ArcBest Corporation (ARCB)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
ArcBest Corporation (ARCB) trades at $136.69 with AI Score 46/100 (Grade C). ArcBest Corporation is a leading provider of freight transportation and integrated logistics solutions. Market cap: $3.04B, Sector: Industrials.
Last analyzed: May 10, 2026ARCB stock analysis for 2026: Analysts have set a consensus price target of $94.67 for ArcBest Corporation, suggesting 30.7% downside from the current price of $136.69. The AI MoonshotScore is 46/100, indicating a neutral outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
ARCB: the 1 perspectives are evenly split.
ArcBest Corporation (ARCB) Industrial Operations Profile
ArcBest Corporation (ARCB) delivers freight transportation and integrated logistics, operating through Asset-Based, ArcBest, and FleetNet segments. With a history dating back to 1923, the company provides less-than-truckload services, expedite freight, and vehicle maintenance management, serving diverse industries and leveraging a broad network across North America and beyond.
What Is the Investment Thesis for ARCB?
ArcBest presents a compelling investment case based on its diversified service offerings and strategic positioning in the transportation and logistics sector. With a market capitalization of $1.91 billion and a P/E ratio of 16.03, the company demonstrates financial stability. A key value driver is its ability to provide integrated solutions through its three segments, enhancing customer retention and attracting new business. The company's dividend yield of 0.40% offers a modest return for investors. Growth catalysts include expansion of its premium logistics services and increased demand for expedited freight. Potential risks include fluctuations in fuel costs and economic downturns impacting freight volumes. Monitoring the company's gross margin of 4.1% and free cash flow of $0.06 billion is crucial for assessing its financial health.
Based on FMP financials and quantitative analysis
ARCB Key Highlights
- Market Cap of $1.91B indicates a strong market presence and investor confidence.
- P/E Ratio of 16.03 suggests the company is reasonably valued compared to its earnings.
- Profit Margin of 1.4% reflects areas for potential improvement in operational efficiency.
- Free Cash Flow of $0.06B demonstrates the company's ability to generate cash after investments.
- Dividend Yield of 0.40% provides a modest income stream for investors.
Who Are ARCB's Competitors?
Who Are ARCB's Competitors?
ARCB is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ODFL Old Dominion Freight Line, Inc. | $242.57 | -1.68% | $50.45B | 45 |
| SAIA Saia, Inc. | $482.08 | +2.09% | $12.86B | 47 |
| TFII TFI International Inc. | $159.38 | -2.44% | $13.10B | 58 |
| TSP TuSimple Holdings Inc. | $0.25 | -5.66% | $57.47M | 56 |
| SLGB Smart Logistics Global Limited | $0.74 | +43.97% | $31.82M | 55 |
| MYFT myFreightWorld Technologies, Inc. | $0.00 | +0.00% | 9K | 54 |
| MRTN Marten Transport, Ltd. | $17.75 | +3.02% | $1.45B | 46 |
| USX U.S. Xpress Enterprises, Inc. | $6.15 | +0.16% | 333M | 46 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ARCB's Key Strengths?
- Diversified service offerings across multiple segments.
- Established reputation and long history in the industry.
- Extensive network of transportation routes and service providers.
- Commitment to technology and innovation.
What Are ARCB's Weaknesses?
- Relatively low profit margin compared to industry peers.
- Exposure to fluctuations in fuel costs and economic cycles.
- Dependence on third-party service providers in some segments.
- Potential for labor disputes and workforce challenges.
What Could Drive ARCB Stock Higher?
- Expansion of premium logistics services and expedited freight transportation.
- Strategic partnerships to increase cross-border transportation volumes.
- Adoption of advanced technologies to improve efficiency and customer experience.
What Are the Key Risks for ARCB?
- Economic downturns impacting freight volumes and demand.
- Increased competition from other transportation and logistics providers.
- Fluctuations in fuel costs and operating expenses.
- Regulatory changes and compliance costs.
What Are the Growth Opportunities for ARCB?
- Expansion of Premium Logistics Services: ArcBest's ArcBest segment offers premium logistics services, including specialized equipment deployment and international freight transportation. The market for premium logistics is growing, driven by the need for faster and more reliable delivery solutions. By investing in technology and expanding its network, ArcBest can capture a larger share of this market. This expansion can lead to increased revenue and higher profit margins, with a potential market size exceeding $100 billion by 2028.
- Increased Demand for Expedited Freight: The expedite freight transportation market is experiencing growth due to the increasing need for time-critical deliveries. ArcBest's ArcBest segment is well-positioned to capitalize on this trend by offering fast and reliable transportation solutions to commercial and government customers. Investing in its expedite capabilities and expanding its service offerings can drive revenue growth and enhance its market position. The expedited freight market is projected to reach $40 billion by 2027.
