View ValuationArcBest 将来の成長Future 基準チェック /36ArcBest利益と収益がそれぞれ年間54.8%と7.8%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13.5% 56.7%なると予測されています。主要情報54.8%収益成長率56.67%EPS成長率Transportation 収益成長14.8%収益成長率7.8%将来の株主資本利益率13.50%アナリストカバレッジGood最終更新日15 Jun 2026今後の成長に関する最新情報Price Target Changed • Jun 09Price target increased by 9.7% to US$149Up from US$135, the current price target is an average from 11 analysts. New target price is 14% below last closing price of US$173. Stock is up 144% over the past year. The company is forecast to post earnings per share of US$5.11 for next year compared to US$2.63 last year.Major Estimate Revision • Jun 07Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$4.45 to US$4.90. Revenue forecast steady at US$4.39b. Net income forecast to grow 112% next year vs 25% growth forecast for Transportation industry in the US. Consensus price target up from US$135 to US$139. Share price rose 13% to US$155 over the past week.Price Target Changed • Feb 24Price target increased by 7.3% to US$98.33Up from US$91.67, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of US$100. Stock is up 20% over the past year. The company is forecast to post earnings per share of US$4.12 for next year compared to US$2.63 last year.Price Target Changed • Jan 09Price target increased by 7.3% to US$89.50Up from US$83.42, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of US$87.57. Stock is down 6.0% over the past year. The company is forecast to post earnings per share of US$3.37 for next year compared to US$7.36 last year.Price Target Changed • Nov 10Price target decreased by 7.7% to US$82.42Down from US$89.33, the current price target is an average from 12 analysts. New target price is 24% above last closing price of US$66.30. Stock is down 46% over the past year. The company is forecast to post earnings per share of US$3.50 for next year compared to US$7.36 last year.分析記事 • Nov 08Results: ArcBest Corporation Beat Earnings Expectations And Analysts Now Have New ForecastsShareholders might have noticed that ArcBest Corporation ( NASDAQ:ARCB ) filed its quarterly result this time last...すべての更新を表示Recent updatesナラティブの更新 • Jun 15ARCB: Freight Network Execution And Buybacks Will Support Balanced Future Upside PotentialAnalysts lifted the ArcBest fair value estimate from $150.00 to $185.00. This reflects updated assumptions for revenue growth, profit margins, and a lower future P/E multiple, along with recent price target increases across the Street.ライブニュース • Jun 14ArcBest Orders Tesla Semi Trucks to Measure Electric Versus Diesel Performance and CostsArcBest’s ABF Freight division has ordered two Class 8 Tesla Semi electric trucks after a 2025 pilot that recorded energy use of 1.55 kWh per mile. The new trucks are planned for linehaul operations in California, with potential deployment in other regions. ABF Freight plans to benchmark the electric trucks against its diesel fleet on total cost of ownership, efficiency, safety and driver experience. This move signals that ArcBest is actively testing how large electric trucks might fit into its freight network, with a clear focus on cost and operational metrics rather than only environmental goals. For investors, the key watchpoint is how the real-world cost of ownership and uptime of these electric trucks compare with diesel, as that will influence how fast ArcBest chooses to scale this type of equipment.お知らせ • Jun 13Arcbest Adds Tesla Semis to ABF Freight FleetArcBest announced the purchase of two Class 8 Tesla Semi trucks by its less-than-truckload carrier ABF Freight, building on insights gained from a successful pilot completed in 2025. The long-range, all-electric units mark the next step in the company’s measured approach to evaluating emerging technologies that advance fleet innovation and sustainability while ensuring consistent operational performance. The new equipment will primarily support linehaul operations within California, with planned extension into Reno, Nevada, and potentially other locations. Compared with the 2025 pilot, which focused mainly on the Reno–Sacramento corridor, this deployment significantly expands lane coverage to evaluate performance across a broader segment of the ABF network. While the 2025 pilot demonstrated strong early results, ABF will continue evaluating the Tesla Semi over a longer period and broader operating footprint before making additional investment decisions. The company plans to benchmark the electric trucks against its diesel fleet using the same disciplined approach to total cost of ownership, operational efficiency, safety and employee experience that guides fleet investments across the business. During the 2025 pilot, the Tesla Semi achieved an average energy efficiency of approximately 1.55 kWh per mile, a strong result for Class 8 operations. With deployment expanding across additional lanes and driver groups, ABF expects to gain deeper insight into everyday performance across its network. While the company expects performance to remain consistent with the pilot, the broader operating profile will allow for a more comprehensive evaluation. Driver feedback from the pilot was positive. Operators highlighted strong visibility, comfort and overall performance, including reliable operation on demanding routes such as the 7,200-foot climb over Donner Pass. Initial feedback during orientation on the new units has also been encouraging, with drivers noting the combination of comfort and ease of operation while maintaining the capability expected of a Class 8 tractor in a demanding LTL environment.Price Target Changed • Jun 09Price target increased by 9.7% to US$149Up from US$135, the current price target is an average from 11 analysts. New target price is 14% below last closing price of US$173. Stock is up 144% over the past year. The company is forecast to post earnings per share of US$5.11 for next year compared to US$2.63 last year.Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$166, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Transportation industry in the US. Total returns to shareholders of 96% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$210 per share.Major Estimate Revision • Jun 07Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$4.45 to US$4.90. Revenue forecast steady at US$4.39b. Net income forecast to grow 112% next year vs 25% growth forecast for Transportation industry in the US. Consensus price target up from US$135 to US$139. Share price rose 13% to US$155 over the past week.ライブニュース • Jun 06ArcBest Ups Second Quarter Outlook on Pricing Strength and Transportation DemandArcBest raised its second-quarter outlook for both its asset-based and asset-light business units. The company increased the margin forecast for its asset-based unit, including ABF Freight, citing strong pricing, cost optimization and network efficiency. The asset-light segment, which includes truck brokerage, now expects higher adjusted operating income supported by managed transportation demand and elevated fuel costs. A higher outlook for both segments points to operational and pricing conditions this quarter that ArcBest views as supportive for profitability across its freight and logistics mix. For you, the key questions are how sustainable these margin drivers are and whether factors like fuel costs and managed transportation demand remain favorable through the rest of the year.ナラティブの更新 • Jun 01ARCB: Tight Capacity And Softer Tonnage Will Restrain Future Upside PotentialArcBest's analyst fair value estimate has been revised to $117 from $85, with analysts pointing to updated assumptions for revenue growth, profit margins, and future P/E multiples. These factors are reflected in a series of recent price target increases across Wall Street research.