Bastion Asset Management Inc. Takes Position in ArcBest Corporation $ARCB
Bastion Asset Management Inc. has acquired a new position in ArcBest Corporation (NASDAQ:ARCB), purchasing 54,324 shares valued at approximately $3.79 million, making it their 19th largest holding. ArcBest recently reported Q4 earnings of $0.36 per share, missing analyst estimates but slightly exceeding revenue expectations. The company maintains a "Hold" rating from analysts with an average target price of $97.00, and declared a quarterly dividend of $0.12 per share.
ArcBest Profit Leaps by 40%
ArcBest Corp. reported significantly improved third-quarter 2014 financial results, with revenue increasing by 14% to $711.3 million and net income rising by 40% to $19.6 million. This growth was driven by strong business performance at ABF Freight and its emerging companies, including Panther Premium Logistics. ABF Freight benefited from a positive LTL freight environment, tighter industry capacity, and successful price increases, leading to an 11% revenue increase and improved operating margins.
Earnings Watch: ArcBest Profit Falls, Celadon Reports Loss
ArcBest Corp. reported a significant drop in its third-quarter 2016 net income, falling by nearly a third due to softness in the U.S. industrial economy affecting freight tonnage and profit margins. Concurrently, Celadon Group Inc. moved into a net loss position, primarily driven by a substantial decline in gains from equipment disposition, increased equipment costs, and lower revenue per total mile in a competitive market. Both companies faced challenges from a lackluster freight environment characterized by ample capacity and rate pressure.
Brean Capital initiates coverage on ArcBest stock with Buy rating
Brean Capital has initiated coverage on ArcBest Corp (NASDAQ:ARCB) with a Buy rating and a $97.50 price target, despite the stock currently trading above this target. The firm highlighted ArcBest's strong financial performance, including a high return on assets and pre-provision net revenue, which is expected to lead to a premium valuation. This analysis follows recent mixed quarterly results and varying price target adjustments from other analysts like Jefferies, Stifel, and Wells Fargo.
Brean Capital initiates coverage on ArcBest stock with Buy rating By Investing.com
Brean Capital has initiated coverage on ArcBest Corp (NASDAQ:ARCB) with a Buy rating and a $97.50 price target, despite the stock currently trading above this target and appearing overbought according to InvestingPro data. The firm highlighted ArcBest's strong financial performance, including a high return on assets and robust pre-provision net revenue ROA, which are superior to its peers. This positive outlook suggests potential for a higher valuation multiple for ArcBest due to its profitability and growth.
Brean Capital initiates coverage on ArcBest stock with Buy rating
Brean Capital has initiated coverage on ArcBest Corp (NASDAQ:ARCB) with a Buy rating and a price target of $97.50, despite the stock currently trading above this target and appearing overbought according to InvestingPro data. This follows Brean Capital's recent acquisition of Janney Montgomery Scott's capital markets teams. The firm highlighted ArcBest's strong profitability and cash generation among mid-cap banks, suggesting a potential reset in historical valuations due to its high profits and compound growth.
ArcBest Corporation (ARCB): A Bull Case Theory
This article summarizes a bullish thesis on ArcBest Corporation (ARCB), a logistics operator anchored by a unionized less-than-truckload (LTL) network. The thesis highlights that despite a freight recession, the company is trading near its liquidation value and offers significant upside potential from industrial recovery, tonnage normalization, terminal monetization, and potential M&A, with projected EPS reaching $10-12 in a mid-cycle recovery and $18-20 with normalized shipment weights.
These Analysts Boost Their Forecasts On ArcBest Following Q4 Results
Following ArcBest Corporation's (NASDAQ: ARCB) mixed fourth-quarter 2025 results, several analysts have raised their price targets for the stock. Despite missing adjusted earnings estimates, the company's revenue surpassed expectations, and its shares saw a 6.4% gain. Jefferies, JP Morgan, and Wells Fargo all increased their price targets, indicating a positive outlook for ArcBest.
