ArcBest (NASDAQ:ARCB) 주식

ArcBest

ArcBest Corp is an integrated logistics company that leverages technology and a full suite of shipping and logistics solutions to meet customers' supply chain needs. The company has two reportable operating segments: Asset-Based, which generates maximum revenue, and Asset-Light. The Asset-Based segment's operations include national, inter-regional, and regional transportation of general commodities through standard, expedited, and guaranteed less-than-truckload services. The Asset-Light segment represents the company's offerings in ground expedite, intermodal, household goods moving, managed transportation, warehousing and distribution, and international freight transportation for air, ocean, and ground.

ArcBest Corp

Arcblock - United States Dollar

Goldman Sachs analyst Jordan Alliger maintains ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) with a Neutral and lowers the price target from $108 to $97.

News

Price Target

Analyst Ratings

ARCB

Goldman Sachs Maintains Neutral on ArcBest, Lowers Price Target to $97

Jefferies analyst Stephanie Moore maintains ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) with a Buy and lowers the price target from $120 to $95.

Jefferies Maintains Buy on ArcBest, Lowers Price Target to $95

Citigroup analyst Ariel Rosa maintains ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) with a Neutral and lowers the price target from $83 to $66.

Citigroup Maintains Neutral on ArcBest, Lowers Price Target to $66

Wells Fargo analyst Christian Wetherbee maintains ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) with a Equal-Weight and lowers the price target from $96 to $80.

Wells Fargo Maintains Equal-Weight on ArcBest, Lowers Price Target to $80

Goldman Sachs analyst Jordan Alliger maintains ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) with a Neutral and lowers the price target from $126 to $108.

Goldman Sachs Maintains Neutral on ArcBest, Lowers Price Target to $108

Truist Securities analyst Lucas Servera initiates coverage on ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) with a Buy rating and announces Price Target of $93.

Initiation

Truist Securities Initiates Coverage On ArcBest with Buy Rating, Announces Price Target of $93

B of A Securities analyst Ken Hoexter maintains ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) with a Underperform and lowers the price target from $100 to $73.

B of A Securities Maintains Underperform on ArcBest, Lowers Price Target to $73

Citigroup analyst Ariel Rosa maintains ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) with a Neutral and lowers the price target from $103 to $83.

Citigroup Maintains Neutral on ArcBest, Lowers Price Target to $83

Stephens &amp; Co. analyst Daniel Imbro reiterates ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) with a Overweight and maintains $116 price target.

Reiteration

Stephens & Co. Reiterates Overweight on ArcBest, Maintains $116 Price Target

UBS analyst Thomas Wadewitz maintains ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) with a Neutral and lowers the price target from $110 to $100.

UBS Maintains Neutral on ArcBest, Lowers Price Target to $100

Wells Fargo analyst Christian Wetherbee maintains ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) with a Equal-Weight and lowers the price target from $105 to $96.

Wells Fargo Maintains Equal-Weight on ArcBest, Lowers Price Target to $96

Morgan Stanley analyst Ravi Shanker maintains ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) with a Overweight and lowers the price target from $160 to $145.

Morgan Stanley Maintains Overweight on ArcBest, Lowers Price Target to $145

ArcBest Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) shares are trading higher after the company reported <a target="_blank" href="https://www.benzinga.com/pressreleases/25/01/b43379618/arcbest-announces-fourth-quarter-and-full-year-2024-results" rel="noreferrer noopener">better-than-expected fourth-quarter 2024 results</a>.
The company reported a fourth-quarter revenue decline of 8.1% year over year to $1.001 billion, beating the consensus of $994.994 million.
The operating income declined 40.6% YoY to $38.16 million
Sales by segments: Asset-Based $656.22 million, down 7.6% YoY (per-day decrease of 7.6%) and Asset-Light $375.43 million, down 9.2% YoY (per-day decrease of 9.2%).
Asset-based business total tonnage per day decreased by 7.3%, and total shipments per day fell by 1.1% YoY. Pricing rose 4.5% on renewals, but lower fuel costs limited overall gains, keeping LTL pricing stable.
Meanwhile, asset-light revenues declined due to lower shipment rates and a higher mix of smaller managed transportation shipments. Daily shipments fell 2.1%.
Fourth-quarter shipments fell 1.4% from the third quarter, but daily revenue rose 0.6% as revenue per shipment increased by 2%. Higher transport costs compressed margins, driving a $2 million operating loss increase.
Adjusted EBITDA from continuing operations declined to $73.99 million from $113.567 million a year ago, and the margin contracted by 304 bps to 7.4% for the quarter.
Adjusted EPS was $1.33 compared to $2.47 a year ago, beating the consensus of $1.04.
ArcBest&#8217;s operating cash flow for fiscal 2025 totaled $285.846 million, compared to $322.167 million a year ago. As of the end of December, the company held cash and equivalents of $127.44 million.
ArcBest returned over $85 million to shareholders in 2024 through buybacks and dividends while investing in growth. As of January 29, 2025, $48.7 million remained for repurchases.
Price Action: ARCB shares traded higher by 1.80% at $94.51 premarket at the last check Friday.
Photo: Shutterstock

Earnings

ArcBest Delivers A Mixed Q4: Revenue Down, EPS Up But Outperforms Estimates

ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) reported quarterly earnings of $1.33 per share which beat the analyst consensus estimate of $1.04 by 27.88 percent. This is a 46.15 percent decrease over earnings of $2.47 per share from the same period last year. The company reported quarterly sales of $1.002 billion which beat the analyst consensus estimate of $994.994 million by 0.70 percent. This is a 8.07 percent decrease over sales of $1.090 billion the same period last year.

