ARCB

ArcBest Corporation

Fundamental data last updated:September 6, 2026

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company profile

SECTOR

Industrials

industry

Trucking

Exchange

NASDAQ

County of HQ

US

Next Earnings Date

Pending Announcement

Business Summary

ArcBest Corporation provides freight transportation and integrated logistics services. It operates through three segments: Asset-Based, ArcBest, and FleetNet. The Asset-Based segment transports general commodities, such as food, textiles, apparel, furniture, appliances, chemicals, nonbulk petroleum products, rubber, plastics, metal and metal products, wood, glass, automotive parts, machinery, and miscellaneous manufactured products through less-than-truckload services. It also offers motor carrier freight transportation services to customers in Mexico through arrangements with trucking companies. The ArcBest segment provides expedite freight transportation services to commercial and government customers; premium logistics services, such as deployment of specialized equipment to meet linehaul requirements; and international freight transportation with air, ocean, and ground services. It also offers third-party transportation brokerage services by sourcing various capacity solutions, including dry van over the road and intermodal, temperature-controlled and refrigerated, flatbed, intermodal or container shipping, and specialized equipment; full-container and less-than-container load ocean transportation services; warehousing and distribution services; managed transportation services; and moving services to 'do-it-yourself' consumer, as well as provides final mile, time critical, product launch, warehousing, retail logistics, supply chain optimization, and trade show shipping services. The FleetNet segment provides roadside repair solutions and vehicle maintenance management services for commercial and private fleets through a network of third-party service providers. 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.

 


VALUATION

P/E

53.43

Market Cap ($M USD)

$2.98B

Forward P/E

13.33

PEG

0.04

PRICE TO SALES

0.74

PRICE TO BOOK

2.32

EV / EBITDA

15.21

5-Year Average P/E

Free Cash Flow Yield

5.68%

DCF Value

$57.25

Graham Number

$56.96

Price to FCF

17.61

EV to FCF

19.95

Earnings Yield

1.87%

FCF Yield

5.68%

DIVIDEND

Yield

0.36%

Annual Payout

$0.48

Payout Ratio

19.42%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

$2.50

Next Year EPS Growth Estimate

$10.03

Next Year Revenue Growth Estimate

$4.90B

Return on Equity (ROE)

4.30%

FREE CASH FLOW

Operating Margin

2.16%

Debt-to-Equity

0.52

Piotroski F-Score

6

Altman Z-Score

4.01

Return on Invested Capital (ROIC)

4.93%

Current Ratio

0.93

Quick Ratio

0.93

Net Debt to EBITDA

1.79

Interest Coverage

6.27

Gross Profit margin

4.09%

FCF PER SHARE

$7.57

REVENUE PER SHARE

$180.94

Gainseekers Quantitative Analysis

Summary

The market seems to be mispricing ArcBest Corporation, with its snapshot price significantly extended above its DCF Value and Graham Number. The Forward P/E of 12.06 suggests a more reasonable valuation compared to its current P/E of 48.32, indicating potential future earnings growth. However, the earnings yield of just 2.07% raises questions about immediate returns. The Altman Z-score of 3.97 signals financial stability, but the stock’s current valuation appears stretched, demanding flawless execution from management to justify its price.

AI Exposure / Tech Reliance

In the trucking industry, ArcBest Corporation is positioned to leverage AI for route optimization and efficiency improvements. As logistics increasingly rely on technology, the company must adapt to maintain competitiveness. Its ability to integrate modern tech will be crucial for sustaining margins and operational excellence.

The Bull Case

For the value or GARP investor, ArcBest offers intriguing prospects. The ROIC of 4.93% and a Piotroski F-Score of 6 indicate decent capital efficiency and operational health. With a Free Cash Flow Yield of 6.28%, the company demonstrates solid cash generation potential. These metrics suggest ArcBest has some pricing power and the ability to reinvest in growth, making it an attractive buy for those seeking long-term value.

The Bear Case

Despite some strengths, ArcBest faces structural risks. The Price/Book ratio of 2.10 and Price/Sales of 0.67 suggest the stock might be overvalued relative to its assets and revenue. Its operating margin of 2.16% is razor-thin, indicating limited room for error in cost management. Additionally, trading close to its 52-week high, the stock appears technically overextended, which could pose risks if market sentiment shifts.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

Buy

Average Analyst Price Target

$117.14

Institutional Ownership %

1-Year Beta

1.55

Insider Buying % (6 Mo)

Distance to 52-Week High

2.08%

Distance to 52-Week Low

55.58%

EARNINGS SURPRISE %

18.52%

50-DAY SMA

$112.95

200-DAY SMA

$87.90

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.