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ArcBest Corporation

ARCB Industrials Trucking

ArcBest Corporation’s revenue for fiscal 2025 (year ended December 2025) was $4.0 billion, down 4.04% from fiscal 2024.

Revenue
+15.5%
EPS
+33.8%
Free cash flow
+77.4%
Total debt
−9.14%

Quarter to September 2026, against a year earlier

133.65 5.64 −4.05%
Market cap
$3.0B
P/E
104×
Fwd P/E
35.1×
Dividend yield
0.36%
F-score
4/9
Altman Z
3.47
Beneish M
−2.04
Dividend safety
82/100
Overview
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios

Insider Decisions last twelve months

Sold, $m 3.22
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — 6 1 — —
Insider Ownership 1.70%

Capital & Financial Ratios $m

Size
Market Cap 2,990.00
Revenue ttm 4,366.51
Net income ttm 28.68
Free cash flow ttm 251.14
Net debt Q (12.76)
Valuation
P/E 104.05 (above 35: high)
Forward P/E 35.10 (above 35: high)
Price / sales 0.68
Forward P/S Powerpack
Price / FCF 11.88
Price / book 2.31
Financial health
Current ratio Q 1.00 (below 1: weak)
Debt / equity Q 0.15 (at or below 0.5: strong)
Interest coverage Q 23.09
Growth
Revenue growth Q +15.49% (above 0%: growing)
Operating income growth Q +34.25% (above 0%: growing)
EPS, this year +99.33% (at or above 15%: strong)
EPS, next year A +31.99% (at or above 15%: strong)
Revenue, next year A +12.44% (at or above 10%: strong)
EPS, past 5 yrs −0.53% (below 0%: weak)
EPS, next 5 yrs A +46.98% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 0.7×, against a ten-year median of 0.4×; over the ten years it ranged from 0.2× in 2020 to 0.8× in 2021.
P/E against its own 10 years 97.58%
10-year low 10-year high
P/S against its own 10 years 92.30%
10-year low 10-year high
P/B against its own 10 years 88.52%
10-year low 10-year high
EV/Sales against its own 10 years 92.30%
10-year low 10-year high
EV/FCF against its own 10 years 58.38%
10-year low 10-year high

Dividends

Yield
0.36%
Annual rate
0.48
Payout ratio
37.7%
Growth, 2017–25
+5.20%/yr
  1. 0.32 ’17
  2. 0.32 ’18 +0
  3. 0.32 ’19 +0
  4. 0.32 ’20 +0
  5. 0.32 ’21 +0
  6. 0.44 ’22 +38
  7. 0.48 ’23 +9
  8. 0.48 ’24 +0
  9. 0.48 ’25 +0
  10. 0.48 ’26e +0
paid forecast change on the year, % Powerpack

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 330 157 124 207
Receivables 482 431 397 509
Inventory — — — —
Other 11 11 10 9
885 676 626 760
2023 2024 2025 Q'26
Payables 214 173 154 199
ST’ Debt 67 64 88 88
Other — — — —
702 666 657 762

Compound Annual Growth %

10y 5y 3y
Sales 4.16% 6.40% (7.27%)
Cash Flow 4.38% 2.14% (21.36%)
Earnings 2.97% (3.31%) (41.37%)
Book Value 8.21% 9.35% 4.01%

Earnings Trends EPS, adjusted, against the consensus

Q3 FY26 Estimate 2.54 Actual 2.62

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q4 FY25 0.45 0.36 Miss by 0.09
Q1 FY26 0.27 0.32 Beat by 0.05
Q2 FY26 2.30 2.38 Beat by 0.08
Q3 FY26 2.54 2.62 Beat by 0.08
Q4 FY26 1.83 — Reports 29 January 2027

