View ValuationArcBest 将来の成長Future 基準チェック /46ArcBest利益と収益がそれぞれ年間43.1%と7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.1% 44.9%なると予測されています。主要情報43.1%収益成長率44.88%EPS成長率Transportation 収益成長10.7%収益成長率7.0%将来の株主資本利益率13.11%アナリストカバレッジGood最終更新日04 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Ann Bordelon was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 25ArcBest Declares Quarterly Cash Dividend, Payable on May 22, 2026The Board of Directors of ArcBest declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on May 8, 2026, payable on May 22, 2026.お知らせ • Apr 02ArcBest Corporation to Report Q1, 2026 Results on Apr 28, 2026ArcBest Corporation announced that they will report Q1, 2026 results Pre-Market on Apr 28, 2026お知らせ • Jan 29ArcBest Corporation Announces Board ChangesArcBest Corporation announced that Ann Bordelon and Bobby George have joined ArcBest’s Board as independent directors. Bordelon and George will serve on the board’s Audit Committee. Ann Bordelon is a certified public accountant with more than 36 years of finance experience. She is Executive Vice Chancellor – Finance & Administration at the University of Arkansas and previously served as Chief Financial Officer and Chief Administration Officer for NOWDiagnostics. She also spent over a decade in various executive leadership positions at Walmart, including Chief Financial Officer of Sam’s Club and Chief Financial Officer of Walmart Asia. Bobby George has over 25 years of experience driving tech strategy and digital innovation. He is Senior Vice President & Chief Digital Officer at Carrier. He was previously Senior Vice President and Chief Information Officer for manufacturing, engineering and services at General Electric, where he also served in roles of increasing responsibility. Earlier in his career he was Vice President, Information Technology and Services at St. Jude Medical (now Abbott), and he served in leadership positions at Cambridge Technology Partners and Swiss RE. Kathy McElligott and Fredrik Eliasson will retire from the board, effective February 28, 2026. Following their retirement, along with the retirement of Craig Philip on January 28, 2026, as previously announced, the ArcBest Board will comprise ten directors, eight of whom are independent. Kathy McElligott joined the board of directors in 2015 and currently serves as chair of the Compensation Committee and a member of the Nominating and Corporate Governance Committee. Fredrik Eliasson has served on the board since 2019.お知らせ • Jan 28ArcBest Declares Quarterly Dividend, Payable on February 24, 2026The Board of Directors of ArcBest has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on February 10, 2026, payable on February 24, 2026.お知らせ • Jan 06ArcBest Corporation to Report Q4, 2025 Results on Jan 30, 2026ArcBest Corporation announced that they will report Q4, 2025 results Pre-Market on Jan 30, 2026お知らせ • Nov 01ArcBest Corporation Announces Board ChangesArcBest Corporation announced that the Board of Directors has appointed Chris Sultemeier as a new director, effective October 29, 2025. The Board also appointed Mr. Sultemeier to serve on the Compensation Committee and the Nominating/Corporate Governance Committee, effective immediately. Mr. Sultemeier’s initial term on the Board will expire at the Company’s 2026 Annual Meeting of Stockholders, at which time he will stand for election to a new term. On October 30, 2025, Dr. Craig E. Philip notified the Board of his decision to retire from the Board, effective following the January 27, 2026 Board meeting, after more than 14 years of service on the Board. Sultemeier brings more than 30 years of leadership experience in logistics, transportation, supply chain operations, and high-growth supply chain and logistics ventures to the board. Sultemeier spent 28 years with Walmart serving as their EVP of Logistics and as President and CEO of Walmart Transportation. Sultemeier is currently an operating partner at NewRoad Capital Partners where he serves on the boards of several portfolio companies. His experience leading logistics for a premier retail organization with a global supply chain network, combined with his board service, adds uniquely beneficial skills that complement the board’s strengths. This appointment aligns with ArcBest’s ongoing commitment to valuing diverse perspectives and its efforts to enhance long-term sustainable value for shareholders. Craig Philip joined the board of directors in 2011 and currently serves as a member of the audit committee. He previously served on the compensation and nominating/corporate governance committees. During his tenure, Philip consistently delivered valuable perspectives through his academic background in engineering blended with decades of transportation and logistics experience. Also on October 30, 2025, the independent directors of the Board unanimously elected Eduardo F. Conrado to serve as Lead Independent Director, effective November 1, 2025. Mr. Conrado’s appointment as Lead Independent Director is made in connection with the previously announced retirement of Steven L. Spinner, effective October 31, 2025. For his service as Lead Independent Director of the Board, Mr. Conrado will be entitled to receive an additional annual retainer in accordance with the Company’s compensation program for non-employee directors. As previously disclosed on July 17, 2025, Judy R. McReynolds will retire as chief executive officer effective December 31, 2025, but will continue to serve as chairman of the Board following her retirement.お知らせ • Oct 31Arcbest Corporation Declares Quarterly Dividend, Payable on November 28, 2025ArcBest has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on November 14, 2025, payable on November 28, 2025.お知らせ • Oct 02ArcBest Corporation to Report Q3, 2025 Results on Nov 05, 2025ArcBest Corporation announced that they will report Q3, 2025 results Pre-Market on Nov 05, 2025お知らせ • Jul 25+ 1 more updateArcBest Corporation Declares Quarterly Dividend, Payable on August 22, 2025ArcBest declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on August 8, 2025, payable on August 22, 2025.お知らせ • Jul 17ArcBest Corporation Announces CEO ChangesArcBest® announced that Judy R. McReynolds will retire as chief executive officer effective December 31, 2025. The company’s president, Seth Runser, will succeed McReynolds as chief executive officer on January 1, 2026. Runser will retain his role as president and has also been appointed to the board effective the same date. McReynolds will continue to serve as chairman of the board. Runser is a seasoned executive with a proven track record of leading transformational change. As ArcBest president, he led strategic initiatives to drive profitable growth, advance premium service for customers and improve operational efficiency. As president of ABF Freight, Runser guided the organization through the global pandemic, secured a five-year labor agreement and led a transformation that delivered eight quarters of record performance. Runser began his career at ArcBest 18 years ago as a management trainee and has held leadership roles across operations, linehaul and executive management. With 28 years at ArcBest and over three decades in transportation and logistics, McReynolds is a well-known and respected industry visionary. As CEO since 2010, she led the company’s transformation into a full-service, multibillion-dollar logistics powerhouse. Under her leadership, ArcBest navigated significant industry disruptions, expanded its service offerings through five strategic acquisitions and introduced multiple leading innovations. A prime example is Vaux ™, a groundbreaking suite of material handling solutions currently in pilot with multiple Fortune 500 companies. During her tenure, the company’s revenue more than doubled, and operating income grew to nearly $300 million annually. ?McReynolds previously served as ArcBest’s chief financial officer and held senior roles in finance and accounting. She currently serves on the boards of OGE Energy Corp., First Bank Corp. and First National Bank and is a member of the American Trucking Associations (ATA) Board and Executive Committee. In 2023, she was inducted into the Arkansas Business Hall of Fame.お知らせ • Jul 09ArcBest Pilots Class 8 EV Semi in Over-The-Road OperationsArcBest announced the successful completion of a pilot program evaluating a Class 8 long-range electric semi-truck in over-the-road operations. Conducted through ArcBest's less-than-truckload carrier ABF Freight, the pilot reflects the company's ongoing commitment to exploring emerging technologies that support operational efficiency and environmental responsibility. Over a three-week period, ABF operated a Tesla Semi across typical dispatch lanes, including over-the-road routes between service centers in Reno, Nevada and Sacramento, California. The pilot also included regional runs in the Bay Area and rail shuttle operations. The electric Semi logged 4,494 miles, averaging 321 miles per day with an overall energy efficiency of 1.55 kWh per mile. The vehicle performed well across a variety of routes -- including the 7,200 climb over Donner Pass -- and generally matched the performance of its diesel counterparts. Driver feedback was positive, with operators noting the vehicle's comfort, safety and ease of use. Features like the center seat configuration, wide visibility and intuitive controls contributed to strong driver experience. While the pilot demonstrated strong performance and driver acceptance, it also highlighted the need for continued development of charging infrastructure to support broader deployment across longer routes. The vehicle showed meaningful progress in areas such as range, charging efficiency and driver support, reinforcing the value of continued evaluation. This pilot builds on ArcBest's broader efforts to explore electric vehicles across its operations. The company currently operates nine electric yard tractors, two electric forklifts and two Class 6 electric straight trucks. ArcBest will continue to assess the long-term viability of Class 8 EVs within its fleet, with a focus on leveraging innovation to improve efficiency, reduce emissions and deliver sustainable logistics solutions that create value for customers.お知らせ • Jul 02ArcBest Corporation to Report Q2, 2025 Results on Jul 30, 2025ArcBest Corporation announced that they will report Q2, 2025 results Pre-Market on Jul 30, 2025お知らせ • Jun 30+ 5 more updatesArcBest Corporation(NasdaqGS:ARCB) dropped from Russell 2000 Growth IndexArcBest Corporation(NasdaqGS:ARCB) dropped from Russell 2000 Growth Indexお知らせ • Apr 25Arcbest Declares Quarterly Dividend, Payable on May 23, 2025The Board of Directors of ArcBest has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on May 9, 2025, payable on May 23, 2025.