ArcBest Corp(ARCB)

$125.16—Stale · unknown old

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ArcBest Corp(ARCB)

NASDAQ • Last print unknown ago

$125.16—Stale · unknown old

WatchlistAsk SA Chart Studio

ARCB(ARCB)

ARCB

9/26/26

ArcBest (ARCB)

Saturday

5:27 AM

ThesisArcBest: the story is balanced — LTL tonnage trends and shipment counts - proxy for industrial production and manufacturing activity

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$4.0B	$4.5B	$4.8B
Rev. Growth	-4.0%	+12.1%	+7.7%
EPS	$2.63	$6.87	$9.54
EPS Growth	-64.4%	+161%	+38.8%
P/E (fwd)	47.6×	18.2×	13.1×

★ Analysts see FY2026 revenue reaching $4.5B — +12.1% growth in a single year.

What Moves the Stock

01LTL tonnage trends and shipment counts - proxy for industrial production and manufacturing activity
02Revenue per hundredweight (yield) - reflects pricing power and contract renewal rates versus cost inflation
03Operating ratio (OR) in asset-based segment - key profitability metric, target sub-95 in normal environment
04Truckload brokerage gross margins - indicates competitive intensity and carrier capacity balance
05Industrial freight demand indicators - ISM Manufacturing PMI, industrial production, inventory restocking cycles
06Asset-Based LTL (ABF Freight) - estimated 65-70% of revenue, union workforce with regional/national service
07Asset-Light logistics (truckload brokerage, managed transportation, final mile) - estimated 25-30% of revenue
08Premium services (expedited, time-critical, international forwarding) - estimated 5-10% of revenue

FY2025 Snapshot

Revenue: $4.0B
Rev. Growth: -4.0%
Gross Margin: 2.3%
Op. Margin: 2.3%
Net Margin: 1.5%
Net Income: $60M
NI Growth: -65.5%
EPS: $2.63
1Y Return: +81.3%

My Notes

value/cyclical - The 0.6x price/sales and 64% stock surge in 3 months suggests deep-value investors betting on freight cycle recovery…
moderate - Higher interest rates increase financing costs for equipment purchases and working capital (though debt/equity of 0.52 is…
Watch on earnings: ISM Manufacturing PMI and new orders component - leading indicator for LTL freight demand, WTI crude oil price and diesel fuel costs - impacts operating costs and fuel surcharge revenue timing, Industrial production index - direct correlation to freight tonnage trends.

One Sentence Summary:

ArcBest: the story is balanced — ltl tonnage trends and shipment counts - proxy for industrial production and manufacturing activity.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

47.6×

18.2×

13.1×

What Moves the Stock

01LTL tonnage trends and shipment counts - proxy for industrial production and manufacturing activity

02Revenue per hundredweight (yield) - reflects pricing power and contract renewal rates versus cost inflation

03Operating ratio (OR) in asset-based segment - key profitability metric, target sub-95 in normal environment

04Truckload brokerage gross margins - indicates competitive intensity and carrier capacity balance

05Industrial freight demand indicators - ISM Manufacturing PMI, industrial production, inventory restocking cycles

06Asset-Based LTL (ABF Freight) - estimated 65-70% of revenue, union workforce with regional/national service

07Asset-Light logistics (truckload brokerage, managed transportation, final mile) - estimated 25-30% of revenue

08Premium services (expedited, time-critical, international forwarding) - estimated 5-10% of revenue

My Notes

value/cyclical - The 0.6x price/sales and 64% stock surge in 3 months suggests deep-value investors betting on freight cycle recovery…

moderate - Higher interest rates increase financing costs for equipment purchases and working capital (though debt/equity of 0.52 is…

Watch on earnings: ISM Manufacturing PMI and new orders component - leading indicator for LTL freight demand, WTI crude oil price and diesel fuel costs - impacts operating costs and fuel surcharge revenue timing, Industrial production index - direct correlation to freight tonnage trends.

ArcBest (ARCB)

Revenue Outlook

What Moves the Stock

ARCB Chart

My Notes

One Sentence Summary:

Explore More

ArcBest (ARCB)

Revenue Outlook

What Moves the Stock

ARCB Chart

My Notes

One Sentence Summary: