ArcBest: Stay Bullish That ARCB Can Hit Its EPS Guide

ArcBest Corp. (ARCB) remains a Buy as fundamental drivers for the 2028 EPS target are intact, with recent volume inflection reinforcing earnings growth potential. November's 3% y/y tonnage and shipment growth, despite weak PMI, suggests ARCB is gaining market share and leveraging its fixed-cost model for earnings upside. Pricing discipline persists, with Q3 contract renewals up 4.5%, and Managed Solutions' integrated, sticky business model delivers recurring, high-quality revenue growth.

Seeking Alpha • Dec 11, 2025

ArcBest: The Recent Stock Downtrend May Provide New Buying Opportunities

ArcBest maintains a solid market positioning as demand remains strong amid softer macroeconomic conditions. Robust fundamentals ensure that ARCB will sustain its increasing operating capacity while covering dividends. LTL undercapacity and interest rate cuts may open new growth opportunities for many players in the market.

Seeking Alpha • Nov 12, 2025

ArcBest Corporation (ARCB) Q3 2025 Earnings Call Transcript

ArcBest Corporation ( ARCB ) Q3 2025 Earnings Call November 5, 2025 9:30 AM EST Company Participants Amy Mendenhall - Vice President of Treasury & Investor Relations Judy McReynolds - Chairman & CEO Seth Runser - President Matt Beasley - Chief Financial Officer Eddie Sorg Matthew Godfrey - President of ABF Freight Conference Call Participants Jason Seidl - TD Cowen, Research Division Brady Lierz - Stephens Inc., Research Division Jordan Alliger - Goldman Sachs Group, Inc., Research Division Ravi Shanker - Morgan Stanley, Research Division Ken Hoexter - BofA Securities, Research Division J. Bruce Chan - Stifel, Nicolaus & Company, Incorporated, Research Division Michael Triano - UBS Investment Bank, Research Division Brian Ossenbeck - JPMorgan Chase & Co, Research Division Stephanie Benjamin Moore - Jefferies LLC, Research Division Ariel Rosa - Citigroup Inc., Research Division Robert Salmon - Wells Fargo Securities, LLC, Research Division Scott Group - Wolfe Research, LLC Presentation Operator Good morning, and thank you for standing by.

Seeking Alpha • Nov 5, 2025

ArcBest Announces Third Quarter 2025 Results

FORT SMITH, Ark.--(BUSINESS WIRE)--ArcBest® (Nasdaq: ARCB), a leader in supply chain logistics, today announced financial results for the third quarter ended September 30, 2025. Third quarter 2025 revenue totaled $1.0 billion, compared to $1.1 billion in the prior-year period. Net income from continuing operations was $39.3 million, or $1.72 per diluted share, versus $100.3 million, or $4.23 per diluted share, in the third quarter of 2024, which included a $69.1 million after-tax benefit from t.

Business Wire • Nov 5, 2025

ArcBest (ARCB) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

While the top- and bottom-line numbers for ArcBest (ARCB) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Nov 5, 2025

ArcBest (ARCB) Tops Q3 Earnings and Revenue Estimates

ArcBest (ARCB) came out with quarterly earnings of $1.46 per share, beating the Zacks Consensus Estimate of $1.37 per share. This compares to earnings of $1.64 per share a year ago.

Zacks Investment Research • Nov 5, 2025

ArcBest Declares a $0.12/Share Quarterly Dividend

FORT SMITH, Ark.--(BUSINESS WIRE)--The Board of Directors of ArcBest® (Nasdaq: ARCB) has declared a quarterly cash dividend of twelve cents ($0.12) per share to holders of record of its Common Stock, $0.01 par value, on November 14, 2025, payable on November 28, 2025. ABOUT ARCBEST ArcBest® (Nasdaq: ARCB) is a multibillion-dollar integrated logistics company that helps keep the global supply chain moving. Founded in 1923 and now with 14,000 employees across 250 campuses and service centers, the.

Business Wire • Oct 31, 2025

ArcBest Announces Appointment of Chris Sultemeier to Board of Directors

FORT SMITH, Ark.--(BUSINESS WIRE)--Chris Sultemeier has joined the ArcBest Board of Directors effective October 29, 2025. Dr. Craig E. Philip will retire from the board in January 2026.

Business Wire • Oct 31, 2025

Analysts Estimate ArcBest (ARCB) to Report a Decline in Earnings: What to Look Out for

ArcBest (ARCB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Oct 29, 2025

ArcBest Stock's Arc Probably Wasn't Its Best

ArcBest (NASDAQ:ARCB) is currently in Phase 9 of its 18-phase Adhishthana cycle on the weekly charts, navigating bearish phases across both weekly and monthly timeframes. Here's how the stock's structure looks under the lens of the Adhishthana Principles, and why investors should stay cautious.

Benzinga • Oct 9, 2025