ArcBest Gestione
Criteri Gestione verificati 2/4
ArcBest Il CEO è Seth Runser, nominato in Aug2024, e ha un mandato di 1.67 anni. la retribuzione annua totale è $ 1.23M, composta da 46.6% di stipendio e 53.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.048% delle azioni della società, per un valore di $ 1.36M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2 anni e 2 anni.
Informazioni chiave
Seth Runser
Amministratore delegato
US$1.2m
Compenso totale
| Percentuale dello stipendio del CEO | 46.58% |
| Mandato del CEO | 1.7yrs |
| Proprietà del CEO | 0.05% |
| Durata media del management | 2yrs |
| Durata media del Consiglio di amministrazione | 2yrs |
Aggiornamenti recenti sulla gestione
Recent updates
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.
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.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.ArcBest Corporation: Price Rally Has Already Reached Its Best, Time To Pause (Rating Downgrade)
Mar 10ARCB: 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.
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.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.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.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.Should You Investigate ArcBest Corporation (NASDAQ:ARCB) At US$81.72?
Jan 06
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.ArcBest Corporation's (NASDAQ:ARCB) 27% Share Price Surge Not Quite Adding Up
Dec 18ARCB: 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.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.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.Results: ArcBest Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts
Nov 08ArcBest (NASDAQ:ARCB) Is Due To Pay A Dividend Of $0.12
Nov 07ArcBest Corporation (NASDAQ:ARCB) Looks Inexpensive But Perhaps Not Attractive Enough
Jun 29Is It Too Late To Consider Buying ArcBest Corporation (NASDAQ:ARCB)?
Jun 10Is ArcBest Corporation (NASDAQ:ARCB) Trading At A 46% Discount?
May 16ArcBest (NASDAQ:ARCB) Has Affirmed Its Dividend Of $0.12
May 01ArcBest Corporation: An Attractive Ride, Even In Light Of Major Challenges
Mar 23We Think That There Are Some Issues For ArcBest (NASDAQ:ARCB) Beyond Its Promising Earnings
Feb 11When Should You Buy ArcBest Corporation (NASDAQ:ARCB)?
Feb 04Is There An Opportunity With ArcBest Corporation's (NASDAQ:ARCB) 35% Undervaluation?
Jan 20Does ArcBest (NASDAQ:ARCB) Have A Healthy Balance Sheet?
Jan 03ArcBest Corporation: The Trucking Stock That Defies Gravity (And Logic)
Dec 16ArcBest Corporation: An Upgrade Isn't Far Off If Shares Keep Falling Like This
Dec 08Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$56m |
| Dec 31 2025 | US$1m | US$575k | US$60m |
| Sep 30 2025 | n/a | n/a | US$97m |
| Jun 30 2025 | n/a | n/a | US$158m |
| Mar 31 2025 | n/a | n/a | US$179m |
| Dec 31 2024 | US$2m | US$527k | US$173m |
| Sep 30 2024 | n/a | n/a | US$193m |
| Jun 30 2024 | n/a | n/a | US$128m |
| Mar 31 2024 | n/a | n/a | US$120m |
| Dec 31 2023 | US$2m | US$475k | US$142m |
| Sep 30 2023 | n/a | n/a | US$130m |
| Jun 30 2023 | n/a | n/a | US$184m |
| Mar 31 2023 | n/a | n/a | US$245m |
| Dec 31 2022 | US$2m | US$438k | US$295m |
Compensazione vs Mercato: La retribuzione totale di Seth ($USD 1.23M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 7.19M ).
Compensazione vs guadagni: La retribuzione di Seth è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Seth Runser (40 yo)
1.7yrs
Mandato
US$1,234,403
Compensazione
Mr. Seth K. Runser has been Chief Operating Officer at ABF Freight System, Inc. since February 1, 2021 and served as its Vice President of Linehaul Operations until February 1, 2021. He is President at Arc...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 1.7yrs | US$1.23m | 0.048% $ 1.4m | |
| Chief Financial Officer | 2.9yrs | US$856.32k | 0.023% $ 637.6k | |
| Chief Innovation Officer | 9.3yrs | US$844.52k | 0.058% $ 1.6m | |
| VP, Controller & Chief Accounting Officer | 3.1yrs | Nessun dato | 0.019% $ 535.5k | |
| Vice President of Treasury & Investor Relations | 2.3yrs | Nessun dato | Nessun dato | |
| Chief Legal Officer & Corporate Secretary | less than a year | Nessun dato | 0.014% $ 390.3k | |
| Chief Sales Officer | 3.1yrs | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | 9.8yrs | Nessun dato | 0.13% $ 3.8m | |
| Chief Commercial Officer | 1.2yrs | Nessun dato | 0.096% $ 2.7m | |
| Chief Strategy Officer | 1.3yrs | Nessun dato | 0.026% $ 749.1k | |
| Chief Operating Officer of Asset-Light Logistics | less than a year | Nessun dato | 0.0096% $ 272.8k | |
| President of ABF Freight | 1.7yrs | Nessun dato | 0.050% $ 1.4m |
2.0yrs
Durata media
45yo
Età media
Gestione esperta: Il team dirigenziale di ARCB non è considerato esperto (durata media 2 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | less than a year | US$1.23m | 0.048% $ 1.4m | |
| Chairman | 16.3yrs | US$3.50m | 0.28% $ 8.0m | |
| Independent Director | less than a year | US$205.81k | 0% $ 0 | |
| Independent Director | 13.5yrs | US$278.24k | 0.085% $ 2.4m | |
| Lead Independent Director | 9.4yrs | US$270.74k | 0.016% $ 457.1k | |
| Independent Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 3.3yrs | US$253.24k | 0.016% $ 463.3k | |
| Independent Director | 9.5yrs | US$255.74k | 0.12% $ 3.3m | |
| Independent Director | less than a year | US$182.80k | 0% $ 0 | |
| Independent Director | less than a year | Nessun dato | Nessun dato |
2.0yrs
Durata media
58yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di ARCB non è considerato esperto (durata media del mandato 2 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/04/30 17:00 |
| Prezzo dell'azione a fine giornata | 2026/04/30 00:00 |
| Utili | 2026/03/31 |
| 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 |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| 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 guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale 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 26 analisti. 10 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 |