BlackRock ve 2. čtvrtletí získal novou pozici v ArcBest za zhruba 503,5 mil. USD a držel 15,69 % firmy. ArcBest zároveň ve čtvrtletí oznámil EPS 2,38 USD a tržby 1,18 mld. USD, obojí nad odhady.
BlackRock Inc. purchased a new position in ArcBest Corporation (NASDAQ:ARCB – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 3,507,564 shares of the transportation company’s stock, valued at approximately $503,476,000. BlackRock Inc. owned about 15.69% of ArcBest at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also recently modified their holdings of the company. Federated Hermes Inc. boosted its position in shares of ArcBest by 126.6% during the fourth quarter. Federated Hermes Inc. now owns 1,015 shares of the transportation company’s stock valued at $75,000 after buying an additional 567 shares during the last quarter. Canada Pension Plan Investment Board purchased a new position in ArcBest in the 2nd quarter worth about $85,000. Hantz Financial Services Inc. lifted its stake in ArcBest by 507.6% during the 4th quarter. Hantz Financial Services Inc. now owns 1,118 shares of the transportation company’s stock valued at $83,000 after acquiring an additional 934 shares during the period. PNC Financial Services Group Inc. lifted its stake in ArcBest by 8.2% during the 1st quarter. PNC Financial Services Group Inc. now owns 1,775 shares of the transportation company’s stock valued at $175,000 after acquiring an additional 134 shares during the period. Finally, Quantbot Technologies LP boosted its holdings in shares of ArcBest by 146.3% during the 3rd quarter. Quantbot Technologies LP now owns 1,786 shares of the transportation company’s stock valued at $125,000 after acquiring an additional 1,061 shares during the last quarter. 99.27% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades ARCB has been the subject of a number of research analyst reports. Bank of America lifted their price target on shares of ArcBest from $138.00 to $160.00 and gave the stock a “neutral” rating in a research note on Friday, June 5th. Stephens upgraded shares of ArcBest to a “strong-buy” rating in a report on Wednesday, July 8th. TD Cowen decreased their target price on shares of ArcBest from $175.00 to $155.00 and set a “hold” rating for the company in a research note on Thursday, July 30th. Weiss Ratings cut ArcBest from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday, May 28th. Finally, Wall Street Zen upgraded ArcBest from a “hold” rating to a “buy” rating in a research note on Saturday, May 9th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $154.23.
Read Our Latest Stock Analysis on ArcBest ArcBest Stock Down 4.2% Shares of ARCB stock opened at $134.45 on Tuesday. The stock has a market cap of $3.00 billion, a P/E ratio of 194.86, a PEG ratio of 0.46 and a beta of 1.57. ArcBest Corporation has a 52 week low of $59.43 and a 52 week high of $176.69. The company has a quick ratio of 0.97, a current ratio of 0.97 and a debt-to-equity ratio of 0.10. The company’s fifty day simple moving average is $145.61 and its two-hundred day simple moving average is $125.34.
ArcBest (NASDAQ:ARCB – Get Free Report) last issued its earnings results on Wednesday, July 29th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.26 by $0.12. The firm had revenue of $1.18 billion for the quarter, compared to analysts’ expectations of $1.17 billion. ArcBest had a return on equity of 7.92% and a net margin of 0.39%.The business’s revenue was up 15.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.36 earnings per share. Analysts predict that ArcBest Corporation will post 6.9 EPS for the current fiscal year.
ArcBest Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Friday, August 21st. Shareholders of record on Friday, August 7th were paid a $0.12 dividend. The ex-dividend date of this dividend was Friday, August 7th. This represents a $0.48 dividend on an annualized basis and a yield of 0.4%. ArcBest’s payout ratio is presently 69.57%.
Insider Activity at ArcBest In other news, Director Judy R. Mcreynolds sold 2,857 shares of the company’s stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $138.98, for a total transaction of $397,065.86. Following the sale, the director directly owned 50,048 shares of the company’s stock, valued at $6,955,671.04. This represents a 5.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Erin K. Gattis sold 6,163 shares of the business’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $140.00, for a total transaction of $862,820.00. Following the completion of the sale, the insider owned 24,286 shares in the company, valued at $3,400,040. This represents a 20.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 11,963 shares of company stock worth $1,678,066 over the last ninety days. Insiders own 0.98% of the company’s stock.