EPS $

Mar Jun Sep Dec Year
’26 (0.05) (0.62) 2.30 — —
’25 0.13 1.12 1.72 (0.36) 2.62
’24 (0.10) 1.96 4.23 1.24 7.30
’23 2.84 1.64 1.42 2.01 7.93
’22 2.68 4.00 3.50 1.48 11.69
’21 0.87 2.27 2.38 2.47 7.98
’20 0.07 0.61 1.11 0.89 2.69
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 999 1,185 1,211 — —
’25 967 1,022 1,048 973 4,010
’24 1,036 1,078 1,063 1,002 4,179
’23 1,106 1,103 1,128 1,090 4,427
’22 1,268 1,322 1,276 1,163 5,029
’21 829 949 1,017 971 3,766
’20 701 627 795 816 2,940
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 9 130 117 — —
’25 (23) 108 99 45 229
’24 6 134 89 57 286
’23 21 83 91 127 322
’22 (11) 196 166 120 471
’21 23 123 92 85 324
’20 23 59 69 55 206
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 (3) 118 101 — —
’25 (38) 81 57 35 135
’24 (51) 81 23 8 61
’23 (16) 32 45 36 98
’22 (30) 165 139 51 325
’21 17 105 70 67 259
’20 18 49 63 31 162
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.8
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 2,700 2,826 3,094 2,988 2,940 3,766 5,029 4,427 4,179 4,010 4,367 +4.5% 4,509 4,867 5,205 +9.1%
Gross margin, % 1.26 2.17 3.53 2.13 3.34 7.35 7.85 3.90 5.85 2.25 1.10 +1.0 pt
EBT 28 52 84 51 92 273 388 187 219 83 38 +12.7%
EBT margin, % 1.05 1.82 2.73 1.72 3.15 7.25 7.72 4.22 5.23 2.07 0.87 +1.0 pt
Net income 19 60 67 40 71 214 298 195 174 60 29 +13.9%
Per share, $
Per share, $ Revenue 104.85 110.05 120.47 117.02 115.71 147.86 204.55 184.33 177.43 175.60 195.63 +5.9%
Earnings 0.72 2.32 2.61 1.56 2.80 8.38 12.13 8.14 7.39 2.63 1.28 +15.5%
Cash flow 4.35 5.91 9.94 6.67 8.11 12.70 19.15 13.41 12.14 10.03 13.44 +9.7%
Capex (2.72) (2.78) (1.94) (3.48) (1.74) (2.54) (5.93) (9.34) (9.54) (4.10) (2.18) +4.7%
Free cash flow 1.63 3.14 8.00 3.19 6.37 10.16 13.22 4.08 2.60 5.92 11.25 +15.4%
Book value 23.26 25.36 27.95 29.88 32.61 36.47 46.83 51.72 55.80 56.74 57.89 +10.4%
Shares, m 26 26 26 26 25 25 25 24 24 23 22 (1.3%)
Valuation, ×
Valuation, × P/E 40.70 16.00 13.13 17.69 15.35 14.30 5.68 14.91 12.65 28.32 104.05 17.9
P/S 0.28 0.34 0.28 0.24 0.37 0.81 0.34 0.66 0.53 0.42 0.68 0.4
P/B 1.24 1.46 1.23 0.92 1.31 3.29 1.47 2.34 1.67 1.31 2.31 1.6
EV/Sales 0.30 0.37 0.28 0.24 0.34 0.84 0.32 0.63 0.53 0.45 0.68 0.4
EV/FCF 19.42 12.92 4.26 8.72 6.17 12.18 5.02 28.66 36.43 13.26 11.83 14.7
Cash, $m
Cash, $m Operating cash flow 112 152 255 170 206 324 471 322 286 229 300 +8.3%
Capex (70) (71) (50) (89) (44) (65) (146) (224) (225) (94) (49) +3.3%
Free cash flow 42 81 206 81 162 259 325 98 61 135 251 +13.9%
Balance, $m
Balance, $m Working capital 95 120 198 220 252 73 221 183 10 (31) (2) n/m
Net debt 72 92 (5) 5 (85) 101 (61) (101) 32 100 (13) +3.7%
Shareholders’ equity 599 651 718 763 829 929 1,151 1,242 1,314 1,296 1,292 +8.9%
Returns, %
Returns, % ROA 1.47 4.51 4.63 2.51 4.15 10.97 12.95 7.85 7.08 2.46 1.15 +1.0 pt
ROIC 3.17 5.16 9.57 5.19 8.26 16.81 22.62 9.45 11.35 4.05 2.34 +0.9 pt
ROE 3.14 9.55 9.83 5.40 8.93 24.30 28.67 16.33 13.61 4.61 2.19 +1.5 pt
People
People Employees 11,000 13,000 13,000 13,000 13,000 14,000 15,700 15,000 14,000 14,000 — +2.7%
Revenue/emp, $m 0.25 0.22 0.24 0.23 0.23 0.27 0.32 0.30 0.30 0.29 — +1.7%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 5 Nov 2026