Earnings Beats

ArcBest Q4 2024 Adj. EPS $1.33 Beats $1.04 Estimate, Sales $1.002B Beat $994.994M Estimate

<h3>Companies Reporting Before The Bell</h3>
• Novartis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) is estimated to report quarterly earnings at $1.79 per share on revenue of $12.77 billion. 
• Zapp Electric Vehicles (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZAPP#NASDAQ">ZAPP</a>) is projected to report earnings for its Fiscal Year 2024. 
• Dorian LPG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LPG#NYSE">LPG</a>) is estimated to report quarterly earnings at $0.70 per share on revenue of $89.89 million. 
• Piper Sandler (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PIPR#NYSE">PIPR</a>) is projected to report quarterly earnings at $3.96 per share on revenue of $452.49 million. 
• WisdomTree (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WT#NYSE">WT</a>) is projected to report quarterly earnings at $0.18 per share on revenue of $111.06 million. 
• RBC Bearings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBC#NYSE">RBC</a>) is estimated to report quarterly earnings at $2.20 per share on revenue of $394.43 million. 
• OneMain Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OMF#NYSE">OMF</a>) is projected to report quarterly earnings at $1.15 per share on revenue of $1.20 billion. 
• W.W. Grainger (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GWW#NYSE">GWW</a>) is likely to report quarterly earnings at $9.74 per share on revenue of $4.24 billion. 
• Virtus Inv (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRTS#NYSE">VRTS</a>) is likely to report quarterly earnings at $7.66 per share on revenue of $214.69 million. 
• Eaton Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETN#NYSE">ETN</a>) is expected to report quarterly earnings at $2.82 per share on revenue of $6.36 billion. 
• Imperial Oil (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/IMO#AMEX">IMO</a>) is likely to report quarterly earnings at $2.02 per share on revenue of $13.18 billion. 
• First Hawaiian (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FHB#NASDAQ">FHB</a>) is estimated to report quarterly earnings at $0.41 per share on revenue of $203.83 million. 
• Broadridge Financial Soln (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BR#NYSE">BR</a>) is estimated to report quarterly earnings at $1.35 per share on revenue of $1.57 billion. 
• Vestis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VSTS#NYSE">VSTS</a>) is likely to report quarterly earnings at $0.12 per share on revenue of $688.89 million. 
• Exxon Mobil (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>) is expected to report quarterly earnings at $1.79 per share on revenue of $88.23 billion. 
• Revvity (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RVTY#NYSE">RVTY</a>) is expected to report quarterly earnings at $1.38 per share on revenue of $730.10 million. 
• Janus Henderson Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JHG#NYSE">JHG</a>) is projected to report quarterly earnings at $0.97 per share on revenue of $683.02 million. 
• Church &amp; Dwight Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>) is estimated to report quarterly earnings at $0.76 per share on revenue of $1.57 billion. 
• Aon (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AON#NYSE">AON</a>) is estimated to report quarterly earnings at $4.26 per share on revenue of $4.21 billion. 
• Badger Meter (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMI#NYSE">BMI</a>) is expected to report quarterly earnings at $1.07 per share on revenue of $201.60 million. 
• Franklin Resources (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEN#NYSE">BEN</a>) is likely to report quarterly earnings at $0.56 per share on revenue of $2.73 billion. 
• Autoliv (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALV#NYSE">ALV</a>) is expected to report quarterly earnings at $2.85 per share on revenue of $2.73 billion. 
• LyondellBasell Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>) is likely to report quarterly earnings at $0.95 per share on revenue of $9.49 billion. 
• Phillips 66 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSX#NYSE">PSX</a>) is likely to report quarterly earnings at $0.94 per share on revenue of $35.07 billion. 
• Chevron (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>) is expected to report quarterly earnings at $2.40 per share on revenue of $48.68 billion. 
• Charter Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>) is estimated to report quarterly earnings at $9.18 per share on revenue of $13.89 billion. 
• Brookfield Business (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBUC#NYSE">BBUC</a>) is likely to report earnings for its fourth quarter. 
• Brookfield Bus Partners (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBU#NYSE">BBU</a>) is estimated to report earnings for its fourth quarter. 
• Brookfield Renewable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEPC#NYSE">BEPC</a>) is likely to report quarterly loss at $0.36 per share on revenue of $2.01 billion. 
• Brookfield Renewable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) is expected to report quarterly loss at $0.35 per share on revenue of $1.53 billion. 
• ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) is estimated to report quarterly earnings at $1.12 per share on revenue of $1.01 billion. 
• Gentex (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GNTX#NASDAQ">GNTX</a>) is likely to report quarterly earnings at $0.48 per share on revenue of $598.58 million. 
• AbbVie (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>) is estimated to report quarterly earnings at $2.98 per share on revenue of $14.81 billion. 
• Banco De Chile (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BCH#NYSE">BCH</a>) is projected to report quarterly earnings at $0.53 per share on revenue of $804.00 billion. 
• Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) is expected to report quarterly earnings at $1.51 per share on revenue of $2.86 billion. 
• Colgate-Palmolive (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CL#NYSE">CL</a>) is likely to report quarterly earnings at $0.90 per share on revenue of $5.05 billion. 
<h3>Companies Reporting After The Bell</h3>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

ABBV

BBUC

BEPC

CHTR

GNTX

Janus Henderson Group plc Ordinary Shares

PIPR

RVTY

VRTS

VSTS

ZAPP

Earnings Scheduled For January 31, 2025

Stifel analyst J. Bruce Chan maintains ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) with a Buy and raises the price target from $109 to $125.

Stifel Maintains Buy on ArcBest, Raises Price Target to $125

Stifel analyst J. Bruce Chan maintains ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) with a Buy and lowers the price target from $114 to $109.

Stifel Maintains Buy on ArcBest, Lowers Price Target to $109

Wells Fargo analyst Christian Wetherbee maintains ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) with a Equal-Weight and lowers the price target from $115 to $105.

Wells Fargo Maintains Equal-Weight on ArcBest, Lowers Price Target to $105

Citigroup analyst Ariel Rosa maintains ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) with a Neutral and raises the price target from $110 to $127.

Citigroup Maintains Neutral on ArcBest, Raises Price Target to $127

Old Dominion Freight Line Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ODFL#NASDAQ">ODFL</a>) just reaffirmed its status as <a href="https://www.benzinga.com/topic/shipping">the gold standard</a> in less-than-truckload (LTL) freight, according to JPMorgan analyst Brian Ossenbeck, who recently pored over insights from the 2024 Mastio Survey.
<h2 class="wp-block-heading">Old Dominion's Playbook: The Industry's Gold Standard For 15 Years</h2>
The survey, with feedback from roughly 1,600 shippers, showcases Old Dominion's dominance in an industry where rivals are scrambling to catch up.
Despite the buzz around newer strategies, Ossenbeck's analysis indicates that Old Dominion still has a substantial lead. Peers like XPO Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPO#NYSE">XPO</a>) and Saia Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAIA#NASDAQ">SAIA</a>) may be adopting aspects of Old Dominion's "playbook". They&#8217;ve been prioritizing service, improving network efficiency, and leveraging pricing power. But even after implementing these strategies, they've only narrowed the gap by 7%. 
Ossenbeck puts it simply—executing Old Dominion's playbook is easier said than done.
Read Also: <a href="https://www.benzinga.com/news/earnings/24/10/41487850/old-dominion-freight-line-q3-misses-on-earnings-and-revenue-as-economic-headwinds-weigh">Old Dominion Freight Line Q3: Misses On Earnings And Revenue As Economic Headwinds Weigh</a>
<h2 class="wp-block-heading">ArcBest, XPO Make Gains, While TForce, Saia Lag</h2>
Among the pack, ArcBest Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) and XPO made notable strides in 2024. 
ArcBest showed the largest service improvement, with strong gains in on-time pickup and delivery, key metrics for shippers. 
XPO, with its LTL 2.0 strategy, also achieved robust performance gains, especially with smaller shippers. Meanwhile, Estes held steady, maintaining a high service level but not outpacing peers in improvement.
At the other end of the spectrum, TForce Freight is struggling with cost efficiencies and service expectations. Saia, despite a network expansion, saw its service performance slip, a trend Ossenbeck expects to stabilize in the coming year.
And then there's FedEx Freight – which has the second-slowest performance improvement among national carriers.
For 15 years running, Old Dominion has been the reigning champ in LTL freight, while peers have been taking notes. According to Ossenbeck, OD's mastery in service, pricing, and network efficiency keeps it miles ahead – leaving everyone else playing catch-up.
Read Next: 
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Photo: Jon Tetzlaff/Shutterstock.com

Analyst Color

Long Ideas

Trading Ideas

ODFL

SAIA

Old Dominion Sets Freight Standard As Rivals Trail Behind

Press Releases

ArcBest Declares a $0.12/Share Quarterly Dividend

ArcBest Announces Third Quarter 2024 Results

ArcBest Named to Fast Company's List of the Next Big Things in Tech

ArcBest Announces Its Fourth Quarter 2024 Earnings Conference Call

ArcBest Announces Leadership and Organizational Updates

ArcBest Announces Fourth Quarter and Full Year 2024 Results

ArcBest Introduces Vaux Vision™ and Enhancements to Vaux Technology Suite

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ArcBest Announces Its First Quarter 2025 Earnings Conference Call

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