お知らせ • Apr 03ArcBest Corporation to Report Q1, 2025 Results on Apr 29, 2025ArcBest Corporation announced that they will report Q1, 2025 results Pre-Market on Apr 29, 2025お知らせ • Mar 17ArcBest Corporation, Annual General Meeting, Apr 25, 2025ArcBest Corporation, Annual General Meeting, Apr 25, 2025. Location: arcbest headquarters, 8401 mcclure drive, arkansas 72916, fort smith United Statesお知らせ • Mar 09ArcBest Corporation Provides Update on Non-ComplianceOn March 3, 2025, ArcBest Corporation (the Company") received a notice from the staff of the Listing Qualifications Department (the Staff") of The Nasdaq Stock Market (Nasdaq") after the Company discovered and self-reported that it did not fully comply with the audit committee composition requirements set in Nasdaq Listing Rule 5605(c)(2)(A). The non-compliance was a result of Fredrik J. Eliasson, a member of the Audit Committee, not qualifying as independent pursuant to Nasdaq Listing Rule 5605(a)(2)(F) due to his brother-in-law serving as a partner of the Company's outside auditor for the fiscal year ended December 31, 2024. Mr. Eliasson's brother-in-law has never worked on the audit of the Company's financial statements or performed any other services for the Company. Following discovery of this relationship, Mr. Eliasson promptly tendered his resignation as a member of the Audit Committee. In its notice, the Staff determined that, as a result of the Company's and Mr. Eliasson's actions and subject to the Company complying with the disclosure requirements intended to be met by the filing of this Current Report on Form 8-K, the Company has regained compliance with Nasdaq Listing Rule 5605(c)(2)(A).お知らせ • Mar 08ArcBest Corporation Announces Resignation of Fredrik J. Eliasson as Member of Audit CommitteeArcBest Corporation announced on March 3, 2025, the company received a notice from the staff of the Listing Qualifications Department (the Staff) of The Nasdaq Stock Market (Nasdaq) after the Company discovered and self-reported that it did not fully comply with the audit committee composition requirements set forth in Nasdaq Listing Rule 5605(c)(2)(A). The non-compliance was a result of Fredrik J. Eliasson, a member of the Audit Committee, not qualifying as independent pursuant to Nasdaq Listing Rule 5605(a)(2)(F) due to his brother-in-law serving as a partner of the Company’s outside auditor for the fiscal year ended December 31, 2024. Mr. Eliasson’s brother-in-law has never worked on the audit of the Company’s financial statements or performed any other services for the Company. Following discovery of this relationship, Mr. Eliasson promptly tendered his resignation as a member of the Audit Committee.お知らせ • Feb 10ArcBest Introduces Vaux Vision and Enhancements to Vaux Technology SuiteArcBest announced the introduction of its latest technology offering, Vaux Vision™?, which is currently in the pilot phase. Vaux Vision transforms forklifts into intelligent mobile dimensioners to improve material handling efficiencies. This adds to the company's suite of advanced technology solutions. ArcBest's Vaux Vision is 3D perception technology designed to streamline material handling by providing precise, real-time freight measurement and insight directly on a forklift. Vaux Vision is NTEP (National Type Evaluation Program) certified and features a touch screen operator display and barcode scanning capabilities. It integrates seamlessly with the Vaux OS as well as new or existing weight sales. Other capabilities include: Capturing photos of freight during pick and drop to improve visibility and transparency; Utilizing AI to determine attributes like damage, HazMat, stackable, fragile and leaning; Tracking the piece ID or pallet barcode. In addition to Vaux Vision, ArcBest also announced updates to its previously released solutions, introducing more equipment sizes and performance enhancements. These updates were driven by customer feedback across several customer verticals. The Vaux Freight Movement System Equipment Options: The Vaux Freight movement System was the first iteration of the Vaux Technology suite, designed to improve material handling efficiency by reimagining trailer loading and unloading using mobile platform, the Vaux Freight is loaded onto the Vaux MP outside the trailer, and using a standard forklift equipped with an MP Coupler, easily slides into the trailer. To unload, the forklift and coupler can pull the entire MP out of the trailer in one movement, allowing for easy maneuvering to the optimal location in the warehouse for rapid processing. This flexibility allows trailers to be fully loaded, even with products that cannot be stacked -- reducing the number of trucks on the road and positively impacting environmental sustainability metrics. New equipment options available with the Vaux Freight Movement System include: A new MP decking system configuration that enables stacking of previously unstackable freight, such as high-value server equipment for data centers; A 26-foot and 10-foot Roller Deck MP for air cargo ULD containers; An Automotive Hauler that enables a standard trailer to transport up to four vehicles; A Max width MP to handle wide freight and a 17-foot MP designed for tight spaces. Vaux Smart Autonomy Capability Updates: One year after launching the Vaux MP, ArcBest announced Vaux Smart Autonomy to enhance safety and efficiency in material handling and address customers' labor challenges. Vaux Smart Autonomy combines autonomous mobile robot (AMR) forklifts and reach trucks with fleet management software and teleoperation capabilities to automate material handling while keeping a human operator involved for tasks that require a human touch. It also now supports: Managing the autonomous movement of freight that is larger than a standard pallet; Stacking on gravity feeds and bulk stacking; Moving automotive racks, rack replenishment and rack pick; Trailer load and unload, including double-stacked freight.お知らせ • Jan 29ArcBest Corporation Declares Cash Dividend, Payable on February 25, 2025The Board of Directors of ArcBest® has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on February 11, 2025, payable on February 25, 2025.お知らせ • Jan 16Arcbest Corporation Announces Executive Changes, Effective February 1, 2025ArcBest Corporation announced leadership changes: Eddie Sorg, previously chief operating officer of asset-light logistics, has been named chief commercial officer and will lead several functions including marketing, sales, customer support, customer experience and yield. Sorg will be focused on optimizing workflows across teams to maximize revenue velocity. Aligning revenue-generating functions under one leader will provide a more unified approach to securing and seamlessly serving customers. Eddie Sorg is the Chief Commercial Officer at ArcBest. With 30 years of experience, he oversees the teams responsible for the company’s marketing, sales, customer support, customer experience and yield functions. With a deep understanding of customer needs and market dynamics, Eddie is focused on building customer-centric strategies that elevate ArcBest’s brand presence and promote customer experience and customer loyalty. His leadership empowers cross-functional teams to collaborate effectively, align with organizational goals and exceed customer expectations at every interaction. Over his career with the company, Eddie has played a pivotal role in numerous initiatives that have significantly impacted the company’s profitability, customer experience and sustainable growth. His leadership was instrumental in implementing space-based pricing for LTL shipments, introducing Dynamic LTL pricing and advancing pricing methodologies for Managed Solutions. These efforts have not only generated substantial revenue but also enhanced the company’s market position and customer relationships. Eddie began his career with the company in 1995 as a Pricing Analyst. Since that time he has served in leadership roles including ABF Director of Revenue Accounting, ABF Director of Pricing, Vice President of Yield Management, and most recently Chief Operating Officer of Asset-Light. Eddie holds a bachelor’s degree in industrial engineering from the University of Arkansas. Christopher Adkins has been named chief strategy officer following his role as vice president of yield strategy and management. In his new role, he will oversee the Company’s strategy management, data science and process improvement teams to advance ArcBest’s most critical initiatives. Christopher Adkins is the Chief Strategy Officer at ArcBest. With over twelve years of experience, he oversees the teams responsible for the company’s critical strategy management, product management, project management, data science and process improvement initiatives. In this role, Christopher leads the development and execution of strategic initiatives that optimize operational efficiency, enhance data-driven decision making and fuel ongoing growth. In his career, Christopher has led several high-impact, strategic initiatives that have played a significant role in ArcBest progressing as an integrated logistics company. Among his most notable work achievements is his contribution to ArcBest’s Dynamic less-than-truckload (LTL) pricing initiative and his leadership in automating volume price quotes and tractor detention charges — helping the company transition from manual processes to more efficient automated processes that improve customer experiences and enhance productivity. Christopher joined the company in 2012 as a Pricing Analyst and has served in various leadership roles, including Manager of Engineering and Technology, Director of Yield Strategy and Vice President of Yield Strategy and Analytics. His most recent role was Vice President of Yield Strategy and Management. Christopher holds a bachelor’s degree in industrial engineering from the University of Arkansas. Steven Leonard plans to retire June 2025, following a 24-year career with ArcBest, and will continue to lead asset-light logistics operations through the transition period to his retirement. The updates are effective February 1, 2025.お知らせ • Jan 04ArcBest Corporation to Report Q4, 2024 Results on Jan 31, 2025ArcBest Corporation announced that they will report Q4, 2024 results Pre-Market on Jan 31, 2025New Risk • Nov 11New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.2m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (€1.2m sold).Declared Dividend • Nov 03Third quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 13th November 2024 Payment date: 27th November 2024 Dividend yield will be 0.5%, which is lower than the industry average of 3.8%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 14%.