お知らせ • May 28ArcBest Launches ArcBest View Digital Logistics PlatformArcBest announced the launch of ArcBest View, a new digital logistics platform designed around how customers manage shipments. ArcBest View enables shipment visibility across ArcBest logistics solutions through a single, intuitive interface. ArcBest View brings shipment activity, visibility and reporting into one place, keeping teams aligned as they manage work across ArcBest services. Customers can quote, book and manage shipments through a single platform, including access to shipment details, supporting documents, billing and reporting. Customers can compare shipping options and manage daily work more efficiently, with help from ArcBest logistics experts when needs become more complex. Customers can view real-time shipment activity across services using custom views and watchlists organized by role, task or priority. Customers can monitor costs and service performance over time using reporting and saved views to track trends and patterns across services. ArcBest View is available to both existing and new ArcBest customers.Seeking Alpha • May 26ArcBest Corporation: The Best Time To Buy Is Definitely Not NowSummary ArcBest Corporation delivered a strong Q1 2026 revenue recovery, supported by LTL/TL market undercapacity and improved freight rates. Despite revenue growth, ARCB's operating margin compressed to 0.3% due to persistent inflation and elevated fuel and transportation expenses. ARCB's valuation appears stretched, with the stock trading at 118% of its book value growth; technicals remain bullish, but selling pressure is emerging. I reiterate a hold rating, citing overpricing risks, macroeconomic headwinds, and the need for market caution despite robust liquidity and risk mitigants. Read the full article on Seeking Alphaナラティブの更新 • May 04ARCB: HALO Freight Network And Buybacks Will Drive Future Upside PotentialArcBest's fair value estimate moves from $125 to $150 as analysts adjust price targets higher and highlight updated views on revenue growth, profit margins, and an increased future P/E assumption. Analyst Commentary Recent Street research shows a cluster of higher price targets for ArcBest, with several bullish analysts marking up their expectations and framing the stock within a group of transportation and logistics companies that they view as attractively valued on updated assumptions.Declared Dividend • Apr 29First quarter dividend of US$0.12 announcedDividend of US$0.12 is the same as last year. Ex-date: 8th May 2026 Payment date: 22nd May 2026 Dividend yield will be 0.4%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 15%. Cash payout ratio: 8%.Reported Earnings • Apr 29First quarter 2026 earnings releasedFirst quarter 2026 results: Net income: (down US$3.13m from profit in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.New Risk • Apr 28New major risk - Revenue and earnings growthEarnings have declined by 11% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (1.5% net profit margin).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.ナラティブの更新 • Apr 20ARCB: HALO Freight Network And Share Buybacks Will Shape Future ReturnsThe analyst price target for ArcBest has shifted modestly higher to $125, with analysts citing adjusted assumptions for revenue growth, profit margins, and a lower future P/E as key factors behind the updated fair value estimate of $125.00, up from $123.17. Analyst Commentary Recent Street research on ArcBest has featured a mix of higher and lower price targets, with many bullish analysts lifting their estimates as they update models for the transportation and logistics group.ナラティブの更新 • Apr 05ARCB: Mixed Trends And Softer Tonnage Will Cap Upside PotentialArcBest's fair value estimate has shifted to $85 from $81 as analysts recalibrated price targets across the transport group, pointing to mixed but improving mid quarter trends, slightly firmer profit margin assumptions, and a modestly higher future P/E multiple, balanced against updated growth and discount rate inputs. Analyst Commentary Street research on ArcBest has centered on mixed mid quarter trends, a valuation reset across transport peers, and differing views on how quickly margins and volumes might support higher earnings.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ナラティブの更新 • Mar 22ARCB: Tighter Trucking Capacity And HALO Assets Will Support Future UpsideArcBest's analyst fair value estimate has moved from $115.65 to $123.17, reflecting Street research that generally nudged price targets higher, driven by expectations for firmer revenue growth, slightly better profit margins, and support for asset heavy transport networks viewed as less exposed to AI driven disruption, even as some firms highlighted mixed mid quarter trends and softer recent volumes. Analyst Commentary Bullish analysts have been lifting ArcBest price targets across a wide range, framing the company as a beneficiary of tighter trucking capacity, improving transport trends, and the appeal of physical transport networks that are viewed as less exposed to AI driven disruption.ナラティブの更新 • Mar 08ARCB: Tighter Trucking Capacity Will Limit Upside As Execution Risks PersistAnalysts have raised their fair value estimate for ArcBest to $81 from $64, citing higher Street price targets and views that its physical transportation network and tighter trucking capacity support stronger revenue growth, margins, and a modestly higher future P/E assumption. Analyst Commentary Recent Street research on ArcBest has generally trended toward higher price targets, but you should not ignore areas where investors see risks.Reported Earnings • Mar 03Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$2.63 (down from US$7.36 in FY 2024). Revenue: US$4.01b (down 4.0% from FY 2024). Net income: US$60.1m (down 65% from FY 2024). Profit margin: 1.5% (down from 4.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Price Target Changed • Feb 24Price target increased by 7.3% to US$98.33Up from US$91.67, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of US$100. Stock is up 20% over the past year. The company is forecast to post earnings per share of US$4.12 for next year compared to US$2.63 last year.ナラティブの更新 • Feb 22ARCB: Tighter Trucking Capacity And AI Efficiency Expected To Shape 2026 MarginsThe analyst price target for ArcBest has moved higher to reflect a series of revised Street models, with several firms lifting targets by $1 to $21 as analysts factor in tighter trucking capacity, potential margin recovery into 2026, and interest in cost conscious, AI enabled transport operators. Analyst Commentary Recent research on ArcBest clusters around a few common themes, with most firms updating price targets as they rethink how tighter trucking capacity, AI enabled operations, and a possible margin rebound into 2026 could affect the story.ナラティブの更新 • Feb 08ARCB: LTL Margin Dependency On Freight Cycle Is Expected To PersistThe analyst price target for ArcBest has shifted higher to about US$97.42 from US$84.50, as analysts collectively factor in updated assumptions for fair value, revenue growth, profit margins, discount rate and future P/E, supported by a series of recent target revisions across major research firms. Analyst Commentary Recent Street research on ArcBest shows a mix of enthusiasm and caution, with several firms lifting price targets while a few take a more reserved view after quarterly results and sector reviews.Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 29%After last week's 29% share price gain to US$110, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 31x in the Transportation industry in the US. Total returns to shareholders of 9.3% over the past three years.Reported Earnings • Feb 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$2.63 (down from US$7.36 in FY 2024). Revenue: US$4.01b (down 4.0% from FY 2024). Net income: US$60.1m (down 65% from FY 2024). Profit margin: 1.5% (down from 4.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Board Change • Feb 01High 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.Declared Dividend • Jan 30Third quarter dividend of US$0.12 announcedDividend of US$0.12 is the same as last year. Ex-date: 10th February 2026 Payment date: 24th February 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 16%.