{ "ok": true, "cik": "894405", "ticker": "ARCB", "name": "ARCBEST CORPORATION", "filings": [ { "form": "8-K", "filed": "2026-09-08", "items": [ "7.01 Regulation FD Disclosure" ], "url": "https://www.sec.gov/Archives/edgar/data/894405/000110465926105900/0001104659-26-105900-index.htm" }, { "form": "10-Q", "filed": "2026-07-30", "items": [], "url": "https://www.sec.gov/Archives/edgar/data/894405/000110465926088612/0001104659-26-088612-index.htm" }, { "form": "8-K", "filed": "2026-07-29", "items": [ "2.02 Results of Operations and Financial Condition", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/894405/000110465926087722/0001104659-26-087722-index.htm" }, { "form": "8-K", "filed": "2026-07-24", "items": [ "8.01 Other Events", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/894405/000110465926086560/0001104659-26-086560-index.htm" }, { "form": "8-K", "filed": "2026-07-16", "items": [ "2.05 Costs Associated with Exit or Disposal Activities", "2.06 Material Impairments", "8.01 Other Events", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/894405/000110465926084248/0001104659-26-084248-index.htm" }, { "form": "8-K", "filed": "2026-06-04", "items": [ "7.01 Regulation FD Disclosure" ], "url": "https://www.sec.gov/Archives/edgar/data/894405/000110465926070593/0001104659-26-070593-index.htm" } ], "events12m": 19, "sources": { "facts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0000894405.json", "filings": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=894405" }, "license": "Figures as filed with the SEC. Card text CC BY 4.0, POPS4.", "notAdvice": "Reporting, not investment advice. No price targets, no buy or sell views.", "edgar": "🫧 Edgar looked up ARCBEST CORPORATION ($ARCB). Last filing: 8-K (7.01 Regulation FD Disclosure), 2026-09-08. 19 event filings (8-K) in the past twelve months. Auditor change (8-K Item 4.01) filed 2025-03-07.", "auditor": { "changes": [ { "filed": "2025-03-07", "url": "https://www.sec.gov/Archives/edgar/data/894405/000155837025002501/0001558370-25-002501-index.htm" } ], "nonReliance": [], "restatedSince": null }, "metrics": { "fiscalYearEnd": "2025-12-31", "revenue": 4010158000, "revenueGrowth1y": -0.04040685146442258, "revenueGrowthPerYear": 0.01581578863387545, "yearsOfData": 5, "operatingMargin": 0.02252006030685075, "operatingMarginPrior": 0.05849076063066476, "netMargin": 0.014986441930716944, "operatingCashFlow": 228953000, "capitalSpending": 114775000, "freeCashFlow": 114178000, "researchAndDevelopment": 29100000, "researchShareOfRevenue": 0.007256571935569621, "cash": 102030000, "longTermDebt": 223856000, "longTermDebtChange": 0.1835841255406221, "revenueHistory": [ { "fiscalYearEnd": "2021-12-31", "revenue": 3766185000 }, { "fiscalYearEnd": "2022-12-31", "revenue": 5029008000 }, { "fiscalYearEnd": "2023-12-31", "revenue": 4427443000 }, { "fiscalYearEnd": "2024-12-31", "revenue": 4179019000 }, { "fiscalYearEnd": "2025-12-31", "revenue": 4010158000 } ], "totalEquity": 1295721000, "totalAssets": 2452662000, "equityRatio": 0.5282917091715043, "returnOnEquity": 0.04638189857230067, "dividendsPaid": 10970000, "payoutRatio": 0.1825351925188858, "dividendPerShare": 0.32, "dividendYearsRising": 0, "dividendCut": false, "priceBased": "Dividend yield, price/earnings and price/book need a share price. The boards carry filings only, so they are not shown.", "range80": { "low": 3008934882.3313336, "high": 4459488929.717016, "baseline": 3783396054.735739, "n": 4599, "band": "b1" }, "ifPaceHeld": { "low": 3008934882.3313336, "high": 4459488929.717016 } }, "edgarette": "🔖 Exposure: revenue $4.0B (FY2025), total debt $223.9M. Experience: revenue down 4.0% on the year, up 1.6% a year over 4 years; operating margin 2.3%, down from 5.8%. Soundness: equity 52.8% of assets, return on equity 4.6%, payout 18.3% of profit. Credibility: four or more audited years, reasonable weight. Range: 80% of past cases like this landed between $3.0B and $4.5B next year (method v3, set from 4,599 SEC company-years; on a year the method never saw, 83% landed inside). A range, not a forecast. Against peers (8 filers, $50M+ revenue, trucking (no local)): operating margin 2.3% against a 2.6% median; growth -4.0% against -1.7%.", "peers": { "sic": 4213, "sicDescription": "Trucking (No Local)", "calendarYear": 2025, "minRevenue": 50000000, "depth": 4, "group": "4213", "growth": [ -0.017, 8 ], "opMargin": [ 0.0257, 8 ], "equityRatio": [ 0.5603, 8 ], "returnOnEquity": [ 0.0218, 8 ] }, "summary": "Arcbest (ARCB) saw revenue fall 4.0% in FY2025 to $4.0 billion, operating margin 2.3%, in line with the 2.6% median for trucking (no local), equity 52.8% of assets. Every figure is from the company’s own annual report filed with the SEC.", "chart": "
ARCBEST CORPORATION against its own record and its peers
Operating marginPeer median 2.6%2.3%Revenue, on the yearPeer median -1.7%-4.0%Equity of assetsPeer median 56.0%52.8%Return on equityPeer median 2.2%4.6%Payout of profit18.3%Gold tick: the median of 8–8 peers with $50M+ revenue in trucking (no local)
", "chartHorizon": "
Handed back now, or kept to compound
Of each dollar of profit18.3% paid out81.7% keptHanded back per share$0.32Growth its own profit can fund3.8%retained x return on equityRevenue growth it managed-4.0%last year, for comparison

Gold is paid out to shareholders; navy is kept in the business. Retained profit times return on equity is the pace a company can fund from itself. Facts from the filings, not a recommendation.

