ArcBest Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 1/6
ArcBest şirketinin kazançları yıllık ortalama -13.3% oranında azalırken, Transportation sektörünün kazançları yıllık 0.4% oranında artan oldu. Gelirler yıllık ortalama 1.1% oranında artan oldu. ArcBest şirketinin öz sermaye getirisi 4.3% olup, net marjı 1.4% dir.
Anahtar bilgiler
-13.26%
Kazanç büyüme oranı
-11.38%
EPS büyüme oranı
| Transportation Sektör Büyümesi | 15.63% |
| Gelir büyüme oranı | 1.15% |
| Özkaynak getirisi | 4.35% |
| Net Marj | 1.38% |
| Son Kazanç Güncellemesi | 31 Mar 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
ARCB: HALO Freight Network And Share Buybacks Will Shape Future Returns
The analyst price target for ArcBest has shifted modestly higher to $125, with analysts citing adjusted assumptions for revenue growth, profit margins, and a lower future P/E as key factors behind the updated fair value estimate of $125.00, up from $123.17. Analyst Commentary Recent Street research on ArcBest has featured a mix of higher and lower price targets, with many bullish analysts lifting their estimates as they update models for the transportation and logistics group.
ARCB: Mixed Trends And Softer Tonnage Will Cap Upside Potential
ArcBest's fair value estimate has shifted to $85 from $81 as analysts recalibrated price targets across the transport group, pointing to mixed but improving mid quarter trends, slightly firmer profit margin assumptions, and a modestly higher future P/E multiple, balanced against updated growth and discount rate inputs. Analyst Commentary Street research on ArcBest has centered on mixed mid quarter trends, a valuation reset across transport peers, and differing views on how quickly margins and volumes might support higher earnings.ARCB: Tighter Trucking Capacity And HALO Assets Will Support Future Upside
ArcBest's analyst fair value estimate has moved from $115.65 to $123.17, reflecting Street research that generally nudged price targets higher, driven by expectations for firmer revenue growth, slightly better profit margins, and support for asset heavy transport networks viewed as less exposed to AI driven disruption, even as some firms highlighted mixed mid quarter trends and softer recent volumes. Analyst Commentary Bullish analysts have been lifting ArcBest price targets across a wide range, framing the company as a beneficiary of tighter trucking capacity, improving transport trends, and the appeal of physical transport networks that are viewed as less exposed to AI driven disruption.ArcBest Corporation: Price Rally Has Already Reached Its Best, Time To Pause (Rating Downgrade)
Mar 10ARCB: Tighter Trucking Capacity Will Limit Upside As Execution Risks Persist
Analysts have raised their fair value estimate for ArcBest to $81 from $64, citing higher Street price targets and views that its physical transportation network and tighter trucking capacity support stronger revenue growth, margins, and a modestly higher future P/E assumption. Analyst Commentary Recent Street research on ArcBest has generally trended toward higher price targets, but you should not ignore areas where investors see risks.
ARCB: Tighter Trucking Capacity And AI Efficiency Expected To Shape 2026 Margins
The analyst price target for ArcBest has moved higher to reflect a series of revised Street models, with several firms lifting targets by $1 to $21 as analysts factor in tighter trucking capacity, potential margin recovery into 2026, and interest in cost conscious, AI enabled transport operators. Analyst Commentary Recent research on ArcBest clusters around a few common themes, with most firms updating price targets as they rethink how tighter trucking capacity, AI enabled operations, and a possible margin rebound into 2026 could affect the story.ARCB: LTL Margin Dependency On Freight Cycle Is Expected To Persist
The analyst price target for ArcBest has shifted higher to about US$97.42 from US$84.50, as analysts collectively factor in updated assumptions for fair value, revenue growth, profit margins, discount rate and future P/E, supported by a series of recent target revisions across major research firms. Analyst Commentary Recent Street research on ArcBest shows a mix of enthusiasm and caution, with several firms lifting price targets while a few take a more reserved view after quarterly results and sector reviews.ARCB: Tighter Trucking Capacity And AI Efficiencies Will Support Future Upside
Analysts have trimmed their blended fair value estimate for ArcBest from about $119.80 to $115.65, even as they lift published price targets by $10 to $14, based on expectations that tighter trucking capacity, cost conscious operations and AI enabled efficiencies could support the company over the next few years. Analyst Commentary Recent Street research on ArcBest clusters around a common theme, with bullish analysts lifting price targets while acknowledging mixed near term freight conditions.ARCB: Fair Value View Balances LTL Cycle Recovery And Pricing Risks
Analysts have nudged their fair value estimate for ArcBest higher to $84.50 from $81.00, citing recent price target revisions, expectations for some margin recovery as industrial demand stabilizes, and a view that current valuation offers relatively inexpensive Less Than Truckload exposure despite ongoing volume and pricing questions. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent price target increases toward the mid US$80 range reflect confidence that the current share price does not fully capture ArcBest's Less Than Truckload exposure.Should You Investigate ArcBest Corporation (NASDAQ:ARCB) At US$81.72?