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$4.25 (vs US$1.46 in 3Q 2023)Third quarter 2024 results: EPS: US$4.25 (up from US$1.46 in 3Q 2023). Revenue: US$1.06b (down 5.8% from 3Q 2023). Net income: US$100.3m (up 187% from 3Q 2023). Profit margin: 9.4% (up from 3.1% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Oct 30ArcBest Declares Quarterly Cash Dividend, Payable on November 27, 2024The Board of Directors of ArcBest has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on November 13, 2024, payable on November 27, 2024.お知らせ • Oct 01ArcBest Corporation to Report Q3, 2024 Results on Nov 01, 2024ArcBest Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 01, 2024Buy Or Sell Opportunity • Aug 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.0% to €95.50. The fair value is estimated to be €120, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 9.3% in 2 years. Earnings are forecast to grow by 87% in the next 2 years.Buy Or Sell Opportunity • Aug 06Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €95.00. The fair value is estimated to be €129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 9.6% in 2 years. Earnings are forecast to grow by 89% in the next 2 years.Declared Dividend • Aug 05Second quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 13th August 2024 Payment date: 27th August 2024 Dividend yield will be 0.4%, which is lower than the industry average of 3.8%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 11%.Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: US$1.99 (vs US$1.65 in 2Q 2023)Second quarter 2024 results: EPS: US$1.99 (up from US$1.65 in 2Q 2023). Revenue: US$1.08b (down 2.3% from 2Q 2023). Net income: US$46.9m (up 19% from 2Q 2023). Profit margin: 4.4% (up from 3.6% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.お知らせ • Jul 30Arcbest Corporation Declares Quarterly Dividend, Payable on August 27, 2024ArcBest Corporation has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on August 13, 2024, payable on August 27, 2024.お知らせ • Jul 18ArcBest Corporation Appoints Seth Runser as President, Effective August 1, 2024ArcBest announced that Seth Runser, president of ABF Freight, will become president of ArcBest effective August 1, 2024. Judy R. McReynolds will remain chief executive officer and chairman of the board. Runser has been president of ABF Freight since 2021. In this role, he has navigated unprecedented change — guiding ABF through a global pandemic, successfully renewing a five-year union labor agreement and leading an ongoing transformation of ABF that drove eight quarters of record results. During Runser’s tenure, ABF has improved profitability, increased employee productivity and implemented innovations that have significantly enhanced efficiency and sustainability. He has also overseen the creation of ABF’s long-term facility plan to enable accelerated growth, adding over 500 doors since 2021. Runser joined ArcBest over 17 years ago as a management trainee, gaining experience in roles of increasing responsibility across operations, linehaul and executive management.Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €113, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Transportation industry in Europe. Total returns to shareholders of 139% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €83.12 per share.お知らせ • Jul 04ArcBest Corporation to Report Q2, 2024 Results on Aug 02, 2024ArcBest Corporation announced that they will report Q2, 2024 results Pre-Market on Aug 02, 2024お知らせ • Jul 03ArcBest Corporation(NasdaqGS:ARCB) dropped from Russell 2000 Value-Defensive IndexArcBest Corporation(NasdaqGS:ARCB) dropped from Russell 2000 Value-Defensive IndexDeclared Dividend • May 01First quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 9th May 2024 Payment date: 24th May 2024 Dividend yield will be 0.4%, which is lower than the industry average of 3.8%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 20%.Reported Earnings • Apr 30First quarter 2024 earnings released: US$0.12 loss per share (vs US$0.78 profit in 1Q 2023)First quarter 2024 results: US$0.12 loss per share (down from US$0.78 profit in 1Q 2023). Revenue: US$1.04b (down 6.3% from 1Q 2023). Net loss: US$2.91m (down 116% from profit in 1Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 27ArcBest Declares Quarterly Cash Dividend, Payable on May 24, 2024The Board of Directors of ArcBest has declared a quarterly cash dividend of 12 cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on May 10, 2024, payable on May 24, 2024.お知らせ • Apr 06ArcBest Corporation to Report Q1, 2024 Results on Apr 30, 2024ArcBest Corporation announced that they will report Q1, 2024 results Pre-Market on Apr 30, 2024Buy Or Sell Opportunity • Apr 03Now 20% undervaluedOver the last 90 days, the stock has risen 21% to €129. The fair value is estimated to be €161, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 9.4% in 2 years. Earnings are forecast to grow by 99% in the next 2 years.お知らせ • Mar 16ArcBest Corporation, Annual General Meeting, Apr 26, 2024ArcBest Corporation, Annual General Meeting, Apr 26, 2024, at 08:00 Central Daylight. Location: 8401 McClure Drive Fort Smith Arkansas United States Agenda: To elect nine directors for a one-year term to expire at the 2025 Annual Meeting of Stockholders; to conduct an advisory vote to approve executive compensation; to ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for 2024; to approve an amendment of the Company's Second Amended and Restated Certificate of Incorporation to eliminate the supermajority voting requirements; and to act upon such other matters as may properly be brought before the meeting affecting the business and affairs of the Company.Buy Or Sell Opportunity • Mar 11Now 25% undervaluedOver the last 90 days, the stock has risen 24% to €125. The fair value is estimated to be €166, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 100% in the next 2 years.Recent Insider Transactions • Mar 09Chief Human Resources Officer recently sold €262k worth of stockOn the 1st of March, Erin Gattis sold around 2k shares on-market at roughly €131 per share. This transaction amounted to 6.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.8m more than they bought in the last 12 months.Recent Insider Transactions • Mar 07Chief Human Resources Officer recently sold €262k worth of stockOn the 1st of March, Erin Gattis sold around 2k shares on-market at roughly €131 per share. This transaction amounted to 6.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.8m more than they bought in the last 12 months.Buy Or Sell Opportunity • Feb 22Now 21% undervaluedOver the last 90 days, the stock has risen 16% to €129. The fair value is estimated to be €163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 104% in the next 2 years.Declared Dividend • Feb 12Fourth quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 15th February 2024 Payment date: 1st March 2024 Dividend yield will be 0.3%, which is lower than the industry average of 3.8%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 13%.Reported Earnings • Feb 07Full year 2023 earnings released: EPS: US$5.92 (vs US$12.13 in FY 2022)Full year 2023 results: EPS: US$5.92 (down from US$12.13 in FY 2022). Revenue: US$4.43b (down 17% from FY 2022). Net income: US$142.2m (down 52% from FY 2022). Profit margin: 3.2% (down from 5.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 03Arcbest Declares Quarterly Dividend, Payable on March 1, 2024The Board of Directors of ArcBest has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on February 16, 2024, payable on March 1, 2024.お知らせ • Jan 09ArcBest Corporation to Report Q4, 2023 Results on Feb 06, 2024ArcBest Corporation announced that they will report Q4, 2023 results Pre-Market on Feb 06, 2024Recent Insider Transactions • Nov 19Independent Director recently sold €382k worth of stockOn the 15th of November, Janice Stipp sold around 3k shares on-market at roughly €113 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €721k. Insiders have been net sellers, collectively disposing of €8.6m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €108, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Transportation industry in Europe. Total returns to shareholders of 276% over the past three years.New Risk • Nov 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Profit margins are more than 30% lower than last year (2.8% net profit margin). Significant insider selling over the past 3 months (€8.3m sold).Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$1.46 (vs US$3.61 in 3Q 2022)Third quarter 2023 results: EPS: US$1.46 (down from US$3.61 in 3Q 2022). Revenue: US$1.13b (down 17% from 3Q 2022). Net income: US$34.9m (down 61% from 3Q 2022). Profit margin: 3.1% (down from 6.6% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 26ArcBest Corporation Declares Quarterly Cash Dividend, Payable on November 22, 2023ArcBest® has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on November 8, 2023, payable on November 22, 2023.お知らせ • Oct 05ArcBest Corporation to Report Q3, 2023 Results on Oct 27, 2023ArcBest Corporation announced that they will report Q3, 2023 results Pre-Market on Oct 27, 2023Recent Insider Transactions • Sep 06Independent Director recently sold €511k worth of stockOn the 1st of September, Kathleen McElligott sold around 5k shares on-market at roughly €102 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.5m. Insiders have been net sellers, collectively disposing of €8.9m more than they bought in the last 12 months.Recent Insider Transactions • Aug 04President of ABF Freight Systems recently sold €575k worth of stockOn the 2nd of August, Seth Runser sold around 5k shares on-market at roughly €105 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.8m more than they bought in the last 12 months.Upcoming Dividend • Aug 01Upcoming dividend of US$0.12 per share at 0.4% yieldEligible shareholders must have bought the stock before 08 August 2023. Payment date: 23 August 2023. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.3%).New Risk • Jul 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 6.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Jul 29Second quarter 2023 earnings released: EPS: US$1.65 (vs US$4.16 in 2Q 2022)Second quarter 2023 results: EPS: US$1.65 (down from US$4.16 in 2Q 2022). Revenue: US$1.10b (down 21% from 2Q 2022). Net income: US$39.6m (down 61% from 2Q 2022). Profit margin: 3.6% (down from 7.4% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 27ArcBest Declares a Quarterly Cash Dividend, Payable on August 23, 2023The Board of Directors of ArcBest declared a quarterly cash dividend of $0.12 per share to holders of record of its Common Stock, $0.01 par value, on August 9, 2023, payable on August 23, 2023.