ARCBEST CORP /DE/
ARCB · Trucking (No Local) · 22.3M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $80M (gross $92M, SBC $11M)
Reference price $59.00 · est. market cap ~$1.3B — last insider purchase, 2025-05-07 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C62Integrated LTL/logistics carrier in a cyclical trough, with collapsing operating income and only thin absolute returns.
Strengths
- Clean balance sheet: debt/equity 0.10 (20th pct), positive FCF $114M (78th)
- Scaled multi-modal network (ABF, MoLo, Panther) with no single-customer concentration
Risks
- Net income fell 65% to $60M; net margin just 1.5% and ROE 4.6% in absolute terms despite favorable percentiles
- Soft freight market, Asset-Light operating loss, sub-1.0 current ratio (0.95, 25th pct)
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Weak liquidityCurrent ratio 0.95 (<1)
- Customer concentration~34% of revenue from one customer/distributor — Our Asset-Light segment generated approximately 34% and 36% of total revenues before other revenues and intercompany eliminations for 2025 and 2024, respectively
- Strong balance sheetStrong balance sheet — $124M cash & investments
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
2.3%
Net margin
1.5%
Return on equity
4.6%
Return on assets
2.5%
ROIC
5.0%
Revenue growth (QoQ)
2.7%
Net-income growth
-65.5%
Debt / equity
0.1×
Net debt / EBITDA
0.0×
Current ratio
1.0×
Free cash flow
$114M
EBITDA
$261M
Tangible book value
$922M
Cash & investments
$124M
Stock comp / revenue
0.3%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-07 | Parks Jason T | Tax withheld | 73 | $121.78 |
| 2026-05-07 | RUNSER SETH | Tax withheld | 219 | $121.78 |
| 2026-05-07 | Anderson Dennis L II | Tax withheld | 144 | $121.78 |
| 2026-05-07 | Gattis Erin K | Tax withheld | 144 | $121.78 |
| 2026-05-07 | Godfrey Matthew R | Tax withheld | 109 | $121.78 |
| 2026-05-07 | Adkins Christopher A | Tax withheld | 130 | $121.78 |
| 2026-05-07 | Beasley John Matthew | Tax withheld | 193 | $121.78 |
| 2026-05-07 | Sorg Ralph Edward | Tax withheld | 130 | $121.78 |
| 2026-05-06 | Hagy James Brent | Tax withheld | 303 | $121.82 |
| 2026-05-06 | Beasley John Matthew | Tax withheld | 438 | $121.82 |
| 2026-05-06 | RUNSER SETH | Tax withheld | 643 | $121.82 |
| 2026-05-06 | Adkins Christopher A | Tax withheld | 272 | $121.82 |
| 2026-05-06 | Anderson Dennis L II | Tax withheld | 354 | $121.82 |
| 2026-05-06 | Sorg Ralph Edward | Tax withheld | 337 | $121.82 |
| 2026-05-06 | Gattis Erin K | Tax withheld | 306 | $121.82 |
| 2026-05-06 | Parks Jason T | Tax withheld | 149 | $121.82 |
| 2026-05-06 | Godfrey Matthew R | Tax withheld | 354 | $121.82 |
| 2026-05-05 | Sultemeier Chris T. | Grant | 1.4K | — |
| 2026-05-05 | Albrecht Thomas S | Grant | 1.4K | — |
| 2026-05-05 | Anderson Dennis L II | Grant | 2.2K | — |
