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.
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) 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.
ArcBest Corp. (ARCB) is poised for structurally higher earnings, driven by operational excellence, technology initiatives, and a disciplined balance sheet. Management's 2028 adjusted EPS target of $12–$15 is credible, supported by cost optimization, integrated customer model, and a shift toward higher-margin SMB customers. ARCB's strong balance sheet and ongoing innovation projects enable self-funded growth, while valuation remains attractive at just ~12x NTM PE.
ARCB, CIVB and ENTG have been added to the Zacks Rank #5 (Strong Sell) List on August 12, 2025.
ArcBest Corporation experienced weaker revenue growth during Q2 2025 due to lighter shipments, but the actual number of shipments increased, which suggests stable demand amid market volatility. Its robust cash flow and prudent management ensure its sustainability and capacity to sustain dividends and stock repurchases. Even after increasing by 16%, the price remains reasonable for the stock valuation.
ArcBest Corporation (NASDAQ:ARCB ) Q2 2025 Earnings Call July 30, 2025 9:00 AM ET Company Participants Amy Mendenhall - Vice President of Treasury & Investor Relations Eddie Sorg - Corporate Participant J. Matthew Beasley - Chief Financial Officer Judy R.
The headline numbers for ArcBest (ARCB) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
ArcBest (ARCB) came out with quarterly earnings of $1.36 per share, missing the Zacks Consensus Estimate of $1.48 per share. This compares to earnings of $1.98 per share a year ago.
ArcBest (ARCB) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
ArcBest is showing signs of a top-line turnaround, with tonnage/day growth turning positive in April and May. Despite Q1 margin pressure from lower volumes and labor costs, ArcBest is well-positioned for margin improvement going forward. With a strong earnings recovery expected and favorable long-term tailwinds, the stock offers compelling risk-reward and is rated a buy.