ArcBest Corporation ARCB R2K

Industrials · Trucking · United States

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.

Market & Price

Market Cap

$3.04B

Current Price

$136.69

High / Low (52W)

$136.69 / $59.50

Beta

1.55

Valuation

Stock P/E

56.02

Industry PE

28.38

Forward P/E

17.12

PEG Ratio

0.50

Book Value

$57.76

Price to Book

2.37

P/S

0.75

EV/EBITDA

13.37

Dividend Yield

0.35%

Profitability & Returns

ROCE

5.32%

ROE

4.33%

ROA

2.08%

Profit Margin

1.38%

Op Margin

0.36%

EPS (Latest Qtr)

$-0.05

EPS (TTM)

$2.44

Balance Sheet & Liquidity

Debt/Equity

0.36

Quick Ratio

0.78

Current Ratio

0.93

Debt

$460.09M

Total Assets

$2.45B

Current Assets

$626.06M

Working Capital

$-30.82M

Ownership

Promoter Holding

1.49%

Chg in Prom Hold

0.10%

FII / Inst Holding

107.79%

Chg in FII Hold

-0.00%

Financial Snapshot

Enterprise Value

$3.42B

Total Revenue (TTM)

$4.04B

EBITDA

$255.55M

Free Cash Flow

$110.24M

Operating Cash Flow

$260.89M

Shares Outstanding

22.26M

Gross Margin

7.73%

Payout Ratio

19.67%

Growth (CAGR)

Revenue 5Y

-7.27%

Profit 5Y

-41.37%

Revenue (YoY)

3.30%

Earnings (YoY)

PROS

Generates positive free cash flow.
In a confirmed uptrend (50-DMA above 200-DMA).

CONS

Trading at a high P/E of 56.0.
Revenue declined at -7.3% CAGR over 5 years.
Earnings shrank at -41.4% CAGR over 5 years.

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Period: Metric:

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Industrials).

#	Name	CMP $	P/E	Mkt Cap	Div Yld %	ROCE %	ROE %	Rev CAGR 5Y %	Profit CAGR 5Y %
1	ARCB ArcBest Corporation R2K	136.69	56.02	$3.04B	0.35%	5.32%	4.33%	-7.27%	-41.37%
2	CAT Caterpillar Inc. SPX	875.87	43.66	$403.42B	0.69%	19.42%	51.33%	4.38%	9.83%
3	GE GE Aerospace SPX	323.76	40.17	$338.27B	0.58%	11.89%	45.43%	16.32%	195.89%
4	GEV GE Vernova Inc. SPXAI	968.32	28.33	$260.21B	0.21%	6.30%	75.71%	8.68%	92.84%
5	RTX RTX Corporation SPX	179.66	33.64	$241.95B	1.54%	9.41%	11.57%	9.72%	9.01%
6	UNP Union Pacific Corporation SPX	262.64	21.60	$155.93B	2.10%	16.19%	40.69%	-0.49%	0.66%
7	ETN Eaton Corporation plc SPXAI	400.60	39.20	$155.55B	1.10%	16.23%	20.84%	9.77%	18.41%
8	HON Honeywell International Inc. NDXSPX	237.86	38.00	$150.72B	2.00%	13.57%	24.26%	1.82%	-1.62%
9	DE Deere & Company SPX	542.18	30.67	$146.45B	1.20%	12.82%	18.35%	-4.50%	-11.00%

Quarterly Results

Figures in USD.

