ARCBEST CORP /TX/ · Trucking

ARCB

Low riskNext report: Around Nov 4 (est.)

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The short version

A profitable company with growing sales.

Going well

Sales up 16% in the latest quarter vs a year ago
Profitable every year for 10 years
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions cut 0.5% from their holdings in the quarter ending June 2026 (176 bought, 132 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$126.28-0.6% that day

Company value: $2.8B; Share price times all shares
Price vs profit (P/E): 177.9x; You pay about $178 for each $1 of yearly profit
Price vs sales: 0.67x; Company value is 0.67 times a year of sales
Cash vs value: 5%; Cash as a share of company value
Debt vs value: 8%; Debt as a share of company value

From ARCB's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$1.2B+16% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $4.2B, up 3.7% from the 12 months before. Over 5 years, sales grew about 6.4% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of ARCB. Starting points are the company's recent numbers.

Sales growth+4% a yearRecently: +3.7% a yearProfit margin1%Last 12 months: 0.4%P/E at the end40xToday: 177.9x. Many steady companies trade at 12x to 25xShare count change-3% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$5.1B

Profit in 5 years$51M

Price these guesses point to$106.60-16% vs $126.28 todayAbout -3.3% a year, before dividends

What today's price needs: with a 1% margin and a 40x P/E, sales would have to grow about 7.6% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/6Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.4.6%
PassDebt under half of equityNot relying on borrowed money.0.17x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.1.5%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$114.2M
PassShare count not growingNot diluting owners. Falling means buybacks.-10.1% in 3 years

Revenue: $4.0B; -4.0% vs prior year
5-year growth: +6.4%/yr; revenue, per year
Total debt: $214.1M; 0.17x equity
Current ratio: 0.95x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.