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ArcBest Corporation

ArcBest Corporation

NASDAQ•ARCB
CEO: Ms. Judy R. McReynolds CPA
セクター: Industrials
業種: Trucking
上場日: 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.
連絡先情報
8401 McClure Drive, Fort Smith, AR, 72916, United States
479-785-6000
www.arcb.com
時価総額
$2.35B
PER (TTM)
39.1
36.9
配当利回り
0.5%
52週高値
$112.92
52週安値
$55.19
52週レンジ
85%
順位33Top 25.7%
4.8
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.8 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$972.69M-2.89%
直近4四半期の推移

EPS

-$0.36-129.03%
直近4四半期の推移

フリーCF

$46.85M-5159.39%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (TTM)

Hertz Global Holdings, Inc.HTZ
$8.52B
-7.4%
ZIM Integrated Shipping Services Ltd.ZIM
$7.59B
+1.6%
ArcBest CorporationARCB
$4.01B
-4.0%

粗利益率 (最新四半期)

Costamare Inc.CMRE
72.0%
+49.2pp
Danaos CorporationDAC
64.9%
+1.3pp
Pitney Bowes Inc.PBI
53.1%
+0.8pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
KMT$3.02B27.78.6%23.1%
ZIM$2.67B2.725.2%52.1%
CMBT$2.64B10.327.2%67.1%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
0.2%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年4月27日
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EPS:-
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売上高:-
財務レポート
財務データ
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月5日|
    売上高: $1.05B-1.4%
    |
    EPS: $1.73-59.3%
    予想を上回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月1日|
    売上高: $1.02B-5.2%
    |
    EPS: $1.12-43.7%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月2日|
    売上高: $967.08M-6.7%
    |
    EPS: $0.14-240.0%
    予想を下回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年3月3日|
    売上高: $4.18B-5.6%
    |
    EPS: $7.39-9.2%
    予想を上回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月1日|
    売上高: $1.06B-5.8%
    |
    EPS: $4.25+193.1%
    予想を上回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月2日|
    売上高: $1.08B-2.3%
    |
    EPS: $1.99+18.5%
    予想を下回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月3日|
    売上高: $1.04B-6.3%
    |
    EPS: $-0.10-103.4%
    予想を下回る
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月23日|
    売上高: $4.43B-12.0%
    |
    EPS: $8.14-32.9%
    予想を上回る