Jan 06
ARCB: Macro Headwinds And Pricing Pressures Will Restrain Freight Cycle Upside
Analysts have trimmed their price target for ArcBest to approximately $64 from about $72, as they modestly temper long term revenue growth and valuation multiples despite slightly stronger margin expectations. Analyst Commentary Recent Street commentary reflects a mixed but generally more measured stance on ArcBest, with some Bearish analysts trimming targets even as others highlight upside tied to an improving freight cycle and company specific margin initiatives.ArcBest Corporation's (NASDAQ:ARCB) 27% Share Price Surge Not Quite Adding Up
Dec 18ARCB: Free Cash Flow Will Drive Upside As Freight Cycle Recovers
Analysts have trimmed their average price target on ArcBest by about $0.40 per share, reflecting slightly lower fair value and profit margin assumptions, even as they highlight improving revenue growth prospects, operating leverage to a freight upturn, and a still-attractive valuation backdrop. Analyst Commentary Recent Street research reflects a divided but generally constructive view on ArcBest, as analysts weigh the companys long term earnings algorithm and operating leverage against ongoing macro and pricing uncertainties.ARCB: Free Cash Flow Strength Will Unlock Multiyear Upside In Freight Upturn
Analysts have lowered ArcBest's fair value estimate from approximately $84.67 to $81.42. This change reflects more cautious expectations around revenue growth and profit margins, despite continued optimism about its long-term positioning and potential earnings leverage in an improving freight cycle.ARCB: Free Cash Flow Surge Will Drive Multiyear Earnings Upside
ArcBest's analyst price target was lowered by $4.00 to $84.67, as analysts highlighted recalibrated estimates due to tempered freight demand. This comes despite ongoing expectations for margin improvement and operating leverage.Results: ArcBest Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts
Nov 08ArcBest (NASDAQ:ARCB) Is Due To Pay A Dividend Of $0.12
Nov 07ArcBest Corporation (NASDAQ:ARCB) Looks Inexpensive But Perhaps Not Attractive Enough
Jun 29Is It Too Late To Consider Buying ArcBest Corporation (NASDAQ:ARCB)?
Jun 10Is ArcBest Corporation (NASDAQ:ARCB) Trading At A 46% Discount?
May 16ArcBest (NASDAQ:ARCB) Has Affirmed Its Dividend Of $0.12
May 01ArcBest Corporation: An Attractive Ride, Even In Light Of Major Challenges
Mar 23We Think That There Are Some Issues For ArcBest (NASDAQ:ARCB) Beyond Its Promising Earnings
Feb 11When Should You Buy ArcBest Corporation (NASDAQ:ARCB)?
Feb 04Is There An Opportunity With ArcBest Corporation's (NASDAQ:ARCB) 35% Undervaluation?
Jan 20Does ArcBest (NASDAQ:ARCB) Have A Healthy Balance Sheet?