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €100, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Transportation industry in Europe. Total returns to shareholders of 290% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €120 per share.お知らせ • Jul 12ArcBest Corporation to Report Q2, 2023 Results on Jul 28, 2023ArcBest Corporation announced that they will report Q2, 2023 results Pre-Market on Jul 28, 2023Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €91.54, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Transportation industry in Europe. Total returns to shareholders of 305% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €120 per share.お知らせ • Jun 09ArcBest Corporation Announces Chief Yield Officer ChangesArcBest® announced its Chief Yield Officer Danny Loe has decided to leave the company effective June 16 to explore other opportunities. Christopher Adkins, currently vice president yield strategy, will expand his responsibilities to lead the yield, moving, and costing teams and be named vice president - yield strategy and management, effective June 17. Christopher has been with ArcBest for more than 11 years and was recently named as one of Talk Business’ Arkansas Forty Under 40. He plays a leading role in important ArcBest initiatives such as automated price quotes, space-based pricing and dynamic LTL offering by collaborating with ArcBest’s best-in-class yield, sales, operations, and technology teams. Adkins holds a bachelor’s degree in industrial engineering from the University of Arkansas.Upcoming Dividend • May 02Upcoming dividend of US$0.12 per share at 0.5% yieldEligible shareholders must have bought the stock before 09 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 4.7% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.2%).Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: US$0.78 (vs US$2.82 in 1Q 2022)First quarter 2023 results: EPS: US$0.78 (down from US$2.82 in 1Q 2022). Revenue: US$1.11b (down 17% from 1Q 2022). Net income: US$18.8m (down 73% from 1Q 2022). Profit margin: 1.7% (down from 5.2% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 63% per year whereas the company’s share price has increased by 60% per year.Reported Earnings • Feb 05Full year 2022 earnings released: EPS: US$12.13 (vs US$8.38 in FY 2021)Full year 2022 results: EPS: US$12.13 (up from US$8.38 in FY 2021). Revenue: US$5.32b (up 34% from FY 2021). Net income: US$298.2m (up 40% from FY 2021). Profit margin: 5.6% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 9.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €85.00, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Transportation industry in Europe. Total returns to shareholders of 314% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €111 per share.お知らせ • Feb 01ArcBest Declares Quarterly Dividend Payable on February 28, 2023The Board of Directors of ArcBest® has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on February 14, 2023, payable on February 28, 2023.お知らせ • Jan 05ArcBest Corporation to Report Q4, 2022 Results on Feb 03, 2023ArcBest Corporation announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 03, 2023お知らせ • Dec 13Arcbest Chief Financial Officer David Cobb to Retire in October 2023ArcBest Corporation announced today that David Cobb, chief financial officer, will retire in October 2023 after a 17-year career with the company. Cobb has been CFO at ArcBest since 2015. He joined the company in 2006 as vice president, controller and chief accounting officer. Prior to working for ArcBest, he held accounting and financial roles in the oil and gas industry and at a Big 4 public accounting firm.Recent Insider Transactions • Nov 16Insider recently sold €603k worth of stockOn the 10th of November, Daniel Loe sold around 8k shares on-market at roughly €79.83 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.2m. Insiders have been net sellers, collectively disposing of €5.1m more than they bought in the last 12 months.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Fredrik Eliasson was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Nov 03Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 10 November 2022. Payment date: 25 November 2022. Payout ratio is a comfortable 3.0% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (5.3%).Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: US$3.61 (vs US$2.49 in 3Q 2021)Third quarter 2022 results: EPS: US$3.61 (up from US$2.49 in 3Q 2021). Revenue: US$1.35b (up 33% from 3Q 2021). Net income: US$88.8m (up 40% from 3Q 2021). Profit margin: 6.6% (up from 6.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 7.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 29Arcbest Corporation Declares Quarterly Dividend, Payable on November 25, 2022The Board of Directors of ArcBest® declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on November 11, 2022, payable on November 25, 2022.お知らせ • Oct 05ArcBest Corporation to Report Q3, 2022 Results on Nov 01, 2022ArcBest Corporation announced that they will report Q3, 2022 results Pre-Market on Nov 01, 2022Recent Insider Transactions • Aug 26Chairman recently sold €2.2m worth of stockOn the 24th of August, Judy McReynolds sold around 25k shares on-market at roughly €88.97 per share. This was the largest sale by an insider in the last 3 months. This was Judy's only on-market trade for the last 12 months.Recent Insider Transactions • Aug 14Independent Director recently sold €439k worth of stockOn the 11th of August, Janice Stipp sold around 5k shares on-market at roughly €87.78 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.8m more than they bought in the last 12 months.お知らせ • Aug 10ArcBest Corporation Announces Resignation of Stephen E. Gorman from the BoardArcBest Corporation announced Stephen E. Gorman notified the board of directors of the company of his decision to resign from the Board, effective immediately, due to his nomination to serve as a director on the board of directors of another company. There were no disagreements between Mr. Gorman and the Company or the Board on any matter relating to the Company’s operations, policies or practices or any other matter.Upcoming Dividend • Aug 02Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 09 August 2022. Payment date: 24 August 2022. Payout ratio is a comfortable 3.0% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.8%).Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: US$4.16 (vs US$2.38 in 2Q 2021)Second quarter 2022 results: EPS: US$4.16 (up from US$2.38 in 2Q 2021). Revenue: US$1.39b (up 47% from 2Q 2021). Net income: US$102.5m (up 68% from 2Q 2021). Profit margin: 7.4% (up from 6.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 9.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 28Arcbest Corporation Declares Quarterly Dividend, Payable on August 24, 2022The Board of Directors of ArcBest Corporation has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on August 10, 2022, payable on August 24, 2022.お知らせ • Jul 06ArcBest Corporation to Report Q2, 2022 Results on Jul 29, 2022ArcBest Corporation announced that they will report Q2, 2022 results Pre-Market on Jul 29, 2022Reported Earnings • May 03First quarter 2022 earnings released: EPS: US$2.82 (vs US$0.92 in 1Q 2021)First quarter 2022 results: EPS: US$2.82 (up from US$0.92 in 1Q 2021). Revenue: US$1.34b (up 61% from 1Q 2021). Net income: US$69.6m (up 198% from 1Q 2021). Profit margin: 5.2% (up from 2.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Fredrik Eliasson was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 05ArcBest Corporation to Report Q1, 2022 Results on Apr 29, 2022ArcBest Corporation announced that they will report Q1, 2022 results Pre-Market on Apr 29, 2022Buying Opportunity • Mar 29Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 28%. The fair value is estimated to be US$99.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% per annum over the last 3 years. Earnings per share has grown by 47% per annum over the last 3 years.Buying Opportunity • Mar 09Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be US$98.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% per annum over the last 3 years. Earnings per share has grown by 47% per annum over the last 3 years.業績と収益の成長予測DB:AQY - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20284,902192N/AN/A512/31/20274,6391572293901012/31/20264,36498216343103/31/20264,04256137261N/A12/31/20254,01060101229N/A9/30/20254,0399765240N/A6/30/20254,05415855231N/A3/31/20254,11017957256N/A12/31/20244,17917346286N/A9/30/20244,26719381356N/A6/30/20244,332128104359N/A3/31/20244,35812056308N/A12/31/20234,42714290322N/A9/30/20234,501130101315N/A6/30/20234,649184193390N/A3/31/20234,867245323503N/A12/31/20225,029295305471N/A9/30/20225,051324325436N/A6/30/20224,792299260362N/A3/31/20224,419258203290N/A12/31/20213,766210245324N/A9/30/20213,611172207293N/A6/30/20213,390138200270N/A3/31/20213,06893143205N/A12/31/20202,94071149206N/A9/30/20202,84142130184N/A6/30/20202,8342894172N/A3/31/20202,97837103197N/A12/31/20192,98840N/A170N/A9/30/20193,04561N/A220N/A6/30/20193,08485N/A216N/A3/31/20193,10662N/A220N/A12/31/20183,09467N/A255N/A9/30/20183,03088N/A229N/A6/30/20182,94862N/A220N/A3/31/20182,87577N/A182N/A12/31/20172,82659N/A152N/A9/30/20172,80425N/A119N/A6/30/20172,77423N/A110N/A3/31/20172,73017N/A101N/A12/31/20162,70019N/A112N/A9/30/20162,66022N/A116N/A6/30/20162,65628N/A125N/A3/31/20162,67538N/A147N/A12/31/20152,66744N/A149N/A9/30/20152,68453N/A145N/A6/30/20152,68653N/A161N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: AQYの予測収益成長率 (年間43.1% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: AQYの収益 ( 43.1% ) はGerman市場 ( 17.2% ) よりも速いペースで成長すると予測されています。高成長収益: AQYの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: AQYの収益 ( 7% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: AQYの収益 ( 7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: AQYの 自己資本利益率 は、3年後には低くなると予測されています ( 13.1 %)。成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/27 03:15終値2026/05/27 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ArcBest Corporation 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26 アナリスト機関Benjamin HartfordBairdKenneth HoexterBofA Global ResearchAriel RosaCitigroup Inc23 その他のアナリストを表示
Board Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Ann Bordelon was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 25ArcBest Declares Quarterly Cash Dividend, Payable on May 22, 2026The Board of Directors of ArcBest declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on May 8, 2026, payable on May 22, 2026.
お知らせ • Apr 02ArcBest Corporation to Report Q1, 2026 Results on Apr 28, 2026ArcBest Corporation announced that they will report Q1, 2026 results Pre-Market on Apr 28, 2026
お知らせ • Jan 29ArcBest Corporation Announces Board ChangesArcBest Corporation announced that Ann Bordelon and Bobby George have joined ArcBest’s Board as independent directors. Bordelon and George will serve on the board’s Audit Committee. Ann Bordelon is a certified public accountant with more than 36 years of finance experience. She is Executive Vice Chancellor – Finance & Administration at the University of Arkansas and previously served as Chief Financial Officer and Chief Administration Officer for NOWDiagnostics. She also spent over a decade in various executive leadership positions at Walmart, including Chief Financial Officer of Sam’s Club and Chief Financial Officer of Walmart Asia. Bobby George has over 25 years of experience driving tech strategy and digital innovation. He is Senior Vice President & Chief Digital Officer at Carrier. He was previously Senior Vice President and Chief Information Officer for manufacturing, engineering and services at General Electric, where he also served in roles of increasing responsibility. Earlier in his career he was Vice President, Information Technology and Services at St. Jude Medical (now Abbott), and he served in leadership positions at Cambridge Technology Partners and Swiss RE. Kathy McElligott and Fredrik Eliasson will retire from the board, effective February 28, 2026. Following their retirement, along with the retirement of Craig Philip on January 28, 2026, as previously announced, the ArcBest Board will comprise ten directors, eight of whom are independent. Kathy McElligott joined the board of directors in 2015 and currently serves as chair of the Compensation Committee and a member of the Nominating and Corporate Governance Committee. Fredrik Eliasson has served on the board since 2019.
お知らせ • Jan 28ArcBest Declares Quarterly Dividend, Payable on February 24, 2026The Board of Directors of ArcBest has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on February 10, 2026, payable on February 24, 2026.
お知らせ • Jan 06ArcBest Corporation to Report Q4, 2025 Results on Jan 30, 2026ArcBest Corporation announced that they will report Q4, 2025 results Pre-Market on Jan 30, 2026
お知らせ • Nov 01ArcBest Corporation Announces Board ChangesArcBest Corporation announced that the Board of Directors has appointed Chris Sultemeier as a new director, effective October 29, 2025. The Board also appointed Mr. Sultemeier to serve on the Compensation Committee and the Nominating/Corporate Governance Committee, effective immediately. Mr. Sultemeier’s initial term on the Board will expire at the Company’s 2026 Annual Meeting of Stockholders, at which time he will stand for election to a new term. On October 30, 2025, Dr. Craig E. Philip notified the Board of his decision to retire from the Board, effective following the January 27, 2026 Board meeting, after more than 14 years of service on the Board. Sultemeier brings more than 30 years of leadership experience in logistics, transportation, supply chain operations, and high-growth supply chain and logistics ventures to the board. Sultemeier spent 28 years with Walmart serving as their EVP of Logistics and as President and CEO of Walmart Transportation. Sultemeier is currently an operating partner at NewRoad Capital Partners where he serves on the boards of several portfolio companies. His experience leading logistics for a premier retail organization with a global supply chain network, combined with his board service, adds uniquely beneficial skills that complement the board’s strengths. This appointment aligns with ArcBest’s ongoing commitment to valuing diverse perspectives and its efforts to enhance long-term sustainable value for shareholders. Craig Philip joined the board of directors in 2011 and currently serves as a member of the audit committee. He previously served on the compensation and nominating/corporate governance committees. During his tenure, Philip consistently delivered valuable perspectives through his academic background in engineering blended with decades of transportation and logistics experience. Also on October 30, 2025, the independent directors of the Board unanimously elected Eduardo F. Conrado to serve as Lead Independent Director, effective November 1, 2025. Mr. Conrado’s appointment as Lead Independent Director is made in connection with the previously announced retirement of Steven L. Spinner, effective October 31, 2025. For his service as Lead Independent Director of the Board, Mr. Conrado will be entitled to receive an additional annual retainer in accordance with the Company’s compensation program for non-employee directors. As previously disclosed on July 17, 2025, Judy R. McReynolds will retire as chief executive officer effective December 31, 2025, but will continue to serve as chairman of the Board following her retirement.
お知らせ • Oct 31Arcbest Corporation Declares Quarterly Dividend, Payable on November 28, 2025ArcBest has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on November 14, 2025, payable on November 28, 2025.
お知らせ • Oct 02ArcBest Corporation to Report Q3, 2025 Results on Nov 05, 2025ArcBest Corporation announced that they will report Q3, 2025 results Pre-Market on Nov 05, 2025
お知らせ • Jul 25+ 1 more updateArcBest Corporation Declares Quarterly Dividend, Payable on August 22, 2025ArcBest declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on August 8, 2025, payable on August 22, 2025.
お知らせ • Jul 17ArcBest Corporation Announces CEO ChangesArcBest® announced that Judy R. McReynolds will retire as chief executive officer effective December 31, 2025. The company’s president, Seth Runser, will succeed McReynolds as chief executive officer on January 1, 2026. Runser will retain his role as president and has also been appointed to the board effective the same date. McReynolds will continue to serve as chairman of the board. Runser is a seasoned executive with a proven track record of leading transformational change. As ArcBest president, he led strategic initiatives to drive profitable growth, advance premium service for customers and improve operational efficiency. As president of ABF Freight, Runser guided the organization through the global pandemic, secured a five-year labor agreement and led a transformation that delivered eight quarters of record performance. Runser began his career at ArcBest 18 years ago as a management trainee and has held leadership roles across operations, linehaul and executive management. With 28 years at ArcBest and over three decades in transportation and logistics, McReynolds is a well-known and respected industry visionary. As CEO since 2010, she led the company’s transformation into a full-service, multibillion-dollar logistics powerhouse. Under her leadership, ArcBest navigated significant industry disruptions, expanded its service offerings through five strategic acquisitions and introduced multiple leading innovations. A prime example is Vaux ™, a groundbreaking suite of material handling solutions currently in pilot with multiple Fortune 500 companies. During her tenure, the company’s revenue more than doubled, and operating income grew to nearly $300 million annually. ?McReynolds previously served as ArcBest’s chief financial officer and held senior roles in finance and accounting. She currently serves on the boards of OGE Energy Corp., First Bank Corp. and First National Bank and is a member of the American Trucking Associations (ATA) Board and Executive Committee. In 2023, she was inducted into the Arkansas Business Hall of Fame.