About ArcBest (Free Report)
ArcBest Corporation (NASDAQ: ARCB) is a transportation and logistics company that offers comprehensive freight and supply chain solutions across North America. Founded in 1923 as Arkansas Best Freight System, the company has evolved into a diversified service provider with both asset-based and asset-light operations. Its core businesses include less-than-truckload (LTL) shipping through ABF Freight, expedited full-truckload services via Panther Premium Logistics, and a range of logistics and supply chain management services under its ArcBest Integrated Logistics division.
The company’s asset-based operations also encompass FleetNet America, a provider of emergency roadside assistance and maintenance services for heavy-duty vehicles.
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Fifth Third Bancorp increased its stake in ArcBest Corporation (NASDAQ:ARCB – Free Report) by 2,994.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 5,230 shares of the transportation company’s stock after purchasing an additional 5,061 shares during the quarter. Fifth Third Bancorp’s holdings in ArcBest were worth $514,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also bought and sold shares of the company. Kestra Advisory Services LLC grew its stake in shares of ArcBest by 11.8% during the 1st quarter. Kestra Advisory Services LLC now owns 7,202 shares of the transportation company’s stock worth $708,000 after acquiring an additional 760 shares during the period. Elevation Point Wealth Partners LLC purchased a new stake in ArcBest during the first quarter valued at about $215,000. Strs Ohio boosted its position in ArcBest by 38.9% during the first quarter. Strs Ohio now owns 10,000 shares of the transportation company’s stock worth $984,000 after purchasing an additional 2,800 shares during the period. Inspire Investing LLC boosted its position in ArcBest by 281.2% during the first quarter. Inspire Investing LLC now owns 23,903 shares of the transportation company’s stock worth $2,351,000 after purchasing an additional 17,633 shares during the period. Finally, Pictet Asset Management Holding SA increased its stake in shares of ArcBest by 17.4% in the first quarter. Pictet Asset Management Holding SA now owns 4,367 shares of the transportation company’s stock worth $430,000 after purchasing an additional 648 shares in the last quarter. 99.27% of the stock is owned by institutional investors.
ArcBest Trading Down 5.3% Shares of ARCB stock opened at $141.49 on Thursday. The business has a 50-day moving average price of $148.16 and a two-hundred day moving average price of $119.03. ArcBest Corporation has a 12-month low of $59.43 and a 12-month high of $176.69. The company has a quick ratio of 0.93, a current ratio of 0.93 and a debt-to-equity ratio of 0.10. The firm has a market cap of $3.15 billion, a P/E ratio of 58.23, a price-to-earnings-growth ratio of 0.53 and a beta of 1.57.
ArcBest (NASDAQ:ARCB – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The transportation company reported $2.38 EPS for the quarter, beating the consensus estimate of $2.26 by $0.12. The firm had revenue of $1.18 billion for the quarter, compared to analyst estimates of $1.17 billion. ArcBest had a return on equity of 6.15% and a net margin of 1.38%.The company’s revenue was up 15.9% on a year-over-year basis. During the same period in the prior year, the company earned $1.36 EPS. Equities analysts anticipate that ArcBest Corporation will post 6.62 EPS for the current fiscal year.
ArcBest Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Friday, August 21st. Shareholders of record on Friday, August 7th will be paid a dividend of $0.12 per share. The ex-dividend date of this dividend is Friday, August 7th. This represents a $0.48 annualized dividend and a dividend yield of 0.3%. ArcBest’s dividend payout ratio (DPR) is 19.75%.
