ArcBest Corporation (ARCB) Stock

ArcBest Corporation (ARCB) is a Industrials stock trading at $134.63 (as of 2026-08-24), with a market capitalization of $3.01B and a trailing P/E of 184.6. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

ArcBest Corporation is a freight transportation and logistics provider operating through the Asset-Based, ArcBest, and FleetNet segments. It offers truckload and less-than-truckload services for general commodities, expedite and premium logistics including international shipping, and brokerage/third-party transportation capacity solutions, serving commercial and government customers.

Understand ArcBest Corporation: how it makes money

ArcBest provides freight transportation and integrated logistics services, earning revenue by moving general commodities through less-than-truckload services and providing asset-light logistics operations through its ArcBest and FleetNet segments.

ArcBest's profit outlook depends heavily on the Asset-Light business reaching and holding break-even, because Asset-Light revenue is a large share of total revenue and the Asset-Light non-GAAP operating loss is shown as 0.0 while the company reports improvement toward break-even versus the prior year.

Revenue by segment (latest quarter)
Asset-B$0.7B
Asset-Lt$0.4B

Business quality (Weak): Segment-level operating detail is partially available here, with clear signals for Asset-Light break-even progress, but the provided dataset does not include a full, segment-separated operating KPI set for Asset-Based versus FleetNet.

Valuation: At 71× earnings, ARCB trades 303% above the Transportation average (18×). Note: one-time items can distort reported P/E.

Bull case

  • Asset-Light break-even progress: The company reports Asset-Light segment improvement toward break-even versus the prior year non-GAAP results.
  • Asset-Light operating loss (non-GAAP) at 0.0: In the latest quarter shown, the Asset-Light segment operating loss is reported as 0.0 on a non-GAAP basis.

Bear case

  • Asset-Based profitability pressure: The dataset shows an Asset-Based segment non-GAAP operating income decrease of 0.03.
  • Small absolute operating income for Asset-Based: Asset-Based segment operating income is shown as 0.02 (GAAP) and 0.02 (non-GAAP) in the latest quarter, leaving less room for offset if conditions worsen.
Valuation — source: SEC EDGAR (first-party)
Price$134.63
Market Cap$3.01B
P/E Ratio184.6
EV / EBITDA14.8
Price / Book2.37
Price / Sales0.72
FCF Yield4.8%
DCF Value (model)$6.35
DCF Upside vs Price-95.3%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$4.01B
Net Margin1.5%
Revenue Growth (YoY)15.9%
EPS Growth (YoY)-155.4%
FCF Growth (YoY)44.7%
Financial Health — source: SEC EDGAR
Altman Z-Score4.15 (safe)
Valuation vs Sector & Industry
Stock P/E184.6
Sector P/E (Industrials)26.0
Industry P/E (Transportation)17.0
vs Sector610.5%
vs Industry986.1%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($333.74M)
Institutional Holders Tracked10
Congressional Trades (recent)2
Company
SectorIndustrials
IndustryTransportation
CEOSeth K. Runser
Employees14,000
CountryUS
IPO Date1992-05-13

Related Companies (Transportation; 8 comparable transport companies)

  • Landstar System, Inc. (LSTR)
  • Saia, Inc. (SAIA)
  • Werner Enterprises, Inc. (WERN)
  • Old Dominion Freight Line, Inc. (ODFL)
  • Schneider National, Inc. (SNDR)
  • Knight-Swift Transportation Holdings Inc. (KNX)
  • Universal Logistics Holdings, Inc. (ULH)
  • J.B. Hunt Transport Services, Inc. (JBHT)
ARCB earnings history · ARCB institutional & insider holders · ARCB KPIs & operating metrics · ARCB financials · ARCB investor presentations & press releases · ARCB SEC filings · ARCB peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.