ArcBest Corporation

NasdaqGS:ARCB Stok Raporu

Piyasa değeri: US$3.0b

ArcBest Gelecekteki Büyüme

Future kriter kontrolleri 3/6

ArcBest kazanç ve gelirin sırasıyla yıllık 78.1% ve 8.2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 79% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 17.4% olacağı tahmin edilmektedir.

Anahtar bilgiler

78.1%

Kazanç büyüme oranı

78.98%

EPS büyüme oranı

Transportation kazanç büyümesi14.9%
Gelir büyüme oranı8.2%
Gelecekteki özkaynak getirisi17.43%
Analist kapsamı

Good

Son güncelleme10 Sep 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • Aug 24

ARCB: Tight Freight Capacity And Margin Gains May Limit Further Upside Potential

Analysts have raised ArcBest’s fair value estimate from $134.00 to $150.00, reflecting updated assumptions that weigh slightly lower revenue growth expectations against stronger projected profit margins. The revision is also supported by recent Street research highlighting improved core business performance, margin trends and the potential for further re-rating.
Seeking Alpha • Aug 11

ArcBest: Time To Heed The Margin Recovery, Which Isn't As Much As Is Reflected In The Stock

Summary ArcBest (ARCB) is rated Sell with a $124 price target, reflecting a 10% downside from $137.76. Recent operational improvements in LTL and Asset-Light segments are acknowledged, but current valuation already prices in a full freight-profit recovery. Impairment charges and thin Asset-Light margins highlight risks to sustainable margin expansion and premium multiples. Liquidity is sufficient, but normalized earnings and free cash flow conversion remain uncertain; next quarterly report is a key catalyst. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Aug 10

ARCB: Tightening Truck Capacity And Freight Upswing Are Expected To Drive Margins

Analysts have nudged the fair value estimate for ArcBest higher to about $171 from roughly $158, reflecting updated views on its core business strength, improving margin assumptions, and a lower future P/E multiple in line with recent price target revisions across the Street. Analyst Commentary Street research on ArcBest has been active in recent months, with a cluster of price target changes and fresh coverage giving investors a clearer sense of how professionals view the stock's risk and reward.
Anlatı Güncellemesi • Jul 27

ARCB: Freight Capacity Tightness And LTL Recovery Will Drive Future Upside

ArcBest's analyst price target has moved up from $185.00 to about $203.29, reflecting analysts' updated views that tighter freight capacity, improving industrial production, and an early-cycle recovery in less-than-truckload earnings support higher valuation multiples for the stock. Analyst Commentary Recent Street research on ArcBest points to a cluster of higher price targets and constructive views on the freight cycle, especially in less than truckload operations.
Anlatı Güncellemesi • Jul 13

ARCB: Tight Freight Capacity And Rich Multiples May Cap Future Upside Potential

ArcBest's updated fair value estimate has shifted from $117.00 to $134.00 as analysts factor in higher modeled revenue growth, wider profit margins, a slightly lower discount rate, and a reduced future P/E multiple. This is supported by a series of recent price target revisions that reflect an improving freight cycle and tighter capacity conditions across the transport group.
Anlatı Güncellemesi • Jun 29

ARCB: Tighter Capacity And Freight Recovery Expectations Set To Shape 2026 Margins

Analysts have lifted the ArcBest fair value estimate from $97.42 to $157.73, reflecting a series of higher Street price targets as they incorporate stronger freight demand assumptions, improved revenue growth and margin expectations, and updated P/E multiples across the less than truckload and truckload group. Analyst Commentary Recent research on ArcBest highlights a mix of optimism about the freight cycle and a more cautious stance on how much of that potential is already reflected in the stock.
Anlatı Güncellemesi • Jun 15

ARCB: Freight Network Execution And Buybacks Will Support Balanced Future Upside Potential

Analysts lifted the ArcBest fair value estimate from $150.00 to $185.00. This reflects updated assumptions for revenue growth, profit margins, and a lower future P/E multiple, along with recent price target increases across the Street.
Anlatı Güncellemesi • Jun 01