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.ナラティブの更新 • Jan 24ARCB: Tighter Trucking Capacity And AI Efficiencies Will Support Future UpsideAnalysts have trimmed their blended fair value estimate for ArcBest from about $119.80 to $115.65, even as they lift published price targets by $10 to $14, based on expectations that tighter trucking capacity, cost conscious operations and AI enabled efficiencies could support the company over the next few years. Analyst Commentary Recent Street research on ArcBest clusters around a common theme, with bullish analysts lifting price targets while acknowledging mixed near term freight conditions.Price Target Changed • Jan 09Price target increased by 7.3% to US$89.50Up from US$83.42, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of US$87.57. Stock is down 6.0% over the past year. The company is forecast to post earnings per share of US$3.37 for next year compared to US$7.36 last year.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$86.74, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 30x in the Transportation industry in the US. Total returns to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$94.97 per share.ナラティブの更新 • Jan 07ARCB: Fair Value View Balances LTL Cycle Recovery And Pricing RisksAnalysts have nudged their fair value estimate for ArcBest higher to $84.50 from $81.00, citing recent price target revisions, expectations for some margin recovery as industrial demand stabilizes, and a view that current valuation offers relatively inexpensive Less Than Truckload exposure despite ongoing volume and pricing questions. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent price target increases toward the mid US$80 range reflect confidence that the current share price does not fully capture ArcBest's Less Than Truckload exposure.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分析記事 • Jan 06Should You Investigate ArcBest Corporation (NASDAQ:ARCB) At US$81.72?ArcBest Corporation ( NASDAQ:ARCB ), might not be a large cap stock, but it saw a significant share price rise of 37...Buy Or Sell Opportunity • Dec 30Now 20% undervaluedOver the last 90 days, the stock has risen 9.6% to US$75.50. The fair value is estimated to be US$94.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Earnings per share has declined by 24%. Revenue is forecast to grow by 6.8% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.ナラティブの更新 • Dec 24ARCB: Macro Headwinds And Pricing Pressures Will Restrain Freight Cycle UpsideAnalysts have trimmed their price target for ArcBest to approximately $64 from about $72, as they modestly temper long term revenue growth and valuation multiples despite slightly stronger margin expectations. Analyst Commentary Recent Street commentary reflects a mixed but generally more measured stance on ArcBest, with some Bearish analysts trimming targets even as others highlight upside tied to an improving freight cycle and company specific margin initiatives.分析記事 • Dec 18ArcBest Corporation's (NASDAQ:ARCB) 27% Share Price Surge Not Quite Adding UpArcBest Corporation ( NASDAQ:ARCB ) shareholders would be excited to see that the share price has had a great month...ナラティブの更新 • Dec 10ARCB: Free Cash Flow Will Drive Upside As Freight Cycle RecoversAnalysts have trimmed their average price target on ArcBest by about $0.40 per share, reflecting slightly lower fair value and profit margin assumptions, even as they highlight improving revenue growth prospects, operating leverage to a freight upturn, and a still-attractive valuation backdrop. Analyst Commentary Recent Street research reflects a divided but generally constructive view on ArcBest, as analysts weigh the companys long term earnings algorithm and operating leverage against ongoing macro and pricing uncertainties.ナラティブの更新 • Nov 26ARCB: Free Cash Flow Strength Will Unlock Multiyear Upside In Freight UpturnAnalysts have lowered ArcBest's fair value estimate from approximately $84.67 to $81.42. This change reflects more cautious expectations around revenue growth and profit margins, despite continued optimism about its long-term positioning and potential earnings leverage in an improving freight cycle.Price Target Changed • Nov 10Price target decreased by 7.7% to US$82.42Down from US$89.33, the current price target is an average from 12 analysts. New target price is 24% above last closing price of US$66.30. Stock is down 46% over the past year. The company is forecast to post earnings per share of US$3.50 for next year compared to US$7.36 last year.ナラティブの更新 • Nov 10ARCB: Free Cash Flow Surge Will Drive Multiyear Earnings UpsideArcBest's analyst price target was lowered by $4.00 to $84.67, as analysts highlighted recalibrated estimates due to tempered freight demand. This comes despite ongoing expectations for margin improvement and operating leverage.分析記事 • Nov 08Results: ArcBest Corporation Beat Earnings Expectations And Analysts Now Have New ForecastsShareholders might have noticed that ArcBest Corporation ( NASDAQ:ARCB ) filed its quarterly result this time last...分析記事 • Nov 07ArcBest (NASDAQ:ARCB) Is Due To Pay A Dividend Of $0.12The board of ArcBest Corporation ( NASDAQ:ARCB ) has announced that it will pay a dividend on the 28th of November...Reported Earnings • Nov 06Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$1.73 (down from US$4.25 in 3Q 2024). Revenue: US$1.05b (down 1.4% from 3Q 2024). Net income: US$39.3m (down 61% from 3Q 2024). Profit margin: 3.7% (down from 9.4% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 34%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Declared Dividend • Nov 03Second quarter dividend of US$0.12 announcedDividend of US$0.12 is the same as last year. Ex-date: 14th November 2025 Payment date: 28th November 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 19%.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.Buy Or Sell Opportunity • Oct 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$69.88. The fair value is estimated to be US$87.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.4% over the last 3 years. Earnings per share has declined by 23%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to decline by 10.0% in the next 2 years.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, 2025Buy Or Sell Opportunity • Sep 19Now 20% undervaluedOver the last 90 days, the stock has risen 1.5% to US$69.82. The fair value is estimated to be US$87.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.4% over the last 3 years. Earnings per share has declined by 23%. Revenue is forecast to grow by 7.4% in 2 years. Earnings are forecast to decline by 9.8% in the next 2 years.Reported Earnings • Jul 31Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$1.13 (down from US$1.99 in 2Q 2024). Revenue: US$1.02b (down 5.2% from 2Q 2024). Net income: US$25.8m (down 45% from 2Q 2024). Profit margin: 2.5% (down from 4.4% in 2Q 2024). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Declared Dividend • Jul 28First quarter dividend of US$0.12 announcedDividend of US$0.12 is the same as last year. Ex-date: 8th August 2025 Payment date: 22nd August 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 19%.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.Price Target Changed • Jul 08Price target increased by 7.3% to US$89.50Up from US$83.42, the current price target is an average from 12 analysts. New target price is 7.9% above last closing price of US$82.96. Stock is down 21% over the past year. The company is forecast to post earnings per share of US$4.43 for next year compared to US$7.36 last year.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分析記事 • Jun 29ArcBest Corporation (NASDAQ:ARCB) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 9.6x ArcBest Corporation ( NASDAQ:ARCB ) may be sending bullish signals at...分析記事 • Jun 10Is It Too Late To Consider Buying ArcBest Corporation (NASDAQ:ARCB)?ArcBest Corporation ( NASDAQ:ARCB ), might not be a large cap stock, but it saw a double-digit share price rise of over...