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USIndustrials

ArcBest Corp (ARCB)

US · Industrials · Trucking

$128.95-0.78%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$1.18B
Revenue YoY
+15.9%
Net profit
$-13.8M
Profit YoY
-153.6%
EPS
$2.38
EPS estimate
$2.30
Net margin
-1.2%

EPS came in at 2.38 against a street estimate of 2.30 — a beat of 3.5%.

Key statistics

Market cap
$3.01B
P/E
192.6
Forward P/E
14.4
P/B
2.39
Book value
$56.72
EPS (TTM)
$0.70
Dividend yield
0.35%
52-week high
$176.53
52-week low
$59.25
50-day MA
$143.19
200-day MA
$115.59
Beta
1.55

Analyst view

Analysts rate ArcBest Corp a buy (6 buy, 6 hold, 1 sell out of 13) with an average price target of $170.92.

From the latest earnings call · 2026-07-29

CONFIDENT ArcBest reported strong Q2 with 90.8% adjusted OR (200bps YoY), driven by pricing discipline, heavier freight mix, and productivity gains. Announced $40M restructuring. Expects Q3 Asset-Based OR flat sequentially despite fuel headwind. Q2 2026 Call did not break out regional performance. Analysts pressed on tonnage recovery potential, revenue trend deceleration, and liability impacts from Scottish Montgomery. Management emphasized early spillover signs, mix-driven revenue strength, and existing risk discipline positioning ArcBest favorably. 2026-07-29…

Full summary in the app.

Shareholding

Insiders
1.43%
Institutions
107.00%

Largest institutional holders

FundStake
BlackRock Inc15.18%
American Century Companies Inc6.90%
Dimensional Fund Advisors, Inc.6.13%
FMR Inc5.77%
Vanguard Portfolio Management, LLC5.68%
AllianceBernstein L.P.4.61%
Vanguard Capital Management, LLC4.50%
State Street Corp4.28%

Recent filings & reports

DocumentDate
Reg FD disclosure · Q3 2026
ARCBEST CORPORATION – Q3 2026 UPDATE SUMMARY HEADLINE NUMBERS • Asset-Based (ABF Freight) QTD 2026 (July-August) vs. 2025: - Billed Revenue per Da
2026-09-08
Quarterly report · Q2 2026
ARCBEST CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $2,452,285 thousand (June 30, 2026) vs. $2,452,662 thousand (Dec 31, 202
2026-07-30
Results announced · Q3 2026
ARCBEST CORPORATION – Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $1,184.5 million vs. $1,022.3 million in Q2 2025 (15.9% increase)
2026-07-29
Company announcement · Q3 2026
ARCBEST CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Board approved quarterly cash dividend of $0.12 per share • Record date: August 7, 2026 •
2026-07-24
Company announcement · Q3 2026
ARCBEST CORPORATION - RESTRUCTURING PLAN SUMMARY HEADLINE NUMBERS • Total estimated cash charges: $6.0 million to $7.0 million, primarily in Q3 2026
2026-07-16
Quarterly report · Q1 2026
ARCBEST CORPORATION — Q1 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Q1 2026 revenues: $998.8 million vs. $967.1 million in Q1 2025 (+3.3%)
2026-05-01
Proxy statement · Q2 2026
ARCBEST CORPORATION PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal I: Elect ten directors for a one-year term. Vote required: Ma
2026-03-13
Annual report FY2025
ARCBEST CORPORATION – FORM 10-K SUMMARY Fiscal Year Ended December 31, 2025 --- HEADLINE NUMBERS • Market capitalization (as of June 30, 2025): $1,
2026-02-25

Readable in the app.

Corporate actions

ActionDetailDate
Dividend$0.12 / share
ex-date Aug 7, 2026 · pay Aug 21, 2026
2026-08-07
Dividend$0.12 / share
ex-date May 8, 2026 · pay May 22, 2026
2026-05-08
Dividend$0.12 / share
ex-date Feb 10, 2026 · pay Feb 24, 2026
2026-02-10
Dividend$0.12 / share
ex-date Nov 14, 2025 · pay Nov 28, 2025
2025-11-14

Deals & corporate news

AnnouncementDate
Q3 2026 financial results and business trends update provided
ArcBest Corporation reported preliminary August 2026 operating metrics showing solid growth in its Asset-Based segment (trucking/logistics business). Key findings: billed revenue per day inc
2026-09-08
Preliminary fourth quarter 2025 financial results and business trends update provided
ArcBest Corporation reported preliminary fourth quarter 2025 results through November 30, showing mixed but mostly concerning trends across its business segments. Asset-Based Segment (core
2025-12-01

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Data updated 2026-09-18.