ArcBest Corporation (ARCB)

Several events have impacted ArcBest Corp.'s stock in the past six months. Judy R. McReynolds retired as CEO on December 31, 2025, and Seth Runser succeeded her on January 1, 2026. ArcBest highlighted its strategic pillars and long-term financial targets at its 2025 Investor Day on September 29, 2025. The company declared a $0.12/share quarterly dividend on October 31, 2025, and appointed Chris Sultemeier to its Board of Directors on the same day. Third-quarter 2025 results were announced on November 5, 2025. UBS adjusted its price target for ARCB to $77 from $80 in November 2025, maintaining a Neutral rating. In late November 2025, ArcBest amended and restated its revolving credit facility, extending its maturity and increasing limits. By December 5, 2025, the share price was $71.19, representing a decline of 35.66% from December 9, 2024. BofA raised ArcBest's price target to $84 from $72 on December 23, 2025, while maintaining a Neutral rating. The company is scheduled to release its fourth-quarter 2025 financial results on January 30, 2026. Over the past three months, revenue expectations for FY2025 were revised downward by 0.53%, while the stock price increased by 25.31%.

Demand for ArcBest's products and services exhibits seasonality, mirroring broader trends in the freight transportation and logistics industry. The peak shipping season typically occurs between August and October, while the low season usually falls in January-February and during the summer months. In 2025, some retailers engaged in early shipping activity ahead of potential trade policy changes, which could have influenced the intensity of the usual late summer and fall busy season. ArcBest leverages technology, including AI for demand forecasting and route optimization, to navigate these seasonal fluctuations.

ArcBest Corp. is an integrated logistics company that operates in the transportation and logistics sector, specifically within the trucking industry. The company uses a business model that blends asset-based and asset-light solutions to meet diverse supply chain needs. Its asset-based segment focuses on less-than-truckload (LTL) services, while the asset-light segment offers a broader range of services, including expedite freight transportation, premium logistics, and international freight. ArcBest also provides roadside repair and vehicle maintenance management for commercial and private fleets through its FleetNet segment.

ArcBest has a significant geographic footprint, with over 240 facilities and service centers across North America. The company offers direct service to all 50 U.S. states, Canada, Mexico, the Dominican Republic, and Puerto Rico. ArcBest provides international shipping capabilities with local representation in major cities throughout Asia, Africa, Australia, Europe, North America, and South America.

ArcBest has received numerous accolades and recognitions in the past year, reflecting a strong brand reputation. These include recognition as one of America's Best Large Employers of 2025 by Forbes and Statista, being named a Best Company to Work For by U.S. News & World Report for the second consecutive year, and being honored on the VETS Indexes 2025 Recognized Employers list. ABF Freight ranked No. 7 on the Journal of Commerce Top 25 U.S. Less-Than-Truckload Carriers list. The company's Vaux™ technology was named the 2025 Material Handling Solution of the Year by SupplyTech Breakthrough. ArcBest was also recognized as a 2025 G75 Green Supply Chain Partner by Inbound Logistics for the 14th time and named to Comparably's 2025 Best Leadership Teams list for the third consecutive year. Additionally, ArcBest was named a 2025 Great Supply Chain Partner by SupplyChainBrain and earned three Quest for Quality awards from Logistics Management. The company was recognized as one of America's Most Reliable Companies and named a 2024 EPA SmartWay Leader.

Institutional investors are the primary owners of ArcBest Corp., holding a substantial majority of the company's stock. Major institutional holders include BlackRock, Inc., Vanguard Group Inc., AllianceBernstein L.P., Dimensional Fund Advisors Lp, State Street Corp, and iShares Core S&P Small-Cap ETF. Insider holdings represent a smaller fraction, while individual or retail investors hold the remaining shares.