分析記事 • May 16Is ArcBest Corporation (NASDAQ:ARCB) Trading At A 46% Discount?Key Insights ArcBest's estimated fair value is US$125 based on 2 Stage Free Cash Flow to Equity Current share price of...Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$70.41, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 21x in the Transportation industry in the US. Total loss to shareholders of 1.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$123 per share.Recent Insider Transactions • May 11Independent Director recently bought US$202k worth of stockOn the 7th of May, Michael Hogan bought around 3k shares on-market at roughly US$59.00 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold US$1.3m more in shares than they bought in the last 12 months.分析記事 • May 01ArcBest (NASDAQ:ARCB) Has Affirmed Its Dividend Of $0.12ArcBest Corporation ( NASDAQ:ARCB ) will pay a dividend of $0.12 on the 23rd of May. Including this payment, the...Price Target Changed • Apr 30Price target decreased by 13% to US$80.17Down from US$92.67, the current price target is an average from 12 analysts. New target price is 37% above last closing price of US$58.58. Stock is down 46% over the past year. The company is forecast to post earnings per share of US$4.25 for next year compared to US$7.36 last year.Reported Earnings • Apr 29First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: US$0.14 (up from US$0.12 loss in 1Q 2024). Revenue: US$967.1m (down 6.7% from 1Q 2024). Net income: US$3.13m (up US$6.04m from 1Q 2024). Profit margin: 0.3% (up from net loss in 1Q 2024). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 68%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Declared Dividend • Apr 28Fourth quarter dividend of US$0.12 announcedDividend of US$0.12 is the same as last year. Ex-date: 9th May 2025 Payment date: 23rd May 2025 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 24%.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.Price Target Changed • Apr 09Price target decreased by 9.7% to US$94.58Down from US$105, the current price target is an average from 12 analysts. New target price is 32% above last closing price of US$71.76. Stock is down 52% over the past year. The company is forecast to post earnings per share of US$5.57 for next year compared to US$7.36 last year.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$59.59, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 21x in the Transportation industry in the US. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$118 per share.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, 2025Price Target Changed • Mar 27Price target decreased by 7.9% to US$105Down from US$114, the current price target is an average from 13 analysts. New target price is 42% above last closing price of US$73.56. Stock is down 48% over the past year. The company is forecast to post earnings per share of US$5.59 for next year compared to US$7.36 last year.Seeking Alpha • Mar 23ArcBest Corporation: An Attractive Ride, Even In Light Of Major ChallengesSummary ArcBest Corporation, a logistics firm, has faced significant pressure, with shares down 32.4% since December, despite attractive cash flows and low debt. Recent financial results show an 8.1% revenue drop and a 40.6% net income decline, driven by weakness in both Asset-Based and Asset-Light segments. Tariffs and rising truck costs pose challenges, but ArcBest's low net debt of $31.9 million mitigates insolvency risk, suggesting long-term potential. Despite near-term risks, ArcBest's current valuation and financial stability make it a compelling long-term buy, prompting an upgrade from ‘hold’ to ‘buy’. Read the full article on Seeking Alpha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 StatesPrice Target Changed • Mar 11Price target decreased by 9.0% to US$109Down from US$119, the current price target is an average from 12 analysts. New target price is 48% above last closing price of US$73.33. Stock is down 45% over the past year. The company is forecast to post earnings per share of US$5.58 for next year compared to US$7.36 last year.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.Reported Earnings • Mar 04Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$7.36 (up from US$5.92 in FY 2023). Revenue: US$4.18b (down 5.6% from FY 2023). Net income: US$173.4m (up 22% from FY 2023). Profit margin: 4.1% (up from 3.2% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.4%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.分析記事 • Feb 11We Think That There Are Some Issues For ArcBest (NASDAQ:ARCB) Beyond Its Promising EarningsThe recent earnings posted by ArcBest Corporation ( NASDAQ:ARCB ) were solid, but the stock didn't move as much as we...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.Major Estimate Revision • Feb 07Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$7.08 to US$5.81 per share. Revenue forecast steady at US$4.29b. Net income forecast to shrink 25% next year vs 13% growth forecast for Transportation industry in the US . Consensus price target down from US$119 to US$114. Share price was steady at US$94.00 over the past week.分析記事 • Feb 04When Should You Buy ArcBest Corporation (NASDAQ:ARCB)?While ArcBest Corporation ( NASDAQ:ARCB ) might not have the largest market cap around , it received a lot of attention...New Risk • Feb 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 69% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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 (US$1.7m sold).Reported Earnings • Jan 31Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$7.36 (up from US$5.92 in FY 2023). Revenue: US$4.18b (down 5.6% from FY 2023). Net income: US$173.4m (up 22% from FY 2023). Profit margin: 4.1% (up from 3.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.4%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Declared Dividend • Jan 30Third quarter dividend of US$0.12 announcedDividend of US$0.12 is the same as last year. Ex-date: 11th February 2025 Payment date: 25th February 2025 Dividend yield will be 0.5%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 14%.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.Buy Or Sell Opportunity • Jan 28Now 21% overvaluedOver the last 90 days, the stock has fallen 3.9% to US$100. The fair value is estimated to be US$82.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 6.4% per annum over the same time period.分析記事 • Jan 20Is There An Opportunity With ArcBest Corporation's (NASDAQ:ARCB) 35% Undervaluation?Key Insights The projected fair value for ArcBest is US$154 based on 2 Stage Free Cash Flow to Equity ArcBest's US$100...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.業績と収益の成長予測NasdaqGS:ARCB - 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12/31/20285,021N/AN/AN/A512/31/20274,7271612394061112/31/20264,437110225357113/31/20264,04256137261N/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: ARCBの予測収益成長率 (年間54.8% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: ARCBの収益 ( 54.8% ) はUS市場 ( 18.9% ) 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: ARCB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: ARCBの収益 ( 7.8% ) US市場 ( 13% ) よりも低い成長が予測されています。高い収益成長: ARCBの収益 ( 7.8% ) 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: ARCB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 ( 13.5 %)。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2026/06/16 08:48終値2026/06/16 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 11 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。25 アナリスト機関Benjamin HartfordBairdKenneth HoexterBofA Global ResearchAriel RosaCitigroup Inc22 その他のアナリストを表示
Price Target Changed • Jun 09Price target increased by 9.7% to US$149Up from US$135, the current price target is an average from 11 analysts. New target price is 14% below last closing price of US$173. Stock is up 144% over the past year. The company is forecast to post earnings per share of US$5.11 for next year compared to US$2.63 last year.
