ArcBest Corporation (ARCB)

ArcBest's stock price increased by 114.45% between April 28, 2025, and April 27, 2026, with a 52-week low of $59.43 and a high of $135.10. The company announced its fourth-quarter and full-year 2025 results on January 30, 2026, and its first-quarter 2026 results on April 28, 2026, reporting $0.32 earnings per share for Q1 2026, surpassing estimates, with revenue of $998.79 million. Despite beating EPS estimates, shares fell 1.37% following the Q1 2026 earnings release. As of May 9, 2026, the stock had an average rating of "Moderate Buy" with a consensus price target of $123.42. ArcBest declared a quarterly dividend of $0.12 per share on April 24, 2026, and January 27, 2026.

Demand for ArcBest's services is influenced by seasonal changes. Quarter 1 typically experiences a softer market due to lower consumer spending and potential weather disruptions. Quarter 2 usually brings increased truckload shipments in the Southern and Southeastern U.S. due to the produce season. Quarter 3 marks the beginning of the peak shipping season, driven by back-to-school purchases. ArcBest management expects normal seasonal improvements in Q2, with a continued sequential pickup in shipments in May and June.

ArcBest Corp. is an integrated logistics company providing transportation and supply chain solutions across North America and globally, operating in the Industrials sector. The company's business is divided into two segments: Asset-Based, which provides less-than-truckload (LTL) services through its subsidiary ABF Freight, and Asset-Light, which offers a broader array of services including ground expedite, brokerage, warehousing, and moving services through brands like U-Pack. The Asset-Based segment is the company's largest subsidiary and main revenue driver.

ArcBest operates a network of over 240 facilities across North America, providing integrated U.S.-Canada-Mexico coverage. The company offers direct service to all 50 U.S. states and territories, including Puerto Rico and the Dominican Republic. Through ArcBest International, the company provides worldwide transportation and logistics services.

ArcBest has maintained a strong brand reputation, being recognized as a Best Company to Work For by U.S. News & World Report for the second year. ABF Freight ranked seventh on the Journal of Commerce Top 25 U.S. Less-Than-Truckload (LTL) Carriers list. ArcBest received a 2025 EcoVadis Committed Badge for its sustainability progress. ABF Freight and MoLo were named FourKites Premier Carriers, and both ArcBest and ABF Freight received 2025 Quest for Quality Awards from Logistics Management. ArcBest was recognized as a Great Supply Chain Partner by SupplyChainBrain and named one of America's Best Employers for Women and Large Employers by Forbes and Statista. ABF Freight received the ATA Excellence in Security Award for a record 12th time. The company was also recognized on Comparably's 2025 Happiest Employees list and Best Leadership Teams list.

Institutional investors are the primary owners of ArcBest Corp., holding a substantial majority of the company’s stock. As of early 2025, institutional entities controlled between approximately 66.26% and 99.27% of outstanding shares. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, AllianceBernstein L.P., Dimensional Fund Advisors Lp, American Century Companies Inc, State Street Corp, Invesco Ltd., Westwood Holdings Group Inc, Fmr Llc, and Geode Capital Management, Llc. Insider holdings by company executives and directors typically represent a small percentage, generally under 2%.