ArcBest (ARCB) Financials: Revenue & Earnings

ARCB price $123.53 -6.80 -5.22%

Ticker
ARCB
Price
$123.53
Change
-6.80 -5.22%
Market cap ?
$2.76B
P/E ?
179.94
Forward P/E ?
17.60
Dividend yield ?
0.38%
Beta ?
1.70
Sector
Industrials
Industry
Trucking
Stocklytics score
40
Value
50
Quality
29
Growth
40

Stocklytics score rationale: value 50, quality 29, growth 40.

Financials

2016201720182019202020212022202320242025
2700219000282645700030937880002988310000294016300037661850005029008000442744300041790190004010158000

ArcBest Corporation, an integrated logistics company, provides ground, air, and ocean transportation solutions worldwide. It operates in two segments, Asset-Based and Asset-Light. The Asset-Based segment provides less-than-truckload (LTL) services that transports general commodities, such as food, textiles, apparel, furniture, appliances, chemicals, non-bulk petroleum products, rubber, plastics, metal and metal…

Fair value

ARCB fair value $137.80. Price $123.53. Price is 10% below fair value.

Above fair value, and more expensive than usual. A larger premium than on 84% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 192.38M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 1.7). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 22.35M. Net debt 362.55M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare ARCB

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-04—2.50—1.20B
2026-07-292.382.261.18B1.17B
2026-04-280.320.27998.79M999.07M
2026-01-300.360.45972.69M967.80M
2025-11-051.461.371.05B961.72M
2025-07-301.361.481.02B1.04B
2025-04-290.510.52967.08M1.03B
2025-01-311.331.051.00B1.01B
2024-11-011.641.841.06B1.07B
2024-08-021.982.061.08B1.06B
2024-04-301.341.541.04B1.04B
2024-02-062.472.211.09B1.09B
2023-10-272.311.551.13B1.13B
2023-07-281.542.051.10B1.11B
2023-04-281.581.781.11B1.18B
2023-02-032.452.641.24B1.25B
2022-11-013.803.721.35B1.34B
2022-07-294.303.951.32B1.39B
2022-04-293.082.151.34B1.28B
2022-02-012.792.241.19B1.10B
2021-11-022.592.451.02B956.53M
2021-08-021.971.62948.97M948.97M
2021-05-041.010.58829.21M796.15M
2021-02-020.970.92816.41M772.04M
2020-11-031.220.79794.98M514.78M
2020-07-290.670.00627.37M—
2020-05-050.36-0.11701.40M214.32M
2020-01-300.560.45717.42M538.06M
2019-10-311.020.89787.56M671.74M
2019-07-300.930.94771.49M779.79M
2019-05-020.170.29711.84M1.21B
2019-01-301.010.92774.28M712.95M
2018-11-011.441.12826.16M642.57M
2018-07-311.120.99793.35M715.43M
2018-05-100.29-0.07700.00M168.97M
2018-01-310.420.35710.72M609.19M
2017-11-030.590.58744.28M731.67M
2017-07-280.570.48720.37M606.63M
2017-05-05-0.22-0.11651.09M604.29M
2017-02-080.290.26688.21M593.29M

Dividends

Yield 0.39%. Payout ratio 66.22%. Frequency Quarterly.

Safety score 80/100 · Safe. Payout ratio is 66% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 30 separate years. Yield is 0.4%, which is low.