Major Estimate Revision • Jun 07Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$4.45 to US$4.90. Revenue forecast steady at US$4.39b. Net income forecast to grow 112% next year vs 25% growth forecast for Transportation industry in the US. Consensus price target up from US$135 to US$139. Share price rose 13% to US$155 over the past week.
Price Target Changed • Feb 24Price target increased by 7.3% to US$98.33Up from US$91.67, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of US$100. Stock is up 20% over the past year. The company is forecast to post earnings per share of US$4.12 for next year compared to US$2.63 last year.
Price Target Changed • Jan 09Price target increased by 7.3% to US$89.50Up from US$83.42, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of US$87.57. Stock is down 6.0% over the past year. The company is forecast to post earnings per share of US$3.37 for next year compared to US$7.36 last year.
Price Target Changed • Nov 10Price target decreased by 7.7% to US$82.42Down from US$89.33, the current price target is an average from 12 analysts. New target price is 24% above last closing price of US$66.30. Stock is down 46% over the past year. The company is forecast to post earnings per share of US$3.50 for next year compared to US$7.36 last year.
分析記事 • Nov 08Results: ArcBest Corporation Beat Earnings Expectations And Analysts Now Have New ForecastsShareholders might have noticed that ArcBest Corporation ( NASDAQ:ARCB ) filed its quarterly result this time last...
ナラティブの更新 • Jun 15ARCB: Freight Network Execution And Buybacks Will Support Balanced Future Upside PotentialAnalysts lifted the ArcBest fair value estimate from $150.00 to $185.00. This reflects updated assumptions for revenue growth, profit margins, and a lower future P/E multiple, along with recent price target increases across the Street.
ライブニュース • Jun 14ArcBest Orders Tesla Semi Trucks to Measure Electric Versus Diesel Performance and CostsArcBest’s ABF Freight division has ordered two Class 8 Tesla Semi electric trucks after a 2025 pilot that recorded energy use of 1.55 kWh per mile. The new trucks are planned for linehaul operations in California, with potential deployment in other regions. ABF Freight plans to benchmark the electric trucks against its diesel fleet on total cost of ownership, efficiency, safety and driver experience. This move signals that ArcBest is actively testing how large electric trucks might fit into its freight network, with a clear focus on cost and operational metrics rather than only environmental goals. For investors, the key watchpoint is how the real-world cost of ownership and uptime of these electric trucks compare with diesel, as that will influence how fast ArcBest chooses to scale this type of equipment.
お知らせ • Jun 13Arcbest Adds Tesla Semis to ABF Freight FleetArcBest announced the purchase of two Class 8 Tesla Semi trucks by its less-than-truckload carrier ABF Freight, building on insights gained from a successful pilot completed in 2025. The long-range, all-electric units mark the next step in the company’s measured approach to evaluating emerging technologies that advance fleet innovation and sustainability while ensuring consistent operational performance. The new equipment will primarily support linehaul operations within California, with planned extension into Reno, Nevada, and potentially other locations. Compared with the 2025 pilot, which focused mainly on the Reno–Sacramento corridor, this deployment significantly expands lane coverage to evaluate performance across a broader segment of the ABF network. While the 2025 pilot demonstrated strong early results, ABF will continue evaluating the Tesla Semi over a longer period and broader operating footprint before making additional investment decisions. The company plans to benchmark the electric trucks against its diesel fleet using the same disciplined approach to total cost of ownership, operational efficiency, safety and employee experience that guides fleet investments across the business. During the 2025 pilot, the Tesla Semi achieved an average energy efficiency of approximately 1.55 kWh per mile, a strong result for Class 8 operations. With deployment expanding across additional lanes and driver groups, ABF expects to gain deeper insight into everyday performance across its network. While the company expects performance to remain consistent with the pilot, the broader operating profile will allow for a more comprehensive evaluation. Driver feedback from the pilot was positive. Operators highlighted strong visibility, comfort and overall performance, including reliable operation on demanding routes such as the 7,200-foot climb over Donner Pass. Initial feedback during orientation on the new units has also been encouraging, with drivers noting the combination of comfort and ease of operation while maintaining the capability expected of a Class 8 tractor in a demanding LTL environment.
Price Target Changed • Jun 09Price target increased by 9.7% to US$149Up from US$135, the current price target is an average from 11 analysts. New target price is 14% below last closing price of US$173. Stock is up 144% over the past year. The company is forecast to post earnings per share of US$5.11 for next year compared to US$2.63 last year.
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$166, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Transportation industry in the US. Total returns to shareholders of 96% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$210 per share.
Major Estimate Revision • Jun 07Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$4.45 to US$4.90. Revenue forecast steady at US$4.39b. Net income forecast to grow 112% next year vs 25% growth forecast for Transportation industry in the US. Consensus price target up from US$135 to US$139. Share price rose 13% to US$155 over the past week.
ライブニュース • Jun 06ArcBest Ups Second Quarter Outlook on Pricing Strength and Transportation DemandArcBest raised its second-quarter outlook for both its asset-based and asset-light business units. The company increased the margin forecast for its asset-based unit, including ABF Freight, citing strong pricing, cost optimization and network efficiency. The asset-light segment, which includes truck brokerage, now expects higher adjusted operating income supported by managed transportation demand and elevated fuel costs. A higher outlook for both segments points to operational and pricing conditions this quarter that ArcBest views as supportive for profitability across its freight and logistics mix. For you, the key questions are how sustainable these margin drivers are and whether factors like fuel costs and managed transportation demand remain favorable through the rest of the year.
ナラティブの更新 • Jun 01ARCB: Tight Capacity And Softer Tonnage Will Restrain Future Upside PotentialArcBest's analyst fair value estimate has been revised to $117 from $85, with analysts pointing to updated assumptions for revenue growth, profit margins, and future P/E multiples. These factors are reflected in a series of recent price target increases across Wall Street research.