ARCB: Tight Capacity And Softer Tonnage Will Restrain Future Upside Potential

ArcBest's analyst fair value estimate has been revised to $117 from $85, with analysts pointing to updated assumptions for revenue growth, profit margins, and future P/E multiples. These factors are reflected in a series of recent price target increases across Wall Street research.
Anlatı Güncellemesi • May 04

ARCB: HALO Freight Network And Buybacks Will Drive Future Upside Potential

ArcBest's fair value estimate moves from $125 to $150 as analysts adjust price targets higher and highlight updated views on revenue growth, profit margins, and an increased future P/E assumption. Analyst Commentary Recent Street research shows a cluster of higher price targets for ArcBest, with several bullish analysts marking up their expectations and framing the stock within a group of transportation and logistics companies that they view as attractively valued on updated assumptions.
Anlatı Güncellemesi • Apr 20

ARCB: HALO Freight Network And Share Buybacks Will Shape Future Returns

The analyst price target for ArcBest has shifted modestly higher to $125, with analysts citing adjusted assumptions for revenue growth, profit margins, and a lower future P/E as key factors behind the updated fair value estimate of $125.00, up from $123.17. Analyst Commentary Recent Street research on ArcBest has featured a mix of higher and lower price targets, with many bullish analysts lifting their estimates as they update models for the transportation and logistics group.
Anlatı Güncellemesi • Apr 05

ARCB: Mixed Trends And Softer Tonnage Will Cap Upside Potential

ArcBest's fair value estimate has shifted to $85 from $81 as analysts recalibrated price targets across the transport group, pointing to mixed but improving mid quarter trends, slightly firmer profit margin assumptions, and a modestly higher future P/E multiple, balanced against updated growth and discount rate inputs. Analyst Commentary Street research on ArcBest has centered on mixed mid quarter trends, a valuation reset across transport peers, and differing views on how quickly margins and volumes might support higher earnings.
Anlatı Güncellemesi • Mar 22

ARCB: Tighter Trucking Capacity And HALO Assets Will Support Future Upside

ArcBest's analyst fair value estimate has moved from $115.65 to $123.17, reflecting Street research that generally nudged price targets higher, driven by expectations for firmer revenue growth, slightly better profit margins, and support for asset heavy transport networks viewed as less exposed to AI driven disruption, even as some firms highlighted mixed mid quarter trends and softer recent volumes. Analyst Commentary Bullish analysts have been lifting ArcBest price targets across a wide range, framing the company as a beneficiary of tighter trucking capacity, improving transport trends, and the appeal of physical transport networks that are viewed as less exposed to AI driven disruption.
Anlatı Güncellemesi • Mar 08

ARCB: Tighter Trucking Capacity Will Limit Upside As Execution Risks Persist

Analysts have raised their fair value estimate for ArcBest to $81 from $64, citing higher Street price targets and views that its physical transportation network and tighter trucking capacity support stronger revenue growth, margins, and a modestly higher future P/E assumption. Analyst Commentary Recent Street research on ArcBest has generally trended toward higher price targets, but you should not ignore areas where investors see risks.
Anlatı Güncellemesi • Feb 22

ARCB: Tighter Trucking Capacity And AI Efficiency Expected To Shape 2026 Margins

The analyst price target for ArcBest has moved higher to reflect a series of revised Street models, with several firms lifting targets by $1 to $21 as analysts factor in tighter trucking capacity, potential margin recovery into 2026, and interest in cost conscious, AI enabled transport operators. Analyst Commentary Recent research on ArcBest clusters around a few common themes, with most firms updating price targets as they rethink how tighter trucking capacity, AI enabled operations, and a possible margin rebound into 2026 could affect the story.
Anlatı Güncellemesi • Feb 08

ARCB: LTL Margin Dependency On Freight Cycle Is Expected To Persist

The analyst price target for ArcBest has shifted higher to about US$97.42 from US$84.50, as analysts collectively factor in updated assumptions for fair value, revenue growth, profit margins, discount rate and future P/E, supported by a series of recent target revisions across major research firms. Analyst Commentary Recent Street research on ArcBest shows a mix of enthusiasm and caution, with several firms lifting price targets while a few take a more reserved view after quarterly results and sector reviews.
Anlatı Güncellemesi • Jan 24