Wall Street Analyst Weigh In Several research firms recently commented on ARCB. Truist Financial raised their price objective on shares of ArcBest from $145.00 to $165.00 and gave the stock a “buy” rating in a report on Wednesday, July 15th. Citigroup started coverage on shares of ArcBest in a report on Wednesday, July 15th. They set a “market outperform” rating on the stock. JPMorgan Chase & Co. increased their target price on ArcBest from $117.00 to $147.00 and gave the stock a “neutral” rating in a research report on Monday, June 8th. Stifel Nicolaus raised their price target on ArcBest from $134.00 to $176.00 and gave the stock a “buy” rating in a report on Tuesday, July 21st. Finally, Wells Fargo & Company lifted their target price on ArcBest from $130.00 to $150.00 and gave the company an “equal weight” rating in a report on Friday, June 5th. Two investment analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $155.62.
View Our Latest Stock Analysis on ArcBest
Key Stories Impacting ArcBest Here are the key news stories impacting ArcBest this week:
Positive Sentiment: ArcBest reported second-quarter adjusted earnings of $2.38 per share, above analyst estimates of roughly $2.26-$2.30 and well ahead of $1.36 a year earlier. Revenue rose 15.9% year over year to approximately $1.18 billion, slightly exceeding or matching consensus expectations. ArcBest quarterly earnings report Positive Sentiment: The company expects its restructuring program to produce approximately $40 million in annualized cost savings once it reaches a full run rate by the first quarter of 2027. Those savings could support margins and earnings if freight demand remains stable. ArcBest restructuring cost savings Neutral Sentiment: Analysts and financial coverage highlighted the strong year-over-year earnings improvement and revenue growth, while noting that the quarter’s key operating metrics were broadly in line with expectations. Investors will likely focus on freight volumes, pricing and execution of the restructuring plan. ARCB versus JBHT valuation comparison Negative Sentiment: ArcBest reported a second-quarter loss on a GAAP basis, primarily because of restructuring costs. The company’s 1.38% net margin and 6.15% return on equity also underscore the limited current profitability, which may have outweighed the adjusted EPS beat. ArcBest reports second-quarter loss Negative Sentiment: The earnings release followed a substantial 2026 rally, raising the bar for results. With the stock trading at a relatively elevated earnings multiple, investors may be taking profits and demanding clearer evidence that restructuring savings will translate into sustained margin expansion. About ArcBest (Free Report)
ArcBest Corporation (NASDAQ: ARCB) is a transportation and logistics company that offers comprehensive freight and supply chain solutions across North America. Founded in 1923 as Arkansas Best Freight System, the company has evolved into a diversified service provider with both asset-based and asset-light operations. Its core businesses include less-than-truckload (LTL) shipping through ABF Freight, expedited full-truckload services via Panther Premium Logistics, and a range of logistics and supply chain management services under its ArcBest Integrated Logistics division.
The company’s asset-based operations also encompass FleetNet America, a provider of emergency roadside assistance and maintenance services for heavy-duty vehicles.
See Also Five stocks we like better than ArcBest Why SK hynix Could Be the Best AI Chip Stock to Buy Now Seagate Technology Stock Surges as Earnings Beat Silences AI Doubters Alphabet Is Down 18% From Its High After a Stellar Quarter—Overdone, or More Downside Ahead? Why Bloom Energy May Be the Most Important AI Infrastructure Stock Want to see what other hedge funds are holding ARCB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for ArcBest Corporation (NASDAQ:ARCB – Free Report).
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ArcBest (ARCB - Free Report) came out with quarterly earnings of $2.38 per share, beating the Zacks Consensus Estimate of $2.3 per share. This compares to earnings of $1.36 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +3.48%. A quarter ago, it was expected that this freight transportation and logistics company would post earnings of $0.27 per share when it actually produced earnings of $0.32, delivering a surprise of +18.52%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
ArcBest, which belongs to the Zacks Transportation - Truck industry, posted revenues of $1.18 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.79%. This compares to year-ago revenues of $1.02 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
ArcBest shares have added about 101.5% since the beginning of the year versus the S&P 500's gain of 8.5%.
What's Next for ArcBest?While ArcBest has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for ArcBest was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.34 on $1.2 billion in revenues for the coming quarter and $6.62 on $4.51 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Transportation - Truck is currently in the top 3% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Heartland Express (HTLD - Free Report) , is yet to report results for the quarter ended June 2026.
This trucking and logistics company is expected to post break-even quarterly earnings per share in its upcoming report, which represents a year-over-year change of +100%. The consensus EPS estimate for the quarter has been revised 137.5% higher over the last 30 days to the current level.
Heartland Express' revenues are expected to be $189.59 million, down 9.9% from the year-ago quarter.
Key Takeaways ArcBest's Q2 earnings estimate implies 69.1% growth, while revenues are projected to rise 16.8%. Tightening truckload capacity and expanding manufacturing support a stronger pricing environment for ARCB.ArcBest's technology and training initiatives are generating annualized cost savings that may aid margins. ArcBest Corporation (ARCB - Free Report) is scheduled to report second-quarter 2026 results on July 29, before the market opens.
The Zacks Consensus Estimate for ARCB’s second-quarter 2026 earnings is currently pegged at $2.3 per share, indicating an uptick of 62 cents in the past 60 days. The consensus mark implies a 69.1% upward movement from the year-ago actual.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for ARCB’s second-quarter 2026 revenues is currently pegged at $1.2 billion. The consensus mark implies a 16.8% upward movement from the year-ago actual.
For full-year 2026, the Zacks Consensus Estimate for ARCB’s revenues is pegged at $4.51 billion, implying an increase of 12.5% year over year. The consensus mark for full-year EPS is pinned at $6.62, calling for a 78.9% year-over-year expansion. Moreover, the consensus mark for 2026 EPS points to a 25.1% upward revision over the past 60 days.
ARCB’s earnings beat the Zacks Consensus Estimate in two of the trailing four quarters (missing the mark twice). The average miss is 0.8%.
Factors at Play Ahead of ARCB's Q2 ResultsWe expect the company’s second-quarter 2026 results to benefit from the improving freight scenario. Truckload capacity has been tightening as carriers exit the industry, while manufacturing indicators have moved into expansion. That backdrop has been helping create a more supportive pricing environment for ArcBest.
The Zacks Consensus Estimate for second-quarter Asset-Based revenues is currently pegged at $795 million, highlighting a 21.4% increase from the first-quarter 2026 actuals. The Zacks Consensus Estimate for second-quarter Asset-Light revenues is currently pegged at $431 million, highlighting a 14% increase from the first-quarter 2026 actuals.
Technology is central to the margin story. ArcBest’s continuous improvement training has reached the majority of its network and has been generating annualized cost savings. This trend is likely to have continued in the second quarter and aided bottom-line performance. However, geopolitical woes and macro risks may dent results.
What Our Model Says About ARCBOur proven model does not conclusively predict an earnings beat for ArcBest this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. This is not the case here.
You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
ARCB has an Earnings ESP of -0.33% and a Zacks Rank #1.
Highlights of ARCB’s Q1 EarningsArcBest reported impressive first-quarter 2026 results, wherein both earnings and revenues beat the Zacks Consensus Estimate. Quarterly earnings per share (excluding 37 cents from non-recurring items) of 32 cents beat the Zacks Consensus Estimate of 27 cents but declined 37.3% year over year.
Revenues of $998.8 million marginally outpaced the Zacks Consensus Estimate and grew 3.3% year over year. Operating cash flow during the quarter was $8.5 million. The company returned more than $10 million through a combination of share repurchases ($7.4 million) and dividends ($2.7 million) in the March quarter. It exited the quarter with cash & short-term investments of $86.4 million.
Stocks to ConsiderInvestors may consider the following players from the same sector, as these have the right combination of elements to post an earnings beat this reporting cycle.
Allegiant Travel (ALGT - Free Report) has an Earnings ESP of +34.29% and a Zacks Rank #2. Impressive air travel demand is expected to aid the carrier’s second-quarter results. You can see the complete list of today’s Zacks #1 Rank stocks here.
Allegiant is scheduled to report results on Aug. 4. ALGT’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters (missing the mark once). The average beat is 21.9%.
