$ARCB

Landstar System (LSTR) and ArcBest (ARCB) reported Q3 revenue growth of 25.4% and 15.5%, respectively. Landstar's revenue reached $1.511B, while ArcBest's was $1.211B. Landstar's dividend yield is 1.2% with a payout ratio of 31%, while ArcBest's yield is 0.36% with a 5% payout ratio. Landstar's variable-cost model and lower debt may better protect its dividend during a freight slump, according to the analysis.

ArcBest's Chief Commercial Officer, Ralph Edward Sorg, sold 6,000 shares on November 9, 2026, totaling $787,707. He sold 5,407 shares at $131.17 each and 593 shares at $132.33 each. Post-transaction, he holds 16,624 shares, according to an SEC filing.

Sorg Ralph Edward (Chief Commercial Officer) sold 6,000 shares of ARCBEST CORP /TX/ (ARCB) at an average of $131.28 ($131.17–$132.33, $0.79M total) across 2 trades on 2026-11-09.

UBS kept its Neutral rating on ArcBest but reduced its price target to $146 from $154, a 5.2% decrease. This implies a 9.3% upside from the Nov 5 close of $133.59. Recent analyst targets for ArcBest range from $146 to $175.

JP Morgan kept its Neutral rating on ArcBest but increased its price target to $164 from $158, suggesting a 22.8% upside from the Nov 5 close of $133.59. Recent analyst price targets for ArcBest range from $146 to $175.

ArcBest reported a 9.6% increase in Q3 tonnage per day in its asset-based segment, driven by heavier freight and a shift in freight profile. CEO Seth Runser noted encouraging activity in several sectors. Q3 asset-based operating income rose from $70.2M to $75.6M. The company is being more selective with freight, leading to a 5.1% average increase in contract renewals. ArcBest's tonnage gains outpaced some peers, with Saia reporting a similar increase.

TD Cowen reduced its price target for ArcBest Corp (NASDAQ:ARCB) to $146 from $155, maintaining a Hold rating. The company beat Q3 expectations, with revenue up 15% YoY to $1.2B. Despite strong earnings, guidance suggests potential Q4 margin pressure. The stock has surged 82% YTD, positioning it above InvestingPro’s Fair Value estimate.

ArcBest (ARCB) reported Q3 2026 revenue of $1.2B, up 15% YoY, with non-GAAP operating income at $85M. Asset-Based revenue rose 10% YoY, driven by higher weight per shipment and disciplined pricing. Asset-Light saw a $13M YoY profit improvement. Contract renewals averaged 5.1% increases. The company highlighted AI-driven initiatives and awards for service quality.

ARCBEST CORP /TX/ (ARCB) filed an SEC Form 8-K — Other Events. Exhibit 99.1 ​ ​ ​ Investor Relations Contact : Amy Mendenhall Media Contact : Autumnn Mahar Phone : 479-785-6200 Phone : 479-494-8221 Email : invrel@arcb.com Email : amahar@arcb.com ​ ​ ​ ArcBest Declares a $0.12/Share Quarterly Dividend ​ FORT SMITH, Arkansas, October 30, 2026

ArcBest (ARCB) declared a $0.12 quarterly dividend per share, payable on November 27, 2026, to shareholders of record on November 13, 2026. The company is an integrated logistics firm with an asset-based LTL network and brokerage services.