ARCB ArcBest Corporation - Common Stock
NASDAQ · Road & Rail · View on SEC EDGAR ↗ close Oct 5, 2026 10-K/10-Q Jul 30, 2026
$130.54
· of 52w range
· above low
· to high
$59.4352w low
$176.6952w high
P/E (TTM)
186.5
EPS (TTM)
$0.70
Revenue (TTM)
$4.20B
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52W Range
$59–$177
Analyst Rating
BUY
Price Target
$171
P/E
186.5
ROE
1.3%
Net Profit Margin
0.39%
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ARCB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$130.54
P/E (TTM)
186.5
EPS (TTM)
$0.70
Revenue (TTM)
$4.20B
ROE (TTM)
1.3%
Debt/Equity (MRQ)
0.2
52W Range
$59–$177
ARCB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$4.01B2016-12-31 → 2025-12-31
EPS$2.622016-12-31 → 2025-12-31
Free Cash Flow$114M2016-12-31 → 2025-12-31
Net margin0.39%2018-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | ARCB | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 186.55Y avg ≈15.5 | ≈15.5 | 54.2 | Overvalued |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | ARCB | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 0.69%5Y avg ≈5.3% | ≈5.3% | 4.5% | Weak | |
| EBITDA Margin (TTM) | 4.9%5Y avg ≈8.7% | ≈8.7% | 4.6% | Weak | |
| Pretax Margin (TTM) | 0.49%5Y avg ≈5.2% | ≈5.2% | 4.4% | Weak | |
| Net Profit Margin (TTM) | 0.39%5Y avg ≈4.2% | ≈4.2% | 3.3% | Weak | |
| ROA (TTM) | 0.66%5Y avg ≈8.3% | ≈8.3% | 2.3% | In line | |
| ROE (TTM) | 1.3%5Y avg ≈16.5% | ≈16.5% | 4.0% | In line | |
| ROIC | 4.3%5Y avg ≈15.1% | ≈15.1% | 3.7% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | ARCB | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.25Y avg ≈0.2 | ≈0.2 | 0.2 | In line | |
| Current Ratio (MRQ) | 1.05Y avg ≈1.1 | ≈1.1 | 1.6 | Low liquidity | |
| Quick Ratio (MRQ) | 0.95Y avg ≈1.0 | ≈1.0 | 1.3 | Low liquidity | |
| Long-Term Debt / Equity (MRQ) | 0.15Y avg ≈0.1 | ≈0.1 | 0.1 | Low debt |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | ARCB | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -4.0%5Y avg ≈8.0% | ≈8.0% | · | · | |
| Revenue CAGR 3Y | -7.3%5Y avg ≈3.6% | ≈3.6% | · | · | |
| Revenue CAGR 5Y | 6.4% | · | · | · | |
| EPS YoY | -64.1%5Y avg ≈27.8% | ≈27.8% | · | · | |
| Net Income YoY | -65.5%5Y avg ≈25.8% | ≈25.8% | · | · | |
| EPS CAGR 3Y | -39.3%5Y avg ≈0.40% | ≈0.40% | · | · | |
| EPS CAGR 5Y | -0.53% | · | · | · | |
| Net Income CAGR 3Y | -41.4%5Y avg ≈-2.6% | ≈-2.6% | · | · | |
| Net Income CAGR 5Y | -3.3% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | ARCB | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.65Y avg ≈1.9 | ≈1.9 | 1.0 | Top tier | |
| Receivables Turnover | 10.55Y avg ≈9.6 | ≈9.6 | 9.7 | Top tier | |
| Revenue / Employee | ≈$286.4K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Payout Ratio18.2%
Annualized Payout≈$0.48
5Y Div CAGR≈8.4%
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 7, 2026 | $0.12 | USD | ≈0.35% |
| May 8, 2026 | $0.12 | USD | ≈0.40% |
| Feb 10, 2026 | $0.12 | USD | ≈0.45% |
| Nov 14, 2025 | $0.12 | USD | ≈0.75% |
| Aug 8, 2025 | $0.12 | USD | ≈0.68% |
| May 9, 2025 | $0.12 | USD | ≈0.78% |
| Feb 11, 2025 | $0.12 | USD | ≈0.51% |
| Nov 13, 2024 | $0.12 | USD | ≈0.43% |
| Aug 13, 2024 | $0.12 | USD | ≈0.45% |
| May 9, 2024 | $0.12 | USD | ≈0.41% |
| Feb 15, 2024 | $0.12 | USD | ≈0.33% |
| Nov 7, 2023 | $0.12 | USD | ≈0.41% |
| Aug 8, 2023 | $0.12 | USD | ≈0.44% |
| May 9, 2023 | $0.12 | USD | ≈0.55% |
| Feb 13, 2023 | $0.12 | USD | ≈0.49% |
| Nov 9, 2022 | $0.12 | USD | ≈0.60% |
| Aug 9, 2022 | $0.12 | USD | ≈0.47% |
| May 10, 2022 | $0.12 | USD | ≈0.46% |
| Feb 10, 2022 | $0.08 | USD | ≈0.36% |
| Nov 10, 2021 | $0.08 | USD | ≈0.30% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.02%
Next Report
Nov 02, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 28, 2026 | $2.38 | $2.31 | 2.9% |
| March 31, 2026 | $0.32 | $0.28 | 15.4% | |
| Dec. 31, 2025 | $0.36 | $0.41 | -12.8% | |
| Sept. 30, 2025 | $1.46 | $1.40 | 4.5% | |
| June 30, 2025 | $1.36 | $1.47 | -7.3% | |
| March 31, 2025 | $0.51 | $0.52 | -2.6% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.01B | $4.18B | $4.43B | $5.03B | $3.77B | $2.94B | $2.99B | $3.09B | $2.83B | $2.70B | · | · | |
| R&D Expense | $29M | $34M | $52M | $41M | $33M | $26M | · | · | · | · | · | · | |
| Operating Expenses | $3.92B | $3.93B | $4.25B | $4.63B | $3.49B | $2.84B | $2.92B | $2.98B | $2.77B | $2.67B | $2.59B | $2.54B | |
| Operating Income | $90M | $244M | $173M | $395M | $277M | $98M | $64M | $109M | $61M | $34M | $75M | $69M | |
| Other Non-op | $394.0K | $-28M | $9M | $-2M | $4M | $2M | $-7M | $-19M | $-5M | $-2M | $354.0K | $4M | |
| Pretax Income | $83M | $219M | $187M | $388M | $273M | $92M | $51M | $84M | $52M | $28M | $73M | $71M | |
| Income Tax | $23M | $45M | $45M | $94M | $63M | $21M | $11M | $17M | $-8M | $10M | $28M | $24M | |