United Parcel Service's (UPS - Free Report) second-quarter results are likely to reflect its focus on improving profitability over sheer volume. Under the cost-cutting initiatives, UPS has substantially reduced its U.S. operational workforce and closed daily operations at multiple leased and owned buildings. Moreover, UPS has been focusing on increasing automation in sorting and operations, and leveraging AI for logistics planning to boost efficiency.
UPS is scheduled to release second-quarter results on July 28. The company's earnings surpassed the Zacks Consensus Estimate in three of the last four quarters (missing the mark once), with the average beat being 10.6%. The company has an Earnings ESP of +1.06% and a Zacks Rank of 3.
ArcBest by měl za čtvrtletí vykázat EPS 2,18 USD a tržby 1,19 mld. USD, což představuje meziroční růst o 60,3 % a 16,8 %. Analytici navíc během posledních 30 dnů zvýšili odhad EPS o 8,96 %.
Wall Street expects a year-over-year increase in earnings on higher revenues when ArcBest (ARCB - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 29. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis freight transportation and logistics company is expected to post quarterly earnings of $2.18 per share in its upcoming report, which represents a year-over-year change of +60.3%.
Revenues are expected to be $1.19 billion, up 16.8% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 8.96% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for ArcBest?For ArcBest, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +9.76%.
On the other hand, the stock currently carries a Zacks Rank of #1.
So, this combination indicates that ArcBest will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that ArcBest would post earnings of $0.27 per share when it actually produced earnings of $0.32, delivering a surprise of +18.52%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
ArcBest appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerWerner Enterprises (WERN - Free Report) , another stock in the Zacks Transportation - Truck industry, is expected to report earnings per share of $0.22 for the quarter ended June 2026. This estimate points to a year-over-year change of +100%. Revenues for the quarter are expected to be $932.4 million, up 23.8% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Werner has been revised 6.6% up to the current level. Nevertheless, the company now has an Earnings ESP of +4.35%, reflecting a higher Most Accurate Estimate.
When combined with a Zacks Rank of #2 (Buy), this Earnings ESP indicates that Werner will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
ArcBest Corporation (NASDAQ:ARCB – Get Free Report)’s stock price rose 5.4% during trading on Thursday after Truist Financial raised their price target on the stock from $145.00 to $165.00. Truist Financial currently has a buy rating on the stock. ArcBest traded as high as $156.66 and last traded at $155.5030. 13,825 shares changed hands during mid-day trading, a decline of 96% from the average session volume of 367,386 shares. The stock had previously closed at $147.47.
Several other brokerages also recently weighed in on ARCB. Wells Fargo & Company upped their target price on ArcBest from $130.00 to $150.00 and gave the stock an “equal weight” rating in a research report on Friday, June 5th. Wall Street Zen upgraded ArcBest from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Bank of America boosted their price target on ArcBest from $138.00 to $160.00 and gave the stock a “neutral” rating in a research report on Friday, June 5th. Citigroup began coverage on ArcBest in a report on Wednesday. They issued a “market outperform” rating for the company. Finally, The Goldman Sachs Group increased their price objective on shares of ArcBest from $117.00 to $165.00 and gave the company a “buy” rating in a research report on Tuesday, June 23rd. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $151.85.
Check Out Our Latest Report on ArcBest
Key ArcBest News Here are the key news stories impacting ArcBest this week:
Positive Sentiment: ArcBest announced a simplified brand structure, consolidating MoLo Solutions, Panther Premium Logistics and ArcBest Technologies under the ArcBest name starting Aug. 1, a move aimed at improving efficiency and long-term growth. Article Title Positive Sentiment: The company also announced broader operational streamlining, including cutting about 2% of its workforce and eliminating certain open roles, which could support margins and earnings power if execution goes well. Article Title Positive Sentiment: Truist raised its price target on ArcBest to $165 from $145 and kept a buy rating, while Citizens JMP initiated coverage with a $180 target and outperform rating, signaling analyst confidence in the company’s outlook. Article Title Neutral Sentiment: Recent screening and commentary from Zacks highlighted ArcBest’s strong momentum and relatively attractive valuation, reinforcing the view that investor expectations have improved. Article Title Negative Sentiment: The workforce reduction and terminal closures indicate ArcBest is still facing pressure to reduce costs and reorganize parts of its less-than-truckload network, which may reflect a tougher operating backdrop. Article Title Institutional Trading of ArcBest A number of hedge funds and other institutional investors have recently modified their holdings of ARCB. Federated Hermes Inc. lifted its stake in shares of ArcBest by 126.6% in the fourth quarter. Federated Hermes Inc. now owns 1,015 shares of the transportation company’s stock worth $75,000 after acquiring an additional 567 shares in the last quarter. Hantz Financial Services Inc. boosted its holdings in ArcBest by 507.6% in the fourth quarter. Hantz Financial Services Inc. now owns 1,118 shares of the transportation company’s stock valued at $83,000 after purchasing an additional 934 shares during the last quarter. Canada Pension Plan Investment Board acquired a new stake in ArcBest during the 2nd quarter valued at approximately $85,000. Assetmark Inc. grew its stake in ArcBest by 5,940.0% during the 4th quarter. Assetmark Inc. now owns 1,208 shares of the transportation company’s stock valued at $90,000 after purchasing an additional 1,188 shares in the last quarter. Finally, KBC Group NV increased its holdings in ArcBest by 69.4% during the 4th quarter. KBC Group NV now owns 1,299 shares of the transportation company’s stock worth $96,000 after purchasing an additional 532 shares during the last quarter. 99.27% of the stock is owned by hedge funds and other institutional investors.
ArcBest Stock Up 6.9% The firm has a fifty day simple moving average of $141.81 and a 200-day simple moving average of $114.30. The company has a market capitalization of $3.51 billion, a PE ratio of 64.86, a P/E/G ratio of 0.64 and a beta of 1.57. The company has a debt-to-equity ratio of 0.10, a quick ratio of 0.93 and a current ratio of 0.93.
ArcBest (NASDAQ:ARCB – Get Free Report) last released its earnings results on Tuesday, April 28th. The transportation company reported $0.32 EPS for the quarter, beating the consensus estimate of $0.27 by $0.05. ArcBest had a return on equity of 6.15% and a net margin of 1.38%.The company had revenue of $998.79 million during the quarter, compared to analysts’ expectations of $999.07 million. During the same period in the prior year, the business posted $0.51 EPS. The business’s revenue was up 3.3% on a year-over-year basis. Equities research analysts anticipate that ArcBest Corporation will post 6.11 EPS for the current fiscal year.
ArcBest Announces Dividend The business also recently declared a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were issued a $0.12 dividend. The ex-dividend date of this dividend was Friday, May 8th. This represents a $0.48 annualized dividend and a yield of 0.3%. ArcBest’s dividend payout ratio is currently 19.75%.
ArcBest Company Profile (Get Free Report)
ArcBest Corporation (NASDAQ: ARCB) is a transportation and logistics company that offers comprehensive freight and supply chain solutions across North America. Founded in 1923 as Arkansas Best Freight System, the company has evolved into a diversified service provider with both asset-based and asset-light operations. Its core businesses include less-than-truckload (LTL) shipping through ABF Freight, expedited full-truckload services via Panther Premium Logistics, and a range of logistics and supply chain management services under its ArcBest Integrated Logistics division.
The company’s asset-based operations also encompass FleetNet America, a provider of emergency roadside assistance and maintenance services for heavy-duty vehicles.
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ArcBest těží z utahující se kapacity truckload trhu a lepšího cenového prostředí. AI optimalizace tras přinesla 15 milionů USD v anualizovaných úsporách.
Key Takeaways ArcBest is benefiting from tighter truckload capacity and a more supportive pricing environment. ARCB's renewals rose in the March quarter and Asset-Based tonnage per day also increased in the period. AI route optimization delivered $15 million in annualized savings and better asset utilization. ArcBest Corporation (ARCB - Free Report) is benefiting from a freight market that is becoming more constructive after a prolonged downturn.
