ArcBest raises Q2 outlook for LTL, asset-light units
Key takeaways
- Arc Best raises Q2 outlook for LTL, asset-light units Arc Best shares were up over 5% in early trading on Friday.
- Arc Best (NASDAQ: ARCB) raised the margin forecast for its asset-based unit, which includes less-than-truckload subsidiary ABF Freight, by 200 bps at both ends of the range.
- (The unit normally sees just 350 bps of sequential margin improvement from the first to the second quarter.)
Arc Best raises Q2 outlook for LTL, asset-light units Arc Best shares were up over 5% in early trading on Friday. (Photo: Jim Allen/Freight Waves) Todd Maiden Fri, June 5, 2026 at 9:35 PM GMT+7 3 min read ARCB Arc Best upped the second-quarter outlook for both its asset-based and asset-light units Thursday after the market closed.
Arc Best (NASDAQ: ARCB) raised the margin forecast for its asset-based unit, which includes less-than-truckload subsidiary ABF Freight, by 200 bps at both ends of the range. It’s now calling for the operating ratio (inverse of operating margin) to improve by 600 to 700 basis points sequentially. That implies a 90.8% adjusted OR, which would be 200 bps better year over year.
(The unit normally sees just 350 bps of sequential margin improvement from the first to the second quarter.)