Ex-dateDividendRecordPaymentFrequency
2026-08-07$0.122026-08-072026-08-21Quarterly
2026-05-08$0.122026-05-082026-05-22Quarterly
2026-02-10$0.122026-02-102026-02-24Quarterly
2025-11-14$0.122025-11-142025-11-28Quarterly
2025-08-08$0.122025-08-082025-08-22Quarterly
2025-05-09$0.122025-05-092025-05-23Quarterly
2025-02-11$0.122025-02-112025-02-25Quarterly
2024-11-13$0.122024-11-132024-11-27Quarterly
2024-08-13$0.122024-08-132024-08-27Quarterly
2024-05-09$0.122024-05-102024-05-24Quarterly
2024-02-15$0.122024-02-162024-03-01Quarterly
2023-11-07$0.122023-11-082023-11-22Quarterly
2023-08-08$0.122023-08-092023-08-23Quarterly
2023-05-09$0.122023-05-102023-05-24Quarterly
2023-02-13$0.122023-02-142023-02-28Quarterly
2022-11-09$0.122022-11-112022-11-25Quarterly
2022-08-09$0.122022-08-102022-08-24Quarterly
2022-05-10$0.122022-05-112022-05-25Quarterly
2022-02-10$0.082022-02-112022-02-25Quarterly
2021-11-10$0.082021-11-122021-11-26Quarterly
2021-08-10$0.082021-08-112021-08-25Quarterly
2021-05-12$0.082021-05-132021-05-27Quarterly
2021-02-10$0.082021-02-112021-02-25Quarterly
2020-11-12$0.082020-11-132020-11-27Quarterly
2020-08-06$0.082020-08-072020-08-21Quarterly
2020-05-14$0.082020-05-152020-05-29Quarterly
2020-02-10$0.082020-02-112020-02-25Quarterly
2019-11-08$0.082019-11-122019-11-26Quarterly
2019-08-08$0.082019-08-092019-08-23Quarterly
2019-05-13$0.082019-05-142019-05-28Quarterly
2019-02-07$0.082019-02-082019-02-22Quarterly
2018-11-09$0.082018-11-132018-11-27Quarterly
2018-08-09$0.082018-08-102018-08-24Quarterly
2018-05-14$0.082018-05-152018-05-29Quarterly
2018-02-08$0.082018-02-092018-02-28Quarterly
2017-11-13$0.082017-11-142017-11-28Quarterly
2017-08-04$0.082017-08-082017-08-22Quarterly
2017-05-12$0.082017-05-162017-05-30Quarterly
2017-02-10$0.082017-02-142017-02-28Quarterly
2016-11-10$0.082016-11-152016-11-29Quarterly
2016-08-09$0.082016-08-112016-08-25Quarterly
2016-05-06$0.082016-05-102016-05-24Quarterly
2016-02-08$0.082016-02-102016-02-24Quarterly
2015-11-03$0.082015-11-052015-11-19Quarterly
2015-08-07$0.062015-08-112015-08-25Quarterly
2015-05-13$0.062015-05-152015-05-29Quarterly
2015-02-03$0.062015-02-052015-02-19Quarterly
2014-11-05$0.062014-11-072014-11-21Quarterly
2014-08-05$0.032014-08-072014-08-21Quarterly
2014-05-05$0.032014-05-072014-05-21Quarterly
2014-02-04$0.032014-02-062014-02-20Quarterly
2013-11-06$0.032013-11-082013-11-22Quarterly
2013-08-06$0.032013-08-082013-08-22Quarterly
2013-05-03$0.032013-05-072013-05-21Quarterly
2013-02-05$0.032013-02-072013-02-21Quarterly
2012-11-02$0.032012-11-062012-11-20Quarterly
2012-08-01$0.032012-08-032012-08-17Quarterly
2012-05-04$0.032012-05-082012-05-22Quarterly
2012-02-06$0.032012-02-082012-02-22Quarterly
2011-11-07$0.032011-11-092011-11-23Quarterly
2011-08-03$0.032011-08-052011-08-19Quarterly
2011-05-03$0.032011-05-052011-05-19Quarterly
2011-02-07$0.032011-02-092011-02-23Quarterly
2010-11-05$0.032010-11-092010-11-23Quarterly
2010-08-04$0.032010-08-062010-08-20Quarterly
2010-05-04$0.032010-05-062010-05-20Quarterly
2010-02-05$0.032010-02-092010-02-23Quarterly
2009-10-30$0.152009-11-032009-11-17Quarterly
2009-08-05$0.152009-08-072009-08-21Quarterly
2009-05-01$0.152009-05-052009-05-19Quarterly
2009-02-09$0.152009-02-112009-02-25Quarterly
2008-10-31$0.152008-11-042008-11-18Quarterly
2008-08-01$0.152008-08-052008-08-19Quarterly
2008-05-02$0.152008-05-062008-05-20Quarterly
2008-02-05$0.152008-02-072008-02-21Quarterly
2007-10-30$0.152007-11-012007-11-15Quarterly
2007-08-03$0.152007-08-072007-08-21Quarterly
2007-05-04$0.152007-05-082007-05-22Quarterly
2007-02-02$0.152007-02-062007-02-20Quarterly
2006-11-01$0.152006-11-032006-11-17Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-09-15Parks Jason TSell855$135.09115.50K
2026-08-27Sorg Ralph EdwardSell200——
2026-08-11Anderson Dennis L IISell3.35K$134.87451.41K
2026-08-11Anderson Dennis L IISell2.10K$135.63285.23K
2026-08-11Anderson Dennis L IISell1.95K——
2026-08-07MCREYNOLDS JUDY RSell2.86K$138.98397.07K
2026-08-06Stipp Janice ESell1.40K$137.46192.44K
