Update shared on04 Aug 2025
Fair value Decreased 5.56%Despite an improved revenue growth outlook and a lower forward P/E multiple, ArcBest’s consensus analyst price target has been revised downward from $94.42 to $89.67.
What's in the News
- ArcBest completed a buyback tranche, repurchasing 209,913 shares for $14.46 million, totaling 6,599,478 shares or 26.72% repurchased under the program since inception.
- Judy R. McReynolds will retire as CEO at year-end, succeeded by President Seth Runser, who will retain the president role and join the board; McReynolds stays on as chairman.
- ArcBest successfully piloted a Tesla Class 8 electric semi, demonstrating strong performance and driver acceptance, with plans to further assess integration of electric vehicles fleetwide.
- The company shifted from multiple "Growth" Russell index benchmarks and was added to various "Value" indexes, including the Russell 3000, 2500, and 2000 Value indices.
- ArcBest advanced its Vaux Vision 3D perception technology and expanded employee healthcare through integration with Vera Whole Health for enhanced, personalized care benefits.
Valuation Changes
Summary of Valuation Changes for ArcBest
- The Consensus Analyst Price Target has fallen from $94.42 to $89.67.
- The Consensus Revenue Growth forecasts for ArcBest has significantly risen from 3.7% per annum to 4.1% per annum.
- The Future P/E for ArcBest has fallen from 16.53x to 15.49x.
Disclaimer
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