お知らせ • May 28ArcBest Launches ArcBest View Digital Logistics PlatformArcBest announced the launch of ArcBest View, a new digital logistics platform designed around how customers manage shipments. ArcBest View enables shipment visibility across ArcBest logistics solutions through a single, intuitive interface. ArcBest View brings shipment activity, visibility and reporting into one place, keeping teams aligned as they manage work across ArcBest services. Customers can quote, book and manage shipments through a single platform, including access to shipment details, supporting documents, billing and reporting. Customers can compare shipping options and manage daily work more efficiently, with help from ArcBest logistics experts when needs become more complex. Customers can view real-time shipment activity across services using custom views and watchlists organized by role, task or priority. Customers can monitor costs and service performance over time using reporting and saved views to track trends and patterns across services. ArcBest View is available to both existing and new ArcBest customers.
Seeking Alpha • May 26ArcBest Corporation: The Best Time To Buy Is Definitely Not NowSummary ArcBest Corporation delivered a strong Q1 2026 revenue recovery, supported by LTL/TL market undercapacity and improved freight rates. Despite revenue growth, ARCB's operating margin compressed to 0.3% due to persistent inflation and elevated fuel and transportation expenses. ARCB's valuation appears stretched, with the stock trading at 118% of its book value growth; technicals remain bullish, but selling pressure is emerging. I reiterate a hold rating, citing overpricing risks, macroeconomic headwinds, and the need for market caution despite robust liquidity and risk mitigants. Read the full article on Seeking Alpha
ナラティブの更新 • May 04ARCB: HALO Freight Network And Buybacks Will Drive Future Upside PotentialArcBest's fair value estimate moves from $125 to $150 as analysts adjust price targets higher and highlight updated views on revenue growth, profit margins, and an increased future P/E assumption. Analyst Commentary Recent Street research shows a cluster of higher price targets for ArcBest, with several bullish analysts marking up their expectations and framing the stock within a group of transportation and logistics companies that they view as attractively valued on updated assumptions.
Declared Dividend • Apr 29First quarter dividend of US$0.12 announcedDividend of US$0.12 is the same as last year. Ex-date: 8th May 2026 Payment date: 22nd May 2026 Dividend yield will be 0.4%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 15%. Cash payout ratio: 8%.
Reported Earnings • Apr 29First quarter 2026 earnings releasedFirst quarter 2026 results: Net income: (down US$3.13m from profit in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
New Risk • Apr 28New major risk - Revenue and earnings growthEarnings have declined by 11% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (1.5% net profit margin).
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.
ナラティブの更新 • Apr 20ARCB: HALO Freight Network And Share Buybacks Will Shape Future ReturnsThe analyst price target for ArcBest has shifted modestly higher to $125, with analysts citing adjusted assumptions for revenue growth, profit margins, and a lower future P/E as key factors behind the updated fair value estimate of $125.00, up from $123.17. Analyst Commentary Recent Street research on ArcBest has featured a mix of higher and lower price targets, with many bullish analysts lifting their estimates as they update models for the transportation and logistics group.
ナラティブの更新 • Apr 05ARCB: Mixed Trends And Softer Tonnage Will Cap Upside PotentialArcBest's fair value estimate has shifted to $85 from $81 as analysts recalibrated price targets across the transport group, pointing to mixed but improving mid quarter trends, slightly firmer profit margin assumptions, and a modestly higher future P/E multiple, balanced against updated growth and discount rate inputs. Analyst Commentary Street research on ArcBest has centered on mixed mid quarter trends, a valuation reset across transport peers, and differing views on how quickly margins and volumes might support higher earnings.
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
ナラティブの更新 • Mar 22ARCB: Tighter Trucking Capacity And HALO Assets Will Support Future UpsideArcBest's analyst fair value estimate has moved from $115.65 to $123.17, reflecting Street research that generally nudged price targets higher, driven by expectations for firmer revenue growth, slightly better profit margins, and support for asset heavy transport networks viewed as less exposed to AI driven disruption, even as some firms highlighted mixed mid quarter trends and softer recent volumes. Analyst Commentary Bullish analysts have been lifting ArcBest price targets across a wide range, framing the company as a beneficiary of tighter trucking capacity, improving transport trends, and the appeal of physical transport networks that are viewed as less exposed to AI driven disruption.
ナラティブの更新 • Mar 08ARCB: Tighter Trucking Capacity Will Limit Upside As Execution Risks PersistAnalysts have raised their fair value estimate for ArcBest to $81 from $64, citing higher Street price targets and views that its physical transportation network and tighter trucking capacity support stronger revenue growth, margins, and a modestly higher future P/E assumption. Analyst Commentary Recent Street research on ArcBest has generally trended toward higher price targets, but you should not ignore areas where investors see risks.
Reported Earnings • Mar 03Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$2.63 (down from US$7.36 in FY 2024). Revenue: US$4.01b (down 4.0% from FY 2024). Net income: US$60.1m (down 65% from FY 2024). Profit margin: 1.5% (down from 4.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Price Target Changed • Feb 24Price target increased by 7.3% to US$98.33Up from US$91.67, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of US$100. Stock is up 20% over the past year. The company is forecast to post earnings per share of US$4.12 for next year compared to US$2.63 last year.
ナラティブの更新 • Feb 22ARCB: Tighter Trucking Capacity And AI Efficiency Expected To Shape 2026 MarginsThe analyst price target for ArcBest has moved higher to reflect a series of revised Street models, with several firms lifting targets by $1 to $21 as analysts factor in tighter trucking capacity, potential margin recovery into 2026, and interest in cost conscious, AI enabled transport operators. Analyst Commentary Recent research on ArcBest clusters around a few common themes, with most firms updating price targets as they rethink how tighter trucking capacity, AI enabled operations, and a possible margin rebound into 2026 could affect the story.
ナラティブの更新 • Feb 08ARCB: LTL Margin Dependency On Freight Cycle Is Expected To PersistThe analyst price target for ArcBest has shifted higher to about US$97.42 from US$84.50, as analysts collectively factor in updated assumptions for fair value, revenue growth, profit margins, discount rate and future P/E, supported by a series of recent target revisions across major research firms. Analyst Commentary Recent Street research on ArcBest shows a mix of enthusiasm and caution, with several firms lifting price targets while a few take a more reserved view after quarterly results and sector reviews.
