ArcBest Corp (ARCB)

LTL carrier with a brokerage arm, 58% union. Read October 19, 2026 from the annual report for the period ending December 31, 2025, filed February 25, 2026. Ranked 73 of the 175 Industrials companies read so far, by the share within reach now.

The filing states 14,000 employees, 58% union members, in an asset-based LTL carrier with asset-light logistics beside it, with no count by segment, so the carrier leads by description.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 19% now, 22% at the end of 2027, 23% at the end of 2028, 23% at the end of 2030. By the patterns, the work is about 23% desk work, 9% people work and 68% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 77% of the working time stays with people (conversation, in-person and hands-on work), 17% becomes checking a model's work and 6% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

14,000 employees as of December 31, 2025 (stated). Not stated as a count; the nearly 250 campuses and service centers are a U.S. network and the filing describes no operations abroad.

The filing: “As of December 2025, we had 14,000 employees, of which approximately 58% were members of labor unions.”

The workforce as industry patterns

What the filing says about the workforce: 14,000 employees across nearly 250 campuses and service centers, about 58% union members; a six-week paid Driver Development Program for CDL-A licenses; Panther's independent contractors, owner-operators and fleet owners are outside the count.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Truck Transportation, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.

• FedEx Freight Holding Company, Inc. (FDXF, 40,000 employees)19% now, 23% by 2028
• Knight-Swift Transportation Holdings Inc. (KNX, 37,100 employees)19% now, 23% by 2028
• XPO Logistics, Inc. (XPO, 37,000 employees)19% now, 23% by 2028
• J.B. Hunt Transport Services, Inc. (JBHT, 31,750 employees)19% now, 23% by 2028
• Old Dominion Freight Line, Inc. (ODFL, 20,591 employees)19% now, 23% by 2028
• Schneider National, Inc. (SNDR, 19,000 employees)20% now, 27% by 2028
• Saia, Inc. (SAIA, 14,500 employees)19% now, 23% by 2028
• Werner Enterprises, Inc. (WERN, 12,031 employees)19% now, 23% by 2028

What the filing says about AI

14 sentences in the filing name AI. Fourteen sentences: the company's City Route Optimization uses machine learning and AI on shipment and geographic data, an internal event challenged employees to automate tasks with AI, and risk factors name AI-enabled cyber attacks.

• “City Route Optimization uses machine learning and artificial intelligence ("AI") to create algorithms using historical shipment and geographic data.”
• “This year's theme, Automate to Accelerate, challenged employees to explore how AI can streamline tasks, reduce errors, and unlock human creativity - helping ArcBest to better serve our customers, innovate faster, and collaborate more effectively. ​ 10 Table of Contents Insurance ​ Generally, claims exposure in the freight transportation and logistics industry consists of workers' compensation,...”
• “Our IT systems and third-party applications that we utilize are vulnerable to interruption by adverse weather conditions; natural disasters; power, internet, or telecommunications outages; computer viruses; and cybersecurity incidents such as denial of service, phishing, malware, artificial intelligence ("AI")-enabled attacks, or other security or data breaches; as well as other events beyond o...”
• “Additionally, there is no guarantee that we will be able to maintain our software licensing arrangements that support key functions, or that we can renew or replace these arrangements on commercially reasonable terms or at all. ​ Some of our employees work remotely, including under hybrid work arrangements, which has increased demand for IT resources and heightened our exposure to unauthorized...”
• “Despite our efforts to monitor and develop our IT networks and infrastructure, due to the increasing sophistication of cyber criminals and the development of new techniques for attack, we may be unable to anticipate, promptly detect, or timely implement adequate protective or remedial measures against cybersecurity attacks or recover use of our IT networks and infrastructure timely. ​ If we are...”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20210median 0
• Fiscal 20221median 0
• Fiscal 202311median 1
• Fiscal 202410median 4
• Fiscal 202514median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• No count by segment: the split between the LTL carrier and the asset-light logistics businesses is by description (c); the data service's one-line segment table was not used.
• The U.S. share is not stated as a count.

Source: the company's annual report on EDGAR, accession 0001104659-26-019699, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.