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.
Creative Planning lowered its position in ArcBest Corporation (NASDAQ: ARCB) by 37.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 11,135 shares of the transportation company's stock after selling 6,752 shares during the quarter. Creative Planning's holdings in
Connor Clark and Lunn Investment Management Ltd. bought a new stake in ArcBest Corporation (NASDAQ: ARCB) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 22,843 shares of the transportation company's stock, valued at approximately $1,759,000. Connor Clark and
Envestnet Asset Management Inc. trimmed its position in shares of ArcBest Corporation (NASDAQ: ARCB) by 19.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 32,518 shares of the transportation company's stock after selling 8,004 shares during the quarter. Envestnet Asset Management
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.
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.
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.
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.
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.
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.
