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 |
| Vol | 200.50K |
| As of | 25 Sep 2026 |
The Verdict
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/E | 186.81x |
| Forward P/E | 13.11x |
| EV / EBITDA | 10.68x |
| P / S (ttm) | 0.67x |
| Profit margin | 0.4% |
| Return on equity | 1.3% |
| Revenue growth | +15.9% |
| Debt / equity | 36.27 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| 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.
Risk Metrics
| Beta vs SPX | 1.59 |
|---|---|
| Corr SPX | 0.50 |
| Annual vol | 51.3% |
| Annual ret | +19.5% |
| Sharpe | 0.38 |
| 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 |
| Analysts | 11 |
| Strong Buy | 1 | |
|---|---|---|
| Buy | 5 | |
| Hold | 6 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-04-29 | Wells Fargo | → Equal-Weight |
| 2026-04-29 | UBS | → Neutral |
| 2026-04-29 | Truist Securities | → Buy |
| 2026-04-29 | TD Cowen | → Hold |
| 2026-04-29 | Stifel | → Buy |
| 2026-04-29 | JP Morgan | → Neutral |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-29 | Earnings Release, Exhibits | read |
| 2026-07-24 | Other Material Event, Exhibits | read |
| 2026-07-16 | Restructuring, 2.06… | read |
| 2026-06-04 | Reg FD Disclosure | read |
| 2026-05-18 | Termination of Agreement | read |
| 2026-05-15 | 3.03, Bylaws Amendment… | read |
| 2026-04-28 | Earnings Release, Exhibits | read |
| 2026-04-24 | Shareholder Vote | read |
| 2026-04-24 | Other Material Event, Exhibits | read |
| 2026-03-06 | Reg FD Disclosure | read |
| 2026-01-30 | Earnings Release, Exhibits | read |
| 2026-01-28 | Officer / Director Change, Reg FD Disclosure… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-11 | Anderson Dennis L II | Officer, Chief Innovation | Sell | 3.35K | $451.41K |
| 2026-08-11 | Anderson Dennis L II | Officer, Chief Innovation | Gift | 1.95K | — |
| 2026-08-11 | Anderson Dennis L II | Officer, Chief Innovation | Sell | 2.10K | $285.23K |
| 2026-08-07 | MCREYNOLDS JUDY R | Director | Sell | 2.86K | $397.07K |
| 2026-08-06 | MCREYNOLDS JUDY R | Director | Sell | 1.44K | $201.01K |
| 2026-08-06 | Stipp Janice E | Director | Sell | 1.40K | $192.44K |
| 2026-08-06 | Stipp Janice E | Director | Sell | 3.60K | $501.12K |
| 2026-08-05 | MCREYNOLDS JUDY R | Director | Gift | 7.00K | — |
| 2026-08-04 | Gattis Erin K | Officer, CHIEF HUMAN RESO | Sell | 6.16K | $862.82K |
| 2026-08-04 | MCREYNOLDS JUDY R | Director | Sell | 1.50K | $217.17K |
Flow & Concentration
| Insider 180d net | -$3.11M |
|---|---|
| Insider buys / sells | 0 / 8 |
| Insider bias | Sellers |
| 13F holders | 8 |
| Top-5 share | 93.7% |
| HHI | 3,544 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $137.97M | 961.22K |
| Capital Research / Capital World | $41.67M | 290.30K |
| Millennium Management | $20.43M | 142.31K |
| Fidelity / FMR LLC | $18.14M | 126.40K |
| Citadel Advisors | $14.50M | 101.03K |
| Renaissance Technologies | $9.15M | 63.73K |
| AQR Capital Management | $6.46M | 45.00K |
| T. Rowe Price Group | $4.48K | 31.20K |
As of 2026-06-30
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| 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
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $127.59 | $129.06 | $124.68 | $125.16 | 200.50K |
| Sep 24 | $131.28 | $132.82 | $127.22 | $127.35 | 203.50K |
| Sep 23 | $131.67 | $133.16 | $128.57 | $131.08 | 149.10K |
| Sep 22 | $132.09 | $134.87 | $130.52 | $131.71 | 244.10K |
| Sep 21 | $129.35 | $130.35 | $125.93 | $129.75 | 282.00K |
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