お知らせ • Jul 09ArcBest Pilots Class 8 EV Semi in Over-The-Road OperationsArcBest announced the successful completion of a pilot program evaluating a Class 8 long-range electric semi-truck in over-the-road operations. Conducted through ArcBest's less-than-truckload carrier ABF Freight, the pilot reflects the company's ongoing commitment to exploring emerging technologies that support operational efficiency and environmental responsibility. Over a three-week period, ABF operated a Tesla Semi across typical dispatch lanes, including over-the-road routes between service centers in Reno, Nevada and Sacramento, California. The pilot also included regional runs in the Bay Area and rail shuttle operations. The electric Semi logged 4,494 miles, averaging 321 miles per day with an overall energy efficiency of 1.55 kWh per mile. The vehicle performed well across a variety of routes -- including the 7,200 climb over Donner Pass -- and generally matched the performance of its diesel counterparts. Driver feedback was positive, with operators noting the vehicle's comfort, safety and ease of use. Features like the center seat configuration, wide visibility and intuitive controls contributed to strong driver experience. While the pilot demonstrated strong performance and driver acceptance, it also highlighted the need for continued development of charging infrastructure to support broader deployment across longer routes. The vehicle showed meaningful progress in areas such as range, charging efficiency and driver support, reinforcing the value of continued evaluation. This pilot builds on ArcBest's broader efforts to explore electric vehicles across its operations. The company currently operates nine electric yard tractors, two electric forklifts and two Class 6 electric straight trucks. ArcBest will continue to assess the long-term viability of Class 8 EVs within its fleet, with a focus on leveraging innovation to improve efficiency, reduce emissions and deliver sustainable logistics solutions that create value for customers.
お知らせ • Jul 02ArcBest Corporation to Report Q2, 2025 Results on Jul 30, 2025ArcBest Corporation announced that they will report Q2, 2025 results Pre-Market on Jul 30, 2025
お知らせ • Jun 30+ 5 more updatesArcBest Corporation(NasdaqGS:ARCB) dropped from Russell 2000 Growth IndexArcBest Corporation(NasdaqGS:ARCB) dropped from Russell 2000 Growth Index
お知らせ • Apr 25Arcbest Declares Quarterly Dividend, Payable on May 23, 2025The Board of Directors of ArcBest has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on May 9, 2025, payable on May 23, 2025.
お知らせ • Apr 03ArcBest Corporation to Report Q1, 2025 Results on Apr 29, 2025ArcBest Corporation announced that they will report Q1, 2025 results Pre-Market on Apr 29, 2025
お知らせ • Mar 17ArcBest Corporation, Annual General Meeting, Apr 25, 2025ArcBest Corporation, Annual General Meeting, Apr 25, 2025. Location: arcbest headquarters, 8401 mcclure drive, arkansas 72916, fort smith United States
お知らせ • Mar 09ArcBest Corporation Provides Update on Non-ComplianceOn March 3, 2025, ArcBest Corporation (the Company") received a notice from the staff of the Listing Qualifications Department (the Staff") of The Nasdaq Stock Market (Nasdaq") after the Company discovered and self-reported that it did not fully comply with the audit committee composition requirements set in Nasdaq Listing Rule 5605(c)(2)(A). The non-compliance was a result of Fredrik J. Eliasson, a member of the Audit Committee, not qualifying as independent pursuant to Nasdaq Listing Rule 5605(a)(2)(F) due to his brother-in-law serving as a partner of the Company's outside auditor for the fiscal year ended December 31, 2024. Mr. Eliasson's brother-in-law has never worked on the audit of the Company's financial statements or performed any other services for the Company. Following discovery of this relationship, Mr. Eliasson promptly tendered his resignation as a member of the Audit Committee. In its notice, the Staff determined that, as a result of the Company's and Mr. Eliasson's actions and subject to the Company complying with the disclosure requirements intended to be met by the filing of this Current Report on Form 8-K, the Company has regained compliance with Nasdaq Listing Rule 5605(c)(2)(A).
お知らせ • Mar 08ArcBest Corporation Announces Resignation of Fredrik J. Eliasson as Member of Audit CommitteeArcBest Corporation announced on March 3, 2025, the company received a notice from the staff of the Listing Qualifications Department (the Staff) of The Nasdaq Stock Market (Nasdaq) after the Company discovered and self-reported that it did not fully comply with the audit committee composition requirements set forth in Nasdaq Listing Rule 5605(c)(2)(A). The non-compliance was a result of Fredrik J. Eliasson, a member of the Audit Committee, not qualifying as independent pursuant to Nasdaq Listing Rule 5605(a)(2)(F) due to his brother-in-law serving as a partner of the Company’s outside auditor for the fiscal year ended December 31, 2024. Mr. Eliasson’s brother-in-law has never worked on the audit of the Company’s financial statements or performed any other services for the Company. Following discovery of this relationship, Mr. Eliasson promptly tendered his resignation as a member of the Audit Committee.
お知らせ • Feb 10ArcBest Introduces Vaux Vision and Enhancements to Vaux Technology SuiteArcBest announced the introduction of its latest technology offering, Vaux Vision™?, which is currently in the pilot phase. Vaux Vision transforms forklifts into intelligent mobile dimensioners to improve material handling efficiencies. This adds to the company's suite of advanced technology solutions. ArcBest's Vaux Vision is 3D perception technology designed to streamline material handling by providing precise, real-time freight measurement and insight directly on a forklift. Vaux Vision is NTEP (National Type Evaluation Program) certified and features a touch screen operator display and barcode scanning capabilities. It integrates seamlessly with the Vaux OS as well as new or existing weight sales. Other capabilities include: Capturing photos of freight during pick and drop to improve visibility and transparency; Utilizing AI to determine attributes like damage, HazMat, stackable, fragile and leaning; Tracking the piece ID or pallet barcode. In addition to Vaux Vision, ArcBest also announced updates to its previously released solutions, introducing more equipment sizes and performance enhancements. These updates were driven by customer feedback across several customer verticals. The Vaux Freight Movement System Equipment Options: The Vaux Freight movement System was the first iteration of the Vaux Technology suite, designed to improve material handling efficiency by reimagining trailer loading and unloading using mobile platform, the Vaux Freight is loaded onto the Vaux MP outside the trailer, and using a standard forklift equipped with an MP Coupler, easily slides into the trailer. To unload, the forklift and coupler can pull the entire MP out of the trailer in one movement, allowing for easy maneuvering to the optimal location in the warehouse for rapid processing. This flexibility allows trailers to be fully loaded, even with products that cannot be stacked -- reducing the number of trucks on the road and positively impacting environmental sustainability metrics. New equipment options available with the Vaux Freight Movement System include: A new MP decking system configuration that enables stacking of previously unstackable freight, such as high-value server equipment for data centers; A 26-foot and 10-foot Roller Deck MP for air cargo ULD containers; An Automotive Hauler that enables a standard trailer to transport up to four vehicles; A Max width MP to handle wide freight and a 17-foot MP designed for tight spaces. Vaux Smart Autonomy Capability Updates: One year after launching the Vaux MP, ArcBest announced Vaux Smart Autonomy to enhance safety and efficiency in material handling and address customers' labor challenges. Vaux Smart Autonomy combines autonomous mobile robot (AMR) forklifts and reach trucks with fleet management software and teleoperation capabilities to automate material handling while keeping a human operator involved for tasks that require a human touch. It also now supports: Managing the autonomous movement of freight that is larger than a standard pallet; Stacking on gravity feeds and bulk stacking; Moving automotive racks, rack replenishment and rack pick; Trailer load and unload, including double-stacked freight.
お知らせ • Jan 29ArcBest Corporation Declares Cash Dividend, Payable on February 25, 2025The Board of Directors of ArcBest® has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on February 11, 2025, payable on February 25, 2025.
お知らせ • Jan 16Arcbest Corporation Announces Executive Changes, Effective February 1, 2025ArcBest Corporation announced leadership changes: Eddie Sorg, previously chief operating officer of asset-light logistics, has been named chief commercial officer and will lead several functions including marketing, sales, customer support, customer experience and yield. Sorg will be focused on optimizing workflows across teams to maximize revenue velocity. Aligning revenue-generating functions under one leader will provide a more unified approach to securing and seamlessly serving customers. Eddie Sorg is the Chief Commercial Officer at ArcBest. With 30 years of experience, he oversees the teams responsible for the company’s marketing, sales, customer support, customer experience and yield functions. With a deep understanding of customer needs and market dynamics, Eddie is focused on building customer-centric strategies that elevate ArcBest’s brand presence and promote customer experience and customer loyalty. His leadership empowers cross-functional teams to collaborate effectively, align with organizational goals and exceed customer expectations at every interaction. Over his career with the company, Eddie has played a pivotal role in numerous initiatives that have significantly impacted the company’s profitability, customer experience and sustainable growth. His leadership was instrumental in implementing space-based pricing for LTL shipments, introducing Dynamic LTL pricing and advancing pricing methodologies for Managed Solutions. These efforts have not only generated substantial revenue but also enhanced the company’s market position and customer relationships. Eddie began his career with the company in 1995 as a Pricing Analyst. Since that time he has served in leadership roles including ABF Director of Revenue Accounting, ABF Director of Pricing, Vice President of Yield Management, and most recently Chief Operating Officer of Asset-Light. Eddie holds a bachelor’s degree in industrial engineering from the University of Arkansas. Christopher Adkins has been named chief strategy officer following his role as vice president of yield strategy and management. In his new role, he will oversee the Company’s strategy management, data science and process improvement teams to advance ArcBest’s most critical initiatives. Christopher Adkins is the Chief Strategy Officer at ArcBest. With over twelve years of experience, he oversees the teams responsible for the company’s critical strategy management, product management, project management, data science and process improvement initiatives. In this role, Christopher leads the development and execution of strategic initiatives that optimize operational efficiency, enhance data-driven decision making and fuel ongoing growth. In his career, Christopher has led several high-impact, strategic initiatives that have played a significant role in ArcBest progressing as an integrated logistics company. Among his most notable work achievements is his contribution to ArcBest’s Dynamic less-than-truckload (LTL) pricing initiative and his leadership in automating volume price quotes and tractor detention charges — helping the company transition from manual processes to more efficient automated processes that improve customer experiences and enhance productivity. Christopher joined the company in 2012 as a Pricing Analyst and has served in various leadership roles, including Manager of Engineering and Technology, Director of Yield Strategy and Vice President of Yield Strategy and Analytics. His most recent role was Vice President of Yield Strategy and Management. Christopher holds a bachelor’s degree in industrial engineering from the University of Arkansas. Steven Leonard plans to retire June 2025, following a 24-year career with ArcBest, and will continue to lead asset-light logistics operations through the transition period to his retirement. The updates are effective February 1, 2025.
