ARCBEST CORPORATION
In the published model solve dated 2026-Q2, anchored at $141.12, ARCBEST CORPORATION (ARCB) is priced for today's economics sustained for ~8.4 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Two businesses sit inside one ticker: an Asset-Based trucking operation carrying 68% of revenue, whose segment revenues the 10-K puts at ⟦$2.7 billion for the year ended⟧ 2025, and an Asset-Light logistics arm that ⟦primarily provides logistics services through the use of third-party vendors⟧. • Trailing operating margin is 2.5%, against 24.6% at ODFL and 10.7% at SAIA, and whether that gap is cyclical or structural is the entire investment question. • Management has guided to a 400 to 500 bas
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264 institutional managers reported holding ARCB in 13F filings for the quarter ended 2026-03-31. 39 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 1.3M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (2.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ARCB has cut its share count 12.7% over the past five years, spending $389.75M on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting); the current rate is $0.32 a share annually. Cash returned over the past three years: $30.68M in dividends and $208.51M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ARCB over the trailing three years: 2023: 1 buy totaling $105k; 2024: 1 buy totaling $104k; 2025: 2 buys totaling $254k. 24 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ARCB's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | +0.5% | -14.6% |
| 2023-11-04 | +6.5% | -3.7% |
| 2024-02-24 | +9.6% | -8.9% |
| 2024-05-04 | +1.6% | -6.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ARCB's latest 8-K filings: 2026-09-08 (items 7.01); 2026-07-29 (items 2.02, 9.01); 2026-07-24 (items 8.01, 9.01); 2026-07-16 (items 2.05, 2.06, 8.01, 9.01); 2026-06-04 (items 7.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.