ARCB Stock - ArcBest Corporation
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $4.18B | $4.43B | $5.03B | $3.77B | $2.94B |
| Gross Profit | $350.00M | $378.43M | $573.52M | $406.33M | $228.13M |
| Gross Margin | 8.4% | 8.5% | 11.4% | 10.8% | 7.8% |
| Operating Income | $244.43M | $172.62M | $394.53M | $276.98M | $98.28M |
| Net Income | $173.96M | $195.43M | $298.21M | $213.52M | $71.10M |
| Net Margin | 4.2% | 4.4% | 5.9% | 5.7% | 2.4% |
| EPS | $7.39 | $8.14 | $12.13 | $8.38 | $2.80 |
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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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| November 6th 2025 | Stephens | Downgrade | Equal Weight | $72 |
| November 6th 2025 | TD Cowen | Reiterated | Hold | $64← $67 |
| October 8th 2025 | Citigroup | Upgrade | Buy | $89 |
| October 1st 2025 | TD Cowen | Reiterated | Hold | $67← $72 |
| June 10th 2025 | BofA Securities | Upgrade | Neutral | $74 |
| June 2nd 2025 | Goldman | Upgrade | Buy | $101 |
| April 30th 2025 | TD Cowen | Reiterated | Hold | $72← $80 |
| March 13th 2025 | Truist | Initiation | Buy | $93 |
| October 14th 2024 | TD Cowen | Downgrade | Hold | $114← $131 |
| October 9th 2024 | Citigroup | Initiation | Neutral | $111 |
| October 9th 2024 | Wolfe Research | Downgrade | Peer Perform | - |
| September 5th 2024 | TD Cowen | Reiterated | Buy | $131← $136 |
| September 4th 2024 | Wells Fargo | Downgrade | Equal Weight | $112← $122 |
| August 5th 2024 | TD Cowen | Reiterated | Buy | $136← $148 |
| July 9th 2024 | JP Morgan | Downgrade | Neutral | $127← $145 |
Earnings History & Surprises
ARCBEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 27, 2026 | — | — | — | — |
Q1 2026 | Jan 30, 2026 | $0.43 | — | — | — |
Q4 2025 | Nov 5, 2025 | $1.37 | $1.46 | +6.6% | ✓ BEAT |
Q3 2025 | Jul 30, 2025 | $1.48 | $1.36 | -8.1% | ✗ MISS |
Q2 2025 | Apr 29, 2025 | $0.52 | $0.51 | -1.9% | ✗ MISS |
Q1 2025 | Jan 31, 2025 | $1.05 | $1.33 | +26.7% | ✓ BEAT |
Q4 2024 | Nov 1, 2024 | $1.84 | $1.64 | -10.9% | ✗ MISS |
Q3 2024 | Aug 2, 2024 | $2.06 | $1.98 | -3.9% | ✗ MISS |
Q2 2024 | Apr 30, 2024 | $1.54 | $1.34 | -13.0% | ✗ MISS |
Q1 2024 | Feb 6, 2024 | $2.21 | $2.47 | +11.8% | ✓ BEAT |
Q4 2023 | Oct 27, 2023 | $1.55 | $2.31 | +49.0% | ✓ BEAT |
Q3 2023 | Jul 28, 2023 | $2.05 | $1.54 | -24.9% | ✗ MISS |
Q2 2023 | Apr 28, 2023 | $1.78 | $1.58 | -11.2% | ✗ MISS |
Q1 2023 | Feb 3, 2023 | $2.64 | $2.45 | -7.2% | ✗ MISS |
Q4 2022 | Nov 1, 2022 | $3.72 | $3.80 | +2.2% | ✓ BEAT |
Q3 2022 | Jul 29, 2022 | $3.95 | $4.30 | +8.9% | ✓ BEAT |
Q2 2022 | Apr 29, 2022 | $2.15 | $3.08 | +43.3% | ✓ BEAT |
Q1 2022 | Feb 1, 2022 | $2.24 | $2.79 | +24.6% | ✓ BEAT |
Q4 2021 | Nov 2, 2021 | $2.45 | $2.59 | +5.7% | ✓ BEAT |
Q3 2021 | Aug 2, 2021 | $1.62 | $1.97 | +21.6% | ✓ BEAT |
Latest News
Stifel Maintains Buy on ArcBest, Raises Price Target to $85
📈 PositiveCitigroup Maintains Buy on ArcBest, Lowers Price Target to $83
➖ NeutralB of A Securities Maintains Neutral on ArcBest, Lowers Price Target to $72
➖ NeutralUBS Maintains Neutral on ArcBest, Lowers Price Target to $77
➖ NeutralWells Fargo Maintains Equal-Weight on ArcBest, Lowers Price Target to $74
➖ NeutralArcBest Q3 2025 Adj. EPS $1.46 Beats $1.37 Estimate, Sales $1.048B Beat $1.038B Estimate
📈 PositiveStifel Maintains Buy on ArcBest, Raises Price Target to $85
📈 PositiveShares of trucking and freight companies are trading lower. President Trump recently posted on social media that, as of November 1, imported medium- and heavy-duty trucks entering the United States will be subject to a 25% tariff.
📉 NegativeJP Morgan Maintains Neutral on ArcBest, Raises Price Target to $87
➖ NeutralShares of trucking and freight companies are trading higher. President Trump recently posted on social media that, as of November 1, imported medium- and heavy-duty trucks entering the United States will be subject to a 25% tariff.
📈 PositiveCitigroup Upgrades ArcBest to Buy, Raises Price Target to $89
📈 PositiveUBS Maintains Neutral on ArcBest, Raises Price Target to $80
➖ NeutralArcBest Reports Strategic Pillars, Long-Term Financial Targets At Investor Day; Expects 2028 Consolidated Non-GAAP Diluted EPS $12-$15
📈 PositiveArcBest Increases Shares Repurchase Program To A Total Of $125M
📈 PositiveCitigroup Maintains Neutral on ArcBest, Lowers Price Target to $79
➖ NeutralFrequently Asked Questions about ARCB
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