ArcBest Corporation Common Stock (ARCB)

FairStock Score: 17/100 — RISKY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look at ArcBest as a cyclical LTL trucking and logistics business, and the numbers demand caution. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $1.2B but net income was -$13.8M, or -$0.62 per diluted share. Fiscal Q1 2026 also lost $1.0M. That follows FY2025 revenue of $4.0B, net income of $60.1M, and diluted EPS of $2.62, down sharply from FY2024 net income of $174.0M and EPS of $7.30, and FY2023 net income of $195.4M and EPS of $7.93. The company still generates cash: trailing free cash flow was $172.6M, a 5.9% FCF yield, and debt/equity is 0.36. But returns are weak: FairStock's ROE is 1.27% and ROCE is 2.81%. At the 2026-10-13 close of $130.36, FairStock's P/E is 188.93, P/B is 2.30, EV/EBITDA is 15.12, and its Graham Number is $29.67, a -339.37% margin of safety. The FairStock Score is 17/100. ArcBest is a cyclical trucking company, so earnings should follow the economic cycle. I prefer durable, predictable earnings power bought below intrinsic value. Here the franchise may have scale, but current earnings do not support the price. Until profits recover or the price falls, there is little Graham-style cushion.

In plain English: ArcBest is a trucking and logistics company that moves freight by ground, air, and ocean. The business looks weak right now: it lost money in the first half of 2026 after earning much more in 2023 and 2024. The stock price looks expensive compared with its recent profits and accounting value, so it is not obviously a bargain.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer