ArcBest (ARCB) Panoramica del titolo
ArcBest Corporation, società di logistica integrata, fornisce soluzioni di trasporto terrestre, aereo e marittimo in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
ARCB Community Fair Values
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Analyst Price Targets
Concorrenti di ArcBest Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$134.86 |
| Massimo di 52 settimane | US$176.69 |
| Minimo di 52 settimane | US$59.43 |
| Beta | 1.55 |
| Variazione di 1 mese | -4.10% |
| Variazione a 3 mesi | -22.06% |
| Variazione di 1 anno | 91.75% |
| Variazione a 3 anni | 32.31% |
| Variazione a 5 anni | 82.56% |
| Variazione dall'IPO | 863.29% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Aug 24
ARCB: Tight Freight Capacity And Margin Gains May Limit Further Upside Potential
Analysts have raised ArcBest’s fair value estimate from $134.00 to $150.00, reflecting updated assumptions that weigh slightly lower revenue growth expectations against stronger projected profit margins. The revision is also supported by recent Street research highlighting improved core business performance, margin trends and the potential for further re-rating.Seeking Alpha • Aug 11
ArcBest: Time To Heed The Margin Recovery, Which Isn't As Much As Is Reflected In The Stock
Summary ArcBest (ARCB) is rated Sell with a $124 price target, reflecting a 10% downside from $137.76. Recent operational improvements in LTL and Asset-Light segments are acknowledged, but current valuation already prices in a full freight-profit recovery. Impairment charges and thin Asset-Light margins highlight risks to sustainable margin expansion and premium multiples. Liquidity is sufficient, but normalized earnings and free cash flow conversion remain uncertain; next quarterly report is a key catalyst. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 10
ARCB: Tightening Truck Capacity And Freight Upswing Are Expected To Drive Margins
Analysts have nudged the fair value estimate for ArcBest higher to about $171 from roughly $158, reflecting updated views on its core business strength, improving margin assumptions, and a lower future P/E multiple in line with recent price target revisions across the Street. Analyst Commentary Street research on ArcBest has been active in recent months, with a cluster of price target changes and fresh coverage giving investors a clearer sense of how professionals view the stock's risk and reward.
Aggiornamento narrativa • Jul 27
ARCB: Freight Capacity Tightness And LTL Recovery Will Drive Future Upside
ArcBest's analyst price target has moved up from $185.00 to about $203.29, reflecting analysts' updated views that tighter freight capacity, improving industrial production, and an early-cycle recovery in less-than-truckload earnings support higher valuation multiples for the stock. Analyst Commentary Recent Street research on ArcBest points to a cluster of higher price targets and constructive views on the freight cycle, especially in less than truckload operations.Recent updates
Aggiornamento narrativa • Aug 24
ARCB: Tight Freight Capacity And Margin Gains May Limit Further Upside Potential
Analysts have raised ArcBest’s fair value estimate from $134.00 to $150.00, reflecting updated assumptions that weigh slightly lower revenue growth expectations against stronger projected profit margins. The revision is also supported by recent Street research highlighting improved core business performance, margin trends and the potential for further re-rating.Seeking Alpha • Aug 11
ArcBest: Time To Heed The Margin Recovery, Which Isn't As Much As Is Reflected In The Stock
Summary ArcBest (ARCB) is rated Sell with a $124 price target, reflecting a 10% downside from $137.76. Recent operational improvements in LTL and Asset-Light segments are acknowledged, but current valuation already prices in a full freight-profit recovery. Impairment charges and thin Asset-Light margins highlight risks to sustainable margin expansion and premium multiples. Liquidity is sufficient, but normalized earnings and free cash flow conversion remain uncertain; next quarterly report is a key catalyst. Read the full article on Seeking AlphaAggiornamento narrativa • Aug 10
ARCB: Tightening Truck Capacity And Freight Upswing Are Expected To Drive Margins
Analysts have nudged the fair value estimate for ArcBest higher to about $171 from roughly $158, reflecting updated views on its core business strength, improving margin assumptions, and a lower future P/E multiple in line with recent price target revisions across the Street. Analyst Commentary Street research on ArcBest has been active in recent months, with a cluster of price target changes and fresh coverage giving investors a clearer sense of how professionals view the stock's risk and reward.Aggiornamento narrativa • Jul 27
ARCB: Freight Capacity Tightness And LTL Recovery Will Drive Future Upside
ArcBest's analyst price target has moved up from $185.00 to about $203.29, reflecting analysts' updated views that tighter freight capacity, improving industrial production, and an early-cycle recovery in less-than-truckload earnings support higher valuation multiples for the stock. Analyst Commentary Recent Street research on ArcBest points to a cluster of higher price targets and constructive views on the freight cycle, especially in less than truckload operations.Aggiornamento narrativa • Jul 13
