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/ARCB
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ArcBest Corp

ArcBest Corp

ARCB
$134.86USD↓-0.08%-0.11 today

MARKET CAP

3.0B

P/E (TTM)

55.0x

FWD P/E

—

DAY RANGE

$132 – $138

52W RANGE

$59
$177

AI Summary

Stalk
Sell NowMedium

ARCB is entrenched in a medium-term downtrend with supply dominating demand, trading below collapsing 9- and 20-day EMAs and failing to reclaim key resistance. Price consistently forms lower highs and lower lows under sloping EMAs, confirming bearish asymmetry. While the secular uptrend remains intact above the rising 200-day SMA, medium-term distribution pressure keeps downside risk elevated into the 50-day SMA and beyond. Execution on rallies into the 9/20 EMA cluster at ~137-138 offers optimal entry for bearish exposure, with rejection signals guiding participation.

  • ↑Q2’26 revenue $1.2 B (+16% YoY) and non-GAAP OpInc $74 M.
  • ↑Restructuring to deliver ~$40 M annual savings, $6 M in Q3.
  • ↓Profitability under pressure from rising labor and fuel costs.
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The case for & against

Bull & Bear analysis

Bullish

ArcBest Corporation (NASDAQ: ARCB) is a diversified logistics company based in Fort Smith, Arkansas, specializing in integrated supply chain solutions through both asset-based and asset-light operations. The company has established itself as a significant player in the freight and logistics sector, focusing on improving operational efficiency and leveraging technology to enhance customer service. ArcBest is positioned well within the broader logistics theme and benefits from trends emphasizing innovation in supply chain management.

Bull says

  • ↑Q2’26 revenue $1.2 B (+16% YoY) and non-GAAP OpInc $74 M.
  • ↑Restructuring to deliver ~$40 M annual savings, $6 M in Q3.
  • ↑Managed Solutions volumes up double digits; daily tonnage +5%.
  • ↑Launched ArcBest View digital platform to enhance service efficiency.
  • ↑Shares trade at $136.20 vs $170.77 fair-value target.
  • ↑Strong earnings yield and high quality factor suggest upside.

Bear says

  • ↓Profitability under pressure from rising labor and fuel costs.
  • ↓Q1 operating ratio set to increase 400–500 bps sequentially.
  • ↓Freight demand remains below mid-cycle; weak industrial growth.
  • ↓High P/E at 196.5x vs 32x industry median risks downside.
  • ↓Low institutional ownership reflects investor skepticism on growth.
  • ↓Manufacturing and housing headwinds threaten future freight volumes.

Investment themes with ARCB

Logistics↓ -1.52%

UNP · UBER · FDX

Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 08-14-2026neutral

Transcript signals

Bull points

  • we feel confident in our ability to grow and provide that service to our customers
  • So we view markets like this as opportunities and we think as we provide that value to customers, it's going to be sticky over the long term.
  • we look to turn challenges into opportunities

Bear points

  • we continue to be affected by the soft freight market and just the excess truck load capacity.
  • we did have approximately a $3 million year over year increase in workers' costs as well that impacted costs in the second quarter.
  • when you look at business coming out of the manufacturing vertical, which tends to generally carry a higher revenue per hundred weight and makes up a good portion of business, we serve that business well. That market, that has softened as we move through the year and as the PMI moved back under 50.
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