ARCB Industrials

ArcBest Corporation

$134.48+2.69%

Price as of close on Nov 3, 2026 · Financials updated Oct 6, 2026

Basics

Sector: Industrials
Industry: Trucking
Country: United States
Market cap: 3.0B USD
Enterprise value: 3.0B USD
Full-time employees: 14,000

Overall health

Drawback: less profitable than most peersless profitable than peers
Drawback: growing more slowly than most peersgrowing more slowly than peers
Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 1.70 vs a peer median of 0.64) and less short-term liquidity (current ratio 0.97 vs a peer median of 1.62)higher risk: bigger price swings (beta 1.70 vs peers 0.64) and less liquidity (current ratio 0.97 vs peers 1.62)
About average: valuation

Ranks #2,089 of 2,308 industrials companies (bottom 10%)

See how it ranks against its peers

Worth knowing

Operating margin at a 6-year low. 2.3% in 2025, the weakest of the last 6 years.
ArcBest's operating margin fell to 2.3% in 2025, its lowest in the 6 years of filings we have.
Annual revenue fell three years running. Fiscal-year revenue down each year from 2022 to 2025.
ArcBest's fiscal-year revenue declined in each of the three years to 2025.
Valuation signals disagree. Cheaper than 68% of peers on free cash flow, but only 23% on earnings.
Relative to its free cash flow, ArcBest looks cheaper than 68% of peers; relative to its earnings, cheaper than only 23%. The valuation score blends the two, so look at which measure fits this business best.
Profit below an unusually strong 2022. Since 2022 (an unusually strong year for operating profit): revenue −20%, operating profit −77%.Since 2022: revenue −20%, operating profit −77%.
Since 2022, ArcBest's revenue changed −20% while operating profit fell 77%: costs rose faster than sales.

StockQuotient Score

24/ 100

Oct 5 24 → Nov 4 24

Valuation

Is the price right?

41/100

Moderate▼ 1 since Oct 27 close

3/3 inputs reported · High confidence

Since last quarter: No major changeValuation also moves with the share price every day.

Why it changed since the Oct 27, 2026 close: Score 42 → 41

Share price +3.2%-1

Each step re-scores the company against its peers as they were on Oct 28, 2026; the parts add up to the change. Price effects on EBITDA yield are approximate.

Why

Mixed versus peers:

▲ FCF yield
▼ Earnings yield

Compare with peers

Behind the score

Sector-normalized EBITDA, earnings, and free cash flow yields.

Earnings yield0.5%

SEC filings · 12 months to Jun 2026Reported value30% base weight · Z-score -1.10Sector median: 0.0377 · MAD: 0.0294

EBITDA yield6.8%

SEC filings · 12 months to Jun 2026Reported value50% base weight · Z-score -0.03Sector median: 0.0695 · MAD: 0.0425

Free cash flow yield6.2%

SEC filings · 12 months to Jun 2026 · operating cash flow − capital spendingReported value20% base weight · Z-score 0.68Sector median: 0.0370 · MAD: 0.0370

Other data (not scored)

Book yield42.2%

SEC filings · latest balance sheetReported valueInformational · 0% composite weightSector median: 0.5027 · MAD: 0.2823

Growth

Is it growing?

16/100

Weak

3/3 inputs reported · High confidence

Since last quarter: ▲ Stronger

12-month revenue up 4.0%

Why

Weaker than most peers on:

▼ EPS growth
▼ 3-yr revenue

Compare with peers

Behind the score

Revenue and earnings-per-share growth over one year, and revenue growth over three years.

Earnings per share growth-89.5%

SEC filings · 12 months to Jun 2026Outlier capped at sector 5th/95th percentile33% base weight · Z-score -3.05Sector median: 0.0709 · MAD: 0.2481

3-year revenue growth-3.3%

SEC filings · 3 years to Jun 2026Reported value33% base weight · Z-score -1.20Sector median: 0.0421 · MAD: 0.0625

Revenue growth3.7%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -0.09Sector median: 0.0439 · MAD: 0.0766

Profitability

Does it earn well?

19/100

Weak

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Weaker than most peers on:

▼ Operating margin
▼ ROA
▼ ROIC

Compare with peers

Behind the score

Return on invested capital, operating margin, and return on assets.

Operating margin0.7%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -1.39Sector median: 0.0773 · MAD: 0.0507

Return on assets0.7%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -1.01Sector median: 0.0311 · MAD: 0.0241

Return on invested capital1.7%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -0.97Sector median: 0.0715 · MAD: 0.0558

Other data (not scored)

Gross margin8.1%

Yahoo Finance fallback · SEC figure unavailable or out of date · trailing 12 monthsReported valueInformational · 0% composite weightSector median: 0.2573 · MAD: 0.1038

Return on equity1.3%

SEC filings · 12 months to Jun 2026Reported valueInformational · 0% composite weightSector median: 0.0802 · MAD: 0.0639

Risk

Debt, liquidity, price swings

Higher

Higher relative risk

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Weaker than most peers on:

▼ Beta
▼ Current ratio

Compare with peers

Behind the score

Relative to sector peers: 0 = lower relative risk · 1 = moderate · 2 = higher. Based on leverage, beta and liquidity.