ARCB: Tight Freight Capacity And Rich Multiples May Cap Future Upside Potential
ArcBest's updated fair value estimate has shifted from $117.00 to $134.00 as analysts factor in higher modeled revenue growth, wider profit margins, a slightly lower discount rate, and a reduced future P/E multiple. This is supported by a series of recent price target revisions that reflect an improving freight cycle and tighter capacity conditions across the transport group.Aggiornamento narrativa • Jun 29
ARCB: Tighter Capacity And Freight Recovery Expectations Set To Shape 2026 Margins
Analysts have lifted the ArcBest fair value estimate from $97.42 to $157.73, reflecting a series of higher Street price targets as they incorporate stronger freight demand assumptions, improved revenue growth and margin expectations, and updated P/E multiples across the less than truckload and truckload group. Analyst Commentary Recent research on ArcBest highlights a mix of optimism about the freight cycle and a more cautious stance on how much of that potential is already reflected in the stock.Aggiornamento narrativa • Jun 15
ARCB: Freight Network Execution And Buybacks Will Support Balanced Future Upside Potential
Analysts lifted the ArcBest fair value estimate from $150.00 to $185.00. This reflects updated assumptions for revenue growth, profit margins, and a lower future P/E multiple, along with recent price target increases across the Street.Aggiornamento narrativa • Jun 01
ARCB: Tight Capacity And Softer Tonnage Will Restrain Future Upside Potential
ArcBest's analyst fair value estimate has been revised to $117 from $85, with analysts pointing to updated assumptions for revenue growth, profit margins, and future P/E multiples. These factors are reflected in a series of recent price target increases across Wall Street research.Aggiornamento narrativa • May 04
ARCB: HALO Freight Network And Buybacks Will Drive Future Upside Potential
ArcBest's fair value estimate moves from $125 to $150 as analysts adjust price targets higher and highlight updated views on revenue growth, profit margins, and an increased future P/E assumption. Analyst Commentary Recent Street research shows a cluster of higher price targets for ArcBest, with several bullish analysts marking up their expectations and framing the stock within a group of transportation and logistics companies that they view as attractively valued on updated assumptions.Aggiornamento narrativa • Apr 20
ARCB: HALO Freight Network And Share Buybacks Will Shape Future Returns
The analyst price target for ArcBest has shifted modestly higher to $125, with analysts citing adjusted assumptions for revenue growth, profit margins, and a lower future P/E as key factors behind the updated fair value estimate of $125.00, up from $123.17. Analyst Commentary Recent Street research on ArcBest has featured a mix of higher and lower price targets, with many bullish analysts lifting their estimates as they update models for the transportation and logistics group.Aggiornamento narrativa • Apr 05
ARCB: Mixed Trends And Softer Tonnage Will Cap Upside Potential
ArcBest's fair value estimate has shifted to $85 from $81 as analysts recalibrated price targets across the transport group, pointing to mixed but improving mid quarter trends, slightly firmer profit margin assumptions, and a modestly higher future P/E multiple, balanced against updated growth and discount rate inputs. Analyst Commentary Street research on ArcBest has centered on mixed mid quarter trends, a valuation reset across transport peers, and differing views on how quickly margins and volumes might support higher earnings.Aggiornamento narrativa • Mar 22
ARCB: Tighter Trucking Capacity And HALO Assets Will Support Future Upside
ArcBest's analyst fair value estimate has moved from $115.65 to $123.17, reflecting Street research that generally nudged price targets higher, driven by expectations for firmer revenue growth, slightly better profit margins, and support for asset heavy transport networks viewed as less exposed to AI driven disruption, even as some firms highlighted mixed mid quarter trends and softer recent volumes. Analyst Commentary Bullish analysts have been lifting ArcBest price targets across a wide range, framing the company as a beneficiary of tighter trucking capacity, improving transport trends, and the appeal of physical transport networks that are viewed as less exposed to AI driven disruption.Aggiornamento narrativa • Mar 08
ARCB: Tighter Trucking Capacity Will Limit Upside As Execution Risks Persist
Analysts have raised their fair value estimate for ArcBest to $81 from $64, citing higher Street price targets and views that its physical transportation network and tighter trucking capacity support stronger revenue growth, margins, and a modestly higher future P/E assumption. Analyst Commentary Recent Street research on ArcBest has generally trended toward higher price targets, but you should not ignore areas where investors see risks.Aggiornamento narrativa • Feb 22
ARCB: Tighter Trucking Capacity And AI Efficiency Expected To Shape 2026 Margins
