ARCB
ARCBEST CORP /DE/
Next earnings Jul 28, 2026 · consensus $2.01 EPS, $1.18B rev
Last earnings +0.8% on 2026-04-28
$146.29
▼ -2.49%$146.29▲ +107.02%
over 1Y
L $59.50EODHDH $173.22
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-2.5%
1W+0.5%
1M+9.7%
3M+58.4%
YTD+90.0%
1Y+107.0%
Sell
Conviction
Horizon
Medium (3–12mo)
12-mo target
$•••
Street · 18 analysts
Buy
Cyclical trucker with collapsing earnings trading at 55x P/E — the price ignores the cycle and the Asset-Light losses.
Revenue $4.01B · FY2025
The read
Weak on both the fundamentals and the price — little to like at the current level.
ArcBest's 2025 results show a business in clear cyclical and structural distress, yet the stock trades like a growth compounder. Revenue fell 4.0% to $4.01B (the third consecutive annual decline from the $5.03B 2022 peak), operating income collapsed 63.1% to $90.3M, and net income cratered 65.5% to $60.1M. Diluted EPS of $2.62 is roughly a third of FY2024's $7.28 and well under half of FY2023's $5.77. At $145.18, the market is paying 55x trailing earnings for a trucking company whose earnings are shrinking — that multiple only makes sense as a deep-cycle bet, but nothing in the filing language signals an imminent turn.
Financials · annual, by fiscal year
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $3.77B | $5.03B | $4.43B | $4.18B | $4.01B |
| Gross profit | — | — | — | — | — |
| Operating income | $277M | $395M | $173M | $244M | $90.3M |
| Net income | $214M | $298M | $195M | $174M | $60.1M |
| Diluted EPS | $7.98 | $11.69 | $7.93 | $7.30 | $2.62 |
| Net margin | 5.7% | 5.9% | 4.4% | 4.2% | 1.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value$3.38B
EV / EBITDA13.0
EV / Sales0.8
EV / FCF29.6
P / FCF28.6
PEG (trailing)—
Earnings yield1.8%
FCF yield3.5%
Quality & risk
ROIC (est.)4.7%
Free cash flow$114M
Total debt$224M
Net cash-$122M
Piotroski F-Score4/8
Capital returns
Buyback yield2.3%
Dividend yield (est.)0.3%
Shareholder yield2.7%
Shares Δ YoY-3.7%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsRecent disclosure tone has skewed negative — read the flagged items.
- 8-K Reg FD disclosure2026-06-04
Reg FD disclosure, likely monthly tonnage/yield update amid soft freight cycle
- 8-K Agreement terminated2026-05-18
Amendment adding detail to prior agreement-termination disclosure
- 8-K/A Amended 8-K2026-05-18
Amendment adding detail to prior agreement-termination disclosure
- 8-K Material event2026-05-15
Charter/bylaw amendment modified shareholder rights — governance change
- 10-Q Quarterly report2026-05-01
Q1'26 10-Q — weak LTL volumes, Asset-Light operating loss persists
- 8-K Earnings results2026-04-28
Q1'26 earnings release; freight downturn pressuring Asset-Based + Asset-Light
- 8-K Shareholder vote2026-04-24
Other event disclosure, likely investor day or routine corporate matter
- 8-K Other event2026-04-24
Other event disclosure, likely investor day or routine corporate matter
- DEF 14A Proxy statement2026-03-13
Proxy: routine director slate, say-on-pay, auditor ratification
Recent filings
all on EDGAR ↗11-KPeriod ending 2025-12-312026-06-24open ↗8-KPeriod ending 2026-06-042026-06-04open ↗8-K/APeriod ending 2026-05-152026-05-18open ↗8-KPeriod ending 2026-05-182026-05-18open ↗SCHEDULE 13G/AFiling2026-05-18open ↗8-KPeriod ending 2026-05-152026-05-15open ↗4Period ending 2026-05-062026-05-08open ↗4Period ending 2026-05-062026-05-08open ↗4Period ending 2026-05-062026-05-08open ↗4Period ending 2026-05-062026-05-08open ↗4Period ending 2026-05-062026-05-08open ↗4Period ending 2026-05-062026-05-08open ↗
Frequently asked
- Is ARCBEST CORP /DE/ (ARCB) a buy?
- ARCB currently carries a Sell rating with 4/5 conviction, derived from its latest SEC filings. Cyclical trucker with collapsing earnings trading at 55x P/E — the price ignores the cycle and the Asset-Light losses.
- What is ARCB's fair value?
- A Modified-Graham model based on ARCB's SEC fundamentals estimates a fair value of about $19.04. It is an estimate from reported earnings, not a price target.
- Is ARCB overvalued or undervalued?
- Against a Modified-Graham fair-value estimate, ARCB currently appears overvalued relative to its SEC-grounded earnings power.
- What is ARCBEST CORP /DE/'s quality score?
- ARCB scores 54.56862745098039/100 (grade C-) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0000894405, latest 10-Q filed 2026-05-01) · EODHD · analysis by claude-code · as of 6/25/2026, 1:44:28 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.