ARCBARCBEST CORP /TX/
Trucking (no Local)
- Revenue
- $4.0B
- 4.0% YoY
- Operating margin
- 2.3%
- 61% YoY
- EBITDA
- $261M
- 34% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.2×
- $40M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear381% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear38% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear12% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.8B | $5.0B | $4.4B | $4.2B | $4.0B | 4.0% |
| Operating income | $277M | $395M | $173M | $244M | $90M | 63% |
| Net income | $214M | $298M | $195M | $174M | $60M | 65% |
| Operating cash flow | $324M | $471M | $322M | $286M | $229M | 20% |
| Capex | $58M | $148M | $219M | $223M | $115M | 49% |
| Stock-based comp | $11M | $13M | $11M | $11M | $11M | 6.9% |
| Buybacks | $83M | $65M | $92M | $75M | $76M | 0.4% |
| Dividends | $8M | $11M | $12M | $11M | $11M | 2.9% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $116K · 1
- Net
- −$116K
Pay vs performance
No pay-versus-performance disclosure yet.