ARCB · Arcbest Corp /Tx/
$138.07
+1.53 (+1.12%)
At close · Aug 31
Market Cap
$3.08B
Shares
22.35M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$136.54
Open$139.36
Day$136.27–142.67
52W close$59.62–173.22
Avg vol 30d338K
Short int1.3M · 5.8% float · 3.8d
Short vol74%
Last earningsJul 29, 2026
DataJan 2020–Aug 2026
Filing10-Q · Jul 30
Up next
Next earnings call
Oct 27, 2026
Est · unconfirmed
· in 8 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Jul 30, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Neutral
Momentum
Strong
Sentiment
Neutral
Fundamentals
Strong
Quant / Vol
Very High
Market backdrop
VIX 14.4 · calm
Equity put/call 0.62
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+22%
above
Price vs 50-day avg
−6%
below
RSI (14)
45
neutral
MACD trend
Negative
52-week position
68%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−5%
trailing
6-month return
+45%
trailing
YTD return
+84%
this year
Relative strength
+32%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $145 › 200d $112 — 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
Rising
5.76% of float · ▲ +3.2% MoM · 3.8 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
331 holders — near 3-yr high, broad support
Squeeze score
54
elevated · 0–100
Fundamentals
Revenue growth
+13%
Y/Y
EPS growth
−64%
Y/Y
Free cash flow
$114.2M
Valuation
P/E 197.1
rich
Buyback
$96.5M
remaining
Balance sheet
$7.5M
net debt
Quant / Vol
risk profile
Volatility
48%
annualized · 1-yr
Max drawdown
−25%
past year
ATR
4.7%
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 Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+22%
Bullish
Price vs 50-day avg
−6%
Bearish
RSI (14)
45
Neutral
MACD trend
Negative
Bearish
52-week position
68%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross)
No cross
50d $145 › 200d $112 — 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
Rising
5.76% of float · ▲ +3.2% MoM · 3.8 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
331 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $60
Now $137 · 68%
Range high $173
vs 200-day avg +22%
vs 50-day avg -6%
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 |
|---|---|---|---|
| Asset-Based Operating Income | 9.5% | Three Months Ended June 30, 2026 filing | — |
| Average price increase on contract renewals | 5.8% | Three Months Ended June 30, 2026 filing | — |
| Billed revenue per hundredweight, including fuel surcharges | $50.58 | Three Months Ended June 30, 2026 filing | — |
| Billed revenue per shipment, including fuel surcharges | $605.24 | Three Months Ended June 30, 2026 filing | — |
| Pounds per mile | 19.05 | Three Months Ended June 30, 2026 filing | — |
| Revenue per shipment | 12% | Three Months Ended June 30, 2026 filing | — |
| Shipments per employee per day | 35.3% | Three Months Ended June 30, 2026 filing | — |
| 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 | — |
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| 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 | — |
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| 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 | — |
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| 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 | — |
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| Billed Revenue / Shipment | $570.18 | Six Months Ended June 30, 2026 | — |
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| 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 | — |
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| 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 | — |
| Effective non-GAAP tax rate non-GAAP | 24.7% | second quarter 2026 | — |
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| 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 | — |
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| 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 | — |
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| Shipments / DSY hour | 0.44 | Six Months Ended June 30, 2026 | — |
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| Shipments per day decrease | 2.8% | second quarter 2026 versus second quarter 2025 | — |
| Tonnage / Day | 11,697 | Six Months Ended June 30, 2026 | — |
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| 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 | — |
