Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2020 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 000-19969 ARCBEST CORPORATION (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of in ...

ArcBest Corporation (NASDAQ:ARCB) Q1 2020 Earnings Conference Call May 5, 2020 9:30 AM ET Company Participants David Humphrey - Vice President, Investor Relations Judy McReynolds - Chairman, President & Chief Executive Officer David Cobb - Chief Financial Officer Conference Call Participants David Ross - Stifel Chris Wetherbee - Citi Scott Group - Wolfe Research Todd Fowler - KeyBanc Capital Markets Jack Atkins - Stephens Ken Hoexter - Bank of America Jeff Kauffman - Loop Capital Markets Stephanie Benjamin ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the fiscal year December 31, 2019. ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the transition period from to . Commission file number 0-19969 Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol(s) Name of each exchange on which ...

ArcBest Corporation (NASDAQ:ARCB) Q4 2019 Earnings Conference Call January 31, 2020 9:30 AM ET Company Participants David Humphrey - Vice President, Investor Relations Judy McReynolds - Chairman, President and Chief Executive Officer David Cobb - Chief Financial Officer Operator Greetings, and welcome to the ArcBest Fourth Quarter 2019 Earnings Conference Call. During the presentation, all participants will be in a listen-only mode. [Operator Instructions] As a reminder, this conference is being recorded Fr ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2019 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 000-19969 ARCBEST CORPORATION (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction o ...

ArcBest Corporation (NASDAQ:ARCB) Q3 2019 Earnings Conference Call November 1, 2019 9:30 AM ET Company Participants David Humphrey - Vice President of Investor Relations Judy McReynolds - Chairman, President and Chief Executive Officer David Cobb - Chief Financial Officer Conference Call Participants Operator Greetings, and welcome to the ArcBest Third Quarter 2019 Earnings Conference Call. During the presentation, all participants will be in a listen-only mode. [Operator Instructions] As a reminder, this c ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2019 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 000-19969 ARCBEST CORPORATION (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of inc ...

Financial Data and Key Metrics Changes - Second quarter 2019 consolidated revenues were $771 million, a decrease of 2% from $793 million in the same period last year [19] - Net income for the second quarter was $0.92 per diluted share compared to $0.05 per share last year, with adjusted net income at $0.93 per diluted share compared to $1.12 per share last year [19] - Total debt at the end of the second quarter was $282 million, with total liquidity at $500 million [19][20] Business Line Data and Key Metrics Changes - Asset-Based revenue for the second quarter was $560 million, a per day increase of 1% compared to last year, while total tonnage per day decreased by 3.4% [21] - Asset-Light average daily revenue decreased by 5% compared to last year's second quarter, with operating income declining to $3.1 million from $4.7 million [26] - The Asset-Based operating ratio was 93.5% compared to 92.6% in the previous year [25] Market Data and Key Metrics Changes - The LTL pricing environment remains rational, with billed revenue per hundredweight increasing in the high single digits [39][44] - The overall demand environment is mixed, with some areas like construction and housing showing growth while manufacturing and industrial sectors are weaker [80][82] Company Strategy and Development Direction - The company is focused on growth through strategic investments in technology, equipment, and customer solutions, with an emphasis on improving customer experience [25][71] - The launch of Retail+, a compliance solution for vendors, aims to enhance service offerings and address customer needs in a competitive market [28][29] - The company is actively reviewing acquisition opportunities that align with its strategic goals, particularly those that enhance technology and operational efficiencies [78] Management Comments on Operating Environment and Future Outlook - Management noted a mixed economic outlook, with some customer segments showing strength while others remain volatile [6][7] - The company anticipates continued demand for its logistics services, driven by customers seeking more comprehensive supply chain solutions [7][30] - There is a cautious optimism regarding the second half of 2019, with expectations of stable demand despite uncertainties in the freight environment [68] Other Important Information - The company has moved up on the Fortune 1000 list to number 745, reflecting its growth and ability to provide full logistics solutions [27] - The company is monitoring labor costs closely while ensuring service levels are maintained [30][63] Q&A Session Summary Question: Can you talk about the dynamic between LTL-rated and truckload-rated freight in July? - Management noted a decline in LTL-rated shipments and an increase in truckload-rated shipments, which helped balance the network and reduce costs [33] Question: How is the LTL pricing environment trending? - The LTL pricing environment remains rational, with solid pricing increases observed, although challenges exist due to lower weight per shipment [39][44] Question: What are the expectations for peak season in 2019? - The company feels adequately staffed for seasonal demand and is positioned to meet customer needs with its Asset-Based and Asset-Light solutions [66][68] Question: What is the current demand environment? - The demand environment is mixed, with growth in certain sectors like e-commerce while others, such as manufacturing, are weaker [80][82]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2019 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 000-19969 ARCBEST CORPORATION (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of in ...

ArcBest Corporation (NASDAQ:ARCB) Q1 2019 Earnings Conference Call May 3, 2019 9:30 AM ET Company Participants David Humphrey - Vice President-Investor Relations Judy McReynolds - Chairman, President and Chief Executive Officer David Cobb - Chief Financial Officer Conference Call Participants Operator Welcome to the First Quarter 2019 Earnings Call. During the presentation, all participants will be in the listen-only mode. [Operator Instructions] As a reminder, this conference is being recorded Friday, May ...