ARCB: Tighter Trucking Capacity And AI Efficiencies Will Support Future Upside

Analysts have trimmed their blended fair value estimate for ArcBest from about $119.80 to $115.65, even as they lift published price targets by $10 to $14, based on expectations that tighter trucking capacity, cost conscious operations and AI enabled efficiencies could support the company over the next few years. Analyst Commentary Recent Street research on ArcBest clusters around a common theme, with bullish analysts lifting price targets while acknowledging mixed near term freight conditions.
Anlatı Güncellemesi • Jan 07

ARCB: Fair Value View Balances LTL Cycle Recovery And Pricing Risks

Analysts have nudged their fair value estimate for ArcBest higher to $84.50 from $81.00, citing recent price target revisions, expectations for some margin recovery as industrial demand stabilizes, and a view that current valuation offers relatively inexpensive Less Than Truckload exposure despite ongoing volume and pricing questions. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent price target increases toward the mid US$80 range reflect confidence that the current share price does not fully capture ArcBest's Less Than Truckload exposure.
Analiz Makalesi • Jan 06

Should You Investigate ArcBest Corporation (NASDAQ:ARCB) At US$81.72?

ArcBest Corporation ( NASDAQ:ARCB ), might not be a large cap stock, but it saw a significant share price rise of 37...
Anlatı Güncellemesi • Dec 24

ARCB: Macro Headwinds And Pricing Pressures Will Restrain Freight Cycle Upside

Analysts have trimmed their price target for ArcBest to approximately $64 from about $72, as they modestly temper long term revenue growth and valuation multiples despite slightly stronger margin expectations. Analyst Commentary Recent Street commentary reflects a mixed but generally more measured stance on ArcBest, with some Bearish analysts trimming targets even as others highlight upside tied to an improving freight cycle and company specific margin initiatives.
Analiz Makalesi • Dec 18

ArcBest Corporation's (NASDAQ:ARCB) 27% Share Price Surge Not Quite Adding Up

ArcBest Corporation ( NASDAQ:ARCB ) shareholders would be excited to see that the share price has had a great month...
Anlatı Güncellemesi • Dec 10

ARCB: Free Cash Flow Will Drive Upside As Freight Cycle Recovers

Analysts have trimmed their average price target on ArcBest by about $0.40 per share, reflecting slightly lower fair value and profit margin assumptions, even as they highlight improving revenue growth prospects, operating leverage to a freight upturn, and a still-attractive valuation backdrop. Analyst Commentary Recent Street research reflects a divided but generally constructive view on ArcBest, as analysts weigh the companys long term earnings algorithm and operating leverage against ongoing macro and pricing uncertainties.
Anlatı Güncellemesi • Nov 26

ARCB: Free Cash Flow Strength Will Unlock Multiyear Upside In Freight Upturn

Analysts have lowered ArcBest's fair value estimate from approximately $84.67 to $81.42. This change reflects more cautious expectations around revenue growth and profit margins, despite continued optimism about its long-term positioning and potential earnings leverage in an improving freight cycle.
Anlatı Güncellemesi • Nov 10

ARCB: Free Cash Flow Surge Will Drive Multiyear Earnings Upside

ArcBest's analyst price target was lowered by $4.00 to $84.67, as analysts highlighted recalibrated estimates due to tempered freight demand. This comes despite ongoing expectations for margin improvement and operating leverage.
Analiz Makalesi • Nov 08

Results: ArcBest Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

Shareholders might have noticed that ArcBest Corporation ( NASDAQ:ARCB ) filed its quarterly result this time last...
Analiz Makalesi • Nov 07

ArcBest (NASDAQ:ARCB) Is Due To Pay A Dividend Of $0.12

The board of ArcBest Corporation ( NASDAQ:ARCB ) has announced that it will pay a dividend on the 28th of November...
Analiz Makalesi • Jun 29

ArcBest Corporation (NASDAQ:ARCB) Looks Inexpensive But Perhaps Not Attractive Enough

With a price-to-earnings (or "P/E") ratio of 9.6x ArcBest Corporation ( NASDAQ:ARCB ) may be sending bullish signals at...
Analiz Makalesi • Jun 10

Is It Too Late To Consider Buying ArcBest Corporation (NASDAQ:ARCB)?