Jan 03ArcBest Corporation: The Trucking Stock That Defies Gravity (And Logic)
Dec 16ArcBest Corporation: An Upgrade Isn't Far Off If Shares Keep Falling Like This
Dec 08Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
ArcBest nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 31 Mar 26 | 4,042 | 56 | 68 | 0 |
| 31 Dec 25 | 4,010 | 60 | 70 | 0 |
| 30 Sep 25 | 4,039 | 97 | 76 | 0 |
| 30 Jun 25 | 4,054 | 158 | 77 | 0 |
| 31 Mar 25 | 4,110 | 179 | 76 | 0 |
| 31 Dec 24 | 4,179 | 173 | 73 | 0 |
| 30 Sep 24 | 4,267 | 193 | 63 | 0 |
| 30 Jun 24 | 4,332 | 128 | 65 | 0 |
| 31 Mar 24 | 4,358 | 120 | 69 | 0 |
| 31 Dec 23 | 4,427 | 142 | 74 | 0 |
| 30 Sep 23 | 4,501 | 130 | 79 | 0 |
| 30 Jun 23 | 4,649 | 184 | 78 | 0 |
| 31 Mar 23 | 4,867 | 245 | 77 | 0 |
| 31 Dec 22 | 5,029 | 295 | 75 | 0 |
| 30 Sep 22 | 5,051 | 324 | 72 | 0 |
| 30 Jun 22 | 4,792 | 299 | 70 | 0 |
| 31 Mar 22 | 4,419 | 258 | 67 | 0 |
| 31 Dec 21 | 3,766 | 210 | 65 | 0 |
| 30 Sep 21 | 3,611 | 172 | 66 | 0 |
| 30 Jun 21 | 3,390 | 138 | 63 | 0 |
| 31 Mar 21 | 3,068 | 93 | -145 | 0 |
| 31 Dec 20 | 2,940 | 71 | 56 | 0 |
| 30 Sep 20 | 2,841 | 42 | 54 | 0 |
| 30 Jun 20 | 2,834 | 28 | 52 | 0 |
| 31 Mar 20 | 2,978 | 37 | 253 | 0 |
| 31 Dec 19 | 2,988 | 40 | 46 | 0 |
| 30 Sep 19 | 3,045 | 61 | 42 | 0 |
| 30 Jun 19 | 3,084 | 85 | 42 | 0 |
| 31 Mar 19 | 3,106 | 62 | 46 | 0 |
| 31 Dec 18 | 3,094 | 67 | 37 | 0 |
| 30 Sep 18 | 3,030 | 88 | 35 | 0 |
| 30 Jun 18 | 2,948 | 62 | 31 | 0 |
| 31 Mar 18 | 2,875 | 77 | 31 | 0 |
| 31 Dec 17 | 2,826 | 59 | 34 | 0 |
| 30 Sep 17 | 2,804 | 25 | 30 | 0 |
| 30 Jun 17 | 2,774 | 23 | 30 | 0 |
| 31 Mar 17 | 2,730 | 17 | 29 | 0 |
| 31 Dec 16 | 2,700 | 19 | 29 | 0 |
| 30 Sep 16 | 2,660 | 22 | 31 | 0 |
| 30 Jun 16 | 2,656 | 28 | 31 | 0 |
| 31 Mar 16 | 2,675 | 38 | 23 | 0 |
| 31 Dec 15 | 2,667 | 44 | 29 | 0 |
| 30 Sep 15 | 2,684 | 53 | 27 | 0 |
| 30 Jun 15 | 2,686 | 53 | 26 | 0 |
Kaliteli Kazançlar: ARCB yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: ARCB 'nin mevcut net kar marjları (1.4%) geçen yılın (4.4%) değerinden daha düşüktür.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: ARCB şirketinin kazançları son 5 yılda yılda 13.3% oranında azaldı.
Büyüme Hızlandırma: ARCB 'in son bir yıldır negatif kazanç büyümesi oldu, bu nedenle 5 yıllık ortalamasıyla karşılaştırılamaz.
Kazançlar vs. Sektör: ARCB geçtiğimiz yıl negatif kazanç büyümesine ( -68.8% ) sahipti ve bu da onu Transportation sektör ortalamasıyla ( -12.3% ) karşılaştırmayı zorlaştırıyordu.
Özkaynak Getirisi
Yüksek ROE: ARCB 'nin Özsermaye Getirisi ( 4.3% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/04 10:53 |
| Gün Sonu Hisse Fiyatı | 2026/05/01 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* 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 kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip 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 26 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Benjamin Hartford | Baird |
| Kenneth Hoexter | BofA Global Research |
| Ariel Rosa | Citigroup Inc |