- Strategic Partnerships in Mexico: ArcBest's Asset-Based segment offers motor carrier freight transportation services to customers in Mexico through arrangements with trucking companies. Expanding these partnerships can provide access to a growing market and increase cross-border transportation volumes. By strengthening its relationships with Mexican trucking companies, ArcBest can enhance its service offerings and capture a larger share of the cross-border freight market. The US-Mexico freight market is estimated at $600 billion annually.
- Technology Adoption and Digital Transformation: Investing in technology to improve operational efficiency and enhance customer experience is a significant growth opportunity. Implementing advanced tracking systems, optimizing delivery routes, and providing real-time visibility to customers can differentiate ArcBest from its competitors. Embracing digital transformation can lead to cost savings, improved service quality, and increased customer satisfaction. The digital transformation market in logistics is expected to reach $95 billion by 2028.
- Expansion of FleetNet Services: ArcBest's FleetNet segment provides roadside repair solutions and vehicle maintenance management services for commercial and private fleets. Expanding its network of third-party service providers and offering additional maintenance services can drive revenue growth and enhance its market position. As the number of commercial vehicles on the road increases, the demand for fleet maintenance services will continue to grow. The fleet maintenance market is projected to reach $30 billion by 2027.
What Opportunities Does ARCB Have?
- Expansion of premium logistics services and expedited freight transportation.
- Strategic partnerships to increase cross-border transportation volumes.
- Adoption of advanced technologies to improve efficiency and customer experience.
- Growth in e-commerce and increasing demand for last-mile delivery solutions.
What Threats Does ARCB Face?
- Economic downturns impacting freight volumes and demand.
- Increased competition from other transportation and logistics providers.
- Regulatory changes and compliance costs.
- Disruptions in the supply chain due to geopolitical events or natural disasters.
What Are ARCB's Competitive Advantages?
- Integrated Service Offerings: ArcBest's ability to provide a comprehensive suite of transportation and logistics services through its three segments creates a competitive advantage.
- Extensive Network: The company's broad network of transportation routes and service providers enhances its ability to serve customers across North America and internationally.
- Long-Standing Reputation: With a history dating back to 1923, ArcBest has established a strong reputation for reliability and quality service.
- Technology Investments: Ongoing investments in technology to improve operational efficiency and enhance customer experience provide a competitive edge.
What Does ARCB Do?
Founded in 1923 and headquartered in Fort Smith, Arkansas, ArcBest Corporation (ARCB) has evolved into a prominent player in the freight transportation and integrated logistics industry. Originally known as Arkansas Best Corporation, the company rebranded in May 2014 to reflect its expanded capabilities. ArcBest operates through three primary segments: Asset-Based, ArcBest, and FleetNet. The Asset-Based segment focuses on transporting general commodities via less-than-truckload (LTL) services, catering to a wide array of industries including food, textiles, and automotive. This segment also facilitates motor carrier freight transportation to Mexico through partnerships with local trucking companies. The ArcBest segment provides expedite freight transportation, premium logistics solutions, and international freight services, including air, ocean, and ground options. Additionally, it offers third-party transportation brokerage, warehousing, managed transportation, and moving services. FleetNet delivers roadside repair and vehicle maintenance management services for commercial and private fleets through a network of third-party providers. ArcBest's comprehensive service portfolio and extensive network position it as a key partner for businesses seeking efficient and reliable supply chain solutions.
What Products and Services Does ARCB Offer?
- Provides less-than-truckload (LTL) transportation services for general commodities.
- Offers expedite freight transportation services for time-critical shipments.
- Delivers premium logistics services, including specialized equipment deployment.
- Facilitates international freight transportation via air, ocean, and ground.
- Provides third-party transportation brokerage services.
- Offers roadside repair and vehicle maintenance management services through FleetNet.
How Does ARCB Make Money?
- Generates revenue through freight transportation services, charging customers based on shipment weight, distance, and service type.
- Earns fees from providing premium logistics services, such as specialized equipment and international freight management.
- Receives commissions from third-party transportation brokerage services.
- Collects fees for roadside repair and vehicle maintenance management services through FleetNet.
What Industry Does ARCB Operate In?
ArcBest operates within the trucking industry, a sector vital to the global supply chain. The industry is influenced by factors such as economic growth, fuel prices, and regulatory changes. Market trends include increasing demand for e-commerce logistics and the adoption of technology to improve efficiency. ArcBest competes with other major players in the trucking and logistics space, leveraging its integrated service offerings to differentiate itself. The industry is expected to grow, driven by increasing global trade and domestic consumption. ArcBest's strategic focus on premium logistics and expedited freight positions it to capitalize on these trends.
Who Are ARCB's Key Customers?
- Commercial businesses requiring LTL transportation services.
