ARCB

ARCBEST CORP

Ticker: ARCBIndustrialsTransportation & Utilities
HQ FORT SMITH, ARCIK 894405FY end 12-31Book / share $56.73Shares 22M
Revenue (FY)
$4.01B-4.04%
TTM $4.20B
Op. margin
2.25%-3.60%
TTM 0.69%
Net income
$60.10M-65.45%
TTM $16.30M
Operating cash
$228.95M-19.90%
TTM $281.12M
Free cash flow
$100.79M+119.84%
TTM $171.57M
Return on equity
5.49%-7.83%
TTM 1.29%
Debt / equity
0.17+0.03%
TTM 0.17
Shares outstanding
22.9M-3.72%
TTM 22.3M

The business

ArcBest Corporation (NASDAQ: ARCB) is a multibillion-dollar integrated logistics company headquartered in Fort Smith, Arkansas, with a history dating back over a century as a local freight hauler. The company operates as a single end-to-end logistics partner with global reach, leveraging technology and a comprehensive suite of transportation solutions across multiple modes to address complex supply chain needs. ArcBest maintains approximately 14,000 employees across nearly 250 campuses and service centers throughout North America and internationally.

The company operates through two reportable segments. The Asset-Based segment, representing approximately 66 percent of revenues, consists of ABF Freight System, Inc., one of North America's largest less-than-truckload motor carriers in continuous service since 1923. ABF Freight provides direct service to more than 99 percent of U.S. cities with populations exceeding 30,000 and serves approximately 51,000 communities across all 50 states, Canada, and Puerto Rico through 239 service centers. The Asset-Light segment, accounting for approximately 34 percent of revenues, encompasses MoLo Solutions for truckload services, Panther Premium Logistics for expedited freight, managed transportation solutions, U-Pack household moving services, and international ocean and air shipping capabilities.

ArcBest's competitive advantages include access to more than 40,000 owned and operated assets, a network of over 70,000 approved contract carriers, proprietary technology platforms, and integrated logistics capabilities. The company has invested significantly in technology innovation, including City Route Optimization using artificial intelligence and machine learning, the Vaux suite of autonomous material handling solutions, and ArcBest View, a digital platform for multi-mode logistics management. For the fiscal year ended December 31, 2025, no single customer represented more than 3 percent of consolidated revenues, with the ten largest customers collectively accounting for approximately 14 percent of total revenues.

The company's strategy focuses on driving long-term value through accelerating profitable growth, increasing efficiency, and driving innovation while maintaining a customer-led approach. ArcBest serves diverse industries including food, textiles, automotive, chemicals, and manufacturing, positioning itself as a comprehensive logistics solution provider in a fragmented market with approximately 400 billion dollars in total addressable market potential.

Sector
Industrials
Industry
Transportation & Utilities
HQ
FORT SMITH, AR
FY end
12-31
CIK
894405
SIC
4213
Financial performance · annual
20132025
$-532.41M$1.06B$2.66B$4.26B$5.86B2013201420152016201720182019202020212022202320242025TTMTTMTTM

Ownership

Who holds ARCBEST CORP — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30

351
funds hold it
0 of 35
superinvestors hold it
$2.00B
fund-held value
65.0%
of shares held by funds

Top fund holders

Fund% of fundValue
iShares Core S&P Small-Cap ETF
IJR · iShares Trust
0.17%$192.55M
Avantis U.S. Small Cap Value ETF
AVUV · American Century ETF Trust
0.49%$132.03M
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%$101.68M
Invesco Small Cap Value Fund
VSCAX · AIM Sector Funds (Invesco Sector Funds)
0.88%$94.34M
iShares Russell 2000 ETF
IWM · iShares Trust
0.10%$82.48M

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

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