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ARCB

ArcBest Corp

ARCB

NASDAQ·Industrials·Trucking·Mkt cap $3.2B

$141.12

+2.75%

P/E

204.52

Mkt Cap

$3.2B

52-Wk Range

$59.43–$176.69

52-Week Range

$59.43 - $176.69

P/E

204.52

Fwd P/E

20.78

Beta

1.55

Div Yield

0.34%

Avg Vol

370.9K

Shares Out

22.5M

Mkt Cap

$3.2B

Price action

Price chart

Up 87.3% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Diversified service portfolio reducing dependence on single business line and enabling cross-selling opportunities
  • Integrated logistics platform combining asset-based and asset-light services for comprehensive supply chain solutions
  • Established network of third-party service providers and carrier relationships providing scalability without proportional capital investment
  • Over 100-year operating history and brand recognition in freight transportation industry
  • FleetNet recurring revenue model providing stable cash flows and customer stickiness

Bear Case

1 risk

  • Above-average volatility (beta 1.5).

Growth

Stable outlook

Growing mid-cap in Trucking

Value

Undervalued - trading well below Trucking & Freight peers

Momentum

Weak

-15.1% over 3m

Quality

Strong

Solid business

Dividend

Token

0.34% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 4, 2026

Q3 26 RECAP

JUL 29, 2026

Reported EPS of $2.38 vs $2.26 consensus (+5.3% surprise). Revenue of $1.2B vs $1.2B expected (+0.9%). Beat on both top and bottom lines.

EPS beat +5.3%
Rev beat +0.9%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+5.3%

Revenue trend · last 8Q

-8%

-7%

-5%

-1%

-3%

+3%

+16%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$1.1B

$1.0B

$967.1M

$1.0B

$1.0B

$972.7M

$998.8M

$1.2B

Margins · last 8Q

Gross

-0.3%

Operating

-1.7%

Profit

-1.2%

Wall Street consensus

10 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

50%

Hold

5

50%

Sell

0%

Median Price Target

Latest: UBS · Aug 3, 2026

vs Industry

How ARCB stacks vs Trucking

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.