お知らせ • Jan 04ArcBest Corporation to Report Q4, 2024 Results on Jan 31, 2025ArcBest Corporation announced that they will report Q4, 2024 results Pre-Market on Jan 31, 2025
New Risk • Nov 11New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.2m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (€1.2m sold).
Declared Dividend • Nov 03Third quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 13th November 2024 Payment date: 27th November 2024 Dividend yield will be 0.5%, which is lower than the industry average of 3.8%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 14%.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$4.25 (vs US$1.46 in 3Q 2023)Third quarter 2024 results: EPS: US$4.25 (up from US$1.46 in 3Q 2023). Revenue: US$1.06b (down 5.8% from 3Q 2023). Net income: US$100.3m (up 187% from 3Q 2023). Profit margin: 9.4% (up from 3.1% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 30ArcBest Declares Quarterly Cash Dividend, Payable on November 27, 2024The Board of Directors of ArcBest has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on November 13, 2024, payable on November 27, 2024.
お知らせ • Oct 01ArcBest Corporation to Report Q3, 2024 Results on Nov 01, 2024ArcBest Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 01, 2024
Buy Or Sell Opportunity • Aug 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.0% to €95.50. The fair value is estimated to be €120, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 9.3% in 2 years. Earnings are forecast to grow by 87% in the next 2 years.
Buy Or Sell Opportunity • Aug 06Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €95.00. The fair value is estimated to be €129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 9.6% in 2 years. Earnings are forecast to grow by 89% in the next 2 years.
Declared Dividend • Aug 05Second quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 13th August 2024 Payment date: 27th August 2024 Dividend yield will be 0.4%, which is lower than the industry average of 3.8%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 11%.
Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: US$1.99 (vs US$1.65 in 2Q 2023)Second quarter 2024 results: EPS: US$1.99 (up from US$1.65 in 2Q 2023). Revenue: US$1.08b (down 2.3% from 2Q 2023). Net income: US$46.9m (up 19% from 2Q 2023). Profit margin: 4.4% (up from 3.6% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
お知らせ • Jul 30Arcbest Corporation Declares Quarterly Dividend, Payable on August 27, 2024ArcBest Corporation has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on August 13, 2024, payable on August 27, 2024.
お知らせ • Jul 18ArcBest Corporation Appoints Seth Runser as President, Effective August 1, 2024ArcBest announced that Seth Runser, president of ABF Freight, will become president of ArcBest effective August 1, 2024. Judy R. McReynolds will remain chief executive officer and chairman of the board. Runser has been president of ABF Freight since 2021. In this role, he has navigated unprecedented change — guiding ABF through a global pandemic, successfully renewing a five-year union labor agreement and leading an ongoing transformation of ABF that drove eight quarters of record results. During Runser’s tenure, ABF has improved profitability, increased employee productivity and implemented innovations that have significantly enhanced efficiency and sustainability. He has also overseen the creation of ABF’s long-term facility plan to enable accelerated growth, adding over 500 doors since 2021. Runser joined ArcBest over 17 years ago as a management trainee, gaining experience in roles of increasing responsibility across operations, linehaul and executive management.
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €113, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Transportation industry in Europe. Total returns to shareholders of 139% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €83.12 per share.
お知らせ • Jul 04ArcBest Corporation to Report Q2, 2024 Results on Aug 02, 2024ArcBest Corporation announced that they will report Q2, 2024 results Pre-Market on Aug 02, 2024
お知らせ • Jul 03ArcBest Corporation(NasdaqGS:ARCB) dropped from Russell 2000 Value-Defensive IndexArcBest Corporation(NasdaqGS:ARCB) dropped from Russell 2000 Value-Defensive Index
Declared Dividend • May 01First quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 9th May 2024 Payment date: 24th May 2024 Dividend yield will be 0.4%, which is lower than the industry average of 3.8%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 20%.
Reported Earnings • Apr 30First quarter 2024 earnings released: US$0.12 loss per share (vs US$0.78 profit in 1Q 2023)First quarter 2024 results: US$0.12 loss per share (down from US$0.78 profit in 1Q 2023). Revenue: US$1.04b (down 6.3% from 1Q 2023). Net loss: US$2.91m (down 116% from profit in 1Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 27ArcBest Declares Quarterly Cash Dividend, Payable on May 24, 2024The Board of Directors of ArcBest has declared a quarterly cash dividend of 12 cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on May 10, 2024, payable on May 24, 2024.
お知らせ • Apr 06ArcBest Corporation to Report Q1, 2024 Results on Apr 30, 2024ArcBest Corporation announced that they will report Q1, 2024 results Pre-Market on Apr 30, 2024
Buy Or Sell Opportunity • Apr 03Now 20% undervaluedOver the last 90 days, the stock has risen 21% to €129. The fair value is estimated to be €161, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 9.4% in 2 years. Earnings are forecast to grow by 99% in the next 2 years.
お知らせ • Mar 16ArcBest Corporation, Annual General Meeting, Apr 26, 2024ArcBest Corporation, Annual General Meeting, Apr 26, 2024, at 08:00 Central Daylight. Location: 8401 McClure Drive Fort Smith Arkansas United States Agenda: To elect nine directors for a one-year term to expire at the 2025 Annual Meeting of Stockholders; to conduct an advisory vote to approve executive compensation; to ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for 2024; to approve an amendment of the Company's Second Amended and Restated Certificate of Incorporation to eliminate the supermajority voting requirements; and to act upon such other matters as may properly be brought before the meeting affecting the business and affairs of the Company.
Buy Or Sell Opportunity • Mar 11Now 25% undervaluedOver the last 90 days, the stock has risen 24% to €125. The fair value is estimated to be €166, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 100% in the next 2 years.
Recent Insider Transactions • Mar 09Chief Human Resources Officer recently sold €262k worth of stockOn the 1st of March, Erin Gattis sold around 2k shares on-market at roughly €131 per share. This transaction amounted to 6.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.8m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 07Chief Human Resources Officer recently sold €262k worth of stockOn the 1st of March, Erin Gattis sold around 2k shares on-market at roughly €131 per share. This transaction amounted to 6.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.8m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Feb 22Now 21% undervaluedOver the last 90 days, the stock has risen 16% to €129. The fair value is estimated to be €163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 104% in the next 2 years.
Declared Dividend • Feb 12Fourth quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 15th February 2024 Payment date: 1st March 2024 Dividend yield will be 0.3%, which is lower than the industry average of 3.8%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 13%.
Reported Earnings • Feb 07Full year 2023 earnings released: EPS: US$5.92 (vs US$12.13 in FY 2022)Full year 2023 results: EPS: US$5.92 (down from US$12.13 in FY 2022). Revenue: US$4.43b (down 17% from FY 2022). Net income: US$142.2m (down 52% from FY 2022). Profit margin: 3.2% (down from 5.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 03Arcbest Declares Quarterly Dividend, Payable on March 1, 2024The Board of Directors of ArcBest has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on February 16, 2024, payable on March 1, 2024.
お知らせ • Jan 09ArcBest Corporation to Report Q4, 2023 Results on Feb 06, 2024ArcBest Corporation announced that they will report Q4, 2023 results Pre-Market on Feb 06, 2024
Recent Insider Transactions • Nov 19Independent Director recently sold €382k worth of stockOn the 15th of November, Janice Stipp sold around 3k shares on-market at roughly €113 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €721k. Insiders have been net sellers, collectively disposing of €8.6m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €108, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Transportation industry in Europe. Total returns to shareholders of 276% over the past three years.
New Risk • Nov 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Profit margins are more than 30% lower than last year (2.8% net profit margin). Significant insider selling over the past 3 months (€8.3m sold).
