ArcBest Corp. (ARCB)
NASDAQIndustrialsTruckingSnapshot 2026-11-04
$139.29+3.58%
Close 2026-11-04 · 1-day change
NASDAQIndustrialsTruckingSnapshot 2026-11-04
QuarterlyIQ Insights · ARCB
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-04.
The screen ranks ARCB against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=6983).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Stronger earnings and profitability were driven by disciplined execution, continued momentum in Asset-Light and ongoing savings from actions to simplify our organization and improve efficiency.
Stated in 2 of 4 supplied quarters. Management reported: “The company expects these measures to improve operating efficiency and generate approximately $40 million in annualized cost savings while maintaining ArcBest’s commitment to premium service.” ““Stronger earnings and profitability were driven by disciplined execution, continued momentum in Asset-Light and ongoing savings from actions to simplify our organization and improve efficiency.” Operating income was $73.334 million in 2026-Q3.
““Stronger earnings and profitability were driven by disciplined execution, continued momentum in Asset-Light and ongoing savings from actions to simplify our organization and improve efficiency.”
“The launch of ArcBest View™ marks an important step in that journey, and our continued progress on pricing, cost management, efficiency and productivity initiatives positions us to deliver sustainabl…”
The launch of ArcBest View™ marks an important step in that journey, and our continued progress on pricing, cost management, efficiency and productivity initiatives positions us to deliver sustainabl…
Stated in 1 of 4 supplied quarters. Management reported: “ Effective Aug. 1, 2026, MoLo Solutions, Panther Premium Logistics and ArcBest Technologies will operate under the ArcBest brand, giving customers easier and clearer access to the company’s full suite of solutions.” “The launch of ArcBest View™ marks an important step in that journey, and our continued progress on pricing, cost management, efficiency and productivity initiatives positions us to deliver sustainable, profitable growth.”” Revenue was $1.211 billion in 2026-Q3.
We also continued to invest in technology and innovation to better serve our customers and support long-term profitable growth.”
Stated in 2 of 4 supplied quarters. Management reported: “With a commitment to helping customers navigate supply chain challenges now and in the future, the company continues to invest in purpose-built technology such as ArcBest View ™, its digital logistics platform that brings quoting, booking, shipment visibility and reporting into one connected experience.” “We also continued to invest in technology and innovation to better serve our customers and support long-term profitable growth.””
Exhibit 99.1 Investor Relations Contact: Amy Mendenhall Media Contact: Autumnn Mahar Phone: 479-785-6200 Phone: 479- 494-8221 Email: invrel@arcb.com Email: amahar@arcb.com ArcBest Announc…
Stated in 2 of 4 supplied quarters. Management reported: “Exhibit 99.1 Investor Relations Contact: Amy Mendenhall Media Contact: Autumnn Mahar Phone: 479-785-6200 Phone: 479- 494-8221 Email: invrel@arcb.com Email: amahar@arcb.com ArcBest Announces First Quarter 2026 Results ● Delivered growth in Asset-Based shipments and tonnage and improved Asset-Light profitability ● Returned more than $10 million to shareholders through a balanced capital allocation approach FORT SMITH, Arkansas, April 28, 20 26, ArcBest ® (Nasdaq: ARCB), a leader in supply chain logistics, announced financial results for the first quarter ended March 31, 2026.”
The non-GAAP operating ratio decreased by 650 basis points, outperforming typical seasonality, due to higher fuel surcharge revenue, disciplined execution on pricing initiatives, and continued progre…
Over the trailing year it converted 2.47x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 59% of the time over the next year (vs 55% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
32 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 52% of the time over the next year (vs 59% for the rest of the cohort, n=6547).
Not investment advice. As of 2026-11-04.
“The launch of ArcBest View™ marks an important step in that journey, and our continued progress on pricing, cost management, efficiency and productivity initiatives positions us to deliver sustainabl…”
“We also continued to invest in technology and innovation to better serve our customers and support long-term profitable growth.””
“With a commitment to helping customers navigate supply chain challenges now and in the future, the company continues to invest in purpose-built technology such as ArcBest View ™, its digital logistic…”
“Exhibit 99.1 Investor Relations Contact : Amy Mendenhall Media Contact : Autumnn Mahar Phone : 479-785-6200 Phone : 479- 494-8221 Email : invrel@arcb.com Email : amahar@arcb.com ArcBest A…”
“Management plans to continue acting opportunistically on repurchases based on share price, balanced against prioritizing high-return organic capital investments while maintaining prudent leverage lev…”