Beta1.70

Yahoo Finance · 5-year monthly beta vs the marketOutlier capped at sector 5th/95th percentile33% base weight · Z-score -3.49Sector median: 0.6440 · MAD: 0.2745

Current ratio0.97×

SEC filings · latest balance sheetReported value33% base weight · Z-score -1.21Sector median: 1.6180 · MAD: 0.5360

Debt / equity0.17×

SEC filings · latest balance sheetReported value33% base weight · Z-score 0.69Sector median: 0.4019 · MAD: 0.3378

Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.

Questions investors ask about ArcBest

Is ArcBest getting weaker?: Its latest SEC filing (Jul 30, 2026) showed no major changes. Its overall score is unchanged at 24/100 since Oct 28, 2026.
How is ArcBest valued vs its peers?: Priced about in line with its peers. Valuation scores 41/100 against 2,459 industrials peers. Free cash flow yield 6.2% vs a peer median of 3.7% (stronger than 68% of peers).Free cash flow yield 6.2% vs peers 3.7% (stronger than 68% of peers). Earnings yield 0.5% vs a peer median of 3.8% (weaker than 77% of peers).Earnings yield 0.5% vs peers 3.8% (weaker than 77% of peers).
Is ArcBest growing?: More slowly than most of its peers. Growth scores 16/100 against 2,459 industrials peers. Earnings per share growth -89.5% vs a peer median of 7.1% (weaker than 100% of peers).Earnings per share growth -89.5% vs peers 7.1% (weaker than 100% of peers).
How profitable is ArcBest?: Less profitable than most of its peers. Profitability scores 19/100 against 2,459 industrials peers. Operating margin 0.7% vs a peer median of 7.7% (weaker than 84% of peers).Operating margin 0.7% vs peers 7.7% (weaker than 84% of peers).
How risky is ArcBest?: Higher risk relative to 2,459 industrials peers, judged on debt, liquidity and share-price swings. Debt / equity 0.17× vs a peer median of 0.40× (stronger than 71% of peers).Debt / equity 0.17× vs peers 0.40× (stronger than 71% of peers). Beta 1.70 vs a peer median of 0.64 (weaker than 100% of peers).Beta 1.70 vs peers 0.64 (weaker than 100% of peers). A relative measure, not a bankruptcy probability.

Latest filing: what changed

Quarter ended Jun 30, 2026 · filed Jul 30, 2026 · compared with the quarter ended Mar 31, 2026

No major changes

Worth watching: ArcBest is in the bottom fifth of its sector on profitability. From 2021 to 2025, 63% of companies in that position posted a loss over the following year, against 4% for the top fifth.

	Previous quarter	Latest quarter	Change
Revenue (12 months)	4.0B USD	4.2B USD	+4.0%
Net income (12 months)	55.9M USD	16.3M USD	−70.9%
Operating margin	2.2%	0.7%	−1.5 pts
Free cash flow (12 months)	150.9M USD	187.0M USD	+24.0%
Debt	223.7M USD	215.5M USD	−3.6%
Cash	64.1M USD	145.9M USD	+127.7%
Shares outstanding	22.3M	22.4M	+0.4%

From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.

Industry valuation context

Sector: Industrials · 318 companies

Valuations in Industrials are near the top of their range since 2016.

85% of months since 2016 were valued lower than now.
41% of companies are in the most expensive fifth of their own price-to-sales history.
Over 24 months, company values +20% and earnings +14% (medians): prices and earnings moved broadly together.
Median price-to-sales is −24% vs the whole market, against a usual −31%.

2016Shaded: most expensive fifth of its range2026

Shown for Industrials: too few Trucking companies have a long enough history of their own.

Financials

Fiscal years from SEC annual filings · change vs the prior year

Key ratios	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Change
Operating margin	7.4%	7.8%	3.9%	5.8%	2.3%	▼ 3.6 pts
Net margin	5.7%	5.9%	4.4%	4.2%	1.5%	▼ 2.7 pts
Return on assets (ROA)	10.1%	12.0%	7.9%	7.2%	2.5%	▼ 4.7 pts
Return on equity (ROE)	23.0%	25.9%	15.7%	13.2%	4.6%	▼ 8.6 pts
Free cash flow margin	7.0%	6.4%	2.3%	1.5%	2.8%	▲ 1.3 pts
Current ratio	1.10×	1.29×	1.26×	1.01×	0.95×	▼ 6.1%
Debt to equity	0.24×	0.23×	0.18×	0.14×	0.17×	▲ 20%

ARCB price history

Price history is added with the daily price update and will appear after the next one.

