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ARCB · Arcbest Corp /Tx/

Track ARCB — free
$137.74 -1.07 (-0.77%) At close · Aug 19
Market Cap
$3.10B
Shares
22.35M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$137.74 Open$140.52 Day$136.88–142.48 52W close$59.62–173.22 Avg vol 30d358K Short int1.2M · 5.6% float · 3.0d Short vol77% Last earningsJul 29, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 30

Up next

Next earnings call
Oct 27, 2026 Est · unconfirmed · in 10 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Jul 30, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      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 advice
      Overall
      Neutral
      SellHoldBuy
      Technical Sell Momentum Strong Sentiment Bullish Fundamentals Fair Quant / Vol Very High
      Market backdrop VIX 14.9 · calm Equity put/call 0.52
      Technical
      price trend
      Sell
      50 / 200-day cross No cross
      Price vs 200-day avg +26%
      above
      Price vs 50-day avg −7%
      below
      RSI (14) 44
      neutral
      MACD trend Negative
      52-week position 69%
      mid-range
      Momentum
      relative strength
      Strong
      1-month return −14%
      trailing
      6-month return +36%
      trailing
      YTD return +86%
      this year
      Relative strength +25%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $149 › 200d $110 — 50d above 200d
      Institutional flow Accumulating
      +17% holders QoQ · +82 funds added
      Insider flow Distributing
      Net -$3.1M over 90 days · 100% sells
      Short interest Falling
      5.58% of float · ▼ -1.4% MoM · 3.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      329 holders — near 3-yr high, broad support
      Squeeze score 52
      elevated · 0–100
      Fundamentals
      Fair
      Revenue growth +13%
      Y/Y
      EPS growth −64%
      Y/Y
      Free cash flow $114.2M
      Valuation P/E 198.3
      rich
      Buyback $96.5M
      remaining
      Balance sheet $121.8M
      net debt
      Quant / Vol
      risk profile
      Very High
      Volatility 48%
      annualized · 1-yr
      Max drawdown −25%
      past year
      ATR 4.9%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the 8-K filed Jul 29, 2026
      Non-GAAP effective tax rate · third quarter and full year 2026 Non-GAAP 25.5% – 26.5%
      Prior guidance period ended · from the 8-K filed Nov 5, 2025
      Full year 2025 non-GAAP tax rate for continuing operations · full year 2025 26% – 27%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Sell
      2 · 3 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +26% Bullish
      Price vs 50-day avg
      −7% Bearish
      RSI (14)
      44 Neutral
      MACD trend
      Negative Bearish
      52-week position
      69% Neutral
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $149 › 200d $110 — 50d above 200d
      Institutional flow Accumulating
      +17% holders QoQ · +82 funds added
      Insider flow Distributing
      Net -$3.1M over 90 days · 100% sells
      Short interest Falling
      5.58% of float · ▼ -1.4% MoM · 3.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      329 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $60 Now $138 · 69% Range high $173
      vs 200-day avg +26% vs 50-day avg -7%

      Illustrative 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
      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 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
      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
      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
      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 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 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
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      ARCB
      Arcbest Corp /Tx/
      this stock
      $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 section
      Ownership
      Institutional Holders Reducing
      Holders
      329
      % held
      103.4%
      Net QoQ
      -105.4K sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      356
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      1.2M
      Days to cover
      3.0d
      Change
      -17.5K sh
      View
      Short Volume
      Short vol %
      77%
      As of
      Aug 19, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      95
      Value
      $13.9K
      As of
      Jun 30, 2026
      View
      Off-Exchange
      Off-exchange %
      39.0%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$3.1M
      Buyers / Sellers
      0 / 4
      Buyers Sellers
      View
      Congressional Trades Sell
      Member
      Kevin Hern
      Amount
      $50.0K–$100.0K
      Traded
      Dec 19, 2022
      View
      Financials
      Financials
      Revenue (FY)
      $4.0B
      Net income (FY)
      $60.1M
      EPS diluted
      $2.62
      View
      Buybacks
      Authorized
      $125.0M
      Remaining
      $96.5M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      10-Q
      Filed
      Jul 30, 2026
      This year
      18
      View
      Proposed Sales
      Value
      $736.7K
      Shares
      5.5K
      Filed
      Aug 11, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 29, 2026
      View
      Investor Relations
      Latest news
      ArcBest Announces Second Quarter…
      Published
      Jul 29, 2026
      View

      Performance

      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

      Latest dividend
      $0.12 / share · ex Aug 7, 2026
      Raised 50%
      Paid (TTM)
      $0.48 / share · 4 payouts
      Dividend yield (TTM, derived)
      0.35%
      Buyback program · as of Jun 30, 2026
      Authorized
      $125.00M
      Spent (derived)
      $28.50M
      Remaining
      $96.50M
      Spent Remaining

      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.

      Key facts CIK 894405 CUSIP 03937C105 13F (30d) 302 filings 297 filers Visit website Investor relations