FW Desk News
FreightWatch.News
Wednesday, September 9, 2026
Transportation and logistics provider ArcBest lifted its third-quarter outlook for its asset-light segment while maintaining margin expectations for its asset-based operations following August performance.
The asset-based unit, which operates less-than-truckload services, posted 9% year-over-year revenue-per-day growth in August, accelerating from July's 7.7% increase. Tonnage climbed 9% compared with the year-ago period, though yield remained flat when including fuel surcharges.
Shipment weights surged 14% year-over-year in August, reflecting robust industrial demand and constrained trucking supply. Despite a 4% decline in total shipments, revenue per shipment rose 14% year-over-year, driven by heavier loads and fuel recovery mechanisms.
Two-year stacked tonnage comparisons reached cycle highs in August. The Manufacturing PMI remained in expansion territory for an eighth consecutive month in August.
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