Arcbest Corp stock hits 52-week high at 100.45 USD By Investing.com
Arcbest Corp (ARCB) stock hit a new 52-week high of $100.45, reflecting a 14.79% surge in the past week and a 42.76% gain over six months. Despite this, InvestingPro suggests the stock might be overbought, with its current valuation exceeding its calculated Fair Value, and notes its high P/E ratio and above-average volatility. Analysts have mixed views, with Stifel reducing its price target while Jefferies and Wells Fargo raised theirs following the company's Q4 2025 earnings report.
ArcBest Shares Surge to New Peak Amidst Mixed Financial Signals
ArcBest Corporation's stock has hit a new 52-week high, driven by strong operational trends, particularly a 2.4% increase in daily shipments for its less-than-truckload unit in Q4 2025 and an 8% jump in January 2026. This surge in investor confidence comes despite the company reporting mixed Q4 2025 financial results, including a revenue decline and earnings per share below expectations, primarily due to a one-time impairment charge. The market appears to be banking on the sustainability of this operational improvement, as indicated by a declared quarterly dividend and current stock valuation.
UBS Adjusts Price Target on ArcBest to $98 From $77, Maintains Neutral Rating
UBS has raised its price target for ArcBest (ARCB) to $98 from $77, while keeping a "Neutral" rating on the stock. This adjustment comes despite the company's recent Q4 2025 earnings report showing a decrease in adjusted earnings and revenue. The new price target reflects an updated valuation from the analyst firm.
Earnings Watch: Landstar Reports Record Quarterly Revenue, ArcBest Profit Improves
Landstar System Inc. reported record quarterly revenue of $1.05 billion and net income of $64.8 million in Q4 2017, largely due to tax benefits and increased freight demand. ArcBest Corp. also saw improved Q4 2017 net income of $36.6 million, attributing the growth to tax reform and anticipating tighter capacity in 2018 due to the ELD mandate. Both companies experienced significant year-over-year revenue and profit increases in 2017.
ABF Freight to Work with Teamsters on Collective Bargaining Agreement
ABF Freight is set to begin negotiations with the Teamsters National Freight Industry Negotiating Committee in December for a new collective bargaining agreement. The current agreement, covering approximately 8,600 ABF Freight Teamster employees, expires on March 31, 2018. The negotiations are anticipated to be tense, similar to previous rounds, with a potential point of contention being the relationship between ABF's unionized unit and ArcBest's non-union logistics businesses.
ArcBest Head Named to Most Influential Women of Mid-Market List
Judy McReynolds, Chairman, President, and CEO of ArcBest, has been recognized for the fourth consecutive year on CEO Connection’s list of the Top 25 Most Influential Women of the Mid-Market for 2018. The list honors women influencing change and innovation in U.S. companies with annual sales between $100 million and $3 billion. McReynolds, with 21 years at ArcBest and 28 years in the logistics industry, expressed her honor and dedication to enabling ArcBest's 13,000 employees to meet customer logistics needs.
Arcbest Corp stock hits 52-week high at 100.45 USD
ArcBest Corp stock achieved a 52-week high of $100.45 USD, marking a 14.79% surge in the past week and a 42.76% gain over six months. Despite this, technical indicators suggest the stock may be overbought, with its current valuation exceeding its calculated Fair Value, and it carries a high P/E ratio of 37.34 and a beta of 1.51. Analysts have mixed views, with some adjusting price targets upwards despite an earnings per share miss in Q4 2025.
Jefferies Raises Price Target for ArcBest (ARCB) to $110 | ARCB Stock News
Jefferies has increased its price target for ArcBest (ARCB) to $110 from $95, maintaining a "Buy" rating. This adjustment reflects continued confidence in ARCB's market position and growth potential, aligning with other analysts who have also recently raised their price targets for the integrated logistics company. Wall Street analysts currently forecast an average target price of $96.45 for ARCB, suggesting a 6.77% upside from its current price.
Is It Too Late To Consider ArcBest (ARCB) After Its Recent Share Price Surge?
