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Trucking holding company running ABF Freight, a national less-than-truckload carrier, plus asset-light logistics services.
Trucking holding company running ABF Freight, a national less-than-truckload carrier, plus asset-light logistics services.
ABF Freight carries the business: it moves less-than-truckload shipments, loads too small to fill a trailer, priced by weight, freight class and distance, with unionized drivers represented by the Teamsters. The asset-light arm earns brokerage and logistics margins without owning trucks.
Moat: narrow (scale, distribution). National LTL terminal network is costly to replicate, but several similarly scaled carriers compete.
Headquarters: Fort Smith, Arkansas · Founded: 1923 · Employees: 14,000
Size ArcBest (ARCB) is a United States Industrials company (Trucking) with a market value of $2.86B, the 1580th largest of 3,117 United States companies the cockpit tracks. Shares closed at $127.91 on 6 Nov 2026.
Performance Over six months the shares gained 5.7%, against -12.1% for the median peer and -1.1% for the United States market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue grew 8.1% over the last twelve months (peer median +6.8%); the operating margin is 3.5% (peer median 5.1%).
Valuation It trades at 13.6× forward earnings against a peer median of 18.2× (5th cheapest of 20).
Price implies For today's price to make sense, revenue must grow about 16% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +10 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 4.4 points below its cost of capital (12.4% WACC).
Short interest Short interest is 6.8% of the free float (15 Oct 2026).
Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $4.37B | $4.01B | $4.18B | $4.43B | $5.03B |
| Revenue growth | — | -4% | -6% | -12% | — |
| Gross profit | $342M | $275M | $350M | $378M | $574M |
| EBITDA | $329M | $255M | $304M | $330M | $538M |
| Net income | $28.7M | $60.1M | $173M | $266M | $298M |
| Free cash flow | $242M | $101M | $45.8M | $90.2M | $305M |
| Capital expenditure | $57.8M | $128M | $240M | $232M | $166M |
| Total debt | $431M | $465M | $413M | $438M | $439M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| ArcBest ARCB | $2.86B | +6% | +8% | 3% | 13.6× | 16.5% |
| Old Dominion ODFL | $34.2B | -17% | +4% | 27% | 24.9× | 15.7% |
| Saia SAIA | $8.86B | -26% | +9% | 11% | 24.0× | 27.4% |
| XPO XPO | $20.6B | -13% | +9% | 11% | 26.6× | 26.2% |
| TFI International TFII.TO | $7.86B | -29% | +3% | 7% | 14.2× | 11.6% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | ARCB | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -1.6% | -9.2% | 8th highest of 21 |
| 6-month return | +5.7% | -12.1% | 5th highest of 21 |
| Distance from 52-week high | -27.6% | -34.7% | 8th highest of 21 |
| Revenue growth (TTM) | +8.1% | +6.8% | 8th highest of 21 |
| Operating margin | 3.5% | 5.1% | 7th lowest of 21 |
| Forward P/E | 13.6× | 18.2× | 5th cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | 16.5% | 5.8% | 4th most demanding of 17 |
| Growth delivered (Del g) | +6.4% | +7.3% | 8th lowest of 17 |
| Hurdle (Req g minus delivered) | +10.1 pp | -4.2 pp | 5th most demanding of 17 |
| ROIC minus cost of capital | -4.4 pp | -1.0 pp | 9th lowest of 21 |
| EV / EBITDA | 9.4× | 8.5× | 6th most expensive of 17 |
| Net debt / EBITDA | 0.7× | 0.7× | 9th least indebted of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| ArcBest ARCB | United States | $2.86B | +6% | +8% | 3% | 13.6× | 16.5% | +6.4% |
| NIKKON 9072.T | Japan | $3.25B | -19% | +7% | 9% | 26.9× | 12.0% | +8.1% |
| Seino 9076.T | Japan | $2.48B | +9% | +7% | 5% | 14.5× | -3.2% | +6.5% |
| Fujian Highton Development 603162.SS | China | $3.60B | +3% | +72% | 17% | 11.4× | 3.8% | +45.6% |
| Mullen MTL.TO | Canada | $1.98B | +36% | +12% | 9% | 18.2× | 6.5% | +12.9% |
| STEF STF.PA | France | $1.79B | +12% | +8% | 4% | 11.0× | 7.1% | +10.2% |
| Landstar System LSTR | United States | $4.83B | -22% | +11% | 4% | 19.8× | 12.0% | +2.8% |
| Schneider National SNDR | United States | $4.88B | -10% | +6% | 3% | 18.7× | 19.5% | +4.5% |
| Werner Enterprises WERN | United States | $1.62B | -26% | +15% | 2% | 18.8× | n/a | n/a |
| NTG Nordic Transport Group A/S NTG.CO | Denmark | $1.09B | +71% | +16% | 5% | 20.6× | -0.4% | +16.4% |
| TFI International TFII.TO | Canada | $7.86B | -29% | +3% | 7% | 14.2× | 11.6% | +16.8% |
| Marten Transport MRTN | United States | $959M | -25% | -5% | 1% | 27.1× | n/a | n/a |
| Logwin TGHN.DE | Germany | $942M | +5% | -6% | 5% | 15.2× | -16.0% | +3.9% |
| Saia SAIA | United States | $8.86B | -26% | +9% | 11% | 24.0× | 27.4% | +12.2% |
| Maruzen Showa Unyu 9068.T | Japan | $922M | -15% | +3% | 10% | 10.5× | -7.4% | +4.2% |
| Knight-Swift Transportation KNX | United States | $9.51B | -9% | +7% | 4% | 15.6× | 21.3% | +9.8% |
| Shanghai Juss Sports and Entertainment 600676.SS | China | $802M | -36% | -14% | -15% | n/a | 5.1% | -11.0% |
| Covenant Logistics CVLG | United States | $801M | -5% | +12% | 1% | 12.3× | n/a | n/a |
| Sakai Moving Service 9039.T | Japan | $785M | +2% | +4% | 10% | 13.7× | -11.2% | +4.5% |
| Heartland Express HTLD | United States | $780M | -24% | -17% | -6% | 28.2× | n/a | n/a |
| Fulongma 603686.SS | China | $743M | -37% | +6% | 6% | 27.8× | 2.4% | -2.0% |