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Upturn AI SWOT - About
ArcBest Corp (ARCB)

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Upturn Advisory Summary
11/28/2025: ARCB (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $81.42
1 Year Target Price $81.42
| 4 | Strong Buy |
| 2 | Buy |
| 6 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -41.38% | Avg. Invested days 22 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.46B USD | Price to earnings Ratio 15.24 | 1Y Target Price 81.42 |
Price to earnings Ratio 15.24 | 1Y Target Price 81.42 | ||
Volume (30-day avg) 13 | Beta 1.51 | 52 Weeks Range 54.89 - 114.98 | Updated Date 11/30/2025 |
52 Weeks Range 54.89 - 114.98 | Updated Date 11/30/2025 | ||
Dividends yield (FY) 0.75% | Basic EPS (TTM) 4.21 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-11-05 | When Before Market | Estimate 1.37 | Actual 1.46 |
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 15.24 | Forward PE 11.83 | Enterprise Value 1772433217 | Price to Sales(TTM) 0.36 |
Enterprise Value 1772433217 | Price to Sales(TTM) 0.36 | ||
Enterprise Value to Revenue 0.44 | Enterprise Value to EBITDA 5.77 | Shares Outstanding 22511021 | Shares Floating 22091190 |
Shares Outstanding 22511021 | Shares Floating 22091190 | ||
Percent Insiders 1.37 | Percent Institutions 102.75 |
Upturn AI SWOT
ArcBest Corp

Company Overview
History and Background
ArcBest Corp. was founded in 1928 as OK Transfer and Storage Company. It has evolved from a local freight hauler to a comprehensive logistics and transportation solutions provider. Significant milestones include expanding services beyond less-than-truckload (LTL) and acquisitions that broadened its capabilities.
Core Business Areas
- ABF Freight: ABF Freight is the core LTL (Less-Than-Truckload) carrier, providing regional and national freight transportation services. This includes pickup, delivery, and line-haul operations for general commodities.
- ArcBest Logistics: ArcBest Logistics offers managed transportation services, freight brokerage, expedited solutions, and international shipping. It provides customized supply chain solutions to businesses of all sizes.
- FleetNet America: FleetNet America provides maintenance and repair solutions for commercial vehicles. They offer roadside assistance, preventive maintenance programs, and breakdown management services.
- U-Pack: U-Pack provides self-move services, allowing customers to load their belongings into trailers or containers, which are then transported by ABF Freight. This division targets residential customers.
Leadership and Structure
Judy R. McReynolds serves as the Chairman, President, and CEO. The organizational structure is hierarchical, with distinct divisions led by experienced executives. ArcBest's board of directors provides oversight and strategic guidance.
Top Products and Market Share
Key Offerings
- Less-Than-Truckload (LTL) Transportation: ABF Freight provides core LTL services. Market share is estimated to be around 6-7% of the total LTL market in the US. Competitors include FedEx Freight, Old Dominion Freight Line, and XPO Logistics. This service has highest revenue contribution.
- Managed Transportation Services: ArcBest Logistics offers managed transportation services for clients. The market is highly fragmented, with many players and variable market share data. Key competitors include C.H. Robinson, Echo Global Logistics, and Total Quality Logistics (TQL).
- Expedited Shipping: ArcBest Logistics provides expedited shipping services. The market includes FedEx Express, UPS, and DHL. There isn't a precise revenue or user number available for this product.
Market Dynamics
Industry Overview
The transportation and logistics industry is highly competitive and influenced by economic conditions, fuel prices, regulations, and technological advancements. Demand for transportation services is tied to overall economic growth and consumer spending. E-commerce growth has significantly impacted the demand for LTL and last-mile delivery services.
Positioning
ArcBest Corp. is positioned as a comprehensive logistics and transportation solutions provider, offering a wide range of services from LTL to managed transportation. Its competitive advantages include a strong network, experienced workforce, and a reputation for reliability.
Total Addressable Market (TAM)
The US freight transportation market is estimated to be worth over $800 billion annually. ArcBest Corp is well positioned to capture a portion of this TAM with its diverse service offerings and strong market presence. The TAM is expected to continue to grow due to e-commerce and increased globalization.
Upturn SWOT Analysis
Strengths
- Diversified service offerings
- Strong brand reputation (ABF Freight)
- Extensive network coverage
- Experienced management team
- Unionized workforce (IBT)
Weaknesses
- Exposure to economic cycles
- Union labor costs
- Dependence on LTL market conditions
- Fuel price volatility
- Potential for disruption by technology-driven competitors
Opportunities
- E-commerce growth
- Expansion of managed transportation services
- Strategic acquisitions
- Technological advancements (automation, data analytics)
- Increased demand for supply chain optimization
Threats
- Economic recession
- Increased competition
- Rising fuel costs
- Government regulations (e.g., hours of service)
- Labor disputes
Competitors and Market Share
Key Competitors
- ODFL
- FDX
- XPO
Competitive Landscape
ArcBest's advantages lie in its comprehensive service offerings and strong brand. Disadvantages include its exposure to LTL market conditions and union labor costs. Compared to its competitors (ODFL, FDX, XPO) ArcBest focuses on being the most comprehensive and diversified provider.
Major Acquisitions
MoLo Solutions
- Year: 2021
- Acquisition Price (USD millions): 235
- Strategic Rationale: Expanded ArcBest's brokerage and logistics capabilities, enhancing its presence in the third-party logistics (3PL) market.
Growth Trajectory and Initiatives
Historical Growth: ArcBest has experienced growth driven by its LTL services and expansion into logistics. Historical data is vital for evaluating the company's growth trajectory.
Future Projections: Analysts' projections indicate continued growth for ArcBest Corp, particularly in the logistics and managed transportation segments. These projections are subject to change based on market conditions.
Recent Initiatives: Recent strategic initiatives include investments in technology, expansion of service offerings, and strategic partnerships.
Summary
ArcBest Corp. is a well-established transportation and logistics company with a diversified service portfolio anchored by its core LTL business, ABF Freight. It has a robust history and benefits from a strong brand reputation and extensive network. Potential headwinds include economic volatility, rising fuel costs, and intense competition. Recent strategic acquisitions and a focus on technology are positioning ArcBest for future growth in a dynamic market.
Similar Stocks
Sources and Disclaimers
Data Sources:
- ArcBest Corp. Investor Relations
- Company Filings (SEC)
- Industry Reports (e.g., Transportation Intelligence)
- Analyst Reports
- Market Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change. Conduct thorough due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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 | Website https://arcb.com |
Full time employees 14000 | Website https://arcb.com | ||
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.

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