2026-08-06Stipp Janice ESell3.60K$139.20501.12K
2026-08-06MCREYNOLDS JUDY RSell1.44K$139.30201.01K
2026-08-05MCREYNOLDS JUDY RSell7.00K——
2026-08-04MCREYNOLDS JUDY RSell1.50K$144.78217.17K
2026-08-04Gattis Erin KSell6.16K$140.00862.82K
2026-05-07Gattis Erin KSell144$121.7817.54K
2026-05-07Sorg Ralph EdwardSell130$121.7815.83K
2026-05-07RUNSER SETHSell219$121.7826.67K
2026-05-07Parks Jason TSell73$121.788.89K
2026-05-07Godfrey Matthew RSell109$121.7813.27K
2026-05-07Beasley John MatthewSell193$121.7823.50K
2026-05-07Anderson Dennis L IISell144$121.7817.54K
2026-05-07Adkins Christopher ASell130$121.7815.83K
2026-05-06Gattis Erin KSell306$121.8237.28K
2026-05-06Sorg Ralph EdwardSell337$121.8241.05K
2026-05-06RUNSER SETHSell643$121.8278.33K
2026-05-06Parks Jason TSell149$121.8218.15K
2026-05-06Hagy James BrentSell303$121.8236.91K
2026-05-06Godfrey Matthew RSell354$121.8243.12K
2026-05-06Beasley John MatthewSell438$121.8253.36K
2026-05-06Anderson Dennis L IISell354$121.8243.12K
2026-05-06Adkins Christopher ASell272$121.8233.14K
2026-05-05George Bobby KBuy1.35K——
2026-05-05Bordelon Ann G.Buy1.35K——
2026-05-05Hagy James BrentBuy1.85K——
2026-05-05Sorg Ralph EdwardBuy2.02K——
2026-05-05Sorg Ralph EdwardSell217$118.1725.64K
2026-05-05RUNSER SETHBuy10.15K——
2026-05-05RUNSER SETHSell349$118.1741.24K
2026-05-05Parks Jason TBuy775——
2026-05-05Parks Jason TSell122$118.1714.42K
2026-05-05Godfrey Matthew RBuy2.20K——
2026-05-05Godfrey Matthew RSell180$118.1721.27K
2026-05-05Gattis Erin KBuy1.60K——
2026-05-05Gattis Erin KSell245$118.1728.95K
2026-05-05Beasley John MatthewBuy3.00K——
2026-05-05Beasley John MatthewSell321$118.1737.93K
2026-05-05Anderson Dennis L IIBuy2.20K——
2026-05-05Anderson Dennis L IISell293$118.1734.62K
2026-05-05Adkins Christopher ABuy1.45K——
2026-05-05Adkins Christopher ASell78$118.179.22K
2026-05-05Sultemeier Chris T.Buy1.35K——
2026-05-05Stipp Janice EBuy1.35K——
2026-05-05MCREYNOLDS JUDY RBuy1.35K——
2026-05-05Hogan Michael PBuy1.35K——
2026-05-05CONRADO EDUARDO FBuy1.35K——
2026-05-05Albrecht Thomas SBuy1.35K——
2026-05-05Abbate Salvatore ABuy1.35K——
2026-02-06Pinkerton Mac SBuy2.15K——
2026-01-26George Bobby KOther0——
2026-01-26Bordelon Ann G.Other0——
2026-01-05Pinkerton Mac SOther0——
2026-01-01Hagy James BrentOther0——
2025-12-05MCREYNOLDS JUDY RSell7.50K——
2025-11-12Sultemeier Chris T.Buy2.45K——
2025-10-29Sultemeier Chris T.Other0——
2025-08-15Anderson Dennis L IISell3.00K——
2025-08-06Albrecht Thomas SBuy2.15K——
2025-07-24Albrecht Thomas SOther0——
2025-05-09MCREYNOLDS JUDY RSell7.27K——
2025-05-07Hogan Michael PBuy3.42K$59.00201.66K
2025-05-07Johns Michael RSell158$58.939.31K
2025-05-07Sorg Ralph EdwardSell128$58.937.54K
2025-05-07RUNSER SETHSell219$58.9312.91K
2025-05-07Parks Jason TSell71$58.934.18K
2025-05-07MCREYNOLDS JUDY RSell1.23K$58.9372.66K
2025-05-07Leonard Steven CarrolSell177$58.9310.43K
2025-05-07Godfrey Matthew RSell109$58.936.42K
2025-05-07Gattis Erin KSell144$58.938.49K
2025-05-07Beasley John MatthewSell193$58.9311.37K
2025-05-07Anderson Dennis L IISell144$58.938.49K
2025-05-07Adkins Christopher ASell130$58.937.66K
2025-05-06Stipp Janice EBuy2.73K——
2025-05-06SPINNER STEVENBuy2.73K——
2025-05-06Philip Craig EBuy2.73K——
2025-05-06MCELLIGOTT KATHLEEN DBuy2.73K——
2025-05-06Hogan Michael PBuy2.73K——
2025-05-06Eliasson Fredrik JBuy2.73K——
2025-05-06Abbate Salvatore ABuy2.73K——
2025-05-06CONRADO EDUARDO FBuy2.73K——
2025-05-06Anderson Dennis L IIBuy3.75K——
2025-05-06Anderson Dennis L IISell321$58.5418.79K
2025-05-06Gattis Erin KBuy3.25K——
2025-05-06Gattis Erin KSell264$58.5415.45K
2025-05-06Adkins Christopher ABuy2.90K——
2025-05-06Adkins Christopher ASell76$58.544.45K
2025-05-06Leonard Steven CarrolSell236$58.5413.82K
2025-05-06Beasley John MatthewBuy4.65K——
2025-05-06Beasley John MatthewSell104$58.546.09K
2025-05-06Johns Michael RBuy3.70K——
2025-05-06Johns Michael RSell274$58.5416.04K
2025-05-06Sorg Ralph EdwardBuy3.58K——
2025-05-06Sorg Ralph EdwardSell267$58.5415.63K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 342, holders +57 vs prior quarter. Ownership 105.08%.