ArcBest Corporation ( NASDAQ:ARCB ), might not be a large cap stock, but it saw a double-digit share price rise of over...
Analiz Makalesi • May 16

Is ArcBest Corporation (NASDAQ:ARCB) Trading At A 46% Discount?

Key Insights ArcBest's estimated fair value is US$125 based on 2 Stage Free Cash Flow to Equity Current share price of...
Analiz Makalesi • May 01

ArcBest (NASDAQ:ARCB) Has Affirmed Its Dividend Of $0.12

ArcBest Corporation ( NASDAQ:ARCB ) will pay a dividend of $0.12 on the 23rd of May. Including this payment, the...
Seeking Alpha • Mar 23

ArcBest Corporation: An Attractive Ride, Even In Light Of Major Challenges

Summary ArcBest Corporation, a logistics firm, has faced significant pressure, with shares down 32.4% since December, despite attractive cash flows and low debt. Recent financial results show an 8.1% revenue drop and a 40.6% net income decline, driven by weakness in both Asset-Based and Asset-Light segments. Tariffs and rising truck costs pose challenges, but ArcBest's low net debt of $31.9 million mitigates insolvency risk, suggesting long-term potential. Despite near-term risks, ArcBest's current valuation and financial stability make it a compelling long-term buy, prompting an upgrade from ‘hold’ to ‘buy’. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:ARCB - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20285,1812732914588
12/31/20274,83820624842013
12/31/20264,4947724334013
6/30/20264,20416173282N/A
3/31/20264,04256137261N/A
12/31/20254,01060101229N/A
9/30/20254,0399765240N/A
6/30/20254,05415855231N/A
3/31/20254,11017957256N/A
12/31/20244,17917346286N/A
9/30/20244,26719381356N/A
6/30/20244,332128104359N/A
3/31/20244,35812056308N/A
12/31/20234,42714290322N/A
9/30/20234,501130101315N/A
6/30/20234,649184193390N/A
3/31/20234,867245323503N/A
12/31/20225,029295305471N/A
9/30/20225,051324325436N/A
6/30/20224,792299260362N/A
3/31/20224,419258203290N/A
12/31/20213,766210245324N/A
9/30/20213,611172207293N/A
6/30/20213,390138200270N/A
3/31/20213,06893143205N/A
12/31/20202,94071149206N/A
9/30/20202,84142130184N/A
6/30/20202,8342894172N/A
3/31/20202,97837N/A197N/A
12/31/20192,98840N/A170N/A
9/30/20193,04561N/A220N/A
6/30/20193,08485N/A216N/A
3/31/20193,10662N/A220N/A
12/31/20183,09467N/A255N/A
9/30/20183,03088N/A229N/A
6/30/20182,94862N/A220N/A
3/31/20182,87577N/A182N/A
12/31/20172,82659N/A152N/A
9/30/20172,80425N/A119N/A
6/30/20172,77423N/A110N/A
3/31/20172,73017N/A101N/A
12/31/20162,70019N/A112N/A
9/30/20162,66022N/A116N/A
6/30/20162,65628N/A125N/A
3/31/20162,67538N/A147N/A
12/31/20152,66744N/A149N/A
9/30/20152,68453N/A145N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: ARCB 'nin tahmini kazanç büyümesi (yıllık 78.1% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: ARCB şirketinin kazançlarının (yıllık 78.1% ) US pazarından (yıllık 17.2% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: ARCB şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: ARCB şirketinin gelirinin (yıllık 8.2% ) US pazarından (yıllık 13.4% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: ARCB şirketinin gelirinin (yıllık 8.2% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: ARCB 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 17.4 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/11 08:38
Gün Sonu Hisse Fiyatı2026/09/11 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

ArcBest Corporation 27 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Benjamin HartfordBaird
Kenneth HoexterBofA Global Research
Ariel RosaCitigroup Inc