The company’s setup combines tightening truckload capacity, disciplined pricing, technology-led productivity and an integrated logistics model that can support margins if freight demand continues to normalize.
ARCB Benefits From a Tighter Freight CycleTruckload capacity is tightening as carriers exit the industry, while manufacturing indicators have moved into expansion. That backdrop is helping create a more supportive pricing environment for ArcBest.
The company’s first-quarter 2026 contract renewals and deferred pricing agreements averaged a 6.3% increase. Asset-Based shipments per day rose 1.8%, while tonnage per day increased 6.5%, giving ARCB a better base for operating leverage as demand improves.
ArcBest Uses AI to Improve Route DensityTechnology is central to the margin story. ArcBest’s continuous improvement training has reached roughly 75% of its network and generated $32 million in annualized cost savings.
Its AI-enabled city route optimization program has delivered $15 million in annualized savings. The system supports optimized pickup and delivery routes, daily demand projections and better asset utilization, helping the company improve service and lower cost without relying only on aggressive capital spending.
ARCB Cross-Sell Model Supports Better PricingArcBest is not just a traditional trucking name. It combines ABF Freight’s asset-based less-than-truckload network with Asset-Light logistics offerings, including brokerage, managed transportation and expedited services.
About 70% of Asset-Light customers also use Asset-Based services, and cross-sold accounts generate more than three times the revenue and profit per account. This integrated positioning differs from pure less-than-truckload peers such as Old Dominion Freight Line (ODFL - Free Report) , one of North America’s largest less-than-truckload carriers, and asset-light logistics players such as C.H. Robinson Worldwide (CHRW - Free Report) , which focuses on global logistics, freight brokerage and supply-chain technology.
ArcBest View adds another layer to that model by letting customers quote, book and track shipments across logistics solutions through one interface. The expanding dynamic quote pool also helps ARCB selectively fill capacity and optimize yield.
ArcBest Faces Inflation and Mix PressuresThe recovery is not without friction. In the first quarter, Asset-Based operating ratio worsened to 97.3% from 95.9% a year earlier as labor, fuel and equipment depreciation costs rose.
Mix also remains a drag. Asset-Based billed revenue per shipment increased 0.6%, but billed revenue per hundredweight fell 3.9% as the freight profile shifted toward heavier shipments.
Asset-Light margins remain sensitive to purchased transportation costs. Purchased transportation expense was 86.2% of Asset-Light revenues in the first quarter, leaving profitability exposed to carrier-cost swings as capacity conditions change.
ARCB Style Scores Fit a Trend-Driven SetupThe bottom line: ARCB’s investment case is tied to whether pricing discipline, freight-cycle improvement and productivity initiatives can translate into durable margin expansion.
The Zacks Consensus Estimate for ArcBest’s June-quarter, September-quarter and current-year sales implies a year-over-year improvement of 15.3%, 13.3% and 11.4%, respectively. ARCB’s EPS indicates upward revisions over the past 60 days for the June-quarter, September-quarter and current-year, reflecting optimism.
Image Source: Zacks Investment Research
The stock currently sports a Zacks Rank #1 (Strong Buy), along with a VGM Score of B. It also has a Momentum Score of B, which fits a trend-driven setup supported by improving pricing conditions and positive estimate revisions. You can see the complete list of today’s Zacks #1 Rank stocks here.
ARCB’s Value Score of C and Growth Score of C are more balanced signals. They suggest the story is not simply about a cheap valuation or a clean growth profile, but about execution through a freight-cycle recovery.
ArcBest těží z lepší cenotvorby, vyšší produktivity a příznivějšího mixu nákladní dopravy. Segment Asset-Light se vrátil do kladného provozního zisku podle non-GAAP.
Key Takeaways ArcBest's outlook hinges on pricing discipline, network productivity and freight mix as demand improves. ARCB saw 6.3% first-quarter renewals and expects ABF's non-GAAP operating ratio to improve in Q2. Asset-Light returned to positive non-GAAP operating income as shipment growth and productivity helped. ArcBest Corporation (ARCB - Free Report) is entering a more constructive freight backdrop after a difficult period for transportation demand. The setup is not simply about volume recovery; it depends on pricing discipline, network productivity and freight mix.
