ARCBEST CORP /DE/(ARCB)Stock Analysis
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Rank #1,831 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ARCB Stock Analysis & AI Quality Score
AI stock analysis and institutional research for ARCBEST CORP /DE/ (ARCB), a Industrials sector company. 13F Pro's AI-powered ranking engine scores ARCB at 42.9/100 on a 32-signal composite quality model, placing it at rank #1,831 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include earnings quality (12.1) and revenue growth (21.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), ARCBEST CORP /DE/ reports quarterly revenue of $998.8M, net income of $-1.0M, an operating margin of 0.3%. Top institutional holders of ARCB by reported 13-F value include BlackRock,, DIMENSIONAL FUND ADVISORS, AMERICAN CENTURY COMPANIES, based on the most recent SEC filings. ARCB trades on the Nasdaq exchange and files with the SEC under CIK 894405. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ARCB daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ARCBEST CORP /DE/ directly from SEC EDGAR. ARCBEST CORP /DE/'s 13F Pro composite quality score has ranged between 8 and 70 since 2021, currently 42.9 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$998.8M
Net Income
Q1 2026
$-1.0M
Free Cash Flow
Q1 2026
$-1.2M
Operating Margin
Q1 2026
0.3%
ROIC
Q1 2026
0.2%
D/E Ratio
Q1 2026
0.17
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-4.0% YoYNet Income
-65.5% YoYOperating Income
-63.1% YoYEPS (Diluted)
-64.1% YoYTotal Assets
+0.9% YoYTotal Debt
-11.6% YoYOp. Cash Flow
-19.9% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2020 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $4.01B -4.0% | $4.18B -5.6% | $4.43B +50.6% | $2.94B -1.6% | $2.99B -3.4% | $3.09B |
| Net Income | $60.1M -65.5% | $174.0M -11.0% | $195.4M +174.9% | $71.1M +77.8% | $40.0M -40.6% | $67.3M |
| Operating Income | $90.3M -63.1% | $244.4M +41.6% | $172.6M +75.6% | $98.3M +54.1% | $63.8M -41.5% | $109.1M |
| EPS (Diluted) | $2.62 -64.1% | $7.30 -7.9% | $7.93 +194.8% | $2.69 +78.1% | $1.51 -39.8% | $2.51 |
| Total Assets | $2.45B +0.9% | $2.43B -2.2% | $2.49B +39.7% | $1.78B +7.7% | $1.65B +7.3% | $1.54B |
| Total Debt | $223.9M -11.6% | $253.1M -14.5% | $295.9M +4.1% | $284.2M -12.1% | $323.5M +10.9% | $291.7M |
| Operating Cash Flow | $229.0M -19.9% | $285.8M -11.3% | $322.2M +56.4% | $206.0M +20.9% | $170.4M -33.3% | $255.3M |
AI Insight: ARCB Financial Trends
ARCB faces deteriorating profitability with operating income collapsing from $135M in Q3 2024 to $3M in Q1 2026.
• Operating income plunged from $135M in Q3 2024 to $3M in Q1 2026, hitting negative $8M in Q4 2025.
• Revenue declined from $1,078M in Q2 2024 to $999M in Q1 2026 despite some quarterly volatility.
• Operating cash flow turned negative at -$22M in Q1 2025, recovering to $98M in Q3 2025 before weakening again.
• Total debt increased from $262M in Q2 2024 to $319M in Q2 2025 before declining to $224M in latest quarter.
⚠ Company posted net losses in Q4 2025 and Q1 2026 after consistent profitability through Q3 2025.
⚠ Operating cash flow volatility with negative generation in Q1 2025 and weakening trend in recent quarters.
AI Insight: ARCB Ratio Trends
ARCBEST's profitability collapsed from 5.2% operating margins in Q3 2025 to negative territory by Q4 2025, with latest quarter showing minimal recovery.
• Operating margin plummeted from 5.2% in Q3 2025 to -0.9% in Q4 2025, recovering only slightly to 0.3% in Q1 2026.
• ROIC deteriorated sharply from 13.5% in Q3 2025 to -2.2% in Q4 2025, remaining weak at 0.9% in Q1 2026.
• Net profit margins turned negative in Q4 2025 at -0.8% and remained barely positive at -0.1% in Q1 2026.
⚠ Debt-to-equity ratio stable around 0.17-0.25 range throughout the period, providing some balance sheet cushion.
⚠ TTM metrics at 2.2% operating margin and 5.8% ROIC suggest potential seasonal recovery ahead.
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Available Research
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Top Institutional Holders of ARCB
BlackRock, Inc.
$333.7M3,393,050 shDIMENSIONAL FUND ADVISORS LP
$137.4M1,397,287 shAMERICAN CENTURY COMPANIES INC
$135.9M1,382,114 shFMR LLC
$127.0M1,290,756 shVANGUARD PORTFOLIO MANAGEMENT LLC
$124.8M1,269,241 shVANGUARD CAPITAL MANAGEMENT LLC
$98.9M1,005,007 shSTATE STREET CORP
$94.2M957,682 shInvesco Ltd.
$79.6M809,204 shALLIANCEBERNSTEIN L.P.
$76.5M1,031,140 shGEODE CAPITAL MANAGEMENT, LLC
$56.1M569,799 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $333.7M | 3,393,050 |
| DIMENSIONAL FUND ADVISORS LP | $137.4M | 1,397,287 |
| AMERICAN CENTURY COMPANIES INC | $135.9M | 1,382,114 |
| FMR LLC | $127.0M | 1,290,756 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $124.8M | 1,269,241 |
| VANGUARD CAPITAL MANAGEMENT LLC | $98.9M | 1,005,007 |
| STATE STREET CORP | $94.2M | 957,682 |
| Invesco Ltd. | $79.6M | 809,204 |
| ALLIANCEBERNSTEIN L.P. | $76.5M | 1,031,140 |
| GEODE CAPITAL MANAGEMENT, LLC | $56.1M | 569,799 |
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Popular Research
Is ARCB a good stock to buy?
13F Pro's AI-powered analysis of ARCBEST CORP /DE/ (ARCB) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ARCB are available on the ARCB stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ARCB?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ARCB. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ARCBEST CORP /DE/'s investment landscape.