ArcBest Corporation (ARCB) Stock Price & Analysis
ArcBest Corporation (ARCB) closed at USD 130.3 on Thursday, October 22, 2026, down 0.39% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 130.81; the Oct 22, 2026 session ranged USD 129.74–133.81 on volume of 271,051 shares. Market capitalization is $2.91B, with a 52-week range of USD 59.43–176.69 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:57 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ARCB.md
Key facts (ARCB)
- Last four reported quarters (through Jun 30, 2026): revenue $4.20B, net income $16.3M (0.4% margin), free cash flow $187M (SEC filings).
- Valuation: P/E 178.7x (avg 18.8x at the last 3 fiscal year-ends), EV/EBITDA 14.3x, net debt $47.1M.
- Analysts: Buy (mean 2.29 on a 1–5 scale) (14 analysts), mean target USD 166.85 (range 150–185).
- Total return with dividends: 1Y +78.9% vs S&P 500 +14.9%; 5Y +51.0% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 2.51, revenue estimate $1.20B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ARCB)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $3.77B | $5.03B | $4.43B | $4.18B | $4.01B | $4.20B |
| Operating income | $277M | $395M | $173M | $244M | $90.3M | $29.2M |
| Net income | $214M | $298M | $195M | $174M | $60.1M | $16.3M |
| EPS (diluted) | $7.98 | $11.69 | $7.93 | $7.30 | $2.62 | — |
| Free cash flow | $265M | $323M | $103M | $62.7M | $114M | $187M |
| Operating margin | 7.4% | 7.8% | 3.9% | 5.8% | 2.3% | 0.7% |
| Net margin | 5.7% | 5.9% | 4.4% | 4.2% | 1.5% | 0.4% |
| Revenue growth | +28.1% | +33.5% | -12.0% | -5.6% | -4.0% | — |
| Cash + short-term investments | $125M | $326M | $330M | $157M | $124M | — |
| Total debt | $226M | $265M | $229M | $189M | $224M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (ARCB)
P/E 178.7x · P/S 0.7x · EV/EBITDA 14.3x · EV/Sales 0.7x · P/FCF 15.6x · P/B 2.3x · FCF yield 6.42% · Earnings yield 0.56% · Dividend yield (paid, TTM) 0.37% · Buyback yield (TTM) 1.44% · Net debt $47.1M · EV $2.96B
P/E at fiscal year-ends: Dec 2025 28.3x, Dec 2024 12.8x, Dec 2023 15.2x.
Analysts (ARCB)
Consensus Buy (mean 2.29 on a 1–5 scale), 14 analysts; mean target USD 166.85 (low 150, high 185).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-08 | Stifel | Target lowered | Buy | $185 → $168 |
| 2026-10-07 | Citigroup | Target lowered | Buy | $173 → $170 |
| 2026-10-07 | Truist Securities | Target lowered | Buy | $165 → $160 |
| 2026-08-04 | Citigroup | Target lowered | Buy | $178 → $171 |
| 2026-08-03 | UBS | Target raised | Neutral | $145 → $154 |
| 2026-07-30 | TD Cowen | Target lowered | Hold | $175 → $155 |
| 2026-07-21 | Stifel | Target raised | Buy | $134 → $176 |
| 2026-07-15 | Truist Securities | Target raised | Buy | $145 → $165 |
| 2026-07-15 | Citizens | Initiated | Market Outperform | $180 |
| 2026-07-09 | Citigroup | Target lowered | Buy | $202 → $178 |
| 2026-07-07 | UBS | Target raised | Neutral | $122 → $145 |
| 2026-07-06 | Morgan Stanley | Target raised | Overweight | $150 → $180 |
Total return (dividends reinvested) (ARCB)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +78.9% | +51.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +79.2% | +8.6% |
| Volatility (annualized) | 46.2% | 46.4% |
| Max drawdown | -27.7% (Jun 2026→Sep 2026) | -60.8% (Apr 2024→Apr 2025) |
ARCB revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Asset Based | $783.7M | 66.2% | +9.9% |
| Asset Light | $438.7M | 37.0% | +28.3% |
| Corporate & Other | $1.7M | 0.1% | +38.4% |
| Total revenue | $1.18B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
ARCB suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | MoLo Solutions | “Our truckload service, including MoLo, provides third-party transportation brokerage services by sourcing various capacity solutions, including dry van over-the-road, temperature-controlled and refrigerated, flatbed, intermodal or container shipping, and specialized equipment, coupled with strong technology and carrier- and customer-based Web tools.” |
| Competitor | FedEx (FDX) | “The segment competes most directly with nonunion and union LTL carriers, including FedEx Freight Corporation, the LTL reporting segment of FedEx Corporation; the LTL segment of Knight-Swift Transportation Holdings Inc.;” |
Quoted from the company's 10-K filed Feb 25, 2026.