| 2026-05-05 | Anderson Dennis L II | Tax withheld | 293 | $118.17 |
| 2026-05-05 | Hogan Michael P | Grant | 1.4K | — |
| 2026-05-05 | Stipp Janice E | Grant | 1.4K | — |
| 2026-05-05 | Gattis Erin K | Grant | 1.6K | — |
| 2026-05-05 | Gattis Erin K | Tax withheld | 245 | $118.17 |
| 2026-05-05 | CONRADO EDUARDO F | Grant | 1.4K | — |
| 2026-05-05 | MCREYNOLDS JUDY R | Grant | 1.4K | — |
| 2026-05-05 | George Bobby K | Grant | 1.4K | — |
| 2026-05-05 | Hagy James Brent | Grant | 1.9K | — |
| 2026-05-05 | Sorg Ralph Edward | Grant | 2.0K | — |
| 2026-05-05 | Sorg Ralph Edward | Tax withheld | 217 | $118.17 |
| 2026-05-05 | Godfrey Matthew R | Grant | 2.2K | — |
| 2026-05-05 | Godfrey Matthew R | Tax withheld | 180 | $118.17 |
| 2026-05-05 | Adkins Christopher A | Grant | 1.4K | — |
| 2026-05-05 | Adkins Christopher A | Tax withheld | 78 | $118.17 |
| 2026-05-05 | Beasley John Matthew | Grant | 3.0K | — |
| 2026-05-05 | Beasley John Matthew | Tax withheld | 321 | $118.17 |
| 2026-05-05 | Parks Jason T | Grant | 775 | — |
| 2026-05-05 | Parks Jason T | Tax withheld | 122 | $118.17 |
| 2026-05-05 | RUNSER SETH | Grant | 10K | — |
| 2026-05-05 | RUNSER SETH | Tax withheld | 349 | $118.17 |
| 2026-05-05 | Bordelon Ann G. | Grant | 1.4K | — |
| 2026-05-05 | Abbate Salvatore A | Grant | 1.4K | — |
| 2026-02-06 | Pinkerton Mac S | Grant | 2.1K | — |
| 2025-12-05 | MCREYNOLDS JUDY R | Gift | 7.5K | — |
| 2025-11-12 | Sultemeier Chris T. | Grant | 2.5K | — |
| 2025-08-15 | Anderson Dennis L II | Gift | 3.0K | — |
| 2025-08-06 | Albrecht Thomas S | Grant | 2.1K | — |
| 2025-05-09 | MCREYNOLDS JUDY R | Gift | 7.3K | — |
| 2025-05-07 | RUNSER SETH | Tax withheld | 219 | $58.93 |
| 2025-05-07 | Hogan Michael P | Buy | 3.4K | $59.00 |
| 2025-05-07 | Johns Michael R | Tax withheld | 158 | $58.93 |
| 2025-05-07 | Sorg Ralph Edward | Tax withheld | 128 | $58.93 |
| 2025-05-07 | Parks Jason T | Tax withheld | 71 | $58.93 |
| 2025-05-07 | MCREYNOLDS JUDY R | Tax withheld | 1.2K | $58.93 |
| 2025-05-07 | Leonard Steven Carrol | Tax withheld | 177 | $58.93 |
| 2025-05-07 | Godfrey Matthew R | Tax withheld | 109 | $58.93 |
| 2025-05-07 | Gattis Erin K | Tax withheld | 144 | $58.93 |
| 2025-05-07 | Beasley John Matthew | Tax withheld | 193 | $58.93 |
| 2025-05-07 | Anderson Dennis L II | Tax withheld | 144 | $58.93 |
| 2025-05-07 | Adkins Christopher A | Tax withheld | 130 | $58.93 |
| 2025-05-06 | RUNSER SETH | Grant | 6.8K | — |
| 2025-05-06 | SPINNER STEVEN | Grant | 2.7K | — |
| 2025-05-06 | Philip Craig E | Grant | 2.7K | — |
| 2025-05-06 | MCELLIGOTT KATHLEEN D | Grant | 2.7K | — |
| 2025-05-06 | Hogan Michael P | Grant | 2.7K | — |
| 2025-05-06 | Eliasson Fredrik J | Grant | 2.7K | — |
| 2025-05-06 | Abbate Salvatore A | Grant | 2.7K | — |