ArcBest (ARCB) has seen significant share price appreciation, with returns of 13.6% in the last 7 days and 29.3% in the last 30 days. Despite this surge, a Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 73.3%, valuing it at $373.25 per share against its current price of ~$99.75. However, its Price-to-Earnings (P/E) ratio of 37.10x, compared to Simply Wall St's Fair Ratio of 22.39x, indicates it might be overvalued on that metric.
ArcBest (ARCB) Receives Analyst Rating Update from JP Morgan | A
JP Morgan analyst Brian Ossenbeck has maintained a Neutral rating on ArcBest (ARCB) and raised the price target from $76.00 to $81.00. This update follows a trend of several analysts increasing their price targets for ArcBest throughout late 2025 and early 2026, indicating a generally positive outlook. ArcBest, an integrated logistics company, is forecasted to have an average target price of $96.45 by 11 analysts, with an average brokerage recommendation of "Outperform."
These Analysts Boost Their Forecasts On ArcBest Following Q4 Results
ArcBest (NASDAQ: ARCB) reported mixed Q4 2025 results with revenue of $972.7 million exceeding expectations, despite adjusted earnings per share of 36 cents missing analyst estimates. Several analysts have revised their price targets for ArcBest upwards following the earnings announcement, reflecting a positive outlook on the company's performance despite a challenging freight environment. The company's shares gained 6.4% after the report.
ArcBest Sees Bright Spots Amid Down Q4 Freight Market
ArcBest reported a net loss in Q4 due to impairments and weaker freight demand, despite recording solid full-year results for 2025. The company's CEO, Seth Runser, highlighted growth in less-than-truckload (LTL) shipments and increased tonnage, with the asset-light segment achieving record productivity. ArcBest focused on maintaining customer value and investing in long-term strategies to navigate the challenging freight market.
ArcBest stock price target raised to $110 by Jefferies on strong margins
Jefferies has increased its price target for ArcBest Corp (NASDAQ:ARCB) to $110 from $95, maintaining a Buy rating. This adjustment comes after ArcBest's strong fourth-quarter results and positive first-quarter outlook, despite a reported weak gross profit margin and an earnings miss in the recent Q4 report. The firm anticipates strong earnings growth for ArcBest in 2027 and 2028 due to operating leverage and high incremental margins.
ArcBest stock price target raised to $110 by Jefferies on strong margins
Jefferies has increased its price target for ArcBest Corp (NASDAQ:ARCB) to $110 from $95, maintaining a Buy rating due to stronger-than-expected operating ratio performance in Q4 and a positive Q1 outlook. Despite a weak gross profit margin and an earnings miss in Q4 2025, Jefferies anticipates ArcBest’s margins will outperform seasonal norms in Q1 2026, with significant earnings growth projected for 2027 and 2028. ArcBest, with a $2.02 billion market cap, provides freight transportation services and has consistently paid dividends for 24 years.
Wells Fargo raises ArcBest stock price target to $85 on improved volume trends
Wells Fargo has increased its price target for ArcBest Corp (NASDAQ:ARCB) to $85 from $74, maintaining an Equal Weight rating due to improved Asset-Based volume and margin trends. The firm also raised its Q1 2026 and full-year 2026/2027 estimates, citing enhanced profitability in ArcBest’s Asset Light segment. Despite the increase, the new target is below ArcBest's current trading price, suggesting the stock may be slightly overvalued, though ArcBest has shown strong recent momentum.
Inside ArcBest’s Next-Generation Logistics Technology Strategy with Dennis Anderson
Dennis Anderson, Chief Innovation Officer at ArcBest Corp., discusses the company's advanced logistics technology strategy. He highlights new platforms like ArcBest View and Vaux technology, the pervasive use of AI for optimization and efficiency, and efforts regarding electric vehicles. Anderson emphasizes the importance of responsible AI use, data quality, and empowering human teams with technology to solve complex problems in logistics.
ArcBest Corporation: Financial Stability Strengthens with Dividend Payout and Strategic Appointments
ArcBest Corporation (ARCB) has seen its stock price increase by 5.76% following positive sentiment regarding freight demand. The company announced a quarterly cash dividend of $0.12 per share, reaffirming financial stability, and appointed new board members to drive strategic growth. Despite a challenging freight market, ArcBest maintains a stable financial strategy, exemplified by strong gross margins and a low debt-to-equity ratio, leading to an optimistic outlook from analysts.