The analyst price target for ArcBest has moved higher to reflect a series of revised Street models, with several firms lifting targets by $1 to $21 as analysts factor in tighter trucking capacity, potential margin recovery into 2026, and interest in cost conscious, AI enabled transport operators. Analyst Commentary Recent research on ArcBest clusters around a few common themes, with most firms updating price targets as they rethink how tighter trucking capacity, AI enabled operations, and a possible margin rebound into 2026 could affect the story.Aggiornamento narrativa • Feb 08
ARCB: LTL Margin Dependency On Freight Cycle Is Expected To Persist
The analyst price target for ArcBest has shifted higher to about US$97.42 from US$84.50, as analysts collectively factor in updated assumptions for fair value, revenue growth, profit margins, discount rate and future P/E, supported by a series of recent target revisions across major research firms. Analyst Commentary Recent Street research on ArcBest shows a mix of enthusiasm and caution, with several firms lifting price targets while a few take a more reserved view after quarterly results and sector reviews.Aggiornamento narrativa • Jan 24
ARCB: Tighter Trucking Capacity And AI Efficiencies Will Support Future Upside
Analysts have trimmed their blended fair value estimate for ArcBest from about $119.80 to $115.65, even as they lift published price targets by $10 to $14, based on expectations that tighter trucking capacity, cost conscious operations and AI enabled efficiencies could support the company over the next few years. Analyst Commentary Recent Street research on ArcBest clusters around a common theme, with bullish analysts lifting price targets while acknowledging mixed near term freight conditions.Aggiornamento narrativa • Jan 07
ARCB: Fair Value View Balances LTL Cycle Recovery And Pricing Risks
Analysts have nudged their fair value estimate for ArcBest higher to $84.50 from $81.00, citing recent price target revisions, expectations for some margin recovery as industrial demand stabilizes, and a view that current valuation offers relatively inexpensive Less Than Truckload exposure despite ongoing volume and pricing questions. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent price target increases toward the mid US$80 range reflect confidence that the current share price does not fully capture ArcBest's Less Than Truckload exposure.Articolo di analisi • Jan 06
Should You Investigate ArcBest Corporation (NASDAQ:ARCB) At US$81.72?
ArcBest Corporation ( NASDAQ:ARCB ), might not be a large cap stock, but it saw a significant share price rise of 37...Aggiornamento narrativa • Dec 24
ARCB: Macro Headwinds And Pricing Pressures Will Restrain Freight Cycle Upside
Analysts have trimmed their price target for ArcBest to approximately $64 from about $72, as they modestly temper long term revenue growth and valuation multiples despite slightly stronger margin expectations. Analyst Commentary Recent Street commentary reflects a mixed but generally more measured stance on ArcBest, with some Bearish analysts trimming targets even as others highlight upside tied to an improving freight cycle and company specific margin initiatives.Articolo di analisi • Dec 18
ArcBest Corporation's (NASDAQ:ARCB) 27% Share Price Surge Not Quite Adding Up
ArcBest Corporation ( NASDAQ:ARCB ) shareholders would be excited to see that the share price has had a great month...Aggiornamento narrativa • Dec 10
ARCB: Free Cash Flow Will Drive Upside As Freight Cycle Recovers
Analysts have trimmed their average price target on ArcBest by about $0.40 per share, reflecting slightly lower fair value and profit margin assumptions, even as they highlight improving revenue growth prospects, operating leverage to a freight upturn, and a still-attractive valuation backdrop. Analyst Commentary Recent Street research reflects a divided but generally constructive view on ArcBest, as analysts weigh the companys long term earnings algorithm and operating leverage against ongoing macro and pricing uncertainties.Aggiornamento narrativa • Nov 26
ARCB: Free Cash Flow Strength Will Unlock Multiyear Upside In Freight Upturn
Analysts have lowered ArcBest's fair value estimate from approximately $84.67 to $81.42. This change reflects more cautious expectations around revenue growth and profit margins, despite continued optimism about its long-term positioning and potential earnings leverage in an improving freight cycle.Aggiornamento narrativa • Nov 10
ARCB: Free Cash Flow Surge Will Drive Multiyear Earnings Upside
ArcBest's analyst price target was lowered by $4.00 to $84.67, as analysts highlighted recalibrated estimates due to tempered freight demand. This comes despite ongoing expectations for margin improvement and operating leverage.Articolo di analisi • Nov 08
Results: ArcBest Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts
Shareholders might have noticed that ArcBest Corporation ( NASDAQ:ARCB ) filed its quarterly result this time last...Articolo di analisi • Nov 07
ArcBest (NASDAQ:ARCB) Is Due To Pay A Dividend Of $0.12
The board of ArcBest Corporation ( NASDAQ:ARCB ) has announced that it will pay a dividend on the 28th of November...Articolo di analisi • Jun 29
ArcBest Corporation (NASDAQ:ARCB) Looks Inexpensive But Perhaps Not Attractive Enough
With a price-to-earnings (or "P/E") ratio of 9.6x ArcBest Corporation ( NASDAQ:ARCB ) may be sending bullish signals at...Articolo di analisi • Jun 10
Is It Too Late To Consider Buying ArcBest Corporation (NASDAQ:ARCB)?
