ARCBEST CORP: management transactions · United States · SEC (Form 4)

About ARCBEST CORP

ArcBest Corp /DE/ (NASDAQ: ARCB) is a U.S.-based integrated logistics company listed on the NASDAQ market in the United States. For European investors, the company is best understood as a hybrid logistics platform: it combines owned transportation assets, third-party capacity, and technology-enabled supply chain services to cover a broad range of shipping needs. ArcBest’s investment case is anchored in its ability to connect traditional freight operations with more flexible asset-light solutions, giving it exposure to both core transportation demand and higher-value logistics services. The company traces its roots back more than a century, describing itself as having started as a local freight hauler before evolving into a broader logistics provider. Its headquarters are in Fort Smith, Arkansas. That heritage remains visible in ABF Freight, ArcBest’s best-known brand and the core of its asset-based business. Today, ArcBest reports two operating segments: Asset-Based and Asset-Light. The Asset-Based segment is centered on ABF Freight and focuses primarily on less-than-truckload (LTL) transportation. The Asset-Light segment includes MoLo Solutions, Panther Premium Logistics and other entities offering truckload brokerage, expedited freight, managed transportation and related logistics solutions. ArcBest’s main services include LTL shipping, truckload brokerage, managed transportation, expedited ground freight, and household-goods moving through U-Pack. The company also emphasizes proprietary technology, analytics and supply-chain visibility tools that support routing, network optimization and customer decision-making. This technology layer is strategically important because it helps ArcBest differentiate itself in a crowded market where reliability, service quality and pricing discipline all matter. Competitively, ArcBest operates in the highly fragmented U.S. transportation and logistics market, competing with specialized LTL carriers, freight brokers, expedited carriers and integrated logistics providers. Its strategic advantage lies in offering customers a single partner with both asset-based capacity and flexible asset-light solutions. Management also highlights a network of more than 40,000 owned and operated assets, which supports service reliability and capacity assurance for more complex supply chains. Recent developments show a company navigating a soft freight backdrop while continuing to refine its business mix. In 2025-2026 disclosures and earnings-related communications, ArcBest highlighted growth in LTL shipments and tonnage, improved profitability in Asset-Light, and continued progress on operational optimization and technology-enabled productivity initiatives. The company has also pointed to industry recognition and network enhancement efforts, while actively managing truckload exposure to favor more profitable volumes. For investors, ArcBest remains a cyclical U.S. logistics name, but one with a more resilient profile than a pure carrier thanks to its integrated offering, diversified customer base and ongoing shift toward higher-value logistics services.