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Earnings transcript
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ARCB
ArcBest Corporation
$100.51
0.85
(0.85%)
| Exchange: | NASDAQ |
| Market Cap: | 2.263B |
| Shares Outstanding: | 12.807M |
About The Company
| Sector: | Industrials | |||||
| Industry: | Trucking | |||||
| CEO: | Seth K. Runser | |||||
| Full Time Employees: | 14000 | |||||
| Address: |
| |||||
| Website: | https://www.arcb.com |
ArcBest Corporation provides freight transportation and integrated logistics services. It operates through three segments: Asset-Based, ArcBest, and FleetNet. The Asset-Based segment transports general commodities, such as food, textiles, apparel, furniture, appliances, chemicals, nonbulk petroleum products, rubber, plastics, metal and metal products, wood, glass, automotive parts, machinery, and miscellaneous manufactured products through less-than-truckload services. It also offers motor carrier freight transportation services to customers in Mexico through arrangements with trucking companies. The ArcBest segment provides expedite freight transportation services to commercial and government customers; premium logistics services, such as deployment of specialized equipment to meet linehaul requirements; and international freight transportation with air, ocean, and ground services. It also offers third-party transportation brokerage services by sourcing various capacity solutions, including dry van over the road and intermodal, temperature-controlled and refrigerated, flatbed, intermodal or container shipping, and specialized equipment; full-container and less-than-container load ocean transportation services; warehousing and distribution services; managed transportation services; and moving services to ‘do-it-yourself’ consumer, as well as provides final mile, time critical, product launch, warehousing, retail logistics, supply chain optimization, and trade show shipping services. The FleetNet segment provides roadside repair solutions and vehicle maintenance management services for commercial and private fleets through a network of third-party service providers. The company was formerly known as Arkansas Best Corporation and changed its name to ArcBest Corporation in May 2014. ArcBest Corporation was founded in 1923 and is headquartered in Fort Smith, Arkansas.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 4,427,443 | 4,179,019 | 4,010,158 |
| Gross Profit | 378,433 | 350,000 | 90,308.999 |
| EBITDA | 341,738 | 376,781 | 265,793 |
| Operating Income | 172,619 | 244,434 | 90,309 |
| Net Income | 195,433 | 173,961 | 60,098 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 2,485,094 | 2,429,731 | 2,452,662 |
| Total Liabilities | 1,242,731 | 1,115,369 | 1,156,941 |
| Total Stockholders Equity | 1,242,363 | 1,314,362 | 1,295,721 |
| Total Debt | 437,731 | 413,476 | 668,916 |
| Cash and Cash Equivalents | 262,226 | 127,444 | 102,030 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 322,167 | 285,846 | 228,953 |
| Capital Expenditure | -231,998 | -223,103 | -114,775 |
| Free Cash Flow | 90,169 | 62,743 | 114,178 |
| Net Income | 195,433 | 173,961 | 60,098 |
| Net Change in Cash | 103,854 | -134,782 | -25,414 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 4,756,922.115 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 4,756,929.785 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 4,756,925.950 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 426,298.157 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 426,298.844 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 426,298.501 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 213,160.257 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 224,965.992 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 219,063.125 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 144,197.211 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 144,197.443 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 144,197.327 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 9.520 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 9.810 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 9.290 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 4 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Solid Revenue Performance: ArcBest reported consolidated revenue of $1 billion in Q2 2025, as highlighted in the earnings call transcript, reflecting consistent top-line results. This aligns with historical revenue data from income statements, indicating stable operational performance within the transportation and logistics sector.
- Strategic Investments in Technology: The company emphasized strategic investments in technology and innovation during the Q2 2025 earnings call, which are expected to enhance operational efficiency and customer relationships, positioning ARCB favorably for future growth.
- Positive Free Cash Flow: Cash flow statements indicate a strong free cash flow yield (TTM), supported by net cash provided by operating activities. This financial health allows flexibility for reinvestment or debt management, a key strength in a capital-intensive industry.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates ARCB intrinsic value between $38.76 – $49.05 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about ARCB valuation
Is ArcBest Corporation (ARCB) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for ArcBest Corporation (ARCB) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is ARCB a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether ARCB trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is ARCB’s P/E ratio?
You can see ARCB’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for ARCB?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is ARCB a good long-term investment?
Whether ARCB fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
ARCB
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
0.85
Trading Metrics:
| Open: | 98.23 | Previous Close: | 99.66 | |
| Day Low: | 97.12 | Day High: | 101.81 | |
| Year Low: | 55.19 | Year High: | 112.92 | |
| Price Avg 50: | 97.05 | Price Avg 200: | 79.99 | |
| Volume: | 222350 | Average Volume: | 347021 |
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Login — it's freeARCB full analysis
Welcome to MARKETSNAP’s SWOT analysis for ArcBest, a key player in the logistics and transportation space. If you’re not familiar with ArcBest, let me give you the quick rundown. This company operates in the trucking and integrated logistics industry, providing freight transportation, logistics services, and supply chain solutions primarily across North America. With a solid footprint in the sector, ArcBest is known for its asset-based and asset-light operations, catering to a wide range of businesses. They’ve got a workforce of…