ARCB analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $2.51 | $2.25 | +11.6% | $1.20B | 13 |
| Next quarter (ends Dec 2026) | $1.82 | $1.67 | +8.9% | $1.12B | 13 |
| Current fiscal year (ends Dec 2026) | $7.04 | $6.44 | +9.3% | $4.51B | 13 |
| Next fiscal year (ends Dec 2027) | $9.56 | $9.19 | +4.1% | $4.87B | 13 |
ARCB options: expected move
Options price a move of about ±12.8% (±$16.70) by Nov 20, 2026, which includes earnings on Nov 4, 2026. Over the last 8 reports the stock moved ±6.2% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 57.1% | ±12.8% |
| Dec 18, 2026 | 56 | 53.9% | ±17.0% |
| Mar 19, 2027 | 147 | 50.2% | ±25.3% |
| Jun 17, 2027 | 237 | 49.8% | ±31.7% |
30-day implied volatility 56.4% vs 24.4% realized over the last 30 trading days. Put/call ratio (volume) 6. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:57 UTC)
| Price | USD 130.3 |
|---|---|
| Change | ▼ 0.39% (down) |
| Previous Close | USD 130.81 |
| Open | USD 130.8 |
| Day Range | USD 129.74 – 133.81 |
| 52-Week Range | USD 59.43 – 176.69 |
| Volume | 271,051 shares |
| Market Cap | $2.91B |
| Exchange | NMS |
Technical Analysis (ARCB)
Nexqual's technical model rates ARCB "SELL" based on 1 bullish and 4 bearish signals across 127 daily candles, as of October 23, 2026 at 09:57 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 44.89 (neutral) |
| vs SMA50 | Below (USD 133.36) |
| MACD | -0.73 (negative) |
Analyst Ratings (ARCB)
Wall Street analysts rate ARCB "Buy" based on 14 analysts, with a mean price target of USD 166.85 (range USD 150–185), per Nexqual as of October 23, 2026 at 09:57 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 14 |
| Mean Target | USD 166.85 |
| High Target | USD 185 |
| Low Target | USD 150 |
| Buy / Hold / Sell | 8 / 6 / 0 |
Earnings (ARCB)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 2.51 |
| Revenue Estimate | $1.20B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 2.38 vs est 2.26 ▲ beat |
| 2026-03-31 | USD 0.32 vs est 0.29 ▲ beat |
| 2025-12-31 | USD 0.36 vs est 0.42 ▼ miss |
| 2025-09-30 | USD 1.46 vs est 1.37 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
Financials & Fundamentals (ARCB)
| Total Revenue | $4.20B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +15.90% |
| Gross Margin | +8.10% |
| Operating Margin | +5.43% |
| Profit Margin | +0.39% |
| ROE | +1.27% |
| Debt / Equity | 0.36 |
| Current Ratio | 0.97 |
| Total Cash | $168.43M |
| Total Debt | $459.76M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $187.04M (4.4% of revenue) |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
Financial Health Score (ARCB)
Nexqual rates ArcBest Corporation's overall financial health "Weak" across five dimensions, as of October 23, 2026 at 09:57 UTC.
| Growth | Weak — Revenue -4% YoY (annual), declining |
|---|---|
| Profitability | Weak — Gross margin 8%, operating 5% (last 12 months) |
| Balance Sheet | Mixed — $168M cash and investments vs $216M debt (Jun 2026, SEC) |
| Cash Flow | Mixed — FCF $187M (last 4 quarters to Jun 2026, SEC), slim 4.4% margin |
| Efficiency | Weak — ROE 1%, ROA 2.8% |
Ownership (ARCB)
| Insider Ownership | +1.43% |
|---|---|
| Institutional Ownership | +106.22% |
| Shares Outstanding | 22.35M |
| Float | 21.96M |
| Short % of Float | +9.20% |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
Leadership (ARCB)
ArcBest Corporation is led by Seth K. Runser, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:57 UTC.
| President, CEO & Director | Seth K. Runser |
|---|---|
| Chief Financial Officer | J. Matthew Beasley |
| Vice President of Treasury & Investor Relations | Amy Mendenhall |
| Chief Strategy Officer | Christopher A. Adkins |
Major Backers & Investors (ARCB)
Notable institutional backers of ArcBest Corporation include Invesco, American Century Companies Inc, AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund, according to Nexqual as of October 23, 2026 at 09:57 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Invesco | 7.38% |
| American Century Companies Inc | 6.9% |
| AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund | 3.31% |
| Maple Rock Capital Partners, Inc. | 2.4% |
| Principal Financial Group, Inc. | 2.12% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 15.69% |
| Vanguard Group | 10.58% |
| Dimensional Fund Advisors | 6.13% |
| State Street | 4.3% |
| Geode Capital | 2.63% |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
From ArcBest Corporation's Latest SEC 10-K Filing (filed 2026-02-25)
Key Strengths & Strategy (as disclosed to the SEC)
- Hunt Transport Services, Inc.; the Logistics segment of Knight-Swift Transportation Holdings Inc.; Landstar System, Inc.; the truck brokerage and complementary service offerings of RXO, Inc.; the Freight segment of Uber Technologies, Inc.; and the truckload service offering of Total Quality Logistics.
- We serve as a single end-to-end logistics partner with global reach.
- We strive to help customers solve their logistics challenges by efficiently providing a best-in-class experience with easy access to our integrated solutions.
- Through our integrated approach and customer-led mindset, combined with our technology, expertise, and scale, we ensure our customers have the right solutions and capacity to meet their evolving supply chain needs.
Partnerships
- As previously described in the "Asset‑Based Segment" within this Business section, as of December 2025, approximately 81% of our Asset‑Based segment's employees were covered under the 2023 ABF NMFA, the collective bargaining agreement with the IBT, which will remain in effect through June 30, 2028.
- We are also subject to compliance with the Foreign Corrupt Practices Act of 1977, as amended and hold Customs-Trade Partnership Against Terrorism status for businesses within our Asset-Based and Asset-Light segments.
Legal & Regulatory Risks (Item 1A, quoted)
- We could be held liable for personal injury, property damage, and cargo claims arising not only in connection with the trucks we operate, but also from trucks that are operated by contracted owner-operators and brokered third-party carriers.
- Our operations are subject to various environmental laws and regulations, the violation of which could result in substantial fines or penalties.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| RXO | RXO, Inc. | USD 28.92 | ▲ 0.49% |
| WERN | Werner Enterprises, Inc. | USD 29.18 | ▼ 2.34% |
| SNDR | Schneider National, Inc. | USD 31.12 | ▲ 0.65% |
| MRTN | Marten Transport, Ltd. | USD 12.3 | ▼ 2.84% |
| SAIA | Saia, Inc. | USD 344.5 | ▲ 1.67% |
| TFII | TFI International Inc. | USD 115 | ▲ 2.1% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:57 UTC. This page is informational and not investment advice.
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