ARCB ArcBest Corporation

bullish · high conviction SHIFT track record → $127.06 -0.70 (-0.6%)
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Mkt Cap $3B P/E 46.8 fwd 16.5 52wk $55.19 - $124.66 3h ago
Insider selling: $1,688,059 sold by 23 insiders (30d)
Est. revisions: +26.6% (7 up, 1 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +2.8)

Factor Model

net +2.8 4.8 / 10
Est. Revisions
+0.9
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.9
Narrative Gap
+0.0

ArcBest Q1 revenue rises 3%, EPS beats

Watch: Monitor next-quarter guidance on LTL pricing and utilization for confirmation of demand recovery and AI margin expansion.

ArcBest reported Q1 adjusted EPS of $0.32, beating consensus by $0.03 but down $0.19 year on year. Consolidated revenue rose 3% to $999 million, matching expectations. The asset-based unit's revenue increased 1% to $655 million, with tonnage per day up 6.5%. The asset-light segment's revenue grew 6% in April, surpassing guidance with operating income of $2.8 million.

The EPS beat and revenue growth reflect operational resilience and efficiency gains, confirming AI-driven margin improvement potential amid tough industry conditions.

Evidence

4h ago First look: ArcBest Q1 results yahoo-finance
13h ago Stifel main ARCB: Buy → Buy
13h ago Truist Securities main ARCB: Buy → Buy
13d ago Stifel main ARCB: Buy → Buy
16d ago Insider buy by BEASLEY JOHN MATTHEW (ARCB): $52,423
16d ago Insider buy by RUNSER SETH (ARCB): $1,205
16d ago Insider buy by ABBATE SALVATORE A (ARCB): $103,930
16d ago Insider buy by HOGAN MICHAEL P (ARCB): $201,662
3 older signals
19d ago Here’s Why Callaway Golf (CALY) Is a Hot Growth Stock to Invest In
51d ago ArcBest awaiting LTL demand inflection
55d ago ArcBest Corporation (ARCB) Seen Benefiting from AI-Driven Operational Efficiency
Fundamentals & Data ▾
ArcBest Corporation Industrials · Trucking
Mkt Cap
$3B
P/E
46.8 fwd 16.5
Beta
1.43
Div Yield
39.00%
52w Range
$55.19 - $124.66
Short Interest
1.2M 7.72%
Days to Cover
4.1 -1%
Technicals downtrend
from 52w Hi
0.0%
1w return
+7.8%
Insiders
mixed 0B / 0S
Analysts
mixed
EPS Estimate
$0.29 +26.6% 30d 7up / 1dn
Est. Dispersion
74% 12 analysts
Analyst Target
$104 $85 - $125
Options P/C
0.02
Insider Cluster
strong buy 4B / 2S (officer)
Fund Convergence
strong Citadel, Two Sigma, Renaissance
Financials
Revenue
$973M -3% YoY
FCF
$33M
Gross Margin
5%
Op Margin
2%
Momentum: decelerating
Top Holders
Citadel $4M
Two Sigma $4M
Renaissance $3M
Recent Filings & Data
insider trade 53
net selling · $1,688,059 sold · $359,220 bought
23 insiders · 53 transactions (30d)
Recent transactions
CONRADO EDUARDO F. · award
SPINNER STEVEN L · award
JOHNS MICHAEL R · award
NEWCITY MICHAEL E · award
PINKERTON MAC · award
MCREYNOLDS JUDY RENEE · other
SULTEMEIER CHRIS T · award
ANDERSON DENNIS L II · other
ALBRECHT THOMAS S. CFA · award
MCREYNOLDS JUDY RENEE · other
HOGAN MICHAEL P · buy · $201,662
MCREYNOLDS JUDY RENEE · award
CONRADO EDUARDO F. · award
PHILIP CRAIG E · award
GATTIS ERIN K · award
STIPP JANICE E · award
ELIASSON FREDRIK J · award
ANDERSON DENNIS L II · award
MCELLIGOTT KATHLEEN D · award
ABBATE SALVATORE A · award
RUNSER SETH · award
PARKS JASON T · award
BEASLEY JOHN MATTHEW · award
ADKINS CHRISTOPHER A · award
GODFREY MATTHEW R · award
SORG RALPH EDWARD · award
HOGAN MICHAEL P · award
SPINNER STEVEN L · award
JOHNS MICHAEL R · award
BEASLEY JOHN MATTHEW · buy · $52,423
PHILIP CRAIG E · other
PHILIP CRAIG E · sell · $428,649
NEWCITY MICHAEL E · sell · $1,259,410
RUNSER SETH · buy · $1,205
ANDERSON DENNIS L II · other
MCREYNOLDS JUDY RENEE · other
ABBATE SALVATORE A · buy · $103,930
MCREYNOLDS JUDY RENEE · other
CONRADO EDUARDO F. · other
MCREYNOLDS JUDY RENEE · award
PHILIP CRAIG E · award
GATTIS ERIN K · award
STIPP JANICE E · award
ELIASSON FREDRIK J · award
ANDERSON DENNIS L II · award
MCELLIGOTT KATHLEEN D · award
LEONARD STEVEN CARROL · award
ABBATE SALVATORE A · award
RUNSER SETH · award
PARKS JASON T · award
BEASLEY JOHN MATTHEW · award
ADKINS CHRISTOPHER A · award
HOGAN MICHAEL P · award
11 signals · latest 4h ago

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