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 29%After last week's 29% share price gain to US$110, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 31x in the Transportation industry in the US. Total returns to shareholders of 9.3% over the past three years.
Reported Earnings • Feb 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$2.63 (down from US$7.36 in FY 2024). Revenue: US$4.01b (down 4.0% from FY 2024). Net income: US$60.1m (down 65% from FY 2024). Profit margin: 1.5% (down from 4.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Board Change • Feb 01High 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.
Declared Dividend • Jan 30Third quarter dividend of US$0.12 announcedDividend of US$0.12 is the same as last year. Ex-date: 10th February 2026 Payment date: 24th February 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 11%. Cash payout ratio: 16%.
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.
ナラティブの更新 • Jan 24ARCB: Tighter Trucking Capacity And AI Efficiencies Will Support Future UpsideAnalysts have trimmed their blended fair value estimate for ArcBest from about $119.80 to $115.65, even as they lift published price targets by $10 to $14, based on expectations that tighter trucking capacity, cost conscious operations and AI enabled efficiencies could support the company over the next few years. Analyst Commentary Recent Street research on ArcBest clusters around a common theme, with bullish analysts lifting price targets while acknowledging mixed near term freight conditions.
Price Target Changed • Jan 09Price target increased by 7.3% to US$89.50Up from US$83.42, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of US$87.57. Stock is down 6.0% over the past year. The company is forecast to post earnings per share of US$3.37 for next year compared to US$7.36 last year.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$86.74, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 30x in the Transportation industry in the US. Total returns to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$94.97 per share.
ナラティブの更新 • Jan 07ARCB: Fair Value View Balances LTL Cycle Recovery And Pricing RisksAnalysts have nudged their fair value estimate for ArcBest higher to $84.50 from $81.00, citing recent price target revisions, expectations for some margin recovery as industrial demand stabilizes, and a view that current valuation offers relatively inexpensive Less Than Truckload exposure despite ongoing volume and pricing questions. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent price target increases toward the mid US$80 range reflect confidence that the current share price does not fully capture ArcBest's Less Than Truckload exposure.
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
分析記事 • Jan 06Should You Investigate ArcBest Corporation (NASDAQ:ARCB) At US$81.72?ArcBest Corporation ( NASDAQ:ARCB ), might not be a large cap stock, but it saw a significant share price rise of 37...
Buy Or Sell Opportunity • Dec 30Now 20% undervaluedOver the last 90 days, the stock has risen 9.6% to US$75.50. The fair value is estimated to be US$94.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Earnings per share has declined by 24%. Revenue is forecast to grow by 6.8% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.
ナラティブの更新 • Dec 24ARCB: Macro Headwinds And Pricing Pressures Will Restrain Freight Cycle UpsideAnalysts have trimmed their price target for ArcBest to approximately $64 from about $72, as they modestly temper long term revenue growth and valuation multiples despite slightly stronger margin expectations. Analyst Commentary Recent Street commentary reflects a mixed but generally more measured stance on ArcBest, with some Bearish analysts trimming targets even as others highlight upside tied to an improving freight cycle and company specific margin initiatives.
分析記事 • Dec 18ArcBest Corporation's (NASDAQ:ARCB) 27% Share Price Surge Not Quite Adding UpArcBest Corporation ( NASDAQ:ARCB ) shareholders would be excited to see that the share price has had a great month...
ナラティブの更新 • Dec 10ARCB: Free Cash Flow Will Drive Upside As Freight Cycle RecoversAnalysts have trimmed their average price target on ArcBest by about $0.40 per share, reflecting slightly lower fair value and profit margin assumptions, even as they highlight improving revenue growth prospects, operating leverage to a freight upturn, and a still-attractive valuation backdrop. Analyst Commentary Recent Street research reflects a divided but generally constructive view on ArcBest, as analysts weigh the companys long term earnings algorithm and operating leverage against ongoing macro and pricing uncertainties.
ナラティブの更新 • Nov 26ARCB: Free Cash Flow Strength Will Unlock Multiyear Upside In Freight UpturnAnalysts have lowered ArcBest's fair value estimate from approximately $84.67 to $81.42. This change reflects more cautious expectations around revenue growth and profit margins, despite continued optimism about its long-term positioning and potential earnings leverage in an improving freight cycle.
Price Target Changed • Nov 10Price target decreased by 7.7% to US$82.42Down from US$89.33, the current price target is an average from 12 analysts. New target price is 24% above last closing price of US$66.30. Stock is down 46% over the past year. The company is forecast to post earnings per share of US$3.50 for next year compared to US$7.36 last year.
ナラティブの更新 • Nov 10ARCB: Free Cash Flow Surge Will Drive Multiyear Earnings UpsideArcBest's analyst price target was lowered by $4.00 to $84.67, as analysts highlighted recalibrated estimates due to tempered freight demand. This comes despite ongoing expectations for margin improvement and operating leverage.
分析記事 • Nov 08Results: ArcBest Corporation Beat Earnings Expectations And Analysts Now Have New ForecastsShareholders might have noticed that ArcBest Corporation ( NASDAQ:ARCB ) filed its quarterly result this time last...
分析記事 • Nov 07ArcBest (NASDAQ:ARCB) Is Due To Pay A Dividend Of $0.12The board of ArcBest Corporation ( NASDAQ:ARCB ) has announced that it will pay a dividend on the 28th of November...
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$1.73 (down from US$4.25 in 3Q 2024). Revenue: US$1.05b (down 1.4% from 3Q 2024). Net income: US$39.3m (down 61% from 3Q 2024). Profit margin: 3.7% (down from 9.4% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 34%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Declared Dividend • Nov 03Second quarter dividend of US$0.12 announcedDividend of US$0.12 is the same as last year. Ex-date: 14th November 2025 Payment date: 28th November 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 19%.
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.
Buy Or Sell Opportunity • Oct 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$69.88. The fair value is estimated to be US$87.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.4% over the last 3 years. Earnings per share has declined by 23%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to decline by 10.0% in the next 2 years.
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
Buy Or Sell Opportunity • Sep 19Now 20% undervaluedOver the last 90 days, the stock has risen 1.5% to US$69.82. The fair value is estimated to be US$87.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.4% over the last 3 years. Earnings per share has declined by 23%. Revenue is forecast to grow by 7.4% in 2 years. Earnings are forecast to decline by 9.8% in the next 2 years.
