ArcBestARCB
ARCB
About: ArcBest Corp is engaged in logistics operations. The company operates in two operating segments, The Asset-Based segment includes the results of operations of ABF Freight System, Inc. and certain other subsidiaries. The segment operations include national, inter-regional, and regional transportation of general commodities through standard, expedited, and guaranteed LTL services. The services including freight transportation related to managed transportation solutions and other services. The Asset-Light segment includes the results of operations of the Company's service offerings in truckload, ground expedite, dedicated, intermodal, household goods moving, managed transportation, warehousing and distribution, and international freight transportation for air, ocean, and ground.
Employees: 15,000
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]
1.41% more ownership
Funds ownership: 98.97% [Q3] → 100.39% (+1.41%) [Q4]
4% more call options, than puts
Call options by funds: $25M | Put options by funds: $24M
6% less funds holding
Funds holding: 284 [Q3] → 268 (-16) [Q4]
13% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 103
14% less capital invested
Capital invested by funds: $2.54B [Q3] → $2.19B (-$345M) [Q4]
30% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 50
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$66
8%
upside
Avg. target
$99
62%
upside
High target
$145
138%
upside
10 analyst ratings
5 positive
50%
4 neutral
40%
1 negative
10%
Goldman Sachs Jordan Alliger 38% 1-year accuracy 5 / 13 met price target | 59%upside $97 | Neutral Maintained | 10 Apr 2025 |
Jefferies Stephanie Moore 49% 1-year accuracy 17 / 35 met price target | 56%upside $95 | Buy Maintained | 9 Apr 2025 |
Citigroup Ariel Rosa 34% 1-year accuracy 17 / 50 met price target | 8%upside $66 | Neutral Maintained | 8 Apr 2025 |
Wells Fargo Christian Wetherbee 24% 1-year accuracy 12 / 50 met price target | 31%upside $80 | Equal-Weight Maintained | 27 Mar 2025 |
Truist Securities Lucas Servera 0% 1-year accuracy 0 / 7 met price target | 52%upside $93 | Buy Initiated | 13 Mar 2025 |
Financial journalist opinion
Based on 4 articles about ARCB published over the past 30 days
Positive
Seeking Alpha
2 weeks ago
ArcBest Corporation: Stock Performance At Its Worst, But Upside Potential At Its Best
ArcBest Corporation faces challenges from inflation and softer demand, but remains resilient with a strong balance sheet. Despite weaker Q4 2024 performance, ARCB maintained solid customer retention and improved operational efficiency, showcasing stability amid economic headwinds. ARCB's stock is currently underpriced, offering a buying opportunity supported by technical indicators and a potential 8-10% upside.
Neutral
Business Wire
2 weeks ago
ArcBest Announces Its First Quarter 2025 Earnings Conference Call
FORT SMITH, Ark.--(BUSINESS WIRE)--ArcBest® (Nasdaq: ARCB) will announce its first quarter 2025 financial results before the market opens on Tuesday, April 29, 2025. A conference call with company executives will be held that day at 9:30 a.m. EDT (8:30 a.m. CDT) to discuss these results. Interested parties are invited to listen by calling (800) 715-9871. The conference ID for the call is 6423434. Following the call, a recorded playback will be available through the end of the day on May 13, 202.
Neutral
PRNewsWire
3 weeks ago
Orange EV Terminal Trucks Selected by ABF Freight to Expand EV Fleet
KANSAS CITY, Kan. , March 25, 2025 /PRNewswire/ -- Orange EV today announces that ABF Freight, an ArcBest company and leading less-than-truckload (LTL) carrier, continues its commitment to sustainable operations by expanding its fleet of terminal trucks from Orange EV.
Negative
Seeking Alpha
3 weeks ago
ArcBest Corporation: An Attractive Ride, Even In Light Of Major Challenges
ArcBest Corporation, a logistics firm, has faced significant pressure, with shares down 32.4% since December, despite attractive cash flows and low debt. Recent financial results show an 8.1% revenue drop and a 40.6% net income decline, driven by weakness in both Asset-Based and Asset-Light segments. Tariffs and rising truck costs pose challenges, but ArcBest's low net debt of $31.9 million mitigates insolvency risk, suggesting long-term potential.
Negative
Zacks Investment Research
1 month ago
3 Truck Stocks Worth Keeping An Eye On Despite Industry Pressure
The Zacks Industry Rank for the Transportation-Truck industry paints a dull picture, mainly owing to the slowdown in freight demand. We believe stocks like ODFL, ARCB and FWRD are better positioned to escape industry challenges.
Neutral
Business Wire
2 months ago
ArcBest Introduces Vaux Vision™ and Enhancements to Vaux Technology Suite
FORT SMITH, Ark.--(BUSINESS WIRE)--ArcBest announces its latest tech offering, Vaux Vision, and enhancements to Vaux Freight Movement System and Vaux Smart Autonomy.
Neutral
Seeking Alpha
2 months ago
ArcBest Corporation (ARCB) Q4 2024 Earnings Call Transcript
ArcBest Corporation (NASDAQ:ARCB ) Q4 2024 Earnings Conference Call January 31, 2024 9:30 AM ET Company Participants Amy Mendenhall - VP, Treasury and IR Judy McReynolds - Chairman and CEO Seth Runser - President Matt Beasley - CFO Christopher Adkins - VP, Yield Strategy and Management Matt Godfrey - President, ABF Freight Conference Call Participants Jason Seidl - TD Cowen Daniel Imbro - Stephens Jordan Alliger - Goldman Sachs Ravi Shanker - Morgan Stanley Tom Wadewitz - UBS Chris Wetherbee - Wells Fargo Bruce Chan - Stifel Joe Hafling - Jefferies Ken Hoexter - Bank of America Ari Rosa - Citi Jeff Kauffman - Vertical Research Partners Scott Group - Wolfe Research Operator Hello and thank you for standing by. My name is Regina and I will be your conference operator today.
Neutral
Zacks Investment Research
2 months ago
ArcBest (ARCB) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for ArcBest (ARCB) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
2 months ago
ArcBest (ARCB) Beats Q4 Earnings and Revenue Estimates
ArcBest (ARCB) came out with quarterly earnings of $1.33 per share, beating the Zacks Consensus Estimate of $1.05 per share. This compares to earnings of $2.47 per share a year ago.
Neutral
Business Wire
2 months ago
ArcBest Announces Fourth Quarter and Full Year 2024 Results
FORT SMITH, Ark.--(BUSINESS WIRE)--ArcBest® (Nasdaq: ARCB), a leader in supply chain logistics, today reported fourth quarter 2024 revenue of $1.0 billion, compared to $1.1 billion in fourth quarter 2023. Net income was $29.0 million, or $1.24 per diluted share, compared to $48.8 million, or $2.01 per diluted share in the prior year. On a non-GAAP basis, fourth quarter 2024 net income was $31.2 million, or $1.33 per diluted share, compared to $60.0 million, or $2.47 per diluted share in the pri.
Charts implemented using Lightweight Charts™