ArcBest Corp
NASDAQ:ARCB
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ArcBest Corp
In the 1920s, ArcBest Corp. emerged from the fertile economic fabric of Arkansas, where it began as a modest regional freight hauler. Over the decades, the company evolved, adapting to changes in the transportation industry like a seasoned navigator steering through turbulent waters. Today, ArcBest stands as a significant player in logistics and transportation, boasting a diversified portfolio of services that include less-than-truckload (LTL) shipping, premium logistics, and comprehensive supply chain solutions. ArcBest's journey has been marked by continual adaptation and investment in technology, allowing it to improve operational efficiencies while expanding its service offerings, not only throughout North America but globally.
ArcBest makes its money primarily by acting as the connective tissue within the complex web of supply chains, ensuring that goods move seamlessly from one point to another. Their revenue streams are as diversified as their services, with a significant portion derived from their less-than-truckload operations through their subsidiary, ABF Freight. The company’s logistics offerings, powered through ArcBest’s cutting-edge technological platforms, present higher-margin opportunities by providing customized solutions for complex supply chain requirements. Whether leveraging their expansive fleet for freight movement or utilizing strategic partnerships for logistics services, ArcBest weaves flexibility and reliability into the threads of global commerce, ensuring that the gears of business continue to turn smoothly and profitably.
In the 1920s, ArcBest Corp. emerged from the fertile economic fabric of Arkansas, where it began as a modest regional freight hauler. Over the decades, the company evolved, adapting to changes in the transportation industry like a seasoned navigator steering through turbulent waters. Today, ArcBest stands as a significant player in logistics and transportation, boasting a diversified portfolio of services that include less-than-truckload (LTL) shipping, premium logistics, and comprehensive supply chain solutions. ArcBest's journey has been marked by continual adaptation and investment in technology, allowing it to improve operational efficiencies while expanding its service offerings, not only throughout North America but globally.
ArcBest makes its money primarily by acting as the connective tissue within the complex web of supply chains, ensuring that goods move seamlessly from one point to another. Their revenue streams are as diversified as their services, with a significant portion derived from their less-than-truckload operations through their subsidiary, ABF Freight. The company’s logistics offerings, powered through ArcBest’s cutting-edge technological platforms, present higher-margin opportunities by providing customized solutions for complex supply chain requirements. Whether leveraging their expansive fleet for freight movement or utilizing strategic partnerships for logistics services, ArcBest weaves flexibility and reliability into the threads of global commerce, ensuring that the gears of business continue to turn smoothly and profitably.
Revenue: ArcBest reported Q4 revenue of $973 million, down 3% year-over-year due to continued freight market softness.
Operating Income: Non-GAAP operating income from continuing operations was $14 million, down sharply from $41 million the previous year.
Asset-Based Volumes: Asset-based LTL shipments grew 2% year-over-year in Q4, with daily shipments averaging 20,000.
Pricing: Deferred price increases averaged 5% in Q4, up from 4.5% in Q3, as ArcBest maintained disciplined pricing.
Managed Solutions: The managed solutions segment delivered double-digit shipment growth again in Q4, highlighting ongoing demand.
Productivity: AI and efficiency initiatives contributed $24 million in annual cost savings, with notable progress in city route optimization and automation.
Guidance: Q1 operating ratio is expected to increase 100–200 bps sequentially, better than typical seasonality. CapEx for 2026 is guided at $150–$170 million.
Long-Term Outlook: Management reaffirmed confidence in reaching 2028 financial targets, focusing on cost discipline, productivity, and profitable growth despite a muted freight recovery outlook for 2026.
