ARCBEST CORP /TX/ ARCB

Industrials SIC 4213 - Trucking (No Local) NAICS Transportation and Warehousing › Truck Transportation derived Nasdaq

ArcBest Corporation™ (together with its subsidiaries, the "Company," "ArcBest," "we," "us," and "our") is a multibillion-dollar integrated logistics company that leverages technology and a full suite of solutions across multiple modes of transportation to meet our customers' supply chain needs. We serve as a single end-to-end logistics partner with global reach. Through our integrated approach and customer-led mindset, combined with our technology, expertise, and scale, we ensure our customers have the right solutions and capacity to meet their evolving supply chain needs.

The Company, which was incorporated in Delaware in 1966 and is headquartered in Fort Smith, Arkansas, started over a century ago as a local Arkansas freight hauler. Today, as a result of organic growth, strategic acquisitions, and visionary leadership, we are a logistics powerhouse with 14,000 employees across nearly 250 campuses and service centers. Our customers are at the center of our strategy. Through meaningful investments in strategic initiatives and a strong emphasis on disruptive technology and advanced analytics, we deliver customized solutions that are diverse and flexible enough to meet our customers' needs.

Last close 127.01 2026-10-23
Market cap $2.84B 2026-06-30 share count
52-week range 59.43 - 176.69

Valuation FY2025 figures against the last close

P/S0.7x
P/E48.5x
P/FCF24.9x
EV/EBITDA11.3x
Dividend yield0.4%
Diluted EPS2.62

Where the revenue comes from as reported in the latest 10-K

Revenue by segment

  • Asset-Based
  • Asset-Light
Revenue by segment, 2 categories over 3 years. The same figures are in the table below. FY2025 Asset-Based, FY2025: 2.6B (65.0%) 65% Asset-Based Asset-Light, FY2025: 1.4B (35.0%) 35% Asset-Light FY2024 Asset-Based, FY2024: 2.6B (62.9%) 63% Asset-Light, FY2024: 1.5B (37.1%) 37% FY2023 Asset-Based, FY2023: 2.7B (62.2%) 62% Asset-Light, FY2023: 1.7B (37.8%) 38%
Segment FY2025FY2024FY2023
Asset-Based $2.60B $2.63B $2.75B
Asset-Light $1.40B $1.55B $1.67B

As the company reported it, from the “OPERATING SEGMENT DATA - Revenue (Details)” note of its latest 10-K. Every figure here has been checked against the total revenue the same filing reported. Segments are the filer's own reporting structure, which is a decision about how it runs itself rather than a standard taxonomy: two companies in the same industry routinely divide themselves along different lines, so these are worth reading down a single company rather than across two. Slices under 1% are folded into “Other”.

Annual financial statements

Income statement

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Revenue $4.01B$4.18B$4.43B$5.03B$3.77B$2.94B$2.99B$3.09B$2.83B$2.70B
R&D $29.1M$34.1M$52.4M$40.8M$32.8M$25.6M————
Total operating expenses $3.92B$3.93B$4.25B$4.63B$3.49B$2.84B$2.92B$2.98B$2.77B$2.67B
Operating income $90.3M$244.4M$172.6M$394.5M$277.0M$98.3M$63.8M$109.1M$61.3M$34.1M
Pre-tax income $83.1M$218.7M$186.9M$388.3M$273.1M$92.5M$51.5M$84.4M$51.6M$28.3M
Income tax $23.0M$45.4M$44.8M$93.7M$62.6M$21.4M$11.5M$17.1M$8.2M$9.6M
Net income $60.1M$174.0M$195.4M$298.2M$213.5M$71.1M$40.0M$67.3M$59.7M$18.7M
EPS, basic 2.637.398.1412.138.382.801.562.612.320.72
EPS, diluted 2.627.307.9311.697.982.691.512.512.250.71
Shares, diluted (wtd. avg.) 22.9M23.8M24.6M25.5M26.8M26.4M26.5M26.7M26.4M26.3M

Balance sheet

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Cash and equivalents $102.0M$127.4M$262.2M$158.3M$76.6M$303.9M$201.9M$190.2M$120.8M$115.2M
Short-term investments $22.2M$29.8M$67.8M$167.7M$48.3M$65.4M$116.6M$106.8M$56.4M$56.8M
Receivables $371.0M$394.8M$430.1M$517.5M$582.3M$320.9M$282.6M$297.1M$279.1M$260.6M
Total current assets $626.1M$675.6M$884.8M$989.8M$776.1M$758.2M$664.4M$649.2M$522.3M$491.1M
Property, plant and equipment $1.14B$1.07B$914.8M$800.2M$695.9M$678.7M$683.6M$631.2M$591.2M$532.5M
Goodwill $304.8M$304.8M$304.8M$304.8M$299.7M$88.3M$88.3M$108.3M$108.3M$108.9M
Other intangibles $69.4M$88.6M$101.2M$113.7M$126.6M$55.0M$58.8M$68.9M$73.5M$80.5M
Total assets $2.45B$2.43B$2.49B$2.49B$2.11B$1.78B$1.65B$1.54B$1.37B$1.28B
Accounts payable $154.5M$172.8M$214.0M$269.9M$311.4M$170.9M$134.4M$143.8M$129.1M$133.3M
Short-term debt $87.9M$64.0M$66.9M$66.3M——————
Total current liabilities $656.9M$666.0M$701.6M$768.5M$702.7M$506.5M$444.3M$451.3M$402.6M$396.2M
Long-term debt $136.0M$125.2M$162.0M$198.4M——————
Retained earnings $1.48B$1.44B$1.27B$1.09B$801.3M$595.9M$533.2M$501.4M$438.4M$386.9M
Total equity $1.30B$1.31B$1.24B$1.15B$929.1M$828.6M$763.0M$717.7M$651.5M$599.1M