Reported Earnings • Jul 31Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$1.13 (down from US$1.99 in 2Q 2024). Revenue: US$1.02b (down 5.2% from 2Q 2024). Net income: US$25.8m (down 45% from 2Q 2024). Profit margin: 2.5% (down from 4.4% in 2Q 2024). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jul 28First quarter dividend of US$0.12 announcedDividend of US$0.12 is the same as last year. Ex-date: 8th August 2025 Payment date: 22nd August 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 19%.
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.
Price Target Changed • Jul 08Price target increased by 7.3% to US$89.50Up from US$83.42, the current price target is an average from 12 analysts. New target price is 7.9% above last closing price of US$82.96. Stock is down 21% over the past year. The company is forecast to post earnings per share of US$4.43 for next year compared to US$7.36 last year.
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
分析記事 • Jun 29ArcBest Corporation (NASDAQ:ARCB) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 9.6x ArcBest Corporation ( NASDAQ:ARCB ) may be sending bullish signals at...
分析記事 • Jun 10Is It Too Late To Consider Buying ArcBest Corporation (NASDAQ:ARCB)?ArcBest Corporation ( NASDAQ:ARCB ), might not be a large cap stock, but it saw a double-digit share price rise of over...
分析記事 • May 16Is ArcBest Corporation (NASDAQ:ARCB) Trading At A 46% Discount?Key Insights ArcBest's estimated fair value is US$125 based on 2 Stage Free Cash Flow to Equity Current share price of...
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$70.41, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 21x in the Transportation industry in the US. Total loss to shareholders of 1.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$123 per share.
Recent Insider Transactions • May 11Independent Director recently bought US$202k worth of stockOn the 7th of May, Michael Hogan bought around 3k shares on-market at roughly US$59.00 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold US$1.3m more in shares than they bought in the last 12 months.
分析記事 • May 01ArcBest (NASDAQ:ARCB) Has Affirmed Its Dividend Of $0.12ArcBest Corporation ( NASDAQ:ARCB ) will pay a dividend of $0.12 on the 23rd of May. Including this payment, the...
Price Target Changed • Apr 30Price target decreased by 13% to US$80.17Down from US$92.67, the current price target is an average from 12 analysts. New target price is 37% above last closing price of US$58.58. Stock is down 46% over the past year. The company is forecast to post earnings per share of US$4.25 for next year compared to US$7.36 last year.
Reported Earnings • Apr 29First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: US$0.14 (up from US$0.12 loss in 1Q 2024). Revenue: US$967.1m (down 6.7% from 1Q 2024). Net income: US$3.13m (up US$6.04m from 1Q 2024). Profit margin: 0.3% (up from net loss in 1Q 2024). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 68%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Declared Dividend • Apr 28Fourth quarter dividend of US$0.12 announcedDividend of US$0.12 is the same as last year. Ex-date: 9th May 2025 Payment date: 23rd May 2025 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 24%.
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.
Price Target Changed • Apr 09Price target decreased by 9.7% to US$94.58Down from US$105, the current price target is an average from 12 analysts. New target price is 32% above last closing price of US$71.76. Stock is down 52% over the past year. The company is forecast to post earnings per share of US$5.57 for next year compared to US$7.36 last year.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$59.59, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 21x in the Transportation industry in the US. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$118 per share.
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
Price Target Changed • Mar 27Price target decreased by 7.9% to US$105Down from US$114, the current price target is an average from 13 analysts. New target price is 42% above last closing price of US$73.56. Stock is down 48% over the past year. The company is forecast to post earnings per share of US$5.59 for next year compared to US$7.36 last year.
Seeking Alpha • Mar 23ArcBest Corporation: An Attractive Ride, Even In Light Of Major ChallengesSummary ArcBest Corporation, a logistics firm, has faced significant pressure, with shares down 32.4% since December, despite attractive cash flows and low debt. Recent financial results show an 8.1% revenue drop and a 40.6% net income decline, driven by weakness in both Asset-Based and Asset-Light segments. Tariffs and rising truck costs pose challenges, but ArcBest's low net debt of $31.9 million mitigates insolvency risk, suggesting long-term potential. Despite near-term risks, ArcBest's current valuation and financial stability make it a compelling long-term buy, prompting an upgrade from ‘hold’ to ‘buy’. Read the full article on Seeking Alpha
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
Price Target Changed • Mar 11Price target decreased by 9.0% to US$109Down from US$119, the current price target is an average from 12 analysts. New target price is 48% above last closing price of US$73.33. Stock is down 45% over the past year. The company is forecast to post earnings per share of US$5.58 for next year compared to US$7.36 last year.
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.
Reported Earnings • Mar 04Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$7.36 (up from US$5.92 in FY 2023). Revenue: US$4.18b (down 5.6% from FY 2023). Net income: US$173.4m (up 22% from FY 2023). Profit margin: 4.1% (up from 3.2% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.4%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
分析記事 • Feb 11We Think That There Are Some Issues For ArcBest (NASDAQ:ARCB) Beyond Its Promising EarningsThe recent earnings posted by ArcBest Corporation ( NASDAQ:ARCB ) were solid, but the stock didn't move as much as we...
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.
Major Estimate Revision • Feb 07Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$7.08 to US$5.81 per share. Revenue forecast steady at US$4.29b. Net income forecast to shrink 25% next year vs 13% growth forecast for Transportation industry in the US . Consensus price target down from US$119 to US$114. Share price was steady at US$94.00 over the past week.
分析記事 • Feb 04When Should You Buy ArcBest Corporation (NASDAQ:ARCB)?While ArcBest Corporation ( NASDAQ:ARCB ) might not have the largest market cap around , it received a lot of attention...
New Risk • Feb 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 69% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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 (US$1.7m sold).
Reported Earnings • Jan 31Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$7.36 (up from US$5.92 in FY 2023). Revenue: US$4.18b (down 5.6% from FY 2023). Net income: US$173.4m (up 22% from FY 2023). Profit margin: 4.1% (up from 3.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.4%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Declared Dividend • Jan 30Third quarter dividend of US$0.12 announcedDividend of US$0.12 is the same as last year. Ex-date: 11th February 2025 Payment date: 25th February 2025 Dividend yield will be 0.5%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 14%.
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.
Buy Or Sell Opportunity • Jan 28Now 21% overvaluedOver the last 90 days, the stock has fallen 3.9% to US$100. The fair value is estimated to be US$82.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 6.4% per annum over the same time period.
分析記事 • Jan 20Is There An Opportunity With ArcBest Corporation's (NASDAQ:ARCB) 35% Undervaluation?Key Insights The projected fair value for ArcBest is US$154 based on 2 Stage Free Cash Flow to Equity ArcBest's US$100...
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.