| 2025-05-06 | CONRADO EDUARDO F | Grant | 2.7K | — |
| 2025-05-06 | Johns Michael R | Tax withheld | 274 | $58.54 |
| 2025-05-06 | Johns Michael R | Grant | 3.7K | — |
| 2025-05-06 | Sorg Ralph Edward | Tax withheld | 267 | $58.54 |
| 2025-05-06 | Sorg Ralph Edward | Grant | 3.6K | — |
| 2025-05-06 | RUNSER SETH | Tax withheld | 387 | $58.54 |
| 2025-05-06 | Stipp Janice E | Grant | 2.7K | — |
| 2025-05-06 | Parks Jason T | Tax withheld | 13 | $58.54 |
| 2025-05-06 | Parks Jason T | Grant | 1.6K | — |
| 2025-05-06 | MCREYNOLDS JUDY R | Tax withheld | 2.3K | $58.54 |
| 2025-05-06 | MCREYNOLDS JUDY R | Grant | 20K | — |
| 2025-05-06 | Godfrey Matthew R | Tax withheld | 198 | $58.54 |
| 2025-05-06 | Godfrey Matthew R | Grant | 3.8K | — |
| 2025-05-06 | Anderson Dennis L II | Tax withheld | 321 | $58.54 |
| 2025-05-06 | Anderson Dennis L II | Grant | 3.8K | — |
| 2025-05-06 | Gattis Erin K | Tax withheld | 264 | $58.54 |
| 2025-05-06 | Gattis Erin K | Grant | 3.2K | — |
| 2025-05-06 | Adkins Christopher A | Tax withheld | 76 | $58.54 |
| 2025-05-06 | Adkins Christopher A | Grant | 2.9K | — |
| 2025-05-06 | Leonard Steven Carrol | Tax withheld | 236 | $58.54 |
| 2025-05-06 | Beasley John Matthew | Tax withheld | 104 | $58.54 |
| 2025-05-06 | Beasley John Matthew | Grant | 4.7K | — |
| 2025-05-05 | Beasley John Matthew | Tax withheld | 321 | $60.96 |
| 2025-05-05 | Godfrey Matthew R | Tax withheld | 179 | $60.96 |
| 2025-05-05 | RUNSER SETH | Tax withheld | 349 | $60.96 |
| 2025-05-05 | Gattis Erin K | Tax withheld | 245 | $60.96 |
| 2025-05-05 | Johns Michael R | Tax withheld | 264 | $60.96 |
| 2025-05-05 | Anderson Dennis L II | Tax withheld | 292 | $60.96 |
| 2025-05-05 | Adkins Christopher A | Tax withheld | 66 | $60.96 |
| 2025-05-05 | MCREYNOLDS JUDY R | Tax withheld | 2.0K | $60.96 |
| 2025-05-05 | Sorg Ralph Edward | Tax withheld | 258 | $60.96 |
| 2025-05-05 | Leonard Steven Carrol | Tax withheld | 292 | $60.96 |
| 2025-05-05 | Parks Jason T | Tax withheld | 137 | $60.96 |
| 2025-03-13 | Beasley John Matthew | Buy | 700 | $74.89 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-04 | 2026-06-04 | 0001104659-26-070593 ↗ |
| 8-K/A | 2026-05-18 | 2026-05-15 | 0001104659-26-063227 ↗ |
| 8-K | 2026-05-18 | 2026-05-18 | 0001104659-26-063183 ↗ |
| 8-K | 2026-05-15 | 2026-05-15 | 0001104659-26-062502 ↗ |
| 10-Q | 2026-05-01 | 2026-03-31 | 0001104659-26-053753 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0001104659-26-049648 ↗ |
| 8-K | 2026-04-24 | 2026-04-24 | 0001104659-26-048453 ↗ |
| 8-K | 2026-04-24 | 2026-04-24 | 0001104659-26-048553 ↗ |
| 8-K | 2026-03-06 | 2026-03-06 | 0001104659-26-024695 ↗ |
| 10-K | 2026-02-25 | 2025-12-31 | 0001104659-26-019699 ↗ |
| 8-K | 2026-01-30 | 2026-01-30 | 0001104659-26-008222 ↗ |
| 8-K | 2026-01-28 | 2026-01-26 | 0001104659-26-007406 ↗ |