Citigroup has upgraded ArcBest Corp (ARCB) to a Buy rating from Neutral, effective October 7, 2025. This change reflects a more optimistic outlook on the company's future prospects, potentially indicating improved fundamentals or better-than-expected business performance.
ArcBest Corp, a logistics company headquartered in Fort Smith, Arkansas, employs 14,000 full-time staff and operates in the Road & Rail industry. The company offers a suite of shipping and logistics solutions, leveraging technology to meet customer supply chain needs. Its operations are divided into two segments: Asset-Based, which includes ABF Freight System, providing less-than-truckload (LTL) services, and Asset-Light, which encompasses MoLo Solutions and Panther, among others.
As of November 20, 2025, ArcBest has a market capitalization of $1.4 billion, a price-to-earnings ratio (P/E) of 14.19, and an earnings per share (EPS) of 4.19. The company boasts a dividend yield of 78.8%. Upcoming earnings are anticipated on July 28, 2026, with estimated EPS of $1.50 and revenue of $1.1 billion.
Analyst consensus as of November 1, 2025, shows 6 Strong Buy, 6 Buy, and 7 Hold ratings, with no Sell or Strong Sell recommendations. Recent analyst actions include Citigroup's upgrade on October 8, 2025, and a neutral rating maintained by JP Morgan on the same date. Such decisions reflect the evolving sentiment surrounding ArcBest's market performance and strategic direction.