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ArcBest Corporation

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
$1.73B
P/E (TTM)
18.1
32.3
Dividend Yield
0.6%
52W High
$103.63
52W Low
$55.19
52W Range
45%
Rank36Top 23.7%
4.9
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.9 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$1.05B-1.41%
4-Quarter Trend

EPS

$1.71-59.77%
4-Quarter Trend

FCF

$39.45M+104.85%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Consolidated Revenue Declines Nine-month consolidated revenues fell 4.4% to $3.04B; Asset-Based revenue slightly down 0.4% for the period.
Operating Income Halved Nine-month operating income dropped to $98.6M from $206.3M; Asset-Light swung to a $(5.4M) operating loss.
Asset-Light Segment Loss Asset-Light operating income fell $65.4M year-over-year, resulting in a $5.4M operating loss for nine months.
One-Time Tax Benefit Recognized $26.6M one-time current tax benefit due to OBBB legislation related to asset expensing.

Risk Factors

Soft Freight Environment Manufacturing weakness and evolving freight dynamics caused Asset-Light revenue per shipment to drop 7.9% for nine months.
Rising Labor Costs 2023 ABF NMFA contract rate increases result in combined wage/benefits top hourly rate rising approximately 2.9%.
Asset-Light Margin Pressure Purchased transportation costs as percentage of revenue remain high at 85.0% for nine months ended September 2025.
Interest Rate Exposure Borrowings under Credit Facility and A/R Securitization expose the company to variable interest rate risk.

Outlook

Liquidity Remains Strong Existing cash, credit facility availability, and A/R Securitization provide sufficient liquidity for foreseeable future needs.
Capital Return Plans Board declared $0.12 per share dividend; $122.2M remained available for share repurchases as of September 30, 2025.
OBBB Future Benefits OBBB tax law changes are expected to positively impact future cash flows and capital investment decisions.
Asset-Based Efficiency Focus Continued investment in technology and training aims to improve DSY productivity and linehaul efficiency metrics.

Peer Comparison

Revenue (TTM)

Hertz Global Holdings, Inc.HTZ
$8.52B
-7.4%
ZIM Integrated Shipping Services Ltd.ZIM
$7.59B
+1.6%
ArcBest CorporationARCB
$4.04B
-5.3%

Gross Margin (Latest Quarter)

Werner Enterprises, Inc.WERN
102.8%
+96.1pp
ArcBest CorporationARCB
100.0%
+91.3pp
Danaos CorporationDAC
60.0%
+1.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
ZIM$2.55B1.350.7%53.3%
KMT$2.19B23.27.4%23.8%
CMBT$2.00B3.937.9%67.1%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
1.5%
Moderate Growth
4Q Net Income CAGR
10.6%
Profitability Improving
Cash Flow Stability
75%
Volatile Cash Flow

Research & Insights

Next earnings:Jan 30, 2026
|
EPS:$0.43
|
Revenue:$963.74M
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 5, 2025|
    Revenue: $1.05B-1.4%
    |
    EPS: $1.71-59.8%
    Beat
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 1, 2025|
    Revenue: $1.02B-5.2%
    |
    EPS: $1.12-43.7%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 2, 2025|
    Revenue: $967.08M-6.7%
    |
    EPS: $0.14-240.0%
    Miss
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Mar 3, 2025|
    Revenue: $4.18B-5.6%
    |
    EPS: $7.39-9.2%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 1, 2024|
    Revenue: $1.06B-5.8%
    |
    EPS: $4.25+193.1%
    Beat
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 2, 2024|
    Revenue: $1.08B-2.3%
    |
    EPS: $1.99+18.5%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 3, 2024|
    Revenue: $1.04B-6.3%
    |
    EPS: $-0.10-103.4%
    Miss
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 23, 2024|
    Revenue: $4.43B-12.0%
    |
    EPS: $8.14-32.9%
    Beat