ArcBest Corporation (ARCB)

Several events have influenced ArcBest Corp.'s stock price in the past six months. ArcBest announced its first-quarter 2025 results on April 29, 2025. Mac Pinkerton was appointed as Chief Operating Officer of Asset-Light Logistics in May 2025. Judy McReynolds retired as CEO in July 2025, with Seth Runser named CEO-elect, and Thom Albrecht was appointed to the Board of Directors. Second-quarter 2025 results were announced on July 30, 2025, with an EPS of $1.36, missing estimates, and a 5.1% year-over-year revenue decrease, leading to a 13.4% drop in ARCB shares. A $0.12/share quarterly dividend was declared on July 25, 2025. ArcBest and ABF Freight announced LTL rate revisions, with ABF Freight implementing a 5.9% general rate increase on August 4, 2025. The share repurchase authorization was increased to $125 million on September 15, 2025. ArcBest hosted an Investor Day on September 29, 2025. Over the last 12 months, the stock price has decreased, but it has increased in the past three months and the last month.

The transportation and logistics industry, including ArcBest, experiences demand seasonality, particularly around the peak shipping season between August and October. This period is driven by increased demand for back-to-school and holiday spending, often fueled by online shopping. Market dynamics and economic factors, such as consumer spending habits and inventory management strategies, can influence the intensity of this season.

ArcBest Corporation is an integrated logistics company providing freight transportation and supply chain solutions across North America. The company's business model combines asset-based transportation with asset-light logistics services, operating through segments like ABF Freight, ArcBest, and FleetNet. ABF Freight focuses on less-than-truckload (LTL) freight transportation, handling various commodities and providing a national LTL network. ArcBest offers a range of logistics solutions, including truckload brokerage, ground expedite fleet services, international freight transportation, warehousing, and moving services. FleetNet provides roadside repair and vehicle maintenance management services for commercial and private fleets.

ArcBest Corporation has a significant presence across North America, including the United States, Canada, Puerto Rico, and Mexico. ABF Freight offers direct service to over 98% of U.S. cities with populations of 30,000 or more, serving more than 48,000 communities through 247 service centers across all 50 states, Canada, and Puerto Rico.

ArcBest maintains a strong brand reputation, emphasizing customer service, innovation, and sustainability. ArcBest was selected as a 2024 Inbound Logistics Green (G75) Supply Chain Partner and named a 2024 BNSF Railway Sustainability Award winner. In June 2025, ArcBest won the Material Handling Solution of the Year Award for its Vaux™ technology. The company consistently focuses on delivering value-driven solutions and enhancing customer satisfaction through innovation and technology. ArcBest's ABF Freight segment has consistently exceeded Mastio's industry benchmark for service. In February 2025, the company launched Vaux Vision. In October 2024, U-Pack partnered with Affirm to provide financing options for long-distance moves. In August 2024, ArcBest partnered with TriumphPay to streamline and enhance carrier payments.

ArcBest Corporation's ownership is predominantly held by institutional investors, who collectively hold approximately 96% of the shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and Alliancebernstein L.P. Individual investors hold approximately 3% of the shares, while insiders hold about 1%. Robert A. Young III is the largest individual shareholder, owning 3.59 million shares, representing 15.82% of the company.