Metric	Sep 2015	Dec 2015	Mar 2016	Jun 2016	Sep 2016	Dec 2016	Mar 2017	Jun 2017	Sep 2017	Dec 2017	Mar 2018	Jun 2018	Sep 2018	Dec 2018	Mar 2019	Jun 2019	Sep 2019	Dec 2019	Mar 2020	Jun 2020	Sep 2020	Dec 2020	Mar 2021	Jun 2021	Sep 2021	Mar 2022	Jun 2022	Sep 2022	Mar 2023	Jun 2023	Sep 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026
Revenue	-	-	-	-	-	-	651.09M	720.37M	744.28M	710.72M	700.00M	793.35M	826.16M	774.28M	711.84M	771.49M	787.56M	717.42M	701.40M	627.37M	794.98M	816.41M	829.21M	948.97M	1.02B	1.27B	1.32B	1.28B	1.11B	1.10B	1.13B	1.04B	1.08B	-	-	967.08M	1.02B	1.05B	972.69M	998.79M
Cost of Revenue	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	911.57M	938.14M	962.02M	923.17M	948.50M
Gross Profit	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	55.51M	84.11M	86.11M	49.52M	50.29M
Operating Expenses	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	48.88M	49.45M	47.19M	30.04M	46.86M
Operating Income	33.44M	7.31M	-9.27M	16.65M	20.37M	1.21M	-9.90M	25.77M	26.74M	18.74M	12.72M	3.16M	56.05M	37.16M	8.59M	35.20M	31.21M	-11.23M	7.82M	20.43M	39.78M	30.25M	32.19M	74.30M	87.56M	92.94M	136.04M	115.34M	21.16M	42.12M	45.09M	22.43M	48.84M	-	-	6.63M	34.66M	38.93M	19.48M	3.43M
EBITDA	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	46.89M	79.85M	101.24M	37.81M	47.26M
Interest Expense	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	2.75M	2.96M	3.33M	3.32M	4.29M
Pretax Income	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	4.17M	35.97M	53.51M	-10.55M	-1.33M
Tax Provision	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	1.04M	10.16M	14.23M	-2.44M	-297.00K
Net Income	19.15M	4.99M	-6.10M	10.23M	12.94M	1.58M	-7.41M	15.78M	14.79M	36.57M	9.95M	1.23M	40.78M	15.30M	4.89M	24.38M	16.27M	-5.55M	1.90M	15.88M	29.40M	23.91M	23.36M	60.98M	63.69M	69.57M	102.46M	88.84M	71.28M	40.44M	34.92M	-2.31M	46.92M	-	-	3.13M	25.81M	39.27M	-8.12M	-1.04M
Diluted EPS	0.72	0.19	-0.24	0.39	0.49	0.06	-0.29	0.60	0.56	1.37	0.37	0.05	1.52	0.57	0.18	0.92	0.62	-0.22	0.07	0.61	1.11	0.89	0.87	2.27	2.38	2.68	4.00	3.50	2.84	1.64	1.42	-0.10	1.96	-	-	0.13	1.12	1.72	-0.36	-0.05

Profit & Loss (Annual)

Figures in USD.

Metric	Dec 2008	Dec 2009	Dec 2010	Dec 2011	Dec 2012	Dec 2013	Dec 2014	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Revenue	-	-	-	-	-	-	-	-	2.70B	2.83B	3.09B	2.99B	2.94B	-	5.03B	4.43B	4.18B	4.01B
Cost of Revenue	-	-	-	-	-	-	-	-	-	-	-	-	-	-	4.46B	4.05B	3.83B	3.73B
Gross Profit	-	-	-	-	-	-	-	-	-	-	-	-	-	-	573.52M	378.43M	350.00M	275.26M
Operating Expenses	-	-	-	-	-	-	-	-	-	-	-	-	-	-	160.70M	194.75M	194.12M	175.56M
Operating Income	48.52M	-168.71M	-54.55M	9.76M	-14.57M	19.07M	69.24M	75.50M	34.06M	61.35M	109.10M	63.77M	98.28M	-	412.83M	183.68M	155.88M	99.70M
EBITDA	-	-	-	-	-	-	-	-	-	-	-	-	-	-	536.07M	341.74M	376.78M	265.79M
Interest Expense	-	-	-	-	-	-	-	-	-	-	-	-	-	-	7.73M	9.09M	8.98M	12.36M
Pretax Income	-	-	-	-	-	-	-	-	-	-	-	-	-	-	388.30M	186.91M	218.71M	83.09M
Tax Provision	-	-	-	-	-	-	-	-	-	-	-	-	-	-	93.66M	44.75M	45.35M	23.00M
Net Income	29.17M	-127.89M	-32.69M	6.16M	-7.73M	15.81M	46.18M	44.85M	18.65M	59.73M	67.26M	39.98M	71.10M	-	298.21M	195.43M	173.96M	60.10M
Diluted EPS	1.14	-5.12	-1.30	0.23	-0.31	0.59	1.69	1.67	0.71	2.25	2.51	1.51	2.69	-	11.69	7.93	7.30	2.62
R&D Expense	-	-	-	-	-	-	-	-	-	-	-	-	25.60M	32.80M	40.80M	52.40M	34.10M	29.10M

Compounded Sales Growth

5 Years:	-7.27%
1 Year:	3.30%

Compounded Profit Growth

5 Years:	-41.37%
1 Year:	-

Stock Price Performance

1 Year:	+119.27%
6 Months:	+113.16%
3 Months:	+33.28%
1 Month:	+7.69%

Balance Sheet (Annual)

Figures in USD.

