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ArcBest

ARCB

ArcBest is a leading integrated logistics company that provides end-to-end supply chain solutions through a combination of owned assets and third-party capacity.

Market cap
$3.25B+69.8%
Revenue$4.0B-1.7%
Net income$67.2M-61.4%
Free cash flow$150.9M+106%
EPS (diluted)$2.92-60.2%
Trailing twelve months · change vs. prior year

Earnings

Next report

Jul 29, 2026 (In 2 weeks)
Revenue estimate$1.2B
EPS estimate$2.18

Financials

Q1 2026

Income statement

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Revenue$998.8M+3.3%
Operating income$3.4M-48.3%
Net income-$1.0M-133%
EPS (diluted)-$0.05-138%

Balance sheet

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Cash & equivalents$64.1M-13.6%
Total debt$460.1M-0.6%
Total equity$1.3B-0.6%
Total assets$2.5B+2.1%

Cash flow

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Operating cash flow$8.5M+136%
CapEx$9.8M-32.8%
Free cash flow-$1.2M+96.8%

Valuation & ratios

Valuation

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Market cap$3.25B+69.8%
Enterprise value$3.64B+59.2%
P/E48.3×
P/S0.8×+0.3×

Profitability

See full
Operating margin2.4%-3.2pp
FCF margin3.7%+1.9pp

Returns & leverage

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Debt / equity0.4×0.0×
Current ratio0.9×-0.1×

Segments

By segment

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Asset Based$655.0M+1.3%
Asset Light$377.7M+6.1%
Corporate And Other$1.2M+4.5%
Eliminations And Reconciling Items-$35.2M+3.3%

Competitors

Profile

ArcBest is a leading integrated logistics company that provides end-to-end supply chain solutions through a combination of owned assets and third-party capacity. The company leverages proprietary technology and advanced analytics to offer a suite of transportation modes including less-than-truckload, truckload, expedite, and managed transportation. Its core value proposition centers on solving complex logistics challenges through a customer-led strategy focused on innovation and operational efficiency.

Competitive position

A leading North American LTL carrier and integrated logistics provider characterized by high barriers to entry in its asset-based network and a growing digital brokerage presence.

GeographiesUnited States, Canada, Mexico, Puerto Rico, Global
Customer segmentsCommercial, Government, Consumer, Industrial
Business modelAsset-heavy transportation, Brokerage, Managed Services, B2B Logistics
SuppliersFuel suppliers, Revenue equipment manufacturers, Independent owner-operators, Third-party contract carriers, Technology and software vendors
CustomersRetailers, Manufacturers, Automotive companies, Chemical producers, Food and textile distributors, Residential moving customers
Listed1992
Employees15.0K
CEOSeth K. Runser
IndustryTrucking
Websitearcb.com
FilingsSEC EDGAR

Questions, answered.

What is ArcBest's market cap?
ArcBest (ARCB) has a market capitalization of $3.2B and trades on NASDAQ.
What is ArcBest's revenue and profitability?
ArcBest generated $4.0B in trailing twelve-month revenue with net income of $67.2M, representing a net margin of 2.4%, with free cash flow of $150.9M. These figures are based on the Q1 2026 filing.
Who are ArcBest's competitors?
ArcBest's key competitors include Landstar System, Inc., Knight-Swift Transportation Holdings Inc., Old Dominion Freight Line, Inc., and others. These companies compete in similar markets and product categories.
Who does ArcBest partner with?
ArcBest's notable partners include BNSF Railway, International Brotherhood of Teamsters, TAT (Truckers Against Trafficking).
What subsidiaries does ArcBest have?
ArcBest's subsidiaries include ABF Freight, MoLo Solutions, LLC, Panther Premium Logistics, and others.
Where is ArcBest headquartered?
ArcBest is headquartered in United States of America and employs approximately 15,000 people. It has been publicly traded since 1992.