ARCB · Arcbest Corp /Tx/
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $7M | second quarter 2026 versus second quarter 2025 | — |
| ArcBest Consolidated Non-GAAP Operating Income non-GAAP | $73.9M | 2Q26 | — |
| Asset-Based billed revenue per shipment | 10% | July 2026 | — |
| Asset-Based daily tonnage | 8% | July 2026 | — |
| Asset-Based Non-GAAP Operating Income non-GAAP | $72.3M | 2Q26 | — |
| Asset-Based Non-GAAP Operating Ratio non-GAAP | 90.8% | 2Q26 | — |
| Asset-Based weight per shipment | 11% | July 2026 | — |
| Asset-Light Adjusted EBITDA non-GAAP | $11.28M | Six Months Ended June 30, 2026 | — |
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| Asset-Light daily revenue | 28% | July 2026 | — |
| Asset-Light Non-GAAP Operating Income non-GAAP | $6.3M | 2Q26 | — |
| Asset-Light Purchased Transportation as % of Revenue | 86% | 2Q26 | — |
| Asset-Light revenue per shipment | 19% | July 2026 | — |
| Asset-Light Revenue per shipment increase | 12% | second quarter 2026 versus second quarter 2025 | — |
| Asset-Light shipments per day | 7% | July 2026 | — |
| Asset-Light Shipments per day increase | 14.6% | second quarter 2026 versus second quarter 2025 | — |
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| Average Length of Haul (Miles) | 1,130 | Six Months Ended June 30, 2026 | — |
| Average price increase on contract renewals negotiated during the second quarter of 2026 | 5.8% | Three Months Ended June 30, 2026 | — |
| Billed Revenue / CWT | $49.11 | Six Months Ended June 30, 2026 | — |
| Billed Revenue / Shipment | $570.18 | Six Months Ended June 30, 2026 | — |
| Billed revenue per hundredweight increase | 4.2% | second quarter 2026 versus second quarter 2025 | — |
| Billed revenue per shipment increase | 12.5% | second quarter 2026 versus second quarter 2025 | — |
| Consolidated Adjusted EBITDA non-GAAP | $164.36M | Six Months Ended June 30, 2026 | — |
| Customer contract renewals and deferred pricing agreements average increase | 5.8% | second quarter 2026 | — |
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| Effective non-GAAP tax rate non-GAAP | 24.7% | second quarter 2026 | — |
| Non-GAAP operating ratio non-GAAP | 90.8% | second quarter 2026 versus second quarter 2025 | — |
| Operating income (non-GAAP) non-GAAP | $6.3M | second quarter 2026 versus second quarter 2025 | — |
| Operating ratio | 90.5% | second quarter 2026 versus second quarter 2025 | — |
| Purchased transportation expense as percent of revenue | 86.5% | second quarter 2026 versus second quarter 2025 | — |
| Restructuring Plan annualized run-rate cost savings | $40M | 2026 | — |
| Service Centers | 240 | 2Q26 | — |
| Share repurchase authorization remaining available | $96.5M | July 24, 2026 | — |
| Shipments / Day | 20,151 | Six Months Ended June 30, 2026 | — |
| Shipments / DSY hour | 0.44 | Six Months Ended June 30, 2026 | — |
| Shipments per day decrease | 2.8% | second quarter 2026 versus second quarter 2025 | — |
| Tonnage / Day | 11,697 | Six Months Ended June 30, 2026 | — |
| Tonnage per day increase | 4.9% | second quarter 2026 versus second quarter 2025 | — |
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| Weight / Shipment | 1,161 | Six Months Ended June 30, 2026 | — |
| Weight per shipment increase | 8% | second quarter 2026 versus second quarter 2025 | — |
| Workdays | 126 | Six Months Ended June 30, 2026 | — |
| Asset-Based Billed revenue per hundredweight change | -3.9% | First Quarter 2026 | — |
| Asset-Based Billed revenue per shipment change | 0.6% | First Quarter 2026 | — |
| Asset-Based Operating ratio | 97.3% | First Quarter 2026 | — |
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| Asset-Based Shipments per day change | 1.8% | First Quarter 2026 | — |
| Asset-Based Tonnage per day change | 6.5% | First Quarter 2026 | — |
| Asset-Based Weight per shipment change | 4.6% | First Quarter 2026 | — |
| Asset-Light Operating income (non-GAAP) non-GAAP | $2.8M | First Quarter 2026 | — |
| Asset-Light Purchased transportation expense as percent of revenue | 86.2% | First Quarter 2026 | — |
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| Asset-Light Revenue per shipment change | -2.6% | First Quarter 2026 | — |
| Asset-Light Shipments per day change | 9.8% | First Quarter 2026 | — |
| Asset-Based Tonnage per day increase | 1.2% | Full Year 2025 | — |
| Asset-Light Revenue per shipment decrease | 7.4% | Full Year 2025 | — |
| Asset-Light Shipments per day decrease | 1.8% | Full Year 2025 | — |
| Shipments per day increase | 2.4% | Fourth Quarter 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Trucking — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ARCB
this stock
Arcbest Corp /Tx/
|
$3.10B | +85.7% | +12.6% | 198.3 | 5.6% |
|
ODFL
Old Dominion Freight Line, Inc.
|
$43.95B | +32.7% | -5.5% | 40.8 | 3.7% |
|
XPO
XPO, Inc.
|
$23.74B | +49.2% | +0.3% | 60.0 | 5.4% |
|
KNX
Knight-Swift Transportation Holdings Inc.
|
$11.83B | +35.3% | +0.8% | 346.7 | 5.7% |
|
TFII
TFI International Inc.
|
$11.58B | +36.3% | — | — | 1.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ARCB | -2.1% | -13.6% | +35.5% | -4.6% | +85.7% |
| SPY | -0.4% | +2.6% | +10.7% | +2.7% | +12.5% |
| vs SPY | -1.7% | -16.1% | +24.8% | -7.3% | +73.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.