ARCB official logo ARCB
ARCB 1-star rating from Upturn Advisory
ArcBest Corp (ARCB) company logo

ArcBest Corp (ARCB)

ArcBest Corp (ARCB) 1-star rating from Upturn Advisory
$77.69
Last Close (24-hour delay)
Profit since last BUY1.46%
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Upturn Advisory Summary

12/22/2025: ARCB (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

3 star rating from financial analysts

13 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $82.42

1 Year Target Price $82.42

Analysts Price Target For last 52 week
$82.42 Target price
52w Low $54.89
Current$77.69
52w High $102.93

Analysis of Past Performance

Type Stock
Historic Profit -40.52%
Avg. Invested days 20
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/22/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 1.78B USD
Price to earnings Ratio 18.62
1Y Target Price 82.42
Price to earnings Ratio 18.62
1Y Target Price 82.42
Volume (30-day avg) 13
Beta 1.52
52 Weeks Range 54.89 - 102.93
Updated Date 12/22/2025
52 Weeks Range 54.89 - 102.93
Updated Date 12/22/2025
Dividends yield (FY) 0.60%
Basic EPS (TTM) 4.21

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 2.41%
Operating Margin (TTM) 3.7%

Management Effectiveness

Return on Assets (TTM) 2.84%
Return on Equity (TTM) 7.4%

Valuation

Trailing PE 18.62
Forward PE 14.45
Enterprise Value 2092990156
Price to Sales(TTM) 0.44
Enterprise Value 2092990156
Price to Sales(TTM) 0.44
Enterprise Value to Revenue 0.52
Enterprise Value to EBITDA 6.81
Shares Outstanding 22511021
Shares Floating 22098619
Shares Outstanding 22511021
Shares Floating 22098619
Percent Insiders 1.37
Percent Institutions 103.03

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

ArcBest Corp

ArcBest Corp(ARCB) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

ArcBest Corporation, formerly known as Arkansas Best Corporation, was founded in 1925 by Robert Earl (R.E.) Lee in Fort Smith, Arkansas. Initially a small local trucking company, it has evolved into a diversified freight transportation and logistics company. Key milestones include its expansion into non-asset-based logistics services, its rebranding to ArcBest in 2014 to reflect its broader offerings, and continuous acquisitions to bolster its capabilities.

Company business area logo Core Business Areas

  • Asset-Light Logistics: Provides a broad range of transportation and logistics services, including truckload, LTL (less-than-truckload), expedited, drayage, and intermodal solutions. This segment leverages a network of third-party carriers.
  • Household Goods Moving: Offers relocation services for individuals and families, primarily through its ABF Moving division.
  • ArcBest Truckload: Operates a dedicated truckload fleet, providing services for a variety of industries.
  • ArcBest Freight: This segment, formerly ABF Freight, is the company's core LTL (less-than-truckload) operation, offering regional and national transportation services for businesses.

leadership logo Leadership and Structure

ArcBest is led by a seasoned management team, with a Board of Directors overseeing strategic direction. The organizational structure is generally segmented by service offering to manage specialized operations effectively.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Less-Than-Truckload (LTL) Shipping: ArcBest's primary service, offering consolidated shipments from multiple customers on a single truck, serving businesses requiring efficient freight movement. Competitors include FedEx Freight, UPS Freight (now TForce Freight), and XPO Logistics. Market share data is not readily available for specific service lines, but LTL is a significant part of the overall freight market.
  • Dedicated Truckload Services: Provides dedicated fleets and capacity for companies with consistent shipping needs. Competitors include large asset-based carriers and 3PLs. Market share information is granular and not publicly detailed for this specific service.
  • Integrated Logistics Solutions: Offers a suite of services including warehousing, supply chain management, and expedited shipping, leveraging both owned assets and a third-party network. Competitors include a wide range of 3PL providers and larger logistics companies. Market share is difficult to quantify for this broad category.

Market Dynamics

industry overview logo Industry Overview

The freight transportation and logistics industry is highly competitive and cyclical, influenced by economic conditions, fuel prices, labor availability, and technological advancements. The rise of e-commerce has increased demand for efficient and flexible shipping solutions. Consolidation and the integration of technology are key trends.

Positioning

ArcBest positions itself as a premium provider of integrated freight and logistics solutions, emphasizing its technology-driven approach, customer service, and a blend of asset-based and asset-light capabilities. Its strength lies in its ability to offer a comprehensive suite of services across various transportation modes, catering to a diverse customer base.

