ArcBest(ARCB)

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ArcBest Stock's Arc Probably Wasn't Its Best
Benzinga· 2025-10-09 09:38
ArcBest (NASDAQ:ARCB) is currently in Phase 9 of its 18-phase Adhishthana cycle on the weekly charts, navigating bearish phases across both weekly and monthly timeframes. Here's how the stock's structure looks under the lens of the Adhishthana Principles, and why investors should stay cautious.ArcBest Cakra Formation & Arc Breakdown ArcBest has maintained a fairly strong alignment with the Adhishthana Principles, moving almost textbook-like through its early phases.According to the framework, stocks typical ...
ArcBest: Mid-Term Guidance Is Plausible And Potentially Beatable (NASDAQ:ARCB)
Seeking Alpha· 2025-10-08 13:41
I'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intrinsic value and holding them for the long haul, allowing them to compound their earnings and shareholder returns.Analyst’s Disclosure:I/we have no stock, option or similar derivative positi ...
ArcBest: Mid-Term Guidance Is Plausible And Potentially Beatable
Seeking Alpha· 2025-10-08 13:41
I'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intrinsic value and holding them for the long haul, allowing them to compound their earnings and shareholder returns.Analyst’s Disclosure:I/we have no stock, option or similar derivative positi ...
ArcBest Announces Its Third Quarter 2025 Earnings Conference Call
Businesswire· 2025-10-02 15:04
FORT SMITH, Ark.--(BUSINESS WIRE)--ArcBest® (Nasdaq: ARCB) will announce its third quarter 2025 financial results before the market opens on Wednesday, November 5, 2025. A conference call with company executives will be held that day at 9:30 a.m. ET (8:30 a.m. CT) to discuss these results. Interested parties are invited to listen by calling (800) 715-9871. The conference ID for the call is 6423434. Following the call, a recorded playback will be available through the end of the day on November. ...
ArcBest Corporation (ARCB) Analyst/Investor Day Transcript
Seeking Alpha· 2025-09-30 12:02
PresentationAmy MendenhallVice President of Treasury & Investor Relations [Presentation] Good afternoon, everyone, and welcome to ArcBest's 2025 Investor Day. It is great to see all of you. This is our first Investor Day in a decade, and we're excited to have the opportunity to share our story, our strategy and our vision for the future. ArcBest has undergone a remarkable transformation. And today, you'll see how we're positioned to lead in a rapidly evolving logistics landscape. Before we begin, a quick ...
How ArcBest plans to double earnings by 2028
Yahoo Finance· 2025-09-29 21:53
Many favorable revenue and cost initiatives had transportation and logistics provider ArcBest talking up long-term numbers on Monday. The Fort Smith, Arkansas-based company provided the outlook in New York during its first investor day in a decade. Join the leaders shaping freight’s future atF3: Future of Freight Festival, Oct 21-22.Network with the industry’s best and discover what’s next. Register now! ArcBest (NASDAQ: ARCB) outlined a plan to generate adjusted earnings per share of $12 to $15 by 2028, ...
ArcBest Highlights Strategic Pillars and Long-Term Financial Targets at 2025 Investor Day
Businesswire· 2025-09-29 19:15
Core Insights - ArcBest held its 2025 investor day to discuss strategic direction, financial performance, and future vision [1] - The event highlighted the company's long-term business outlook and roadmap for growth and value creation [1] Strategic Pillars - ArcBest's leadership outlined strategic pillars aimed at driving long-term value [1]
ArcBest (NasdaqGS:ARCB) 2025 Investor Day Transcript
2025-09-29 18:02
Summary of ArcBest's 2025 Investor Day Company Overview - **Company**: ArcBest - **Industry**: Logistics and Transportation - **Market Size**: Nearly $400 billion addressable market [4] Core Points and Arguments 1. **Strategic Transformation**: ArcBest has undergone a significant transformation over the last decade, evolving into a full-service, integrated logistics company focused on delivering value through innovation and execution [3][4] 2. **Customer Base**: The company serves over 30,000 customers, with the top 10 customers contributing only 13% of revenue, indicating a diverse and balanced customer base [5] 3. **Growth Metrics**: Active accounts have grown by 25% since 2019, and the company maintains consistently positive Net Promoter scores [6] 4. **Leadership Team**: The executive team has extensive industry experience, with a focus on operational excellence and customer success [8][9] 5. **Integrated Solutions**: ArcBest offers a range of integrated logistics solutions, including managed transportation, less-than-truckload (LTL), truckload, and expedite services, which are strategically integrated to create synergies [14][15] 6. **Customer Retention**: Customers using multiple ArcBest solutions exhibit a 5% higher retention rate, with revenue and profits tripled [15] 7. **Innovation Focus**: The company emphasizes innovation as a core component of its strategy, with a history of leveraging technology to enhance logistics operations [18][19] 8. **Financial Performance**: Since 2019, revenue has increased by 49%, operating income by 81%, and earnings per share have more than doubled [24] 9. **Operational Efficiency**: ArcBest has improved its operating ratio by 330 basis points over the past five years, reflecting disciplined execution and a focus on financial goals [25] Additional Important Content 1. **Dynamic Pricing Model**: The implementation of a dynamic pricing model has led to a tenfold increase in volume, with nearly 250,000 quotes per day and a 50% increase in revenue per shipment [42] 2. **Technology Investments**: ArcBest has invested in technology to enhance customer service, including the development of AVA, an AI-powered virtual assistant, and the upcoming ArcBest View platform for seamless customer interactions [45][46] 3. **Sustainability Initiatives**: The company is committed to sustainability, exploring electric vehicles and maintaining a younger fleet to reduce emissions [51][52] 4. **Continuous Improvement**: A culture of continuous improvement is embedded in the organization, with training programs and optimization projects generating significant cost savings [52][54] 5. **Future Outlook**: The leadership team is focused on accelerating profitable growth, increasing efficiency, and driving innovation to meet evolving customer needs [29][30] This summary encapsulates the key points discussed during ArcBest's 2025 Investor Day, highlighting the company's strategic initiatives, financial performance, and commitment to innovation and customer service.
ArcBest Corporation (ARCB) Analyst/Investor Day - Slideshow (NASDAQ:ARCB) 2025-09-29
Seeking Alpha· 2025-09-29 17:32
Group 1 - The article does not provide any specific content related to a company or industry, as it appears to be a technical issue regarding browser settings and ad-blockers [1]
ArcBest (NasdaqGS:ARCB) 2025 Earnings Call Presentation
2025-09-29 17:00
Company Overview - ArcBest is a leading integrated logistics company with an addressable market of approximately $400 billion[16] - The company has extensive United States coverage with 99% reach[16] - ArcBest has a diversified customer base, with the top 10 customers accounting for only 13% of 2024 consolidated revenues[20] Financial Performance & Targets - ArcBest's revenues increased from $2.8 billion in 2019 to $4.2 billion in 2024, a 49% increase[100] - Operating income grew from $112 million in 2019 to $203 million in 2024, an 81% increase[100] - Earnings per share increased from $2.96 in 2019 to $6.28 in 2024, a 112% increase[100] - The company targets an Asset-Based Non-GAAP Operating Ratio of 87%-90% by 2028[249] - ArcBest aims for Asset-Light Non-GAAP Operating Income between $40 million and $70 million by 2028[249] - The company projects Non-GAAP Diluted EPS between $12 and $15 and annual operating cash flow between $400 million and $500 million[250, 251] Strategic Growth & Innovation - Customers using both Asset-Light and Asset-Based services represent over 70% of the customer base[56] - Revenue and profit per account are over 3 times higher on cross-sold accounts[58]