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
時価総額
$2.01B
PER (TTM)
33.4
35.1
配当利回り
0.5%
52週高値
$112.92
52週安値
$55.19
52週レンジ
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 Annual 決算ハイライト
主なハイライト
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.
リスク要因
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.
見通し
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.
同業比較
売上高 (TTM)
$8.50B
$6.90B
$4.01B
粗利益率 (最新四半期)
81.8%
55.1%
53.8%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| ZIM | $3.25B | 6.8 | 12.1% | 52.1% |
| CMBT | $2.95B | 10.3 | 27.2% | 66.2% |
| KMT | $2.68B | 24.6 | 8.6% | 24.8% |
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
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし