Capital investment and capacitynegative · 4 filings
“See Capital Expenditures below for estimated annual expenditure amounts for 2026.”10-Q · May 1, 2026 ↗
ArcBest Corporation
ARCB
Market read
ArcBest Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
Company-0.2% todayVolume comparison unavailable
Market group0 of 17 activeDomestic Economic Cyclicals · unavailable
Disclosed network0 of 5 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- ARCB's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if ARCB's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- ARCB's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements120
Verified relationships5
Evidence supporting the case
- Operating cash flow covered net income at 3.81x in the latest annual period.
Evidence challenging the case
- Latest annual revenue changed -4.0% year over year.
- Operating margin changed -3.6 percentage points in the latest annual period.
- Net margin changed -2.7 percentage points in the latest annual period.
- Capital investment and capacity has repeated adverse evidence across 4 filings.
- Energy and commodity prices has repeated adverse evidence across 4 filings.
- Input and raw-material costs has repeated adverse evidence across 4 filings.
- Macroeconomic conditions has repeated adverse evidence across 4 filings.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 11, 2026
134.606m+26.3%12m+84.0%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$3.8B+28.1%$7.98+1.3%
2022-12-31$5.0B+33.5%$11.69-4.7%
2023-12-31$4.4B-12.0%$7.93-3.4%
2024-12-31$4.2B-5.6%$7.30-3.3%
2025-12-31$4.0B-4.0%$2.62-3.7%
What management says matters
Persistent and emerging business drivers
Energy and commodity pricesnegative · 4 filings
“Although average revenue per shipment declined year-over-year, certain Asset-Light service lines realized pricing improvements as spot rates increased during first quarter 2026 due to higher fuel costs and tightening truckload capacity, marking a potential sh…”10-Q · May 1, 2026 ↗
Input and raw-material costsmixed · 4 filings
“Although average revenue per shipment declined year-over-year, certain Asset-Light service lines realized pricing improvements as spot rates increased during first quarter 2026 due to higher fuel costs and tightening truckload capacity, marking a potential sh…”10-Q · May 1, 2026 ↗
Macroeconomic conditionsmixed · 4 filings
“The prices for our revenue equipment (tractors and trailers) have also increased, partly as a result of inflationary pressures, and will very likely continue to be replaced at higher per-unit costs, which could result in higher depreciation charges on a per-u…”10-Q · May 1, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
134.60-0.2% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for ARCB. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for ARCB. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind ARCB
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
FDXFedEx CorporationcompetitorFeb 25, 2026 ▾
“The segment competes most directly with nonunion and union LTL carriers, including FedEx Freight Corporation, the LTL reporting segment of FedEx Corporation; the LTL segment of Knight-Swift Transportation Holdings Inc.; Old Dominion Freight Line, Inc.; Saia,…”
FDXFFedEx Freight Holding Company, Inc.competitorFeb 25, 2026 ▾
“The segment competes most directly with nonunion and union LTL carriers, including FedEx Freight Corporation, the LTL reporting segment of FedEx Corporation; the LTL segment of Knight-Swift Transportation Holdings Inc.; Old Dominion Freight Line, Inc.; Saia,…”
KNXKnight-Swift Transportation Holdings Inc.competitorFeb 25, 2026 ▾
“The segment competes most directly with nonunion and union LTL carriers, including FedEx Freight Corporation, the LTL reporting segment of FedEx Corporation; the LTL segment of Knight-Swift Transportation Holdings Inc.; Old Dominion Freight Line, Inc.; Saia,…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
ARCB is currently a Participant in the organic co-movement group Domestic Economic Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for ARCB; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.