- Government entities needing expedite freight transportation.
- Companies seeking premium logistics solutions for specialized shipments.
- Fleets requiring roadside repair and vehicle maintenance management services.
ARCB Financials
ARCB Latest News
-
Rubrik To Rally Around 20%? Here Are 10 Top Analyst Forecasts For Friday
benzinga · Jun 5, 2026
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3 Russell 2000 Stocks We Keep Off Our Radar
Yahoo! Finance: ARCB News · May 15, 2026
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ArcBest shareholders agree to shift incorporation to Texas
Yahoo! Finance: ARCB News · May 14, 2026
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Is It Too Late To Consider ArcBest (ARCB) After A 103% One Year Surge?
Yahoo! Finance: ARCB News · May 6, 2026
ARCB Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ARCB.
Price Targets
Consensus target: $94.67
ARCB MoonshotScore
What does this score mean?
The MoonshotScore rates ARCB's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Who Are ARCB's Competitors?
Latest News
Rubrik To Rally Around 20%? Here Are 10 Top Analyst Forecasts For Friday
3 Russell 2000 Stocks We Keep Off Our Radar
ArcBest shareholders agree to shift incorporation to Texas
Is It Too Late To Consider ArcBest (ARCB) After A 103% One Year Surge?
Leadership: Seth K. Runser
Chief Executive Officer
Seth K. Runser serves as the Chief Executive Officer of ArcBest Corporation, managing a workforce of approximately 14,000 employees. His career within ArcBest has spanned various leadership roles, providing him with a deep understanding of the company's operations and strategic direction. Runser's expertise lies in transportation, logistics, and supply chain management. His leadership is focused on driving innovation and growth across ArcBest's diverse service offerings.
Track Record: Under Seth K. Runser's leadership, ArcBest has focused on expanding its premium logistics services and enhancing its technology infrastructure. Key achievements include strategic partnerships to increase cross-border transportation volumes and investments in advanced tracking systems to improve customer experience. Runser has also emphasized operational efficiency and cost management to enhance profitability.
Common Questions About ARCB (Industrials)
What does ArcBest Corporation do?
ArcBest Corporation is a comprehensive freight transportation and logistics provider operating through three segments: Asset-Based, ArcBest, and FleetNet. The Asset-Based segment focuses on less-than-truckload (LTL) services, transporting general commodities across North America. The ArcBest segment offers expedite freight, premium logistics, and international freight services. FleetNet provides roadside repair and vehicle maintenance management. This diversified approach allows ArcBest to serve a wide range of customer needs within the transportation and logistics industry.
What do analysts say about ARCB stock?
Analyst consensus on ArcBest (ARCB) reflects a cautiously optimistic outlook, acknowledging its strategic positioning in the freight transportation sector. Key valuation metrics such as P/E ratio and market capitalization are closely monitored. Growth considerations include the company's ability to expand its premium logistics services and capitalize on increasing demand for expedited freight. Analysts also consider potential risks such as economic downturns and fluctuations in fuel costs when evaluating ARCB's stock performance.
What are the main risks for ARCB?
ArcBest faces several key risks inherent to the transportation and logistics industry. Economic downturns can significantly impact freight volumes and demand, affecting revenue. Increased competition from other transportation providers puts pressure on pricing and market share. Fluctuations in fuel costs and operating expenses can erode profitability. Regulatory changes and compliance costs also pose ongoing challenges. Effective risk management strategies are crucial for ArcBest to mitigate these potential impacts.
What are the key factors to evaluate for ARCB?
ArcBest Corporation (ARCB) currently holds an AI score of 46/100, indicating low score. The stock trades at a P/E of 16.0x, below the S&P 500 average (~20-25x), potentially signaling value. Analysts target $94.67 (-31% from $136.69). Key strength: Diversified service offerings across multiple segments. Primary risk to monitor: Economic downturns impacting freight volumes and demand. This is not financial advice.
How frequently does ARCB data refresh on this page?
ARCB prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven ARCB's recent stock price performance?
Recent price movement in ArcBest Corporation (ARCB) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. The current analyst target of $94.67 implies 31% downside from here. Notable catalyst: Diversified service offerings across multiple segments. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Should investors consider ARCB overvalued or undervalued right now?
Determining whether ArcBest Corporation (ARCB) is overvalued or undervalued requires examining multiple metrics. Its P/E ratio is 16.0. Analysts target $94.67 (-31% from current price), suggesting analysts see downside risk. Compare valuation ratios (P/E, P/S, EV/EBITDA) against sector peers for a comprehensive view.
What research should beginners do before buying ARCB?
Before investing in ArcBest Corporation (ARCB), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available company data and market analysis as of 2026-05-10.
- Future performance is subject to market conditions and company-specific factors.