Summit Global Investments Invests $939,000 in ArcBest Corporation $ARCB
Summit Global Investments recently acquired a new stake of 13,442 shares in ArcBest (NASDAQ:ARCB) valued at approximately $939,000. This investment comes as ArcBest faces mixed analyst sentiment and recent Q4 results showing revenue slightly above estimates but an earnings miss and a net loss. Despite the mixed outlook, institutional investors hold a significant portion of the company's stock, and ArcBest announced a quarterly dividend.
ArcBest Corporation (NASDAQ:ARCB) Q4 2025 Earnings Call Transcript
ArcBest Corporation (NASDAQ:ARCB) reported its Q4 2025 earnings, with President and CEO Seth Runser highlighting solid results despite a prolonged freight recession. The company exceeded earnings expectations on several fronts, including growth in LTL shipment volumes and asset-light profitability, driven by strategic investments in technology and operational efficiency. The call also covered insights into January 2026 trends, the competitive landscape, and reaffirmed the company's long-term financial targets for 2028, despite anticipating a non-significant market recovery in 2026.
Weak Freight Rates Pressure ArcBest's Q4 Margins
ArcBest (NASDAQ: ARCB) reported Q4 2025 results, with adjusted earnings missing analyst estimates due to a challenging freight environment and weak freight rates. The company's revenue totaled $972.7 million, exceeding expectations, but an impairment charge and operating income decline impacted profitability. Despite the difficulties, Asset-Light operations returned to breakeven, and the company saw growth in LTL shipments.
ArcBest Reports Q4 Loss Despite Beating Revenue Forecasts
ArcBest Corp. (Nasdaq: ARCB) reported a fourth-quarter loss of $8.1 million, down from a profit of $29 million a year ago, with adjusted earnings per share of 36 cents missing Wall Street expectations. Despite the loss, the freight transportation and logistics company surpassed revenue forecasts with $972.7 million. For the full year 2025, ArcBest's income significantly decreased to $60.1 million from $173.9 million, while full-year revenue was $4 billion, a slight decrease from $4.2 billion.
ArcBest Corp earnings missed by $0.06, revenue topped estimates
ArcBest Corp (NASDAQ: ARCB) reported fourth-quarter EPS of $0.36, missing analyst estimates of $0.42 by $0.06. However, the company's revenue of $972.7 million exceeded the consensus estimate of $968.1 million. Despite missing on earnings, ArcBest Corp's stock has seen a 14.79% increase in the last three months, though it is down 10.77% over the past year.
ArcBest's (NASDAQ:ARCB) Q4 CY2025 Sales Top Estimates
ArcBest (NASDAQ:ARCB) reported Q4 CY2025 results, with revenue beating Wall Street estimates at $972.7 million, despite a 2.9% year-on-year decline. However, the company's non-GAAP adjusted EPS of $0.36 missed analyst expectations by 13.8%, and Adjusted EBITDA also fell short. The report highlighted weak profitability metrics, including a negative operating margin and a two-year decline in EPS, raising concerns about the company's cost management and long-term financial health.
ArcBest 2025 net income down 51.2%, revenue down 4%
ArcBest, a Fort Smith-based shipping and logistics company, reported a significant financial downturn in 2025, with net income declining by 51.2% and revenue by 4%. The fourth quarter of 2025 saw an almost 72% drop in net income and missed analyst estimates for earnings per share, despite slightly exceeding revenue forecasts. The company attributed these results to a challenging freight environment and noted a one-time charge of $22.767 million in the fourth quarter related to technology and equipment write-offs.
ArcBest Corp (NASDAQ:ARCB) Reports Mixed Q4 2025 Results Amid Challenging Freight Market
ArcBest Corp (NASDAQ:ARCB) reported mixed Q4 2025 results, with revenue and adjusted EPS slightly missing analyst estimates due to a challenging freight market. Despite the misses, the stock saw a positive pre-market reaction, suggesting investors are focusing on operational improvements and cost discipline. The company's Asset-Based LTL segment showed shipment growth but faced pricing pressure, while the Asset-Light segment returned to breakeven operating results driven by cost management.