Cash flow

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Operating cash flow $229.0M$285.8M$322.2M$470.8M$323.5M$206.0M$170.4M$255.3M$151.9M$111.9M
Depreciation and amortisation $170.3M$149.1M$145.3M$138.2M$122.6M$118.4M$112.5M$108.6M$103.1M$103.1M
Stock-based compensation $10.6M$11.4M$11.4M$12.8M$11.4M$10.5M$9.5M$8.4M$7.0M$7.6M
Capital expenditure $114.8M$223.1M$219.0M$148.2M$58.4M$43.2M$91.0M$44.0M$65.8M$68.3M
Investing cash flow -$76.7M-$187.3M-$21.7M-$261.1M-$303.2M$7.5M-$98.2M-$95.0M-$68.5M-$87.2M
Financing cash flow -$177.7M-$233.3M-$196.6M-$128.0M-$247.6M-$111.4M-$60.4M-$91.0M-$77.9M-$75.9M
Dividends paid $11.0M$11.3M$11.5M$10.8M$8.1M$8.2M$8.2M$8.2M$8.3M$8.3M
Buybacks $75.6M$75.2M$91.5M$65.0M$83.1M$6.6M$9.1M$9.4M$6.0M$9.5M

Figures as tagged in each year's own filing, in US dollars. A year restated by a later filing shows the restated figure. Capital expenditure, dividends and buybacks are cash out, shown positive. A line the filer does not report is not listed. Latest from accession 0001104659-26-019699.

Plot the figures US dollars

Income statement Revenue Cost of revenue Gross profit R&D SG&A Total operating expenses Operating income Interest expense Pre-tax income Income tax Net income EPS, basic EPS, diluted Shares, diluted (wtd. avg.)
Balance sheet Cash and equivalents Short-term investments Receivables Inventory Total current assets Property, plant and equipment Goodwill Other intangibles Total assets Accounts payable Short-term debt Total current liabilities Long-term debt Total liabilities Retained earnings Total equity
Cash flow Operating cash flow Depreciation and amortisation Stock-based compensation Capital expenditure Investing cash flow Financing cash flow Dividends paid Buybacks
  • Revenue
  • Gross profit
  • Net income
Revenue, Gross profit, Net income by fiscal year, in US dollars The same figures are in the table below this chart. 0 2B 4B 6B Revenue, FY2016: 2.7B Net income, FY2016: 18.7M Revenue, FY2017: 2.8B Net income, FY2017: 59.7M Revenue, FY2018: 3.1B Net income, FY2018: 67.3M Revenue, FY2019: 3B Net income, FY2019: 40M Revenue, FY2020: 2.9B Net income, FY2020: 71.1M Revenue, FY2021: 3.8B Net income, FY2021: 213.5M Revenue, FY2022: 5B Net income, FY2022: 298.2M Revenue, FY2023: 4.4B Net income, FY2023: 195.4M Revenue, FY2024: 4.2B Net income, FY2024: 174M Revenue, FY2025: 4B Net income, FY2025: 60.1M FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025
Fiscal year FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Revenue $2.70B $2.83B $3.09B $2.99B $2.94B $3.77B $5.03B $4.43B $4.18B $4.01B
Gross profit — — — — — — — — — —
Net income $18.7M $59.7M $67.3M $40.0M $71.1M $213.5M $298.2M $195.4M $174.0M $60.1M

Recent filings and events

  • Results announced The quarterly or annual earnings release. Arrives four times a year from almost every company here. Item 2.02
  • Other event The catch-all. The company chose to disclose something that fits no other item, so the content is whatever it says it is. Item 8.01
  • Restructuring or exit costs A restructuring: layoffs, a plant closure, a business being wound down. Item 2.05
  • Material impairment The company has written down the carrying value of an asset - often goodwill from an acquisition that did not work out. Item 2.06
  • Other event Item 8.01
  • Regulation FD disclosure Something the company told the market and had to tell everyone at once - usually a slide deck or a press release. Item 7.01
  • Material agreement terminated An agreement that mattered has ended. Often the other half of a deal that fell through. Item 1.02
  • Other event Item 8.01
  • Shareholder rights changed The terms attaching to the shares themselves have changed. Item 3.03
  • Charter or fiscal year changed A change to the company's governing documents, or to when its year ends. Item 5.03
  • Results announced Item 2.02
  • Shareholder vote The results of the annual meeting or a special vote. Item 5.07

Item numbers are Form 8-K's own, and a filing date is up to four business days after the thing it reports. The same feed across the whole market.

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