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Bringing the fundamentals into focus…

Overall health

Drawback: less profitable than most peersless profitable than peers

Drawback: growing more slowly than most peersgrowing more slowly than peers

Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 1.70 vs a peer median of 0.64) and less short-term liquidity (current ratio 0.97 vs a peer median of 1.62)higher risk: bigger price swings (beta 1.70 vs peers 0.64) and less liquidity (current ratio 0.97 vs peers 1.62)

About average: valuation

Ranks #2,089 of 2,308 industrials companies (bottom 10%)

See how it ranks against its peers

Worth knowing

Operating margin at a 6-year low. 2.3% in 2025, the weakest of the last 6 years.

ArcBest's operating margin fell to 2.3% in 2025, its lowest in the 6 years of filings we have.

Annual revenue fell three years running. Fiscal-year revenue down each year from 2022 to 2025.

ArcBest's fiscal-year revenue declined in each of the three years to 2025.

Valuation signals disagree. Cheaper than 68% of peers on free cash flow, but only 23% on earnings.

Relative to its free cash flow, ArcBest looks cheaper than 68% of peers; relative to its earnings, cheaper than only 23%. The valuation score blends the two, so look at which measure fits this business best.

Profit below an unusually strong 2022. Since 2022 (an unusually strong year for operating profit): revenue −20%, operating profit −77%.Since 2022: revenue −20%, operating profit −77%.

Since 2022, ArcBest's revenue changed −20% while operating profit fell 77%: costs rose faster than sales.

Questions investors ask about ArcBest

Is ArcBest getting weaker?

Its latest SEC filing (Jul 30, 2026) showed no major changes. Its overall score is unchanged at 24/100 since Oct 28, 2026.

How is ArcBest valued vs its peers?

Priced about in line with its peers. Valuation scores 41/100 against 2,459 industrials peers. Free cash flow yield 6.2% vs a peer median of 3.7% (stronger than 68% of peers).Free cash flow yield 6.2% vs peers 3.7% (stronger than 68% of peers). Earnings yield 0.5% vs a peer median of 3.8% (weaker than 77% of peers).Earnings yield 0.5% vs peers 3.8% (weaker than 77% of peers).

Is ArcBest growing?

More slowly than most of its peers. Growth scores 16/100 against 2,459 industrials peers. Earnings per share growth -89.5% vs a peer median of 7.1% (weaker than 100% of peers).Earnings per share growth -89.5% vs peers 7.1% (weaker than 100% of peers).

How profitable is ArcBest?

Less profitable than most of its peers. Profitability scores 19/100 against 2,459 industrials peers. Operating margin 0.7% vs a peer median of 7.7% (weaker than 84% of peers).Operating margin 0.7% vs peers 7.7% (weaker than 84% of peers).

How risky is ArcBest?

Higher risk relative to 2,459 industrials peers, judged on debt, liquidity and share-price swings. Debt / equity 0.17× vs a peer median of 0.40× (stronger than 71% of peers).Debt / equity 0.17× vs peers 0.40× (stronger than 71% of peers). Beta 1.70 vs a peer median of 0.64 (weaker than 100% of peers).Beta 1.70 vs peers 0.64 (weaker than 100% of peers). A relative measure, not a bankruptcy probability.

Previous quarter

Latest quarter

Change

Revenue (12 months)

4.0B USD

4.2B USD

+4.0%

Net income (12 months)

55.9M USD

16.3M USD

−70.9%

Operating margin

2.2%

0.7%

−1.5 pts

Free cash flow (12 months)

150.9M USD

187.0M USD

+24.0%

Debt

223.7M USD

215.5M USD

−3.6%

Cash

64.1M USD

145.9M USD

+127.7%

Shares outstanding

22.3M

22.4M

+0.4%

Key ratios

FY 2021

FY 2022

FY 2023

FY 2024

FY 2025

Change

Operating margin

7.4%

7.8%

3.9%

5.8%

2.3%

▼ 3.6 pts

Net margin

5.7%

5.9%

4.4%

4.2%

1.5%

▼ 2.7 pts

Return on assets (ROA)

10.1%

12.0%

7.9%

7.2%

2.5%

▼ 4.7 pts

Return on equity (ROE)

23.0%

25.9%

15.7%

13.2%

4.6%

▼ 8.6 pts

Free cash flow margin

7.0%

6.4%

2.3%

1.5%

2.8%

▲ 1.3 pts

Current ratio

1.10×

1.29×

1.26×

1.01×

0.95×

▼ 6.1%

Debt to equity

0.24×

0.23×

0.18×

0.14×

0.17×

▲ 20%