", "backtest": { "tests": 9, "hits": 6, "rate": 0.6666666666666666, "method": "v3", "note": "hindsight: past years, same calibrated range. The range was calibrated on 2022-2024 SEC data, so years in that window are partly in-sample." }, "registry": { "logged": "2026-09-20T15:19:41.204Z", "hash": "444b15baf7bf059b", "status": "open" }, "caution": "Figures are as filed in audited 10-K reports and can move with restatements, acquisitions, disposals or a change in fiscal year. A range set from how past company-years turned out is not a promise about the next one, and says nothing about the share price.", "schema": "pops4.edgarette.card/1", "card": { "summary": "Arcbest (ARCB) saw revenue fall 4.0% in FY2025 to $4.0 billion, operating margin 2.3%, in line with the 2.6% median for trucking (no local), equity 52.8% of assets. Every figure is from the company’s own annual report filed with the SEC.", "exposure": { "fiscalYearEnd": "2025-12-31", "revenue": 4010158000, "totalDebt": 223856000, "cash": 102030000 }, "experience": { "revenueGrowth1y": -0.04040685146442258, "revenueGrowthPerYear": 0.01581578863387545, "operatingMargin": 0.02252006030685075, "operatingMarginPrior": 0.05849076063066476, "netMargin": 0.014986441930716944, "freeCashFlow": 114178000 }, "soundness": { "equityRatio": 0.5282917091715043, "returnOnEquity": 0.04638189857230067, "payoutRatio": 0.1825351925188858, "dividendPerShare": 0.32, "dividendYearsRising": 0, "dividendCut": false, "note": "Dividend yield, price/earnings and price/book need a share price. The boards carry filings only, so they are not shown." }, "peers": { "sic": 4213, "sicDescription": "Trucking (No Local)", "calendarYear": 2025, "minRevenue": 50000000, "depth": 4, "group": "4213", "growth": [ -0.017, 8 ], "opMargin": [ 0.0257, 8 ], "equityRatio": [ 0.5603, 8 ], "returnOnEquity": [ 0.0218, 8 ] }, "credibility": { "auditedYears": 5, "weight": "reasonable", "standard": "ASOP No. 25", "nonReliance": null, "auditorChange": { "filed": "2025-03-07", "url": "https://www.sec.gov/Archives/edgar/data/894405/000155837025002501/0001558370-25-002501-index.htm" } }, "range": { "low": 3008934882.3313336, "high": 4459488929.717016, "baseline": 3783396054.735739, "coverage": 0.8, "method": "v3", "basis": "next fiscal year revenue: baseline = revenue x (1 + mean of one-year and three-year pace); range = 10th to 90th percentile of how SEC company-years of the same size band actually turned out", "calibratedOn": { "companyYears": 4599, "sizeBand": "b1" }, "kind": "a calibrated range, not a forecast; no view on the share price", "track": { "backtest": { "tests": 9, "hits": 6, "rate": 0.6666666666666666, "method": "v3", "note": "hindsight: past years, same calibrated range. The range was calibrated on 2022-2024 SEC data, so years in that window are partly in-sample." }, "registry": { "logged": "2026-09-20T15:19:41.204Z", "hash": "444b15baf7bf059b", "status": "open" }, "scorecard": "https://www.pops4.com/boards/scorecard" } }, "caution": "Figures are as filed in audited 10-K reports and can move with restatements, acquisitions, disposals or a change in fiscal year. A range set from how past company-years turned out is not a promise about the next one, and says nothing about the share price.", "sources": { "facts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0000894405.json", "filings": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=894405" } }, "definitions": { "operatingMargin": "Operating income divided by revenue.", "netMargin": "Net income divided by revenue.", "freeCashFlow": "Cash from operations minus spending on property and equipment.", "researchShareOfRevenue": "Research and development expense for the year as a share of revenue, both as filed.", "equityRatio": "Shareholders equity as a share of total assets, both as filed. Higher means less of the company is owed to someone else.", "returnOnEquity": "Net income for the year against shareholders equity at year end.", "payoutRatio": "Dividends paid as a share of net income, in the year the cash went out.", "dividendYearsRising": "Consecutive years, counted back from the last on record, in which dividend per share rose. A fall ends the run and is reported as dividendCut.", "revenueGrowthPerYear": "Compound annual growth between the first and latest fiscal years shown.", "credibility": "How much weight a record deserves, in the actuarial sense (ASOP No. 25): more audited years, more weight.", "peers": "Medians of SEC filers with $50M+ revenue in the same industry code (SIC), narrowest group with at least 8 filers, calendar-year figures from SEC XBRL frames.", "backtest": "The same if-the-pace-held arithmetic applied to the company's own past years, scored against what it actually reported next. Hindsight, and labelled so." } }