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| Weight per shipment increase | 8% | second quarter 2026 versus second quarter 2025 | — |
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| Workdays | 126 | Six Months Ended June 30, 2026 | — |
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| Asset-Based daily tonnage growth | 5% | April 2026 | — |
| Asset-Based operating ratio | 97.3% | First Quarter 2026 Versus First Quarter 2025 | — |
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| Asset-Based Revenue / Shipment | 10% | April 2026 | — |
| Asset-Based revenue per hundredweight | 4% | April 2026 | — |
| Asset-Based Shipments / Day | 1% | April 2026 | — |
| Asset-Based Weight / Shipment | 6% | April 2026 | — |
| Asset-Light daily shipments | 6% | March to April 2026 | — |
| Asset-Light Purchased Transportation Expense as a % of Revenue | 86% | April 2026 | — |
| Asset-Light Revenue / Day (Year-over-Year) | 24% | April 2026 | — |
| Asset-Light Revenue / Shipment (Year-over-Year) | 7% | April 2026 | — |
| Asset-Light Revenue per shipment decrease | 2.6% | First Quarter 2026 Versus First Quarter 2025 | — |
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| Asset-Light Shipments / Day (Year-over-Year) | 17% | April 2026 | — |
| Average price increase on contract renewals and deferred pricing agreements | 6.3% | 1Q26 | — |
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| Billed revenue per hundredweight decrease | 3.9% | First Quarter 2026 Versus First Quarter 2025 | — |
| Shipments per day increase | 1.8% | First Quarter 2026 Versus First Quarter 2025 | — |
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| ArcBest Consolidated – Operating Income Non-GAAP amounts non-GAAP | $125.9M | FY2025 | — |
| Asset-Based billed revenue per hundredweight decrease | 1.3% | Full Year 2025 | — |
| Asset-Based billed revenue per shipment decrease | 3% | Full Year 2025 | — |
| Asset-Based Operating Income Non-GAAP amounts non-GAAP | $156.3M | FY2025 | — |
| Asset-Based shipments per day increase | 3% | Full Year 2025 | — |
| Asset-Based tonnage per day increase | 1.2% | Full Year 2025 | — |
| Asset-Based weight per shipment decrease | 1.7% | Full Year 2025 | — |
| Asset-Light purchased transportation as percentage of revenue | 85.3% | Full Year 2025 | — |
| Asset-Light shipments per day decrease | 1.8% | Full Year 2025 | — |
| Billed revenue per shipment decrease | 2.5% | Q4 2025 | — |
| Capital Expenditures, net of sales proceeds and including financed equipment | $198M | Year Ended December 31, 2025 | — |
| Capital returned to shareholders | $86M | Full Year 2025 | — |
| Depreciation and amortization costs on property, plant and equipment | $158M | Year Ended December 31, 2025 | — |
| Digitally Augmented Truckload Shipments | 59% | 4Q 2025 | — |
| Fleet (owned and operated pieces of equipment) | 40,000 | 4Q 2025 | — |
| Intangible asset amortization, primarily reflecting purchase accounting amortization related to | $13M | Year Ended December 31, 2025 | — |
| Net Door Expansion | 800 | Since 2021 | — |
| Net revenue equipment purchases (primarily for Asset-Based) | $133M | Year Ended December 31, 2025 | — |
| Purchased transportation expense | 85.3% | Full Year 2025 | — |
| Real estate expenditures | $31M | Year Ended December 31, 2025 | — |
| Repurchase authorization remaining | $100.8M | As of January 28, 2026 | +0.0% |
| Shipments per day | 1.8% | Full Year 2025 | — |
| Total net capital expenditures, including equipment financed | $198M | Full Year 2025 | — |
| Truckload Carrier Portal Adoption Rate | 32% | 4Q 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/
|
$3.08B | +84.0% | +12.6% | 197.1 | 5.8% |
|
ODFL
Old Dominion Freight Line, Inc.
|
$41.19B | +26.7% | -5.5% | 38.2 | 3.5% |
|
XPO
XPO, Inc.
|
$22.66B | +38.7% | +0.3% | 57.3 | 5.1% |
|
TFII
TFI International Inc.
|
$10.96B | +29.0% | — | — | 1.6% |
|
KNX
Knight-Swift Transportation Holdings Inc.
|
$10.93B | +28.6% | +0.8% | 320.2 | 6.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ARCB | -2.7% | -5.4% | +45.0% | -5.4% | +84.0% |
| SPY | +0.5% | +3.0% | +13.4% | +3.0% | +12.8% |
| vs SPY | -3.2% | -8.4% | +31.6% | -8.4% | +71.2% |
Capital returns
Latest dividend
$0.12
/ share · ex Aug 7, 2026
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)
260 filings
255 filers
Visit website
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