| Net Income | $60M | $174M | $195M | $298M | $214M | $71M | $40M | $67M | $60M | $19M | $45M | $46M | |
| EPS (Basic) | $2.63 | $7.39 | $8.14 | $12.13 | $8.38 | $2.80 | $1.56 | $2.61 | $2.32 | $0.72 | $1.71 | $1.69 | |
| EPS (Diluted) | $2.62 | $7.30 | $7.93 | $11.69 | $7.98 | $2.69 | $1.51 | $2.51 | $2.25 | $0.71 | $1.67 | $1.69 | |
| Shares (Basic) | 22,837,401 | 23,553,410 | 24,018,801 | 24,585,205 | 25,471,939 | 25,410,232 | 25,535,529 | 25,679,736 | 25,683,745 | 25,751,544 | 26,013,716 | 25,993,255 | |
| Shares (Diluted) | 22,933,107 | 23,820,175 | 24,634,617 | 25,504,508 | 26,772,126 | 26,422,523 | 26,450,055 | 26,698,831 | 26,424,389 | 26,256,570 | 26,530,127 | 25,993,612 | |
| EBITDA | $261M | $394M | $318M | $539M | $405M | $217M | $176M | $218M | $157M | $132M | $169M | $155M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $102M | $127M | $262M | $158M | $77M | $304M | $202M | $190M | $121M | $114M | $165M | $157M | |
| Short-term Investments | $22M | $30M | $68M | $168M | $48M | $65M | $117M | $107M | $56M | $57M | $62M | $46M | |
| Receivables | $371M | $395M | $430M | $517M | $582M | $321M | $283M | $297M | $279M | $261M | $236M | $228M | |
| Prepaid Expense | $49M | $48M | $37M | $39M | $40M | $38M | $30M | $25M | $22M | $22M | $21M | $21M | |
| Other Current Assets | $10M | $11M | $11M | $12M | $6M | $4M | $5M | $9M | $12M | $4M | $4M | $5M | |
| Current Assets | $626M | $676M | $885M | $990M | $776M | $758M | $664M | $649M | $522M | $491M | $552M | $515M | |
| PP&E (Net) | $1.14B | $1.07B | $915M | $800M | $696M | $679M | $684M | $631M | $591M | $533M | $483M | $410M | |
| PP&E (Gross) | $2.36B | $2.25B | $2.10B | $1.93B | $1.77B | $1.67B | $1.63B | $1.55B | $1.46B | $1.35B | $1.27B | $1.16B | |
| Accum. Depreciation | $1.22B | $1.19B | $1.19B | $1.13B | $1.08B | $992M | $949M | $914M | $865M | $819M | $788M | $752M | |
| Goodwill | $305M | $305M | $305M | $305M | $300M | $88M | $88M | $108M | $108M | $109M | $96M | $77M | |
| Intangibles | $69M | $89M | $101M | $114M | $127M | $55M | $59M | $69M | $73M | $81M | $77M | $73M | |
| Other Non-current Assets | $80M | $92M | $101M | $102M | $102M | $77M | $80M | $74M | $64M | $66M | $55M | · | |
| Total Assets | $2.45B | $2.43B | $2.49B | $2.49B | $2.11B | $1.78B | $1.65B | $1.54B | $1.37B | $1.28B | $1.26B | $1.13B | |
| Accounts Payable | $154M | $173M | $214M | $270M | $311M | $171M | $134M | $144M | $129M | $133M | $131M | $120M | |
| Accrued Liabilities | $378M | $395M | $378M | $338M | $306M | $247M | $232M | $243M | $210M | $199M | $189M | $195M | |
| Current Liabilities | $657M | $666M | $702M | $768M | $703M | $507M | $444M | $451M | $403M | $396M | $365M | $341M | |
| Capital Leases | $204M | $190M | $177M | $148M | $89M | $98M | $52M | · | · | · | · | · | |
| Deferred Tax | $112M | $79M | $56M | $60M | $65M | $72M | $66M | $56M | $49M | $55M | $78M | $64M | |
| Other Non-current Liabilities | $34M | $42M | $41M | $43M | $136M | $38M | $39M | $45M | $16M | $17M | $13M | $17M | |
| Long-term Debt | $224M | $189M | $229M | $265M | · | · | · | · | · | · | · | · | |
| Total Debt | $224M | $189M | $229M | · | · | · | · | · | · | · | · | · | |
| Common Stock | $305.0K | $304.0K | $300.0K | $298.0K | $294.0K | $290.0K | $288.0K | $287.0K | $285.0K | $282.0K | $279.0K | $277.0K | |
| Retained Earnings | $1.48B | $1.44B | $1.27B | $1.09B | $801M | $596M | $533M | $501M | $438M | $387M | $377M | $339M | |
| Treasury Stock | $527M | $451M | $376M | $284M | $194M | $111M | $105M | $95M | $86M | $80M | $71M | $58M | |
| AOCI | $-439.0K | $272.0K | $4M | $7M | $4M | $1M | $203.0K | $-14M | $-21M | $-23M | $-27M | $-23M | |
| Stockholders' Equity | $1.30B | $1.31B | $1.24B | $1.15B | $929M | $829M | $763M | $718M | $651M | $599M | $589M | $561M | |
| Liabilities + Equity | $2.45B | $2.43B | $2.49B | $2.49B | $2.11B | $1.78B | $1.65B | $1.54B | $1.37B | $1.28B | $1.26B | $1.13B |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $170M | $149M | $145M | $138M | $123M | $118M | $112M | $109M | $103M | $103M | $93M | $86M | |
| Stock-based Comp | $11M | $11M | $11M | $13M | $11M | $10M | $10M | $8M | $7M | $8M | $8M | $7M | |
| Deferred Tax | $33M | $22M | $-6M | $-6M | $-8M | $8M | $5M | $2M | $-10M | $10M | $16M | $5M | |
| Amort. of Intangibles | $13M | $13M | $13M | $13M | $5M | $4M | $4M | $5M | $5M | $4M | $4M | $4M | |
| Restructuring | · | · | · | · | · | · | · | $2M | $3M | $10M | · | · | |
| Other Non-cash | $-45M | $-71M | $-24M | $26M | $-18M | $-2M | $3M | $69M | $-8M | $-29M | $-16M | $-323.0K | |
| Operating Cash Flow | $229M | $286M | $322M | $471M | $324M | $206M | $170M | $255M | $152M | $112M | $149M | $144M | |
| CapEx | $115M | $223M | $219M | $148M | $58M | $43M | $91M | $44M | $66M | $68M | $78M | $35M | |
