We came across a bullish thesis on ArcBest Corporation on Valueinvestorsclub.com by leob710. In this article, we will summarize the bulls’ thesis on ARCB. ArcBest Corporation's share was trading at $87.51 as of January 13th. ARCB’s trailing and forward P/E were 20.79 and 17.76 respectively according to Yahoo Finance. 32 Landlocked Developing Countries Rasica/Shutterstock.com ArcBest (ARCB) is a century-old, multi-segment logistics operator anchored by a unionized less-than-truckload (LTL) network and an ...

Company Overview - ArcBest Corporation is a century-old, multi-segment logistics operator with a unionized less-than-truckload (LTL) network and an asset-light brokerage and managed transportation business [2] - The company operates 239 service centers across North America, employing approximately 15,000 individuals, with about 56% represented by the Teamsters [2] Financial Performance - For 2024, ArcBest's projected revenue is $4.53 billion, with the asset-based LTL segment contributing $3.33 billion (74% of total revenue) and the asset-light logistics segment contributing $1.20 billion [3] - The EBITDA margin for the LTL segment is 10.2%, while the asset-light logistics segment has a margin of 3-4% [3] - The company has a collective bargaining agreement that ensures predictable 4.2% annual labor cost escalations through mid-2028 [3] Market Dynamics - The North American LTL market is valued at $85 billion, with the top 10 carriers controlling 75% of the revenue [4] - The liquidation of Yellow in 2023 removed approximately 9-10% of national capacity, benefiting ArcBest by redistributing assets to more rational operators and improving rate discipline [4] Industry Outlook - Despite a freight recession expected from 2023 to 2025, industry pricing has remained rational, and a modest rebound in manufacturing could quickly normalize volumes [5] - ArcBest's higher-cost structure due to unionization provides significant operating leverage, with potential for dramatic earnings increases if tonnage or oversized freight mix recovers [5] Investment Thesis - ArcBest's shares are trading near their liquidation value of $50-$84 per share, based on terminal, fleet, and brokerage assets, presenting an asymmetric upside opportunity [6] - A mid-cycle recovery could drive 2028 EPS to $10-12, while normalization in shipment weights could push EPS to $18-20, indicating a potential 2-3x upside [6] - Key catalysts for growth include industrial recovery, tonnage normalization, terminal monetization, and potential mergers and acquisitions [6]

I gave a buy rating to ArcBest Corporation ( ARCB ) as the fundamentals continue to trend in the direction I expected. Specifically, the volume rebound in November, pricing trends, and also how well the Managed SolutionsI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality compan ...

ArcBest Corp (NASDAQ:ARCB) reported mixed fourth-quarter 2025 results on Friday.Revenue totaled $972.7 million, down from $1.0 billion a year earlier. Adjusted earnings of 36 cents per share missed the 41 cents analyst estimate, while revenue exceeded expectations of $966.361 million. Results included a $9.1 million after-tax, noncash impairment charge."2025 was a year of strong execution and meaningful progress for ArcBest," said President and CEO Seth Runser. "Amid a challenging freight environment, our t ...

ArcBest Corp (NASDAQ:ARCB) reported mixed fourth-quarter 2025 results on Friday.Revenue totaled $972.7 million, down from $1.0 billion a year earlier. Adjusted earnings of 36 cents per share missed the 41 cents analyst estimate, while revenue exceeded expectations of $966.361 million. Results included a $9.1 million after-tax, noncash impairment charge."2025 was a year of strong execution and meaningful progress for ArcBest," said President and CEO Seth Runser. "Amid a challenging freight environment, our t ...

ArcBest Corporation (NASDAQ:ARCB) exceeded revenue estimates despite a 2.9% decline year-over-year, showcasing resilience in a challenging market.The company's EPS of $0.36 fell short of the Zacks Consensus Estimate, indicating significant earnings challenges.Despite an earnings miss, ARCB's stock price saw an increase, reflecting investor confidence in the company's long-term prospects.ArcBest Corporation (NASDAQ:ARCB), a key player in the logistics and freight transportation sector, continues to navigate ...

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

Core Insights - ArcBest is preparing its less-than-truckload (LTL) network and asset-light business for a future recovery by implementing better technology and reducing structural costs to enhance returns when demand improves [1] Financial Performance - ArcBest reported a fourth-quarter net loss of $8.1 million, or 36 cents per share, which included a noncash impairment charge and other one-off items; adjusted EPS was 36 cents, down 97 cents year-over-year and 6 cents below consensus estimates [2] - Consolidated revenue for the quarter was $973 million, exceeding expectations by $6 million [2] Key Performance Indicators - The asset-based unit, including LTL subsidiary ABF Freight, experienced a 1% year-over-year revenue decline to $649 million, with revenue per day down 0.3% [3] - Daily tonnage increased by 3%, driven by a 2.4% rise in daily shipments to 20,163, although revenue per hundredweight (yield) decreased by 3% [4] Market Dynamics - Contract renewals averaged a 5% increase in the quarter, the highest in six quarters, and were 9.5% higher on a two-year stacked comparison; management noted a slowdown in bid activity and a "rational" pricing environment [5] - Tonnage per day improved year-over-year in each month of the quarter, with a 1.2% decline in October, followed by increases of 3.3% in November and 6.7% in December [5] Future Outlook - January revenue per day was flat year-over-year, with an 8% tonnage increase offset by an 8% decline in yield; first-quarter tonnage is expected to rise by approximately 4% to 5% year-over-year [6] - The unit's adjusted operating ratio was 96.2%, which was 420 basis points worse year-over-year and 370 basis points worse than the third quarter, attributed to weaker demand and inclement weather [8]

Beasley said revenue per hundredweight declined about 3% year-over-year, including and excluding fuel surcharges, primarily due to reduced shipment activity in the manufacturing vertical. He also cited higher costs tied to additional labor to support shipment growth, annual increases in contracted union labor rates, and higher equipment depreciation.In the Asset-Based segment, fourth-quarter revenue was $649 million and was described as flat on a per-day basis. The segment’s operating ratio was 96.2%, up 42 ...

ArcBest (NasdaqGS:ARCB) Q4 2025 Earnings call January 30, 2026 09:30 AM ET Company ParticipantsAmy Mendenhall - Vice President of Treasury and Investor RelationsBruce Chan - DirectorCole Couzens - VPEddie Sorg - Chief Commercial OfficerJason Seidl - Managing DirectorKen Hoexter - Managing DirectorMac Pinkerton - COO of Asset-Light LogisticsMatt Beasley - CFORavi Shanker - Managing DirectorSeth Runser - President and CEOStephanie Moore - SVP of Equity ResearchConference Call ParticipantsAri Rosa - Senior Ana ...