First look: ArcBest’s Q4 misses mark
ArcBest reported a headline net loss of $8.1 million, or 36 cents per share, for the 2025 fourth quarter, missing analyst estimates by 6 cents. Despite consolidated revenue exceeding expectations, the asset-based unit experienced a 1% year-over-year revenue decline and a significant deterioration in its adjusted operating ratio. The asset-light segment achieved breakeven results, outperforming guidance.
ArcBest: Fourth Quarter Earnings Overview
ArcBest Corp. reported a net loss of $8.1 million in the fourth quarter, or 36 cents per share, falling short of analyst expectations of 45 cents per share. Despite the loss, the company generated $972.7 million in revenue, exceeding forecasts. For the full year, ArcBest recorded a net income of $60.1 million on $4.01 billion in revenue, with its stock up 15% year-to-date but down 11% over the past year.
ArcBest: Fourth Quarter Earnings Overview
ArcBest Corp. reported a net loss of $8.1 million in its fourth quarter, equivalent to 36 cents per share, which missed analyst expectations of 45 cents per share. Despite the earnings miss, the company generated $972.7 million in revenue, exceeding forecasts. For the full year, ArcBest recorded a net income of $60.1 million on $4.01 billion in revenue, with its stock up 15% year-to-date but down 11% over the past year.
ArcBest Corp earnings missed by $0.06, revenue topped estimates
ArcBest Corp (NASDAQ: ARCB) reported fourth-quarter EPS of $0.36, missing analyst estimates of $0.42 by $0.06. However, the company's revenue for the quarter came in at $972.7 million, exceeding the consensus estimate of $968.1 million. The stock is up 14.79% in the last three months but down 10.77% in the last 12 months.
ArcBest Announces Fourth Quarter and Full Year 2025 Results
ArcBest (ARCB) has released its financial results for the fourth quarter and full year ending December 31, 2025, reporting a decrease in revenue and net income due to a challenging freight environment. Despite these challenges, the company saw increased Asset-Based shipments and tonnage, achieved record Asset-Light productivity, and returned over $86 million to shareholders through repurchases and dividends. Management remains confident in its strategic plan to drive long-term value through organic capital investments and opportunistic share repurchases.
Logistics firm ArcBest swings to Q4 loss after $4B year
ArcBest (Nasdaq: ARCB) reported a net loss of $8.1 million in Q4 2025, or $0.36 per diluted share, a swing from a net income of $29.0 million in the prior-year quarter, despite achieving record Asset-Light productivity. For the full year 2025, the company's revenue reached $4.0 billion, a decrease from $4.2 billion in 2024, and net income was $60.1 million, down from $173.4 million in 2024. The freight environment remained challenging, but the company emphasized strong execution and strategic advancements, returning over $86 million to shareholders and making capital investments.
ArcBest Q4 Earnings Call Highlights
ArcBest reported its Q4 2025 earnings, with consolidated revenue down 3% year-over-year to $973 million, reflecting pressures from a prolonged freight recession. Despite this, the Asset-Light business returned to break-even, and the company highlighted significant efficiency gains, including $24 million from continuous improvement and $15 million from AI-driven route optimization. ArcBest plans $150-170 million in net capex for 2026 and returned over $86 million to shareholders in 2025.
ArcBest Corporation (NASDAQ:ARCB) Receives Consensus Recommendation of "Hold" from Analysts
Analysts have issued a consensus "Hold" rating for ArcBest Corporation (NASDAQ:ARCB) from 14 brokerages, with an average 1-year price target of $92.92. Recent analyst revisions show mixed sentiment, with some firms raising targets and others lowering them. The company recently exceeded quarterly EPS estimates and announced a quarterly dividend, while institutional investors hold a significant portion of its stock.
