2.62. The figures come from the XBRL data in the 10-K.
What are the main risks in ARCB's latest 10-K?
In the 10-K filed February 25, 2026, ARCBEST CORP /DE/ (ARCB) flagged: Interest rate risk on future variable-rate borrowings linked to SOFR may increase interest costs. Debt includes fixed-rate notes payable financing revenue and other equipment purchases. (AI summary of the Risk Factors section.)
What did ARCB report in its latest 8-K?
ARCBEST CORP /DE/ (ARCB) filed an 8-K on September 8, 2026 reporting Item 7.01 (Regulation FD Disclosure). Q3-to-date Asset-Based billed revenue/day rose 8%, with tonnage/day up 9% despite shipments/day declining 4%.
What are the latest ARCB SEC filings?
ARCBEST CORP /DE/ (ARCB) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on September 15, 2026.
What is ARCB's SEC CIK number?
ARCBEST CORP /DE/ (ARCB)'s SEC Central Index Key (CIK) is 894405. EDGAR lists every ARCB filing under that number.
Ask anything about ARCB
The research agent reads ARCB's filings, financials, insider trades and 13F holders, then answers with sources.