Arcbest Corp Stock Price, News & Analysis

ArcBest (NASDAQ: ARCB) reported Q2 2025 financial results with revenue of $1.0 billion, down from $1.1 billion in Q2 2024. Net income decreased to $25.8 million ($1.12 per diluted share) from $46.9 million ($1.96 per diluted share) year-over-year.

The Asset-Based segment showed resilience with revenue of $713.3 million and a 4.3% increase in daily tonnage, despite challenging market conditions. The segment achieved an operating ratio of 92.8%. The Asset-Light segment revenue declined 12.9% to $341.9 million but returned to profitability with non-GAAP operating income of $1.1 million.

The company announced a 5.9% general rate increase effective August 4, 2025, and returned over $47 million to shareholders through share repurchases and dividends in the first half of 2025.

ArcBest (Nasdaq: ARCB) announced that its Board of Directors has declared a quarterly cash dividend of $0.12 per share for stockholders. The dividend will be paid on August 22, 2025, to shareholders of record as of August 8, 2025.

ArcBest (Nasdaq: ARCB) announced the appointment of Thom Albrecht as a new independent director to its Board of Directors, effective immediately. Albrecht, currently Chief Revenue Officer at Reliance Partners, brings over 35 years of transportation and logistics experience and will serve on the Audit Committee.

The appointment coincides with the retirement of Steven L. Spinner, who will step down from the board on October 31, 2025, after 14 years of service, including nine years as Lead Independent Director. These changes are part of ArcBest's regular assessment of board composition, with additional updates expected in the coming months.

ArcBest (Nasdaq: ARCB) announced that CEO Judy R. McReynolds will retire effective December 31, 2025, with current President Seth Runser appointed as CEO-elect. Runser will assume the CEO position on January 1, 2026, while retaining his role as president and joining the board of directors.

McReynolds, who has served as CEO since 2010, will continue as chairman of the board. Under her leadership, ArcBest transformed into a leading integrated logistics company, implementing innovative technology and delivering customized logistics solutions. Runser, with 18 years of experience at ArcBest, has been instrumental in the company's evolution and achieving record results.

ArcBest (Nasdaq: ARCB) has successfully completed a pilot program testing a Tesla Semi electric truck in real-world operations through its ABF Freight division. The three-week pilot covered 4,494 miles, averaging 321 miles per day with an energy efficiency of 1.55 kWh per mile.

The electric Semi was tested across various routes between Reno and Sacramento, including challenging terrain like the 7,200-foot Donner Pass. Drivers reported positive feedback on comfort, safety, and ease of use. The company currently operates several electric vehicles in its fleet, including nine electric yard tractors, two electric forklifts, and two Class 6 electric straight trucks.

ArcBest (Nasdaq: ARCB) has scheduled its second quarter 2025 earnings conference call for Wednesday, July 30, 2025. The company will release its financial results before market opens, followed by a conference call with executives at 9:00 a.m. EDT.

Investors can access the call by dialing (800) 715-9871 with conference ID 6423434. A playback will be available through August 13, 2025 at (800) 770-2030. The call will also be webcast live on ArcBest's website at arcb.com.

ArcBest (ARCB) has achieved significant recognition for its Vaux technology suite, winning the 2025 Material Handling Solution of the Year from SupplyTech Breakthrough. The Vaux ecosystem includes three key components: the Vaux Freight Movement System for efficient trailer loading/unloading, Vaux Smart Autonomy featuring robotic forklifts with 3D perception, and the new Vaux Vision technology that transforms standard forklifts into intelligent dimensioners. Additionally, ArcBest has joined NVIDIA's Halos AI Systems Inspection Lab to enhance safety features for Vaux Smart Autonomy. The Vaux MP system notably reduces unloading time from hours to under 5 minutes, while the Smart Autonomy solution addresses labor challenges with advanced robotics. The recognition from SupplyTech Breakthrough, which evaluates thousands of nominations from over 15 countries, underscores ArcBest's innovation leadership in logistics technology.

ArcBest (ARCB) has appointed Mac Pinkerton as the new Chief Operating Officer of Asset-Light Logistics, effective January 5, 2026. Pinkerton, who brings 28 years of experience from C.H. Robinson where he served as president of North America Surface Transportation, will succeed Steven Leonard, who is retiring in June after 24 years with ArcBest.

During the interim period between Leonard's retirement and Pinkerton's start date, the asset-light organization will report to Seth Runser, president of ArcBest. The appointment reflects ArcBest's commitment to strengthening its leadership team with experienced industry professionals.

ArcBest (NASDAQ: ARCB) announced significant progress in its Vaux Vision technology pilots and a key leadership change. Initial pilot results confirm the effectiveness of Vaux Vision, a 3D perception technology that transforms forklifts into intelligent mobile dimensioners, in capturing accurate freight dimensions with in-motion processing. The company plans to expand capabilities to include hazardous materials identification, non-stackable freight detection, and packaging integrity assessment.

The company appointed Brian Nachtigall as General Manager of Vaux, effective May 28, bringing over 20 years of experience in warehouse automation and industrial technology. Additionally, Craig Wahlmeier, current vice president of innovation and operations for Vaux, will retire in February 2026 after 38 years with ArcBest.