Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ARCB
HoldHot AirArcBest Corporation · Industrials · United States · $3.1B · Avg Vol: $41M/d
COMPANY DESCRIPTION
ArcBest Corporation is a logistics company providing comprehensive supply chain solutions, including less-than-truckload (LTL) shipping, full-truckload, expedited, and managed logistics services. It benefits from a comprehensive suite of logistics services and a strong, integrated LTL network (ABF Freight), providing efficiency and reliability for diverse customer needs. ArcBest is a diversified logistics and transportation provider with a significant presence in the LTL segment.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 5.0B | 4.4B | 4.2B | 4.0B | -7.3% | 4.2B | 4.5B | 4.8B | 9.8% |
| EPS | 12.13 | 8.14 | 7.30 | 2.63 | -39.9% | 0.70 | 4.84 | — | 84.1% |
| Shares | 24.2M | 23.6M | 23.3M | 22.3M | -7.8% | 22.4M | — | — | — |
| Debt | 438.7M | 437.7M | 413.5M | 464.6M | 1.9% | 459.8M | — | — | — |
| Equity | 1.2B | 1.2B | 1.3B | 1.3B | 4.0% | — | — | — | — |
| Op CF | 470.8M | 322.2M | 285.8M | 229.0M | -21.4% | 282.2M | — | — | — |
| Inv CF | -261.1M | -21.7M | -187.3M | -76.7M | — | — | — | — | — |
| Fin CF | -128.0M | -196.6M | -233.3M | -177.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of ARCB are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ARCB | ArcBest Corporation(you) | $3.1B | 53 | Hold |
| WERN | Werner Enterprises, Inc. | $2.3B | 45 | Hold |
| RXO | RXO, Inc. | $3.6B | 41 | Hold |
| MRTN | Marten Transport, Ltd. | $1.2B | 51 | Hold |
| KNX | Knight-Swift Transportation Holdings Inc. | $10.9B | 47 | Hold |
| SNDR | Schneider National, Inc. | $6.0B | 71 | Buy |
| CVLG | Covenant Logistics Group, Inc. | $888M | 37 | Hold |
| SAIA | Saia, Inc. | $9.4B | 34 | Sell |
| HTLD | Heartland Express, Inc. | $942M | 33 | Sell |
| ULH | Universal Logistics Holdings, Inc. | $515M | 38 | Hold |
Peer medians: ROE 8.8% · P/E 27.5x · Gross margin 29.3%