Earnings Flash (ARCB) ArcBest Corporation Posts Q4 Adjusted Loss $0.36 per Share, vs. FactSet Est of $0.42
ArcBest Corporation (ARCB) announced an adjusted loss of $0.0.36 per share for the fourth quarter, which is better than FactSet's estimated loss of $0.42 per share. The article also provides a brief company profile, detailing ArcBest's logistics services through its Asset-Based and Asset-Light segments, and lists recent news and financial data for the company.
ArcBest: Q4 Earnings Snapshot
ArcBest Corp. reported a fourth-quarter loss of $8.1 million, or 36 cents per share, which was below Wall Street's expectations of 45 cents per share. The company's revenue for the quarter was $972.7 million, surpassing analyst forecasts. For the full year, ArcBest reported a profit of $60.1 million on revenue of $4.01 billion.
ArcBest Names 2 to Board of Directors
ArcBest Corp. (Nasdaq: ARCB) based in Fort Smith appointed Ann Bordelon and Bobby George to its board of directors. They will replace Fredrik Eliasson, Kathy McElligott, and Craig Philip, who are retiring. Bordelon brings extensive financial leadership from the University of Arkansas and Walmart, while George offers expertise in IT and digital transformations from Carrier and General Electric, aiming to enhance the board's strategic oversight as ArcBest pursues growth.
ArcBest announces board changes, quarterly dividend
ArcBest, based in Fort Smith, announced changes to its board of directors, reducing its size from 11 to 10 with eight independent directors. Ann Bordelon and Bobby George were appointed as independent directors, while Fredrik Eliasson and Kathy McElligott are retiring. The company also declared a quarterly cash dividend of 12 cents per share and is set to report fourth-quarter and full-year financials soon, with consensus estimates below the previous year's performance.
ArcBest (ARCB) Reports Q4: Everything You Need To Know Ahead Of Earnings
ArcBest (NASDAQ:ARCB) is scheduled to report its Q4 earnings this Friday, with analysts expecting a 3.4% year-on-year revenue decline to $967.7 million and adjusted earnings of $0.42 per share. The company exceeded revenue, EBITDA, and adjusted operating income estimates in the previous quarter. Investor sentiment in the transportation and logistics sector has been positive, with ArcBest's shares up 13.9% over the last month.
Logistics firm ArcBest reshapes its board: 2 new directors, 3 exits
ArcBest (Nasdaq: ARCB) has announced the appointment of Ann Bordelon and Bobby George as independent directors to its Board, effective immediately. Concurrently, Kathy McElligott and Fredrik Eliasson will retire from the board on February 28, 2026, following Craig Philip's retirement on January 28, 2026. This reorganization aims to enhance strategic oversight with new perspectives and skills while maintaining excellence in governance and board refreshment for sustainable growth.
Analysts Estimate Old Dominion Freight Line (ODFL) to Report a Decline in Earnings: What to Look Out for
Analysts are forecasting a year-over-year decline in earnings and lower revenues for Old Dominion Freight Line (ODFL) for the quarter ended December 2025. The company is expected to report earnings of $1.06 per share and revenues of $1.3 billion. Although the Most Accurate Estimate for ODFL is higher than the Zacks Consensus, its Zacks Rank of #4 makes a conclusive earnings beat prediction difficult.
ArcBest Corporation (NASDAQ:ARCB) Plans $0.12 Quarterly Dividend
ArcBest Corporation (NASDAQ:ARCB) has announced a quarterly dividend of $0.12 per share, equating to an annualized dividend of $0.48 and a yield of 0.5%. The dividend, payable on February 24th to shareholders of record by February 10th, is well-covered by earnings, with a payout ratio of 6.6% and a projected future payout ratio of 4.8%. The company recently reported strong quarterly earnings, beating analyst estimates with $1.46 EPS on $1.05 billion in revenue.
ArcBest (ARCB) Reports Q4: Everything You Need To Know Ahead Of Earnings
ArcBest (ARCB) is scheduled to report its Q4 earnings on Friday morning. Analysts expect a revenue decline of 3.4% year-on-year to $967.7 million and adjusted earnings of $0.42 per share. The company met revenue expectations last quarter and saw a strong beat on EBITDA and adjusted operating income estimates.
