Inside the research

ArcBest Corporation

ARCB Research profile · latest available data

Price overview

$125.16

▼ -2.19 (-1.7%)

52w hi$173.07
52w lo$59.44
Vol200.50K
As of25 Sep 2026

The Verdict

Hold

Our score +0.04

Short+0.10
Medium-0.00
Long-0.03

computed 2026-09-27

Key fundamentals

ArcBest Corporation

Industrials · Trucking

Market cap$2.80B
Enterprise value$3.09B
Trailing P/E186.81x
Forward P/E13.11x
EV / EBITDA10.68x
P / S (ttm)0.67x
Profit margin0.4%
Return on equity1.3%
Revenue growth+15.9%
Debt / equity36.27

Layer Breakdown

LayerRawContribution
Fundamental+0.22
Sector-0.01
Technical+0.04
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

ArcBest Corporation, an integrated logistics company, provides ground, air, and ocean transportation solutions worldwide. It operates in 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. This 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-container 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 final mile, time critical, product launch, retail logistics, supply chain optimization, brokered LTL, and trade show shipping services. This segment also offers premium logistics services, such as deployment of specialized equipment to meet linehaul requirements; and international freight transportation with air, ocean, and ground services. The company was formerly known as Arkansas Best Corporation and changed its name to ArcBest Corporation in May 2014. The company was founded in 1923 and is headquartered in Fort Smith, Arkansas.

United States · arcb.com

Risk Metrics

Beta vs SPX1.59
Corr SPX0.50
Annual vol51.3%
Annual ret+19.5%
Sharpe0.38
Max DD-53.5%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$135.45
High / Low$150.00 / $117.00
Median$137.00
Analysts11
Strong Buy1
Buy5
Hold6
Sell0
Strong Sell0

Recent rating actions

2026-04-29Wells Fargo→ Equal-Weight
2026-04-29UBS→ Neutral
2026-04-29Truist Securities→ Buy
2026-04-29TD Cowen→ Hold
2026-04-29Stifel→ Buy
2026-04-29JP Morgan→ Neutral

Material Events

DateEvent8-K
2026-07-29Earnings Release, Exhibitsread
2026-07-24Other Material Event, Exhibitsread
2026-07-16Restructuring, 2.06…read
2026-06-04Reg FD Disclosureread
2026-05-18Termination of Agreementread
2026-05-153.03, Bylaws Amendment…read
2026-04-28Earnings Release, Exhibitsread
2026-04-24Shareholder Voteread
2026-04-24Other Material Event, Exhibitsread
2026-03-06Reg FD Disclosureread
2026-01-30Earnings Release, Exhibitsread
2026-01-28Officer / Director Change, Reg FD Disclosure…read

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-11Anderson Dennis L IIOfficer, Chief InnovationSell3.35K$451.41K
2026-08-11Anderson Dennis L IIOfficer, Chief InnovationGift1.95K—
2026-08-11Anderson Dennis L IIOfficer, Chief InnovationSell2.10K$285.23K
2026-08-07MCREYNOLDS JUDY RDirectorSell2.86K$397.07K
2026-08-06MCREYNOLDS JUDY RDirectorSell1.44K$201.01K
2026-08-06Stipp Janice EDirectorSell1.40K$192.44K
2026-08-06Stipp Janice EDirectorSell3.60K$501.12K
2026-08-05MCREYNOLDS JUDY RDirectorGift7.00K—
2026-08-04Gattis Erin KOfficer, CHIEF HUMAN RESOSell6.16K$862.82K
2026-08-04MCREYNOLDS JUDY RDirectorSell1.50K$217.17K

Flow & Concentration

Insider 180d net-$3.11M
Insider buys / sells0 / 8
Insider biasSellers
13F holders8
Top-5 share93.7%
HHI3,544 (concentrated)

Top Holders

HolderValueShares
State Street Corp$137.97M961.22K
Capital Research / Capital World$41.67M290.30K
Millennium Management$20.43M142.31K
Fidelity / FMR LLC$18.14M126.40K
Citadel Advisors$14.50M101.03K
Renaissance Technologies$9.15M63.73K
AQR Capital Management$6.46M45.00K
T. Rowe Price Group$4.48K31.20K

As of 2026-06-30

SEC Filings

DateFormDoc
2026-08-124view
2026-08-104view
2026-08-074view
2026-08-074view
2026-08-064view
2026-08-054view
2026-07-3010-Qview
2026-07-298-Kview
2026-07-248-Kview
2026-07-168-Kview
2026-06-2411-Kview
2026-06-048-Kview
2026-05-188-Kview
2026-05-188-K/Aview
2026-05-158-Kview

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$4.43B+11.7%
Operating income$90.31M+9.6%
Net income$60.10M+17.7%
Cash from ops$228.95M+39.0%

Indices

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$127.59$129.06$124.68$125.16200.50K
Sep 24$131.28$132.82$127.22$127.35203.50K
Sep 23$131.67$133.16$128.57$131.08149.10K
Sep 22$132.09$134.87$130.52$131.71244.10K
Sep 21$129.35$130.35$125.93$129.75282.00K

Understand the score. Research layers are inputs to a model, and the available data has limits.

Read the methodology →