ArcBest Corporation ( NASDAQ:ARCB ), might not be a large cap stock, but it saw a double-digit share price rise of over...Articolo di analisi • May 16
Is ArcBest Corporation (NASDAQ:ARCB) Trading At A 46% Discount?
Key Insights ArcBest's estimated fair value is US$125 based on 2 Stage Free Cash Flow to Equity Current share price of...Articolo di analisi • May 01
ArcBest (NASDAQ:ARCB) Has Affirmed Its Dividend Of $0.12
ArcBest Corporation ( NASDAQ:ARCB ) will pay a dividend of $0.12 on the 23rd of May. Including this payment, the...Seeking Alpha • Mar 23
ArcBest Corporation: An Attractive Ride, Even In Light Of Major Challenges
Summary ArcBest Corporation, a logistics firm, has faced significant pressure, with shares down 32.4% since December, despite attractive cash flows and low debt. Recent financial results show an 8.1% revenue drop and a 40.6% net income decline, driven by weakness in both Asset-Based and Asset-Light segments. Tariffs and rising truck costs pose challenges, but ArcBest's low net debt of $31.9 million mitigates insolvency risk, suggesting long-term potential. Despite near-term risks, ArcBest's current valuation and financial stability make it a compelling long-term buy, prompting an upgrade from ‘hold’ to ‘buy’. Read the full article on Seeking AlphaRendimenti per gli azionisti
| ARCB | US Transportation | US Mercato | |
|---|---|---|---|
| 7D | -4.4% | -3.4% | -1.0% |
| 1Y | 91.8% | 6.2% | 14.1% |
Ritorno vs Industria: ARCB ha superato il US Transportation che ha restituito 6.2 % nell'ultimo anno.
Rendimento vs Mercato: ARCB ha superato il mercato US che ha restituito 14.1 % nell'ultimo anno.
Volatilità dei prezzi
| ARCB volatility | |
|---|---|
| ARCB Average Weekly Movement | 6.3% |
| Transportation Industry Average Movement | 6.0% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Prezzo delle azioni stabile: ARCB non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di ARCB è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1923 | 14,000 | Seth Runser | arcb.com |
ArcBest Corporation, società di logistica integrata, fornisce soluzioni di trasporto terrestre, aereo e marittimo in tutto il mondo. Opera in due segmenti, Asset-Based e Asset-Light. Il segmento Asset-Based fornisce servizi di trasporto a carico inferiore al camion (LTL) che trasportano merci generiche, come prodotti alimentari, tessili, abbigliamento, mobili, elettrodomestici, prodotti chimici, prodotti petroliferi non sfusi, gomma, plastica, metallo e prodotti metallici, legno, vetro, parti di automobili, macchinari e prodotti manifatturieri vari.
ArcBest Corporation Riepilogo dei fondamenti
| ARCB statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$3.02b |
| Utili (TTM) | US$16.30m |
| Ricavi(TTM) | US$4.20b |
185.0x
Rapporto P/E0.7x
Rapporto P/SARCB è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ARCB Conto economico (TTM) | |
|---|---|
| Ricavi | US$4.20b |
| Costo del fatturato | US$3.86b |
| Profitto lordo | US$340.42m |
| Altre spese | US$324.13m |
| Utili | US$16.30m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 0.73 |
| Margine lordo | 8.10% |
| Margine di profitto netto | 0.39% |
| Rapporto debito/patrimonio netto | 17.0% |
Come si è comportato ARCB nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.4%
Rendimento attuale del dividendo66%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/11 16:42 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
ArcBest Corporation è coperta da 27 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Benjamin Hartford | Baird |
| Kenneth Hoexter | BofA Global Research |
| Ariel Rosa | Citigroup Inc |