HolderSharesChangeChange %Value
BLACKROCK, INC.3.51M114.51K+3.37%503.48M
INVESCO LTD.1.65M841.44K+103.98%236.93M
AMERICAN CENTURY COMPANIES INC1.54M160.70K+11.63%221.46M
DIMENSIONAL FUND ADVISORS LP1.37M-27.95K-2.00%196.56M
VANGUARD PORTFOLIO MANAGEMENT LLC1.36M89.36K+7.04%195.01M
VANGUARD CAPITAL MANAGEMENT LLC1.01M157+0.02%144.28M
STATE STREET CORP961.22K3.53K+0.37%137.97M
GEODE CAPITAL MANAGEMENT, LLC588.15K18.35K+3.22%84.44M
MAPLE ROCK CAPITAL PARTNERS INC.535.75K131.40K+32.50%76.90M
PRINCIPAL FINANCIAL GROUP INC473.97K-14.14K-2.90%68.03M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC465.83K-60.31K-11.46%66.87M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.465.83K465.83KNew66.87M
MORGAN STANLEY437.17K-46.64K-9.64%62.75M
AMERIPRISE FINANCIAL INC426.64K-44.99K-9.54%61.24M
JACOBS LEVY EQUITY MANAGEMENT, INC415.77K-31.18K-6.98%59.68M
GOLDMAN SACHS GROUP INC351.90K83.97K+31.34%50.51M
VICTORY CAPITAL MANAGEMENT INC345.88K-31.24K-8.28%49.65M
QUBE RESEARCH & TECHNOLOGIES LTD340.38K310.05K+1022.50%48.86M
NUVEEN, LLC319.19K79.83K+33.35%45.82M
NORTHERN TRUST CORP317.06K1.27K+0.40%45.51M
UBS GROUP AG290.30K56.24K+24.03%41.67M
ALLIANZ ASSET MANAGEMENT GMBH260.25K27.03K+11.59%37.36M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.242.66K11.92K+5.17%34.83M
WESTWOOD HOLDINGS GROUP INC206.97K-158.93K-43.44%29.71M
DRIEHAUS CAPITAL MANAGEMENT LLC202.59K-7.75K-3.69%29.08M

Earnings and financials

ArcBest Corp (ARCB) trades at $123.53, with a market cap of $2.76B and a trailing P/E of 179.94. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.

Financials

2016201720182019202020212022202320242025
2700219000282645700030937880002988310000294016300037661850005029008000442744300041790190004010158000

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ArcBest (ARCB) Financials: Revenue & Earnings

ARCB$123.53-6.80 -5.22%

$2.76B

Market Cap

179.94

P/E

17.60

Forward P/E

40

Score

Price History