Arcbest Corp Stock Price, News & Analysis

ArcBest (Nasdaq: ARCB) held its 2025 Investor Day, outlining strategic pillars and financial targets through 2028. The logistics company serves 30,000+ customers in a $400 billion addressable market. Under its "Built to Deliver" strategy, ArcBest focuses on three pillars: accelerating profitable growth, increasing efficiency, and driving innovation.

Key achievements include 44% annual growth in managed solutions, expansion to 800 net doors since 2021, and a strategic shift toward SMB truckload customers (now 40% of revenue, up from 20%). The company's tech-enabled pricing leadership delivers 1.6x higher revenue per hundredweight than industry average.

ArcBest's 2028 financial targets include Asset-Based Non-GAAP Operating Ratio of 87%-90%, Asset-Light Operating Income of $40-70M, and Consolidated Non-GAAP EPS of $12-15.

ArcBest (Nasdaq: ARCB), a multibillion-dollar integrated logistics company, has announced its board of directors has approved an increase in the company's share repurchase authorization to $125 million. The program allows ArcBest to repurchase shares through various methods, including open market transactions and Rule 10b5-1 trading plans.

Led by Chairman and CEO Judy R. McReynolds, the company emphasizes this move as part of its balanced capital allocation strategy, which focuses on business investment, maintaining a strong balance sheet, and returning capital to shareholders. Founded in 1923, ArcBest now employs 14,000 people across 250 campuses and service centers, offering ground, air, and ocean transportation solutions along with fully managed supply chains.

ArcBest (Nasdaq: ARCB), a multibillion-dollar integrated logistics company, has announced its upcoming Investor Day scheduled for September 29, 2025, in New York. The event will run from 1:00 p.m. to 3:30 p.m. ET and will feature presentations from the executive leadership team.

While in-person attendance is by invitation only, investors can access a live webcast through the company's investor relations website. The event will showcase ArcBest's operating model, growth strategies, and financial outlook. The webcast replay will be available through October 31, 2025.

ArcBest (Nasdaq: ARCB), a multibillion-dollar integrated logistics company, has announced it will host an Investor Day on September 29, 2025. The event will feature presentations from the executive leadership team and include a Q&A session.

Led by Chairman and CEO Judy R. McReynolds, the company will showcase its long-term strategy, growth initiatives, and financial outlook. The presentation will highlight ArcBest's differentiated operating model, customer-led approach, and innovation-driven solutions.

Founded in 1923, ArcBest now employs 14,000 people across 250 campuses and service centers. The company has gained recognition for its innovative technology, including Vaux™, which was named one of the TIME Best Inventions of 2023.

ArcBest (NASDAQ: ARCB) reported Q2 2025 financial results with revenue of $1.0 billion, down from $1.1 billion in Q2 2024. Net income decreased to $25.8 million ($1.12 per diluted share) from $46.9 million ($1.96 per diluted share) year-over-year.

The Asset-Based segment showed resilience with revenue of $713.3 million and a 4.3% increase in daily tonnage, despite challenging market conditions. The segment achieved an operating ratio of 92.8%. The Asset-Light segment revenue declined 12.9% to $341.9 million but returned to profitability with non-GAAP operating income of $1.1 million.

The company announced a 5.9% general rate increase effective August 4, 2025, and returned over $47 million to shareholders through share repurchases and dividends in the first half of 2025.

ArcBest (Nasdaq: ARCB) announced that its Board of Directors has declared a quarterly cash dividend of $0.12 per share for stockholders. The dividend will be paid on August 22, 2025, to shareholders of record as of August 8, 2025.

ArcBest (Nasdaq: ARCB) announced the appointment of Thom Albrecht as a new independent director to its Board of Directors, effective immediately. Albrecht, currently Chief Revenue Officer at Reliance Partners, brings over 35 years of transportation and logistics experience and will serve on the Audit Committee.

The appointment coincides with the retirement of Steven L. Spinner, who will step down from the board on October 31, 2025, after 14 years of service, including nine years as Lead Independent Director. These changes are part of ArcBest's regular assessment of board composition, with additional updates expected in the coming months.

ArcBest (Nasdaq: ARCB) announced that CEO Judy R. McReynolds will retire effective December 31, 2025, with current President Seth Runser appointed as CEO-elect. Runser will assume the CEO position on January 1, 2026, while retaining his role as president and joining the board of directors.

McReynolds, who has served as CEO since 2010, will continue as chairman of the board. Under her leadership, ArcBest transformed into a leading integrated logistics company, implementing innovative technology and delivering customized logistics solutions. Runser, with 18 years of experience at ArcBest, has been instrumental in the company's evolution and achieving record results.

ArcBest (Nasdaq: ARCB) has successfully completed a pilot program testing a Tesla Semi electric truck in real-world operations through its ABF Freight division. The three-week pilot covered 4,494 miles, averaging 321 miles per day with an energy efficiency of 1.55 kWh per mile.

The electric Semi was tested across various routes between Reno and Sacramento, including challenging terrain like the 7,200-foot Donner Pass. Drivers reported positive feedback on comfort, safety, and ease of use. The company currently operates several electric vehicles in its fleet, including nine electric yard tractors, two electric forklifts, and two Class 6 electric straight trucks.