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$1.46 (vs US$3.61 in 3Q 2022)Third quarter 2023 results: EPS: US$1.46 (down from US$3.61 in 3Q 2022). Revenue: US$1.13b (down 17% from 3Q 2022). Net income: US$34.9m (down 61% from 3Q 2022). Profit margin: 3.1% (down from 6.6% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 26ArcBest Corporation Declares Quarterly Cash Dividend, Payable on November 22, 2023ArcBest® has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on November 8, 2023, payable on November 22, 2023.
お知らせ • Oct 05ArcBest Corporation to Report Q3, 2023 Results on Oct 27, 2023ArcBest Corporation announced that they will report Q3, 2023 results Pre-Market on Oct 27, 2023
Recent Insider Transactions • Sep 06Independent Director recently sold €511k worth of stockOn the 1st of September, Kathleen McElligott sold around 5k shares on-market at roughly €102 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.5m. Insiders have been net sellers, collectively disposing of €8.9m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 04President of ABF Freight Systems recently sold €575k worth of stockOn the 2nd of August, Seth Runser sold around 5k shares on-market at roughly €105 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.8m more than they bought in the last 12 months.
Upcoming Dividend • Aug 01Upcoming dividend of US$0.12 per share at 0.4% yieldEligible shareholders must have bought the stock before 08 August 2023. Payment date: 23 August 2023. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.3%).
New Risk • Jul 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 6.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Jul 29Second quarter 2023 earnings released: EPS: US$1.65 (vs US$4.16 in 2Q 2022)Second quarter 2023 results: EPS: US$1.65 (down from US$4.16 in 2Q 2022). Revenue: US$1.10b (down 21% from 2Q 2022). Net income: US$39.6m (down 61% from 2Q 2022). Profit margin: 3.6% (down from 7.4% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 27ArcBest Declares a Quarterly Cash Dividend, Payable on August 23, 2023The Board of Directors of ArcBest declared a quarterly cash dividend of $0.12 per share to holders of record of its Common Stock, $0.01 par value, on August 9, 2023, payable on August 23, 2023.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €100, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Transportation industry in Europe. Total returns to shareholders of 290% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €120 per share.
お知らせ • Jul 12ArcBest Corporation to Report Q2, 2023 Results on Jul 28, 2023ArcBest Corporation announced that they will report Q2, 2023 results Pre-Market on Jul 28, 2023
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €91.54, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Transportation industry in Europe. Total returns to shareholders of 305% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €120 per share.
お知らせ • Jun 09ArcBest Corporation Announces Chief Yield Officer ChangesArcBest® announced its Chief Yield Officer Danny Loe has decided to leave the company effective June 16 to explore other opportunities. Christopher Adkins, currently vice president yield strategy, will expand his responsibilities to lead the yield, moving, and costing teams and be named vice president - yield strategy and management, effective June 17. Christopher has been with ArcBest for more than 11 years and was recently named as one of Talk Business’ Arkansas Forty Under 40. He plays a leading role in important ArcBest initiatives such as automated price quotes, space-based pricing and dynamic LTL offering by collaborating with ArcBest’s best-in-class yield, sales, operations, and technology teams. Adkins holds a bachelor’s degree in industrial engineering from the University of Arkansas.
Upcoming Dividend • May 02Upcoming dividend of US$0.12 per share at 0.5% yieldEligible shareholders must have bought the stock before 09 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 4.7% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.2%).
Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: US$0.78 (vs US$2.82 in 1Q 2022)First quarter 2023 results: EPS: US$0.78 (down from US$2.82 in 1Q 2022). Revenue: US$1.11b (down 17% from 1Q 2022). Net income: US$18.8m (down 73% from 1Q 2022). Profit margin: 1.7% (down from 5.2% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 63% per year whereas the company’s share price has increased by 60% per year.
Reported Earnings • Feb 05Full year 2022 earnings released: EPS: US$12.13 (vs US$8.38 in FY 2021)Full year 2022 results: EPS: US$12.13 (up from US$8.38 in FY 2021). Revenue: US$5.32b (up 34% from FY 2021). Net income: US$298.2m (up 40% from FY 2021). Profit margin: 5.6% (up from 5.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 9.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €85.00, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Transportation industry in Europe. Total returns to shareholders of 314% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €111 per share.
お知らせ • Feb 01ArcBest Declares Quarterly Dividend Payable on February 28, 2023The Board of Directors of ArcBest® has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on February 14, 2023, payable on February 28, 2023.
お知らせ • Jan 05ArcBest Corporation to Report Q4, 2022 Results on Feb 03, 2023ArcBest Corporation announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 03, 2023
お知らせ • Dec 13Arcbest Chief Financial Officer David Cobb to Retire in October 2023ArcBest Corporation announced today that David Cobb, chief financial officer, will retire in October 2023 after a 17-year career with the company. Cobb has been CFO at ArcBest since 2015. He joined the company in 2006 as vice president, controller and chief accounting officer. Prior to working for ArcBest, he held accounting and financial roles in the oil and gas industry and at a Big 4 public accounting firm.
Recent Insider Transactions • Nov 16Insider recently sold €603k worth of stockOn the 10th of November, Daniel Loe sold around 8k shares on-market at roughly €79.83 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.2m. Insiders have been net sellers, collectively disposing of €5.1m more than they bought in the last 12 months.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Fredrik Eliasson was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Nov 03Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 10 November 2022. Payment date: 25 November 2022. Payout ratio is a comfortable 3.0% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (5.3%).
Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: US$3.61 (vs US$2.49 in 3Q 2021)Third quarter 2022 results: EPS: US$3.61 (up from US$2.49 in 3Q 2021). Revenue: US$1.35b (up 33% from 3Q 2021). Net income: US$88.8m (up 40% from 3Q 2021). Profit margin: 6.6% (up from 6.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 7.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 29Arcbest Corporation Declares Quarterly Dividend, Payable on November 25, 2022The Board of Directors of ArcBest® declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on November 11, 2022, payable on November 25, 2022.
お知らせ • Oct 05ArcBest Corporation to Report Q3, 2022 Results on Nov 01, 2022ArcBest Corporation announced that they will report Q3, 2022 results Pre-Market on Nov 01, 2022
Recent Insider Transactions • Aug 26Chairman recently sold €2.2m worth of stockOn the 24th of August, Judy McReynolds sold around 25k shares on-market at roughly €88.97 per share. This was the largest sale by an insider in the last 3 months. This was Judy's only on-market trade for the last 12 months.
Recent Insider Transactions • Aug 14Independent Director recently sold €439k worth of stockOn the 11th of August, Janice Stipp sold around 5k shares on-market at roughly €87.78 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.8m more than they bought in the last 12 months.
お知らせ • Aug 10ArcBest Corporation Announces Resignation of Stephen E. Gorman from the BoardArcBest Corporation announced Stephen E. Gorman notified the board of directors of the company of his decision to resign from the Board, effective immediately, due to his nomination to serve as a director on the board of directors of another company. There were no disagreements between Mr. Gorman and the Company or the Board on any matter relating to the Company’s operations, policies or practices or any other matter.
Upcoming Dividend • Aug 02Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 09 August 2022. Payment date: 24 August 2022. Payout ratio is a comfortable 3.0% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.8%).
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: US$4.16 (vs US$2.38 in 2Q 2021)Second quarter 2022 results: EPS: US$4.16 (up from US$2.38 in 2Q 2021). Revenue: US$1.39b (up 47% from 2Q 2021). Net income: US$102.5m (up 68% from 2Q 2021). Profit margin: 7.4% (up from 6.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 9.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 28Arcbest Corporation Declares Quarterly Dividend, Payable on August 24, 2022The Board of Directors of ArcBest Corporation has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on August 10, 2022, payable on August 24, 2022.
お知らせ • Jul 06ArcBest Corporation to Report Q2, 2022 Results on Jul 29, 2022ArcBest Corporation announced that they will report Q2, 2022 results Pre-Market on Jul 29, 2022
Reported Earnings • May 03First quarter 2022 earnings released: EPS: US$2.82 (vs US$0.92 in 1Q 2021)First quarter 2022 results: EPS: US$2.82 (up from US$0.92 in 1Q 2021). Revenue: US$1.34b (up 61% from 1Q 2021). Net income: US$69.6m (up 198% from 1Q 2021). Profit margin: 5.2% (up from 2.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Fredrik Eliasson was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 05ArcBest Corporation to Report Q1, 2022 Results on Apr 29, 2022ArcBest Corporation announced that they will report Q1, 2022 results Pre-Market on Apr 29, 2022
Buying Opportunity • Mar 29Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 28%. The fair value is estimated to be US$99.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% per annum over the last 3 years. Earnings per share has grown by 47% per annum over the last 3 years.
Buying Opportunity • Mar 09Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be US$98.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% per annum over the last 3 years. Earnings per share has grown by 47% per annum over the last 3 years.