ArcBest Corporation (ARCB) AI Stock Analysis

ArcBest Corporation specializes in freight transportation and integrated logistics services across three primary segments: Asset-Based, ArcBest, and FleetNet. The Asset-Based segment provides less-than-truckload (LTL) services for general commodities such as food, chemicals, textiles, and automotive parts, extending services to Mexico through local trucking partners. The ArcBest segment handles expedited freight for commercial and government clients, third-party transportation brokerage across dry van, refrigerated, and flatbed capacity, as well as warehousing and moving services. The FleetNet segment offers vehicle maintenance management and roadside repair solutions across a nationwide network.

Between FY2020 and FY2025, ArcBest delivered a revenue compound annual growth rate of 6.4%. Annual revenue reached $5.03B in FY2022 before decreasing 12.0% to $4.43B in FY2023, 5.6% to $4.18B in FY2024, and 4.0% to $4.01B in FY2025. Net income also contracted from $298.2M in FY2022 to $60.1M in FY2025, while operating margin compressed to 2.3%. Over the trailing twelve months, revenue was $4.20B with an operating margin of 5.4% and net profit margin of 0.4%. For the latest quarter ended June 30, 2026, quarterly revenue grew 15.9% year-over-year, while quarterly earnings fell 59.3%.

As of June 30, 2026, ArcBest held $168.4M in cash and short-term investments alongside $459.8M in total debt, resulting in net debt of $291.3M. Total assets stood at $2.45B against shareholders' equity of $1.27B, representing a debt-to-equity ratio of 0.36 and a current ratio of 0.97. In FY2025, the company generated $229.0M in operating cash flow and $100.8M in free cash flow. ArcBest allocated cash flow toward $128.2M in capital expenditures, $75.6M in share buybacks, and $11.0M in dividends paid.

At a last close of $129.98, ArcBest has a market capitalization of $2.91B and an enterprise value of $3.22B. The stock trades at a trailing price-to-earnings ratio of 188.4x, well above the 24.8x median of its US-listed Industrials peers. However, its forward P/E is 13.7x compared to the peer median of 17.2x, and its enterprise value-to-revenue multiple is 0.8x. Over the past year, the shares gained 76.8%, outperforming the 16.8% return for the S&P 500 (SPY), though its 5-year return of 55.9% trailed the index's 83.0%.

ArcBest pays a quarterly dividend with an annualized forward payout of $0.48 per share, yielding 0.37%. The company maintains a payout ratio of 10.6% and has paid dividends for 24 consecutive years. Over the trailing five years, ArcBest grew its dividend at an annualized rate of 8.4%, with the last ex-dividend date occurring on August 7, 2026.

Wall Street coverage comprises 6 Strong Buy, 2 Buy, and 6 Hold recommendations, with 0 Sell or Strong Sell ratings. The mean price target is $166.85, indicating 28.4% upside against the last close of $129.98. For the fiscal year ending December 31, 2026, consensus expectations project EPS of $7.04 on revenue of $4.51B. ArcBest beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is scheduled for November 4, 2026.

This page is an AI-written research summary of ArcBest Corporation (ARCB). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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