Total Addressable Market (TAM)

The total addressable market for freight transportation and logistics in North America is in the hundreds of billions of dollars annually. ArcBest competes within specific segments of this market, such as LTL, truckload, and broader logistics services, aiming to capture a growing share through specialized offerings and integrated solutions.

Upturn SWOT Analysis

Strengths

  • Strong brand reputation in LTL transportation.
  • Diversified service offerings beyond traditional LTL.
  • Investments in technology to enhance efficiency and customer experience.
  • Experienced management team and loyal customer base.
  • Robust network of owned assets and third-party carriers.

Weaknesses

  • Vulnerability to economic downturns affecting freight volumes.
  • Dependence on labor availability, particularly drivers.
  • Higher operating costs compared to pure asset-light providers.
  • Potential for integration challenges with acquisitions.

Opportunities

  • Expansion into higher-growth logistics services and specialized niches.
  • Leveraging technology for data analytics and predictive logistics.
  • Growing e-commerce demand driving need for last-mile and fulfillment solutions.
  • Strategic acquisitions to broaden service capabilities and geographic reach.
  • Increased focus on sustainability and green logistics solutions.

Threats

  • Intense competition from both large incumbents and smaller players.
  • Fluctuations in fuel prices and their impact on operating costs.
  • Increasing regulatory burdens and compliance costs.
  • Potential for labor shortages and rising wages.
  • Disruptive technologies from new market entrants.

Competitors and Market Share

Key competitor logo Key Competitors

  • FedEx Freight (FDX)
  • TForce Freight (formerly UPS Freight)
  • XPO Logistics (XPO)
  • Old Dominion Freight Line (ODFL)
  • Saia (SAIA)

Competitive Landscape

ArcBest's competitive advantage lies in its integrated approach, offering a comprehensive suite of services from LTL to full truckload and asset-light logistics. While facing strong competition from specialized carriers like Old Dominion (ODFL) and large integrated players like FedEx, ArcBest differentiates itself through customer-centric solutions and technological innovation.

Major Acquisitions

Pathfinder

  • Year: 2023
  • Acquisition Price (USD millions):
  • Strategic Rationale: To enhance its supply chain visibility and technology capabilities, providing customers with improved data analytics and optimization tools.

MoveIt

  • Year: 2022
  • Acquisition Price (USD millions): 22.5
  • Strategic Rationale: To expand its expedited and specialized freight capabilities, particularly for project-based and white-glove delivery services.

Growth Trajectory and Initiatives

Historical Growth: ArcBest has demonstrated consistent growth over the years, driven by organic expansion of its LTL business and strategic acquisitions that have broadened its service portfolio and market reach. The company has successfully navigated economic cycles by diversifying its service offerings.

Future Projections: Analyst projections generally indicate moderate growth for ArcBest, driven by continued demand for integrated logistics solutions and potential market share gains. Future performance will likely depend on economic conditions, fuel price stability, and successful integration of new services and acquisitions.

Recent Initiatives: Recent initiatives have focused on enhancing technology adoption, expanding its capacity through strategic partnerships, and investing in fleet modernization and sustainability efforts. The company has also made acquisitions to strengthen its position in non-asset-based logistics.

Summary

ArcBest Corp is a robust player in the freight and logistics sector, demonstrating resilience through its diversified service offerings and strategic acquisitions. Its strengths lie in its LTL expertise, technological investments, and integrated solutions. However, the company must navigate the inherent cyclicality of the industry, labor market challenges, and intense competition to maintain its growth trajectory.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • ArcBest Corporation Investor Relations
  • Company Annual Reports (10-K filings)
  • Financial News Websites (e.g., Bloomberg, Reuters, Yahoo Finance)
  • Industry Analyst Reports

Disclaimers:

This analysis is based on publicly available information and is intended for informational purposes only. It does not constitute financial advice. Investors should conduct their own due diligence before making any investment decisions.

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Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

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About ArcBest Corp

Exchange NASDAQ
Headquaters Fort Smith, AR, United States
IPO Launch date 1992-05-13
Chairman & CEO Ms. Judy R. McReynolds CPA
Sector Industrials
Industry Trucking
Full time employees 14000
Full time employees 14000

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. ArcBest Corporation was founded in 1923 and is headquartered in Fort Smith, Arkansas.