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. In the quarter to June 2026, revenue grew 15.9%, EPS fell 155.4%, free cash flow grew 45.8% and total debt fell 10.7%, each against the same quarter a year earlier. Dividend growth for ten consecutive years.

129.98 3.09 −2.32%
Market cap
$3.0B
P/E
186×
Fwd P/E
33.5×
Dividend yield
0.37%
F-score
4/9
Altman Z
3.47
Beneish M
−2.04
Dividend safety
82/100

Insider Decisions trades per month

Total sells 3.22
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — 6 1 —
Insider Ownership 1.83%

Capital & Financial Ratios $m

Market Cap 2,970.00
Revenue 4,204.14
Net Income 16.30
Free Cash Flow 207.07
Net Debt 47.12
Current Ratio 0.97 (below 1: weak)
Debt/Equity 0.17 (at or below 0.5: strong)
P/E ratio 185.69 (above 35: high)
Fwd P/E 33.50
P/S ratio 0.69
P/B ratio 2.29
Past 5Y EPS Growth (0.53%) (below 0%: weak)
This Y EPS Growth 89.70% (at or above 15%: strong)
Next Y EPS Growth 36.06% (at or above 15%: strong)
Next Y revenue growth 12.36% (at or above 10%: strong)
Next 5Y EPS Growth 46.54% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 97.75%
10-year low 10-year high
P/S against its own 10 years 92.59%
10-year low 10-year high
P/B against its own 10 years 87.73%
10-year low 10-year high
EV/Sales against its own 10 years 93.37%
10-year low 10-year high
EV/FCF against its own 10 years 62.37%
10-year low 10-year high

Dividends

Payout Ratio 0.70
Annual Dividend Rate 0.48
Annual Dividend Yield 0.37%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.48
0.12
0.12
0.12
2025 0.48
0.12
0.12
0.12
0.12
2024 0.48
0.12
0.12
0.12
0.12
2023 0.48
0.12
0.12
0.12
0.12
2022 0.44
0.08
0.12
0.12
0.12
2021 0.32
0.08
0.08
0.08
0.08
2020 0.32
0.08
0.08
0.08
0.08
2019 0.32
0.08
0.08
0.08
0.08
2018 0.32
0.08
0.08
0.08
0.08
2017 0.32
0.08
0.08
0.08
0.08
2016 0.32
0.08
0.08
0.08
0.08
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 330 157 124 168
Receivables 482 431 397 463
Inventory — — — —
Other 11 11 10 9
885 676 626 706
2023 2024 2025 Q'26
Payables 214 173 154 198
ST’ Debt 67 64 88 94
Other — — — —
702 666 657 730

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%

Revenue $m

Mar Jun Sep Dec Year
’26 999 1,185 — — —
’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 — — —
’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 — — —
’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.

EPS $

Mar Jun Sep Dec Year
’26 (0.05) (0.62) — — —
’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.

Target Price Range

Analyst price targets

Recommendation Rating

1.9
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 14.85 16.95 30.90 24.69 13.54 42.46 65.16 68.23 91.01 55.19

