ArcBest Expects ABF’s Non-GAAP Operating Ratio to Deteriorate 50-150 BPS in Q4

ArcBest expects ABF’s non-GAAP operating ratio to deteriorate approximately 50 to 150 basis points sequentially in the fourth quarter of 2026, a projected increase below the unit’s average fourth-quarter deterioration over the past decade. The outlook applies to ABF, which ArcBest reports separately from its Asset-Light segment. ArcBest’s estimate compares the fourth quarter with the third quarter, when ABF’s non-GAAP operating ratio was 90.4%. The company does not currently expect a significant difference between ABF’s GAAP and non-GAAP operating ratios in the fourth quarter.

Source: TokenPost