ArcBest Corporation vs peers in Trucking (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
KNX Knight-Swift Transportation Holdings Inc. $9.7B 62.7× 34.5× +14.21% (above 0%: growing) +1,360.00% (above 0%: growing) +752.41% (above 0%: growing) 69.85% 8.12% Compare
SAIA Saia, Inc. $8.9B 31.4× 30.0× +17.01% (above 0%: growing) +5.57% (above 0%: growing) +4.02% (above 0%: growing) 69.15% 12.45% Compare
TFII TFI International Inc. $7.9B 22.2× 19.2× +13.39% (above 0%: growing) +26.10% (above 0%: growing) −41.17% (below 0%: shrinking) 47.44% 8.06% Compare
SNDR Schneider National, Inc. $5.0B 34.8× 28.4× +9.15% (above 0%: growing) +154.55% (above 0%: growing) +5.52% (above 0%: growing) 52.35% 3.92% Compare
RXO RXO INC $4.6B — (loss-making) — (loss-making) +31.67% (above 0%: growing) n/m +33.33% (above 0%: growing) 14.70% 0.91% Compare
ARCB ArcBest Corporation $3.0B 104× 35.1× +15.49% (above 0%: growing) +33.79% (above 0%: growing) +77.41% (above 0%: growing) 6.06% 6.06%
WERN Werner Enterprises, Inc. $1.7B — (loss-making) 70.4× +23.20% (above 0%: growing) n/m +581.60% (above 0%: growing) 50.52% 1.79% Compare
MRTN Marten Transport, Ltd. $978.3M 66.1× 59.6× +1.25% (above 0%: growing) +33.33% (above 0%: growing) +100,952.63% (above 0%: growing) 60.93% 1.37% Compare
ULH Universal Logistics Holdings, Inc. $777.1M — (loss-making) 16.9× −3.67% (below 0%: shrinking) +209.37% (above 0%: growing) +220.86% (above 0%: growing) 37.71% 11.90% Compare
Median of peers $4.8B 34.8× 30.0× +13.80% +93.94% +127.10% 51.44% 5.99%

All 18 Trucking stocks →

Pay and ownership Proxy statement filed 13 March 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 3.50m 909.27k 178.25
2024 4.50m 3.71m 222.73
2023 6.32m 10.55m 285.78
2022 6.43m 384.91k 165.75
2021 6.01m 16.58m 282.10

Ownership

Directors and executive officers, together 0.98%
BlackRock, Inc. 15.15%
The Vanguard Group, Inc. 11.75%
AllianceBernstein L.P. 7.18%
Dimensional Fund Advisors LP 6.49%
American Century Investment Management, Inc. 5.86%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

ArcBest Corporation (ARCB) Latest News

4 Nov

Impact 3 · · GuruFocus.com
Impact 3 · · truckingdive.com
Impact 3 · · Moby transcript
Impact 3 · · The Motley Fool transcript
Impact 3 · · MarketBeat
Impact 3 · · FreightWaves

29 Oct

Impact 3 · · Zacks
Impact 3 · · StockStory

28 Oct

Impact 4 · · Zacks

27 Oct

Impact 3 · · Insider Monkey

23 Oct

Impact 3 · · Zacks

20 Oct

Impact 4 · · Simply Wall St.
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Impact 3 · · Simply Wall St.
Impact 3 · · Simply Wall St.
Impact 3 · · Zacks
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14 Oct

Impact 3 · · StockStory

13 Oct

Impact 3 · · Business Wire

9 Oct

Impact 3 · · Zacks

8 Oct

Impact 3 · · Zacks

29 Sep

Impact 3 · · Zacks

9 Sep

Impact 4 ·

7 Aug

Impact 3 · · The Motley Fool transcript

3 Aug

Impact 4 ·

1 Aug

Impact 4 ·

31 Jul

Impact 3 ·
Impact 3 · · truckingdive.com

30 Jul

Impact 3 ·

ARCB metrics, ten years each

stockrow.com/ARCB · Data as of Nov 5, 2026 · For information only; not investment advice. · © 2026 stockrow.com