| Investing Cash Flow | $-77M | $-187M | $-22M | $-261M | $-303M | $7M | $-98M | $-95M | $-68M | $-87M | $-126M | · | |
| Net Debt Issued | $-108M | $-121M | $-69M | $-116M | $-172M | $-326M | $-59M | $-71M | $-69M | $-52M | $-101M | $-40M | |
| Stock Repurchased | $76M | $75M | $92M | $65M | $83M | $7M | $9M | $9M | $6M | $10M | $13M | · | |
| Net Stock Activity | $-76M | $-75M | $-92M | $-65M | $-83M | $-7M | $-9M | $-9M | $-6M | $-10M | $-13M | · | |
| Dividends Paid | $11M | $11M | $12M | $11M | $8M | $8M | $8M | $8M | $8M | $8M | $7M | $4M | |
| Financing Cash Flow | $-178M | $-233M | $-197M | $-128M | $-248M | $-111M | $-60M | $-91M | $-78M | $-76M | $-16M | · | |
| Net Change in Cash | $-25M | $-135M | $104M | $82M | $-227M | $102M | $12M | $69M | $6M | $-51M | $8M | · | |
| Taxes Paid | $7M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $114M | $63M | $103M | $323M | $265M | $163M | $79M | $211M | $86M | $42M | $68M | $108M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 2.2% | 5.9% | 3.9% | 7.5% | 7.1% | 3.3% | 2.1% | 3.5% | · | · | · | · | |
| Net Margin | 1.5% | 4.2% | 4.4% | 5.6% | 5.4% | 2.4% | 1.3% | 2.2% | · | · | · | · | |
| Pretax Margin | 2.1% | 5.2% | 4.2% | 7.4% | 7.0% | 3.1% | 1.7% | 2.7% | · | · | · | · | |
| EBITDA Margin | 6.5% | 9.4% | 7.2% | 10.1% | 10.2% | 7.4% | 5.9% | 7.0% | · | · | · | · | |
| ROA | 2.5% | 7.1% | 7.8% | 13.0% | 11.0% | 4.2% | 2.5% | 4.6% | 4.5% | 1.5% | 3.8% | 4.3% | |
| ROE | 4.6% | 13.3% | 15.9% | 26.2% | 22.6% | 8.7% | 5.2% | 9.5% | 9.6% | 3.1% | 7.8% | 8.5% | |
| ROIC | 4.3% | 12.9% | 8.9% | 26.3% | 23.3% | 9.1% | 6.5% | 12.1% | 9.5% | 3.2% | 7.9% | 8.1% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.0 | 1.3 | 1.3 | 1.1 | 1.5 | 1.5 | 1.4 | 1.3 | 1.3 | 1.5 | 1.5 | |
| Quick Ratio | 0.8 | 0.8 | 1.1 | 1.2 | 1.0 | 1.4 | 1.4 | 1.3 | 1.1 | 1.1 | 1.3 | 1.3 | |
| Debt / Equity | 0.2 | 0.1 | 0.2 | · | · | · | · | · | · | · | · | · | |
| LT Debt / Equity | 0.1 | 0.1 | 0.1 | · | · | · | · | · | · | · | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.6 | 1.7 | 1.8 | 2.3 | 2.0 | 1.7 | 1.9 | 2.1 | · | · | · | · | |
| Receivables Turnover | 10.5 | 10.1 | 9.3 | 9.2 | 8.8 | 9.7 | 10.3 | 10.7 | · | · | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $174.86 | $175.44 | $179.72 | $208.75 | $148.66 | $111.27 | $112.98 | $115.88 | · | · | · | · | |
| Cash Flow / Share | $9.98 | $12.00 | $13.08 | $18.46 | $12.08 | $7.80 | $6.44 | $9.56 | $5.75 | $4.20 | $5.50 | $5.53 | |
| Dividend / Share | · | · | · | · | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.26 | $0.15 | |
| EPS (TTM) | $2.62 | $7.30 | $7.93 | $11.69 | $7.98 | $2.69 | $1.51 | $2.51 | $2.25 | $0.71 | $1.67 | $1.69 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -4.0% | -5.6% | -12.0% | 33.5% | 28.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -7.3% | 3.5% | 14.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -64.1% | -7.9% | -32.2% | 46.5% | 196.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -39.3% | -2.9% | 43.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -0.53% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -65.5% | -11.0% | -34.5% | 39.7% | 200.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -41.4% | -6.6% | 40.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -3.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 6.1% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.01B | $4.18B | $4.43B | $5.03B | $3.77B | $2.94B | $2.99B | $3.09B | $2.83B | $2.70B | $1.65B | $1.65B | |
| Net Income TTM | $60M | $174M | $195M | $298M | $214M | $71M | $40M | $67M | $60M | $19M | $45M | $46M | |
| P/E | 28.3 | 12.8 | 15.2 | 6.0 | 15.0 | 15.9 | 18.3 | 13.6 | 15.9 | 38.9 | 12.8 | 27.4 | |
| Earnings Yield | 3.5% | 7.8% | 6.6% | 16.7% | 6.7% | 6.3% | 5.5% | 7.3% | 6.3% | 2.6% | 7.8% | 3.6% | |
| Payout Ratio | 18.2% | 6.5% | 5.9% | 3.6% | 3.8% | 11.5% | 20.5% | 12.3% | 13.8% | 44.6% | 15.2% | 8.9% | |
| Annual Payout | $11M | $11M | $12M | $11M | $8M | $8M | $8M | $8M | $8M | $8M | $7M | $4M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.18B | $999M | $973M | $1.05B | $1.02B | $967M | $1.00B | $1.06B | $1.08B | $1.04B | $1.09B | $1.13B | $1.10B | $1.11B | $1.16B | $1.28B | |
| Operating Expenses | $1.21B | $995M | $981M | $994M | $985M | $960M | $963M | $928M | $1.03B | $1.01B | $1.03B | $1.08B | $1.06B | $1.08B | $1.11B | $1.16B | |
| Operating Income | $-21M | $3M | $-8M | $55M | $37M | $7M | $38M | $135M | $49M | $22M | $64M | $45M | $42M | $21M | $50M | $115M | |
| Other Non-op | $2M | $-1M | $-180.0K | $847.0K | $578.0K | $-851.0K | $-240.0K | $862.0K | $-781.0K | $-28M | $2M | $89.0K | $5M | $2M | $1M | $-189.0K | |
| Pretax Income | $-21M | $-1M | $-11M | $54M | $36M | $4M | $37M | $137M | $49M | $-5M | $68M | $47M | $49M | $24M | $52M | $115M | |
| Income Tax | $-7M | $-297.0K | $-2M | $14M | $10M | $1M | $8M | $36M | $2M | $-2M | $19M | $12M | $9M | $5M | $15M | $26M | |
| Net Income | $-14M | $-1M | $-8M | $39M | $26M | $3M | $29M | $100M | $47M | $-2M | $49M | $35M | $40M | $71M | $37M | $89M | |
| EPS (Basic) | $-0.62 | $-0.05 | $-0.35 | $1.73 | $1.12 | $0.13 | $1.25 | $4.25 | $1.99 | $-0.10 | $2.08 | $1.45 | $1.68 | $2.93 | $1.54 | $3.61 | |
| EPS (Diluted) | $-0.62 | $-0.05 | $-0.35 | $1.72 | $1.12 | $0.13 | $1.21 | $4.23 | $1.96 | $-0.10 | $2.03 | $1.42 | $1.64 | $2.84 | $1.51 | $3.50 | |
| Shares (Basic) | 22,348,772 | 22,338,397 | · | 22,718,292 | 22,944,228 | 23,198,805 | · | 23,624,761 | 23,618,318 | 23,561,309 | · | 24,004,255 | 24,064,882 | 24,288,138 | · | 24,605,228 | |
| Shares (Diluted) | 22,348,772 | 22,338,397 | · | 22,811,670 | 23,008,707 | 23,272,766 | · | 23,690,120 | 23,919,613 | 23,561,309 | · | 24,525,258 | 24,672,948 | 25,057,726 | · | 25,372,755 | |
| EBITDA | $24M | $48M | · | $99M | $78M | $47M | · | $172M | $85M | $59M | · | $82M | $78M | $56M | · | $150M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $146M | $64M | $102M | $121M | $115M | $74M | $127M | $150M | $216M | $173M | · | $252M | $187M | $203M | · | $156M | |
| Short-term Investments | $23M | $22M | $22M | $12M | $25M | $25M | $30M | $41M | $45M | $68M | · | $89M | $153M | $162M | · | $146M | |
| Receivables | $454M | $425M | $371M | $409M | $402M | $414M | $395M | $423M | $430M | $434M | · | $469M | $430M | $470M | · | $627M | |
| Prepaid Expense | $39M | $49M | $49M | $35M | $38M | $47M | $48M | $32M | $32M | $39M | · | $31M | $33M | $41M | · | $32M | |
| Other Current Assets | $9M | $11M | $10M | $11M | $11M | $12M | $11M | $11M | $11M | $11M | · | $11M | $12M | $12M | · | $10M | |
| Current Assets | $706M | $643M | $626M | $657M | $638M | $625M | $676M | $692M | $767M | $758M | · | $890M | $865M | $917M | · | $998M | |
| PP&E (Net) | $1.09B | $1.14B | $1.14B | $1.15B | $1.11B | $1.06B | $1.07B | $1.05B | $971M | $938M | · | $862M | $829M | $805M | · | $746M | |
| PP&E (Gross) | $2.33B | $2.37B | $2.36B | $2.36B | $2.31B | $2.26B | $2.25B | $2.26B | $2.18B | $2.13B | · | $2.03B | $1.99B | $1.96B | · | $1.87B | |
| Accum. Depreciation | $1.24B | $1.23B | $1.22B | $1.21B | $1.20B | $1.20B | $1.19B | $1.21B | $1.21B | $1.19B | · | $1.17B | $1.16B | $1.15B | · | $1.12B | |
| Goodwill | $305M | $305M | $305M | $305M | $305M | $305M | $305M | $305M | $305M | $305M | · | $305M | $305M | $305M | · | $307M | |
| Intangibles | $38M | $67M | $69M | $79M | $82M | $85M | $89M | $92M | $95M | $98M | · | $104M | $107M | $111M | · | $117M | |
| Other Non-current Assets | $79M | $76M | $80M | $76M | $90M | $90M | $92M | $75M | $74M | $73M | · | $104M | $107M | $97M | · | $102M | |
| Total Assets | $2.45B | $2.46B | $2.45B | $2.50B | $2.47B | $2.41B | $2.43B | $2.41B | $2.41B | $2.36B | · | $2.44B | $2.41B | $2.43B | · | $2.44B | |
| Accounts Payable | $198M | $164M | $154M | $164M | $177M | $167M | $173M | $205M | $222M | $210M | · | $246M | $246M | $254M | · | $330M | |
| Accrued Liabilities | $392M | $388M | $378M | $392M | $369M | $357M | $395M | $361M | $332M | $313M | · | $323M | $299M | $279M | · | $332M | |
| Current Liabilities | $730M | $692M | $657M | $670M | $661M | $624M | $666M | $666M | $646M | $619M | · | $668M | $641M | $688M | · | $757M | |
| Capital Leases | $208M | $200M | $204M | $211M | $215M | $215M | $190M | $192M | $186M | $174M | · | $172M | $174M | $170M | · | $146M | |
| Deferred Tax | $81M | $106M | $112M | $114M | $78M | $79M | $79M | $66M | $46M | $45M | · | $50M | $53M | $51M | · | $69M | |
| Other Non-current Liabilities | $32M | $31M | $34M | $34M | $35M | $33M | $42M | $40M | $38M | $34M | · | $39M | $37M | $34M | · | $135M | |
| Long-term Debt | $216M | $224M | $224M | $214M | $241M | $214M | $189M | $181M | $204M | $212M | · | $243M | $233M | $250M | · | $253M | |
| Total Debt | $216M | $224M | · | $214M | $241M | $214M | · | $181M | $204M | $212M | · | $243M | $233M | · | · | · | |
| Common Stock | $306.0K | $305.0K | $305.0K | $305.0K | $305.0K | $304.0K | $304.0K | $304.0K | $304.0K | $300.0K | · | $300.0K | $300.0K | $298.0K | · | $297.0K | |
| Retained Earnings | $1.46B | $1.48B | $1.48B | $1.50B | $1.46B | $1.44B | $1.44B | $1.41B | $1.31B | $1.27B | · | $1.23B | $1.19B | $1.16B | · | $1.05B | |
| Treasury Stock | $535M | $534M | $527M | $509M | $493M | $473M | $451M | $432M | $407M | $391M | · | $350M | $326M | $298M | · | $269M | |
| AOCI | $-949.0K | $-614.0K | $-439.0K | $104.0K | $452.0K | $-71.0K | $272.0K | $2M | $2M | $3M | · | $6M | $7M | $6M | · | $4M | |
| Stockholders' Equity | $1.27B | $1.29B | $1.30B | $1.32B | $1.30B | $1.29B | $1.31B | $1.31B | $1.23B | $1.22B | $1.24B | $1.22B | $1.21B | $1.21B | $1.15B | $1.13B | |
| Liabilities + Equity | $2.45B | $2.46B | $2.45B | $2.50B | $2.47B | $2.41B | $2.43B | $2.41B | $2.41B | $2.36B | · | $2.44B | $2.41B | $2.43B | · | $2.44B |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $45M | $44M | $45M | $44M | $41M | $40M | $39M | $37M | $36M | $37M | $37M | $37M | $36M | $35M | $35M | $34M | |
| Stock-based Comp | $3M | $2M | $2M | $3M | $4M | $2M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $3M | $3M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | $5M | $-3M | $2M | $-10M | $-10M | $10M | |
| Amort. of Intangibles | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Restructuring | $2M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $-37M | · | · | · | $-68M | · | · | · | $-31M | · | · | · | $-78M | · | · | |
| Operating Cash Flow | $130M | $9M | $45M | $98M | $108M | $-23M | $57M | $89M | $134M | $6M | $127M | $91M | $83M | $21M | $120M | $166M | |
| CapEx | $13M | $10M | $8M | $65M | $27M | $15M | $53M | $65M | $50M | $55M | $89M | $47M | $49M | $35M | $72M | $26M | |
| Investing Cash Flow | $-12M | $-11M | $-19M | $-21M | $-28M | $-8M | $-38M | $-62M | $-30M | $-57M | $-70M | $17M | $-41M | $71M | $-91M | $-96M | |
| Net Debt Issued | · | $-22M | · | · | · | $-17M | · | · | · | $-17M | · | · | · | $-18M | · | · | |
| Stock Repurchased | $749.0K | $7M | $17M | $16M | $20M | $22M | $19M | $24M | $16M | $16M | $26M | $25M | $27M | $14M | $15M | $19M | |
| Net Stock Activity | · | $-7M | · | · | · | $-22M | · | · | · | $-16M | · | · | · | $-14M | · | · | |
| Dividends Paid | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Financing Cash Flow | $-36M | $-35M | $-44M | $-72M | $-40M | $-22M | $-42M | $-92M | $-61M | $-39M | $-47M | $-44M | $-59M | $-47M | $-27M | $-42M | |
| Net Change in Cash | $82M | $-38M | $-19M | $6M | $41M | $-53M | $-23M | $-65M | $43M | $-89M | $11M | $64M | $-16M | $45M | $3M | $28M | |
| Free Cash Flow | · | $-1M | · | · | · | $-37M | · | · | · | $-49M | · | · | · | $-14M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -1.7% | 0.34% | · | 5.2% | 3.6% | 0.69% | · | 12.7% | 4.5% | 2.2% | · | 4.0% | 3.8% | 1.9% | · | 8.6% | |
| Net Margin | -1.2% | -0.10% | · | 3.8% | 2.5% | 0.32% | · | 9.4% | 4.3% | -0.22% | · | 3.1% | 3.7% | 6.4% | · | 6.6% | |
| Pretax Margin | -1.8% | -0.13% | · | 5.1% | 3.5% | 0.43% | · | 12.9% | 4.6% | -0.45% | · | 4.2% | 4.4% | 2.1% | · | 8.5% | |
| EBITDA Margin | 2.0% | 4.8% | · | 9.4% | 7.6% | 4.8% | · | 16.1% | 7.9% | 5.7% | · | 7.3% | 7.1% | 5.1% | · | 11.1% | |
| ROA | -0.56% | -0.04% | · | 1.6% | 1.1% | 0.13% | · | 4.1% | 1.9% | -0.10% | · | 1.4% | 1.7% | 3.1% | · | 4.0% | |
| ROE | -1.1% | -0.08% | · | 3.0% | 2.0% | 0.25% | · | 7.9% | 3.8% | -0.19% | · | 3.0% | 3.6% | 6.5% | · | 8.5% | |
| ROIC | -0.92% | 0.18% | · | 2.6% | 1.7% | 0.33% | · | 6.7% | 3.2% | 0.97% | · | 2.3% | 2.4% | 1.4% | · | 7.9% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 0.9 | · | 1.0 | 1.0 | 1.0 | · | 1.0 | 1.2 | 1.2 | · | 1.3 | 1.3 | 1.3 | · | 1.3 | |
| Quick Ratio | 0.9 | 0.7 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.2 | · | 1.2 | |
| Debt / Equity | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.1 | 0.2 | 0.2 | · | 0.2 | 0.2 | · | · | · | |
| LT Debt / Equity | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | · | · | · |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.6 | |
| Receivables Turnover | 2.8 | 2.4 | · | 2.5 | 2.5 | 2.3 | · | 2.4 | 2.5 | 2.3 | · | 2.1 | 2.0 | 1.9 | · | 2.6 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $53.00 | $44.71 | · | $45.95 | $44.43 | $41.55 | · | $44.88 | $45.06 | $43.99 | · | $46.01 | $44.72 | $44.14 | · | $53.28 | |
| Cash Flow / Share | · | $0.38 | · | · | · | $-0.96 | · | · | · | $0.27 | · | · | · | $0.82 | · | · | |
| Dividend / Share | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | |
| EPS (TTM) | $0.70 | $2.44 | · | $4.18 | $6.69 | $7.53 | · | $8.12 | $5.31 | $4.99 | · | $7.41 | $9.49 | $11.85 | · | $12.64 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.20B | $4.04B | · | $4.04B | $4.05B | $4.11B | · | $4.27B | $4.33B | $4.36B | · | $4.50B | $4.65B | $4.87B | · | $4.84B | |
| Net Income TTM | $16M | $56M | · | $97M | $158M | $179M | · | $194M | $128M | $122M | · | $184M | $238M | $300M | · | $326M | |
| P/E | 205.1 | 40.3 | · | 16.7 | 11.5 | 9.4 | · | 13.4 | 20.2 | 28.6 | · | 13.7 | 10.4 | 7.8 | · | 5.8 | |
| Earnings Yield | 0.49% | 2.5% | · | 6.0% | 8.7% | 10.7% | · | 7.5% | 5.0% | 3.5% | · | 7.3% | 9.6% | 12.8% | · | 17.4% | |
| Payout Ratio | · | -258.3% | · | · | · | 88.9% | · | · | · | -122.3% | · | · | · | 4.1% | · | · | |
| Annual Payout | $11M | $11M | · | $11M | $11M | $11M | · | $11M | $11M | $11M | · | $12M | $12M | $12M | · | $10M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $4.01B | $4.18B | $4.43B | $5.03B | $3.77B |
| Operating Margin % | 2.2% | 5.9% | 3.9% | 7.5% | 7.1% |
| Net Income | $60M | $174M | $195M | $298M | $214M |
| Diluted EPS | $2.62 | $7.30 | $7.93 | $11.69 | $7.98 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | 0.2 | 0.1 | 0.2 | · | · |
| Current Ratio | 1.0 | 1.0 | 1.3 | 1.3 | 1.1 |
| Quick Ratio | 0.8 | 0.8 | 1.1 | 1.2 | 1.0 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $114M | $63M | $103M | $323M | $265M |
Institutional owners (13F) 351 filers · $3.5B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
351
Value held
$3.5B
New positions
81
Exited positions
25
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 81 (+29 vs prior Q) | 25 (-2 vs prior Q) | 100 (+18 vs prior Q) | 106 (+11 vs prior Q) | +1.1M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $503,475,758 | 3,507,564 | 14.55% | Shares |
| Invesco Ltd. | $236,933,295 | 1,650,643 | 6.85% | Shares |
| AMERICAN CENTURY COMPANIES INC | $221,455,683 | 1,542,815 | 6.40% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $196,560,628 | 1,369,342 | 5.68% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $195,013,013 | 1,358,597 | 5.63% | Shares |
| VANGUARD GROUP INC | $181,851,710 | 2,451,162 | 5.25% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $144,281,241 | 1,005,164 | 4.17% | Shares |
| STATE STREET CORP | $137,972,801 | 961,215 | 3.99% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $84,439,420 | 588,150 | 2.44% | Shares |
| Maple Rock Capital Partners Inc. | $76,900,981 | 535,746 | 2.22% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $68,034,228 | 473,974 | 1.97% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $66,865,525 | 465,832 | 1.93% | Shares |
| MORGAN STANLEY | $62,751,815 | 437,172 | 1.81% | Shares |
| AMERIPRISE FINANCIAL INC | $61,240,062 | 426,641 | 1.77% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $59,680,056 | 415,773 | 1.72% | Shares |
| GOLDMAN SACHS GROUP INC | $50,511,162 | 351,896 | 1.46% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $49,648,333 | 345,885 | 1.43% | Shares |
| Qube Research & Technologies Ltd | $48,857,571 | 340,376 | 1.41% | Shares |
| Nuveen, LLC | $45,816,964 | 319,193 | 1.32% | Shares |
| NORTHERN TRUST CORP | $45,511,079 | 317,062 | 1.31% | Shares |
| UBS Group AG | $41,669,232 | 290,297 | 1.20% | Shares |
| Allianz Asset Management GmbH | $37,357,003 | 260,255 | 1.08% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $34,831,000 | 242,657 | 1.01% | Shares |
| WESTWOOD HOLDINGS GROUP INC | $29,708,617 | 206,971 | 0.86% | Shares |
| Driehaus Capital Management LLC | $29,079,625 | 202,589 | 0.84% | Shares |
| Bank of New York Mellon Corp | $27,281,326 | 190,061 | 0.79% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $22,347,456 | 155,688 | 0.65% | Shares |
| ALLIANCEBERNSTEIN L.P. | $20,831,271 | 211,786 | 0.60% | Shares |
| Empowered Funds, LLC | $20,786,745 | 144,815 | 0.60% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $20,629,425 | 143,719 | 0.60% | Shares |
| MILLENNIUM MANAGEMENT LLC | $20,427,034 | 142,309 | 0.59% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $19,166,609 | 133,528 | 0.55% | Shares |
| FMR LLC | $18,143,143 | 126,398 | 0.52% | Shares |
| CastleKnight Management LP | $16,090,116 | 112,095 | 0.46% | Shares |
| HEARTLAND ADVISORS INC | $15,789,400 | 110,000 | 0.46% | Shares |
| Russell Investments Group, Ltd. | $15,691,222 | 109,298 | 0.45% | Shares |
| Aberdeen Group plc | $15,112,035 | 105,281 | 0.44% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $14,605,339 | 101,751 | 0.42% | Shares |
| JPMORGAN CHASE & CO | $14,235,369 | 96,601 | 0.41% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $13,050,944 | 90,922 | 0.38% | Shares |
| JANE STREET GROUP, LLC | $12,625,347 | 87,957 | 0.36% | Shares |
| Rockefeller Capital Management L.P. | $12,419,772 | 86,523 | 0.36% | Shares |
| 4D Advisors, LLC | $12,200,900 | 85,000 | 0.35% | Shares |
| MARSHALL WACE, LLP | $11,420,759 | 79,565 | 0.33% | Shares |
| BANK OF AMERICA CORP /DE/ | $11,079,000 | 77,184 | 0.32% | Shares |
| Public Sector Pension Investment Board | $10,978,083 | 76,481 | 0.32% | Shares |
| WASATCH ADVISORS LP | $10,089,277 | 102,575 | 0.29% | Shares |
| Hillsdale Investment Management Inc. | $9,483,688 | 66,070 | 0.27% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $9,148,522 | 63,735 | 0.26% | Shares |
| FAS Wealth Partners, Inc. | $9,021,253 | 62,848 | 0.26% | Shares |
Company insiders 54 insiders · 32 officers · 22 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Seth Runser | President & CEO, ArcBest | May 7, 2026 F | 29,246 | 0 | 0 | $0 |
| Roy M Slagle | President-CEO, ABF (1) | May 8, 2014 A | 42,800 | 0 | 0 | $0 |
| Wesley B Kemp | ABF President & CEO (1) | May 2, 2011 A | 41,800 | 0 | 0 | $0 |
| Robert A Davidson | President & CEO | Dec. 31, 2009 D | 46,584 | 0 | 0 | $0 |
| John Matthew Beasley | CHIEF FINANCIAL OFFICER | May 7, 2026 F | 14,222 | 0 | 0 | $0 |
| David R Cobb | Vice President - CFO | May 9, 2023 F | 47,827 | 0 | 0 | $0 |
| Matthew R Godfrey | President, ABF Freight | May 7, 2026 F | 12,685 | 0 | 0 | $0 |
| Timothy D Thorne | President, ABF (1) | May 13, 2021 S | 66,325 | 0 | 0 | $0 |
| Mac S Pinkerton | COO, Asset Light Logistics(1) | Feb. 6, 2026 A | 2,150 | 0 | 0 | $0 |
| Steven Carrol Leonard | COO, Asset Light Logistics(1) | May 7, 2025 F | 25,948 | 0 | 0 | $0 |
| James A Ingram | COO, Asset-Light Logistics | May 11, 2021 A | 43,400 | 0 | 0 | $0 |
| Jason T Parks | VP - Controller(1) | Sept. 15, 2026 S | 3,794 | 0 | 1 | $-115,502 |
| Ralph Edward Sorg | Chief Commercial Officer | Aug. 27, 2026 G | 22,624 | 0 | 0 | $0 |
| Dennis L Anderson II | Chief Innovation Officer | Aug. 11, 2026 G | 12,697 | 0 | 2 | $-736,640 |
| Erin K Gattis | CHIEF HUMAN RESOURCES OFFICER | Aug. 4, 2026 S | 24,286 | 0 | 1 | $-862,820 |
| Christopher A Adkins | Chief Strategy Officer | May 7, 2026 F | 6,872 | 0 | 0 | $0 |
| James Brent Hagy | Chief Legal Officer&CorpSec(1) | May 6, 2026 F | 4,622 | 0 | 0 | $0 |
| Michael R Johns | Chief Legal Officer&CorpSec(1) | May 7, 2025 F | 22,129 | 0 | 0 | $0 |
| Michael E Newcity | SVP - Chf Innovation Officr(1) | Nov. 6, 2024 S | 5,051 | 0 | 0 | $0 |
| Daniel E Loe | Chief Yield Officer | May 9, 2023 F | 23,356 | 0 | 0 | $0 |
| Traci L Sowersby | VP - Controller (1) | Aug. 1, 2022 F | 34,449 | 0 | 0 | $0 |
| James David Darter | Chief Sales Officer | May 9, 2019 A | 30,946 | 0 | 0 | $0 |
| Walter J Echols | VP - Real Estate | Dec. 8, 2016 S | 39,300 | 0 | 0 | $0 |
| James L Morton | SVP-Risk & Chief Audit Exec | Dec. 5, 2016 G | 62,579 | 0 | 0 | $0 |
| Kathleen A Fieweger | Chief Mktg Officer-VP(1) | May 11, 2015 A | 8,500 | 0 | 0 | $0 |
| Christopher L Burton | VP - Economic Analysis | May 8, 2014 A | 49,721 | 0 | 0 | $0 |
| James W Keenan | Sr VP-Enterprise Cust Sols,(1) | Nov. 15, 2013 M | 46,188 | 0 | 0 | $0 |
| Christopher D Baltz | Sr VP - Yield Management (1) | April 20, 2010 F | 24,385 | 0 | 0 | $0 |
| John R Meyers | Vice President | March 6, 2008 D | 2,438 | 0 | 0 | $0 |
| Richard F Cooper | Senior Vice President | May 4, 2007 D | 1,833 | 0 | 0 | $0 |
| David E Loeffler | Senior Vice President | Feb. 21, 2006 D | 0 | 0 | 0 | $0 |
| Jerry A Yarbrough | Senior Vice President | Dec. 30, 2003 G | 119,189 | 0 | 0 | $0 |
| Janice E Stipp | Director | Aug. 6, 2026 S | 18,035 | 0 | 2 | $-693,564 |
| Bobby K George | Director | May 5, 2026 A | 1,350 | 0 | 0 | $0 |
| Ann G. Bordelon | Director | May 5, 2026 A | 1,350 | 0 | 0 | $0 |
| Salvatore A Abbate | Director | May 5, 2026 A | 7,725 | 0 | 0 | $0 |
| Chris T. Sultemeier | Director | May 5, 2026 A | 3,800 | 0 | 0 | $0 |
| Thomas S Albrecht | Director | May 5, 2026 A | 3,500 | 0 | 0 | $0 |
| Hogan Michael P | Director | May 5, 2026 A | 34,014 | 0 | 0 | $0 |
| Eduardo F Conrado | Director | May 5, 2026 A | 26,225 | 0 | 0 | $0 |
| Kathleen D. Mcelligott | Director | May 6, 2025 A | 22,875 | 0 | 0 | $0 |
| Fredrik J Eliasson | Director | May 6, 2025 A | 18,375 | 0 | 0 | $0 |
| Craig E Philip | Director | May 6, 2025 A | 24,875 | 0 | 0 | $0 |
| Steven Spinner | Director | May 6, 2025 A | 9,675 | 0 | 0 | $0 |
| Stephen E Gorman | Director | May 6, 2022 A | 20,000 | 0 | 0 | $0 |
| William M Legg | Director | May 9, 2019 A | 32,400 | 0 | 0 | $0 |
| John W Alden | Director | Dec. 5, 2016 S | 2,000 | 0 | 0 | $0 |
| John H Morris | Director | May 6, 2016 A | 22,700 | 0 | 0 | $0 |
| Robert A Young III | Director | May 11, 2015 A | 247,362 | 0 | 0 | $0 |
| Frank Edelstein | Director | May 2, 2011 A | 19,400 | 0 | 0 | $0 |
| Alan J Zakon | Director | July 28, 2010 A | 27,400 | 0 | 0 | $0 |
| William A Marquard | Director | April 26, 2004 S | 0 | 0 | 0 | $0 |
| Judy R Mcreynolds | · | Aug. 7, 2026 S | 50,048 | 0 | 3 | $-815,246 |
| Fred A Allardyce | · | May 6, 2016 A | 45,700 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 64 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| RZV · Invesco Exchange-Traded Fund Trust | 1.39% | 29,756 SH | Oct. 2, 2026 | Daily |
| CVSM · Elevation Series Trust | 1.28% | 8,382 NS | July 31, 2026 | N-PORT |
| PSCI · Invesco Exchange-Traded Fund Trust … | 0.94% | 19,533 SH | Oct. 2, 2026 | Daily |
| MYLD · Cambria ETF Trust | 0.91% | 2,134 NS | July 31, 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0.72% | 8,519 NS | July 31, 2026 | N-PORT |
| XSMO · Invesco Exchange-Traded Fund Trust | 0.62% | 137,891 SH | Oct. 2, 2026 | Daily |
| QIDX · Spinnaker ETF Series | 0.59% | 1,586 NS | July 31, 2026 | N-PORT |
| IYT · iShares Trust | 0.40% | 59,443 SH | Sept. 11, 2026 | Daily |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.34% | 47,243 SH | Aug. 19, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.26% | 39,154 SH | Oct. 2, 2026 | Daily |
| ESSC · Strategy Shares | 0.25% | 633 NS | July 31, 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.21% | 8,535 NS | July 31, 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0.21% | 18,517 NS | July 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.21% | 117,277 NS | July 31, 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.19% | 3,404 SH | Oct. 2, 2026 | Daily |
| TPOR · Direxion Shares ETF Trust | 0.18% | 221 NS | July 31, 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.17% | 77,856 SH | Aug. 19, 2026 | Daily |
| SHPP · Pacer Funds Trust | 0.17% | 24 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.15% | 151,756 NS | July 31, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.14% | 1,221 NS | July 31, 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.13% | 12,155 NS | July 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.12% | 6,014 NS | July 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.12% | 131,166 SH | Sept. 11, 2026 | Daily |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.12% | 1,633 NS | July 31, 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0.12% | 16,579 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.12% | 15,004 SH | Aug. 19, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.12% | 98 NS | July 31, 2026 | N-PORT |
| RSSL · Global X Funds | 0.10% | 10,717 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.10% | 128,855 SH | Aug. 19, 2026 | Daily |
| IWM · iShares Trust | 0.10% | 575,339 SH | Sept. 11, 2026 | Daily |
| ISCG · iShares Trust | 0.10% | 7,064 SH | Sept. 11, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.09% | 1,852 SH | Oct. 2, 2026 | Daily |
| ESML · iShares Trust | 0.09% | 18,137 SH | Sept. 11, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.08% | 7,350 SH | Aug. 19, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.07% | 75,772 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.07% | 324,192 SH | Aug. 19, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.04% | 7,147 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.04% | 1,575 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.04% | 255,441 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.04% | 510,232 SH | Aug. 19, 2026 | Daily |
| VIS · VANGUARD WORLD FUND | 0.04% | 26,440 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.03% | 1,443 SH | Sept. 11, 2026 | Daily |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.02% | 283 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 13,476 SH | Oct. 2, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.02% | 54,784 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 3,230 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.01% | 13,403 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.01% | 1,580 NS | July 31, 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0.01% | 4,940 SH | Aug. 19, 2026 | Daily |
| DSI · iShares Trust | 0.01% | 3,265 SH | Sept. 9, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.01% | 1,201 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 5,366 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 6,383 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 6,349 SH | Sept. 9, 2026 | Daily |
| ITOT · iShares Trust | 0.00% | 30,045 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 708,565 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 18,297 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 1,884 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 1,358,823 SH | Sept. 10, 2026 | Daily |
| IJS · iShares Trust | · | 198,731 SH | Sept. 8, 2026 | Daily |
| IWN · iShares Trust | · | 79,677 SH | Sept. 11, 2026 | Daily |
| XJR · iShares Trust | · | 3,075 SH | Aug. 31, 2026 | Daily |
| SVAL · iShares Trust | · | 4,765 SH | Sept. 3, 2026 | Daily |
| ISCB · iShares Trust | · | 993 SH | Sept. 11, 2026 | Daily |
ARCB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 20 analysts
BUY
Median target
$172.00
+31.8%
6 30.0%
Strong Buy
7 35.0%
Buy
7 35.0%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
13 analysts · 2026-10-03Mean target $170.92 +30.9%
← Below all targets
Current price $130.54
Low$150.00
Mean$170.92
High$200.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| ARCB | · | 28.3 | -4.0% | 1.5% | 4.6% | · |
| SAIA | $8.70B | 34.3 | 0.79% | 7.9% | 10.2% | · |
| R | $7.54B | 16.0 | 0.23% | 3.9% | 16.3% | · |
| LSTR | · | 44.1 | -1.6% | 2.4% | 13.0% | · |
| SNDR | · | 45.0 | 7.2% | 1.8% | 3.4% | · |
| RXO | $2.07B | -21.4 | 26.2% | -1.7% | -6.4% | · |
| WERN | $1.80B | -125.0 | -1.8% | -0.48% | -1.0% | · |
| MRTN | $928M | 54.2 | -8.3% | 2.0% | 2.3% | · |
| HTLD | $699M | -13.5 | -23.1% | -6.5% | -6.8% | · |
| CVLG | · | 81.6 | 2.9% | 0.62% | 1.8% | · |
| ULH | $400M | -4.0 | -15.6% | -6.4% | -16.7% | · |
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Source: SEC 10-Q filed Jul 30, 2026