ArcBest Corporation (ARCB)

Over the past six months, ArcBest's stock price has declined, with a share price of $60.96 as of November 19, 2025. Key events include the Q3 2025 earnings report, which exceeded EPS estimates but showed a year-over-year revenue decline, and a lowered Q3 margin outlook due to macroeconomic headwinds. The company declared a quarterly dividend of $0.12 per share. Analyst ratings have been updated with varying price targets. The company has acknowledged a soft freight environment impacting demand and operating margins.

ArcBest Corporation's demand is impacted by seasonal fluctuations, with potential declines during winter and summer months. These fluctuations can affect tonnage, shipment levels, and overall demand for their services. The company has noted ongoing macroeconomic softness, contributing to weak demand, and expects a seasonally weaker fourth quarter in 2025. Despite these challenges, ArcBest has observed an increase in daily shipments from new core LTL customers in Q3 2025.

ArcBest Corporation is a diversified freight and logistics company providing supply chain solutions through its asset-based LTL network (ABF Freight) and asset-light brokerage and managed transportation services. The company operates through two segments: Asset-Based, offering LTL services for various commodities, and Asset-Light, providing expedited freight, truckload brokerage, household goods moving (U-Pack), final mile delivery, warehousing, and integrated supply chain solutions. ArcBest serves industries such as automotive, manufacturing, life sciences, consumer goods, and government.

ArcBest Corporation has a significant geographic footprint, with operations in the United States, Canada, Puerto Rico, and Mexico. The company and its subsidiaries operate over 240 facilities across North America and offers international shipping capabilities.

ArcBest has maintained a positive brand reputation over the past year, receiving awards such as U.S. News & World Report "Best Company to Work For" and Inbound Logistics "G75 Green Supply Chain Partner". MoLo was named a Food Logistics "Top 3PL & Cold Storage Provider", and ABF Freight ranked No. 7 on the Journal of Commerce "Top 25 LTL Carriers List". ArcBest was also recognized for its efforts in hiring veterans and ranked among the top freight brokerage firms. The company launched Vaux Vision, partnered with Affirm and TriumphPay, and improved shipment visibility.

ArcBest Corporation's stock is primarily held by institutional investors, accounting for approximately 99.34% of the ownership. Major institutional owners include BlackRock, Inc. and Vanguard Group Inc. Individual ownership, specifically by insiders, accounts for about 22.28% of the company's stock, with Robert A. Young III being the largest individual shareholder. Retail investors hold a smaller percentage.