The company’s two-part model gives investors more than one way to track progress. ABF Freight anchors the less-than-truckload business, while Asset-Light broadens ArcBest’s reach across logistics services.
ARCB Runs a Two-Segment ModelArcBest operates through Asset-Based and Asset-Light segments. Asset-Based consists of ABF Freight, its less-than-truckload carrier, while Asset-Light includes brokerage, managed transportation, expedited, intermodal, household moving, warehousing and international services.
That structure gives ArcBest a broad customer base and reduces dependence on any single shipper. No customer accounted for more than 3% of 2025 consolidated revenues, and the 10 largest customers represented roughly 14%.
Cross-selling is central to the model. About 70% of Asset-Light customers also use Asset-Based services, and cross-sold accounts generate more revenue, profit and retention than single-solution accounts.
ARCB Sees Better Pricing ConditionsArcBest is benefiting from tighter truckload capacity and firmer manufacturing indicators. That matters because better pricing can turn modest freight improvement into stronger yield and operating leverage.
First-quarter 2026 renewals rose about 6.3%. April also showed heavier freight trends, and management expects ABF’s non-GAAP operating ratio to improve 600 to 700 basis points sequentially in the second quarter.
Old Dominion Freight Line (ODFL - Free Report) offers a useful peer comparison because it is also one of North America’s largest less-than-truckload carriers. Its performance helps investors benchmark LTL pricing and demand trends across the group.
ArcBest Uses AI to Lift EfficiencySelf-help is a major part of ArcBest’s story. Continuous improvement efforts have been implemented across about 75% of the network and generated $32 million in annualized savings.
AI-enabled city route optimization has added another $15 million in annualized savings. These initiatives reduce manual work, improve route planning and support better asset utilization.
That matters in a cyclical business. ArcBest does not need a full freight boom to benefit if service, density and utilization improve while capital spending remains targeted.
Driven by the above-mentioned tailwinds, shares of ArcBest have gained in double digits (% wise) so far this year, easily outperforming the Zacks Transportation-Truck industry.
YTD Price ComparisonImage Source: Zacks Investment Research
ARCB Needs Asset-Light to Keep HealingThe Asset-Light segment gives ArcBest another source of earnings recovery beyond core LTL. It returned to positive non-GAAP operating income in the March quarter as shipment growth and productivity gains offset pressure from mix.
Management expects second-quarter adjusted operating income of $3 million to $5 million for the segment. Contract repricing, brokerage discipline and managed transportation growth could add incremental upside if freight conditions firm.
C.H. Robinson Worldwide (CHRW - Free Report) is relevant in this context because it is a major third-party logistics provider. Its role in freight brokerage and supply chain management makes it a useful comparison for ArcBest’s Asset-Light exposure.
ArcBest Still Faces Clear Freight RisksThe recovery is not risk-free. Manufacturing and housing remain below mid-cycle levels, and U-Pack weakness adds pressure to parts of the business.
Mix also remains a concern. Heavier LTL shipments have weighed on billed revenue per hundredweight, while labor, fuel and depreciation costs have pressured ABF’s operating ratio.
Asset-Light carries its own risk. Purchased transportation expense remains a large share of segment revenues, making margins sensitive to carrier cost swings and the timing of spot and contract resets.
ARCB Signals Support a Constructive ViewThe bottom line is that ArcBest has a constructive near-term setup, but not a straight-line recovery. Better pricing, measurable productivity savings and Asset-Light stabilization support the stock’s outlook, while macro demand and mix still need close watching.
ARCB currently carries a Zacks Rank #1 (Strong Buy). That rank points to a favorable short-term earnings revision backdrop. You can see the complete list of today’s Zacks #1 Rank stocks here.
The stock also has a VGM Score of B, with a Value Score of C, Growth Score of C and Momentum Score of B. For investors, that mix supports a selective view: momentum and estimate trends are improving, but execution still matters.
