ArcBest Corp. (ARCB)
NASDAQIndustrialsTruckingSnapshot 2026-11-04
$133.59-4.09%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsTruckingSnapshot 2026-11-04
QuarterlyIQ Insights · ARCB
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -14.1% |
| Our one-year growth estimate | diamond | 9.7% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 23.8 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 10 industry peers · Company calendar date is not available
ARCB — dividend update
Dated 2026-10-30
OTHER EVENTS On October 30, 2026, ArcBest ® (Nasdaq: ARCB) issued a press release announcing the approval by the Board of Directors of a quarterly cash dividend of $0.12 per share to holders of record on November 13, 2026, payable on November 27, 2026. A copy of the press release is filed as an exhibit to this Current Report on Form 8-K.
Why it matters: August results were preliminary, and freight demand can change with the economy. Q3 shipment and tonnage figures will show if Q2 growth held up.
Watch forThe Q3 update shows Asset-Based tonnage per day and Asset-Light shipments per day both grew year over year.
Also watch forThe Q3 update shows either measure fell year over year, or reports a material drop in Q3 business trends.
Why it matters: ArcBest announced job cuts and service center changes to lower costs. Later results can show whether savings arrive without weaker service.
Supportive ifArcBest reports savings on track to reach $40 million a year. Service measures stay stable or improve.
Worry ifArcBest reports savings far below the $40 million annual goal, or says service got worse after the changes.
Why it matters: ArcBest View launched in Q2, but the results do not show its effect yet. Customer use and repeat bookings would show demand for the tool.
Supportive ifArcBest reports rising customer use of ArcBest View and links it to more bookings or shipments.
Worry ifArcBest reports weak customer use, a launch delay, or no new use measures in later updates.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$159 on $10,000 · ±1.6% | How much price usually moves either way. |
| Bad day | $471 loss on $10,000 · 4.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,775 loss on $10,000 · 27.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.