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ArcBest Corporation

NASDAQ•ARCB
CEO: Ms. Judy R. McReynolds CPA
Sector: Industrials
Industry: Trucking
Listing Date: 1992-05-13
ArcBest Corporation, an integrated logistics company, engages in the provision of ground, air, and ocean transportation solutions. It operates through two segments: Asset-Based and Asset-Light. The Asset-Based segment provides less-than-truckload (LTL) services, that transports general commodities, such as food, textiles, apparel, furniture, appliances, chemicals, non-bulk petroleum products, rubber, plastics, metal and metal products, wood, glass, automotive parts, machinery, and miscellaneous manufactured products. The segment also offers motor carrier freight transportation services to customers in Mexico through arrangements with trucking companies. The Asset-Light segment provides ground expedite services; third-party transportation brokerage services by sourcing various capacity solutions, including dry van over-the-road, temperature-controlled and refrigerated, flatbed, intermodal or container shipping, and specialized equipment; less-than- and full container load ocean transportation services; warehousing and distribution services; managed transportation services; and moving services to ‘do-it-yourself' consumer, as well as provides final mile, time critical, product launch, retail logistics, supply chain optimization, and trade show shipping services. This segment also offers premium logistics services, such as deployment of specialized equipment to meet linehaul requirements; international freight transportation with air, ocean, and ground services; and engages in the final mile, time-critical, product launch, retail logistics, supply chain optimization, brokered LTL, and trade show shipping activities. The company was formerly known as Arkansas Best Corporation and changed its name to ArcBest Corporation in May 2014. ArcBest Corporation was founded in 1923 and is headquartered in Fort Smith, Arkansas.
Contact Information
8401 McClure Drive, Fort Smith, AR, 72916, United States
479-785-6000
www.arcb.com
Market Cap
$1.91B
P/E (TTM)
31.8
34
Dividend Yield
0.6%
52W High
$112.92
52W Low
$55.19
52W Range
51%
Rank33Top 25.7%
4.8
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.8 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$972.69M-2.89%
4-Quarter Trend

EPS

-$0.36-129.03%
4-Quarter Trend

FCF

$46.85M-5159.39%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Consolidated Revenue Decline Total revenues $4.01B USD, down 4.0% from 2024, driven by Asset-Light revenue drop of 9.4% in soft market.
Asset-Based Performance Stability Asset-Based revenue $2.73B USD, slight 0.6% decrease; daily tonnage increased 1.2% supported by higher shipment volumes.
Technology Investment Focus Continued investment in Vaux suite technologies like Freight Movement System and Smart Autonomy to optimize operations and drive future efficiency gains.
Shareholder Capital Return $104.7M remaining under share repurchase program as of year-end 2025; quarterly dividend of $0.12 per share maintained.

Risk Factors

Operating Income Compression Consolidated operating income $90.3M USD, falling sharply from $244.4M USD in 2024; Asset-Light segment posted $15.3M loss.
Rising Asset-Based Labor Costs Asset-Based labor costs rose to 52.2% of revenue in 2025, up from 50.5% in 2024, impacting operating ratio significantly.
Cybersecurity and IT System Risks Critical IT systems face risks from sophisticated cyber attacks, including AI-enabled threats; potential disruption could materially harm operations.
Asset Impairment Charges Recognized $6.6M noncash impairment charge on Panther trade name in Q4 2025 due to projected revenue decline in recessionary environment.

Outlook

2026 Capital Expenditure Guidance Estimated total capital expenditures for 2026 range from $150.0M to $170.0M USD, net of asset sales proceeds expected.
Labor Relations Uncertainty Future collective bargaining agreement terms unknown; inability to agree on favorable terms risks operational inefficiencies and higher labor costs.
Technology Adoption Challenges Success of new Vaux technologies depends on market acceptance, scaling production, and overcoming integration challenges; adoption pace remains uncertain.
Economic Environment Sensitivity Performance remains subject to cyclical economic conditions, inflation, and trade policy shifts; soft freight environment continues to impact pricing power.

Peer Comparison

Revenue (TTM)

HTZ stock ticker logoHTZ
$8.50B
-6.0%
ZIM stock ticker logoZIM
$6.90B
-18.1%
ARCB stock ticker logoARCB
$4.01B
-4.0%

Gross Margin (Latest Quarter)

DAC stock ticker logoDAC
81.8%
+1.3pp
PBI stock ticker logoPBI
55.1%
+0.8pp
CMRE stock ticker logoCMRE
53.8%
+49.2pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
ZIM$3.25B6.812.1%52.1%
KMT$2.91B26.78.6%24.8%
CMBT$2.73B9.627.2%66.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
0.2%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
75%
Volatile Cash Flow

Deep Research

Next earnings:Apr 27, 2026
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LTM
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