Analyst estimates 2026–2028

Powerpack
High 33.95 38.75 51.45 41.87 46.25 125.00 124.03 125.48 153.60 103.63
People
People Employees 11,000 13,000 13,000 13,000 13,000 14,000 15,700 15,000 14,000 14,000
Revenue/emp, $m 0.25 0.22 0.24 0.23 0.23 0.27 0.32 0.30 0.30 0.29
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
Gross margin, % 1.26 2.17 3.53 2.13 3.34 7.35 7.85 3.90 5.85 2.25
EBT 28 52 84 51 92 273 388 187 219 83
EBT margin, % 1.05 1.82 2.73 1.72 3.15 7.25 7.72 4.22 5.23 2.07
Net income 19 60 67 40 71 214 298 195 174 60
Depreciation 103 103 109 112 118 124 140 146 149 170
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
Earnings 0.72 2.32 2.61 1.56 2.80 8.38 12.13 8.14 7.39 2.63
Cash flow 4.35 5.91 9.94 6.67 8.11 12.70 19.15 13.41 12.14 10.03
Capex (2.72) (2.78) (1.94) (3.48) (1.74) (2.54) (5.93) (9.34) (9.54) (4.10)
Free cash flow 1.63 3.14 8.00 3.19 6.37 10.16 13.22 4.08 2.60 5.92
Book value 23.26 25.36 27.95 29.88 32.61 36.47 46.83 51.72 55.80 56.74
Shares, m 26 26 26 26 25 25 25 24 24 23
Valuation, ×
Valuation, × P/E 40.70 16.00 13.13 17.69 15.35 14.30 5.68 14.91 12.65 28.32
P/S 0.28 0.34 0.28 0.24 0.37 0.81 0.34 0.66 0.53 0.42
P/B 1.24 1.46 1.23 0.92 1.31 3.29 1.47 2.34 1.67 1.31
EV/Sales 0.30 0.37 0.28 0.24 0.34 0.84 0.32 0.63 0.53 0.45
EV/FCF 19.42 12.92 4.26 8.72 6.17 12.18 5.02 28.66 36.43 13.26
Cash, $m
Cash, $m Operating cash flow 112 152 255 170 206 324 471 322 286 229
Capex (70) (71) (50) (89) (44) (65) (146) (224) (225) (94)
Free cash flow 42 81 206 81 162 259 325 98 61 135
Balance, $m
Balance, $m Working capital 95 120 198 220 252 73 221 183 10 (31)
Total debt 244 269 292 324 284 226 265 229 189 224
Net debt 72 92 (5) 5 (85) 101 (61) (101) 32 100
Shareholders’ equity 599 651 718 763 829 929 1,151 1,242 1,314 1,296
Returns, %
Returns, % ROA 1.47 4.51 4.63 2.51 4.15 10.97 12.95 7.85 7.08 2.46
ROIC 3.17 5.16 9.57 5.19 8.26 16.81 22.62 9.45 11.35 4.05
ROE 3.14 9.55 9.83 5.40 8.93 24.30 28.67 16.33 13.61 4.61
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

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. $10.6B 240× 48.5× +12.56% (above 0%: growing) +28.57% (above 0%: growing) +41.85% (above 0%: growing) 69.96% 5.00% Compare
TFII TFI International Inc. $9.4B 27.9× 34.1× +12.38% (above 0%: growing) +40.68% (above 0%: growing) +10.93% (above 0%: growing) 47.92% 9.62% Compare
SAIA Saia, Inc. $9.1B 32.2× 41.4× +17.06% (above 0%: growing) +31.84% (above 0%: growing) +2,170.05% (above 0%: growing) 70.34% 13.09% Compare
SNDR Schneider National, Inc. $5.5B 49.2× 41.6× +10.43% (above 0%: growing) +33.33% (above 0%: growing) −33.07% (below 0%: shrinking) 53.68% 4.55% Compare
RXO RXO INC $4.8B — (loss-making) — (loss-making) +25.02% (above 0%: growing) n/m −620.00% (below 0%: shrinking) 14.04% 0.06% Compare
ARCB ArcBest Corporation $3.0B 186× 33.5× +15.87% (above 0%: growing) n/m +45.84% (above 0%: growing) (1.74%) (1.74%)
WERN Werner Enterprises, Inc. $2.0B — (loss-making) 56.2× +24.00% (above 0%: growing) −84.72% (below 0%: shrinking) +581.60% (above 0%: growing) 52.19% 1.81% Compare
MRTN Marten Transport, Ltd. $1.1B 75.5× 59.2× −2.77% (below 0%: shrinking) −22.22% (below 0%: shrinking) +100,952.63% (above 0%: growing) 62.16% 3.09% Compare
HTLD Heartland Express, Inc. $860.7M — (loss-making) — (loss-making) −12.48% (below 0%: shrinking) n/m +144.91% (above 0%: growing) 27.63% 8.99% Compare
Median of peers $5.2B 49.2× 45.1× +12.47% +30.21% +93.38% 52.94% 4.78%

All 18 Trucking stocks →

ArcBest Corporation (ARCB) key facts

  • Concern: ArcBest Corporation’s revenue for fiscal 2025 (year ended December 2025) was $4.0 billion, down 4.04% from fiscal 2024.
  • Concern: Net income was $60.1 million, or $2.63 per share (basic), a net margin of 1.50%.
  • ArcBest Corporation (ARCB) is a Trucking company in the Industrials sector, listed on Nasdaq.
  • As of October 16, 2026, ARCB traded at $129.98, a market capitalization of $3.0 billion.
  • At that price the stock trades at 186× trailing-twelve-month earnings and 0.7× sales; its P/E is higher than 98% of its own readings over the past ten years.
  • ArcBest Corporation pays an annual dividend of $0.48 per share, a yield of 0.37%, with a payout ratio of 69.6%.
  • Return on equity was 4.61% and debt-to-equity 0.17.
  • Its Piotroski F-score is 4 out of 9 and its Altman Z-score is 3.47 (safe zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

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stockrow.com/ARCB · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com