Metric	Dec 2007	Dec 2008	Dec 2009	Dec 2010	Dec 2011	Dec 2012	Dec 2013	Dec 2014	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Total Assets	-	-	869.55M	860.95M	916.22M	1.03B	1.02B	1.13B	1.26B	1.28B	1.37B	1.54B	1.65B	1.78B	-	2.49B	2.49B	2.43B	2.45B
Current Assets	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	989.78M	884.78M	675.64M	626.06M
Cash & Equivalents	93.81M	100.88M	39.33M	102.58M	141.29M	90.70M	105.35M	157.04M	164.97M	114.28M	120.77M	190.19M	201.91M	303.95M	-	158.26M	262.23M	127.44M	102.03M
Inventory	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Receivables	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	517.49M	430.12M	394.84M	370.97M
Total Liabilities	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	1.34B	1.24B	1.12B	1.16B
Current Liabilities	-	-	236.56M	233.90M	263.67M	299.71M	309.62M	340.78M	364.60M	396.18M	402.59M	451.32M	444.28M	506.55M	-	768.47M	701.56M	665.99M	656.89M
Long Term Debt	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	198.37M	161.99M	125.16M	135.97M
Total Debt	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	438.68M	437.73M	413.48M	464.58M
Total Equity	632.39M	624.75M	500.90M	479.74M	465.62M	459.00M	520.46M	560.88M	588.73M	599.05M	651.46M	717.68M	763.04M	828.59M	-	1.15B	1.24B	1.31B	1.30B
Shares Outstanding	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	29.76M	30.02M	30.40M	30.49M

Cash Flows (Annual)

Figures in USD.

Metric	Dec 2008	Dec 2009	Dec 2010	Dec 2011	Dec 2012	Dec 2013	Dec 2014	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Operating Cash Flow	105.34M	11.79M	26.29M	-	-	-	-	149.13M	111.94M	151.91M	255.35M	170.36M	205.99M	-	470.82M	322.17M	285.85M	228.95M
Investing Cash Flow	-86.23M	-29.19M	44.67M	-	-	-	-	-125.64M	-87.17M	-68.47M	-94.95M	-98.24M	7.46M	-	-261.08M	-21.70M	-187.28M	-76.70M
Financing Cash Flow	-12.03M	-44.15M	-7.72M	-	-	-	-	-15.56M	-75.88M	-77.92M	-90.98M	-60.40M	-111.41M	-	-127.98M	-196.61M	-233.35M	-177.66M
Capital Expenditure	-58.73M	-48.04M	-11.42M	-53.23M	-37.28M	-26.37M	-35.48M	-78.42M	-68.27M	-65.78M	-43.99M	-90.95M	-43.25M	-	-165.50M	-232.00M	-240.00M	-128.17M
Free Cash Flow	46.61M	-36.25M	14.87M	-	-	-	-	70.71M	43.67M	86.13M	211.35M	79.41M	162.74M	-	305.31M	90.17M	45.85M	100.79M
Net Change in Cash	-	-	-	-	-	-	-	-	-	-	-	-	-	-	81.75M	103.85M	-134.78M	-25.41M
Share Buybacks	-	-	-	-	-	-	-	12.77M	9.51M	6.02M	9.40M	9.11M	6.59M	83.10M	65.00M	91.53M	75.23M	75.57M

Ratios (Annual)

Figures in %.

Metric	Dec 2008	Dec 2009	Dec 2010	Dec 2011	Dec 2012	Dec 2013	Dec 2014	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Gross Margin %	-	-	-	-	-	-	-	-	-	-	-	-	-	-	11.4%	8.5%	8.4%	6.9%
Operating Margin %	-	-	-	-	-	-	-	-	1.3%	2.2%	3.5%	2.1%	3.3%	-	8.2%	4.1%	3.7%	2.5%
Net Margin %	-	-	-	-	-	-	-	-	0.7%	2.1%	2.2%	1.3%	2.4%	-	5.9%	4.4%	4.2%	1.5%
ROE %	4.7%	-25.5%	-6.8%	1.3%	-1.7%	3.0%	8.2%	7.6%	3.1%	9.2%	9.4%	5.2%	8.6%	-	25.9%	15.7%	13.2%	4.6%
ROCE %	-	-26.7%	-8.7%	1.5%	-2.0%	2.7%	8.8%	8.4%	3.8%	6.4%	10.0%	5.3%	7.7%	-	23.9%	10.3%	8.8%	5.6%

Shareholding Pattern

Insiders

1.49%

Institutions

107.79%

Public Float

109.42%

Top Institutional Holders

#	Holder	% Held	Shares	Value
1	Blackrock Inc.	15.24%	3.39M	$463.80M
2	Dimensional Fund Advisors LP	6.28%	1.40M	$191.00M
3	American Century Companies Inc	6.21%	1.38M	$188.92M
4	FMR, LLC	5.80%	1.29M	$176.43M
5	Vanguard Portfolio Management LLC	5.70%	1.27M	$173.49M
6	Alliancebernstein L.P.	4.63%	1.03M	$140.95M
7	Vanguard Capital Management LLC	4.51%	1.01M	$137.37M
8	State Street Corporation	4.30%	957.68K	$130.91M
9	Invesco Ltd.	3.63%	809.20K	$110.61M
10	Geode Capital Management, LLC	2.56%	569.80K	$77.89M

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