PresentationAmy MendenhallVice President of Treasury & Investor Relations [Presentation] Good afternoon, everyone, and welcome to ArcBest's 2025 Investor Day. It is great to see all of you. This is our first Investor Day in a decade, and we're excited to have the opportunity to share our story, our strategy and our vision for the future. ArcBest has undergone a remarkable transformation. And today, you'll see how we're positioned to lead in a rapidly evolving logistics landscape. Before we begin, a quick ...

Many favorable revenue and cost initiatives had transportation and logistics provider ArcBest talking up long-term numbers on Monday. The Fort Smith, Arkansas-based company provided the outlook in New York during its first investor day in a decade. Join the leaders shaping freight’s future atF3: Future of Freight Festival, Oct 21-22.Network with the industry’s best and discover what’s next. Register now! ArcBest (NASDAQ: ARCB) outlined a plan to generate adjusted earnings per share of $12 to $15 by 2028, ...

FORT SMITH, Ark.--(BUSINESS WIRE)--ArcBest® (Nasdaq: ARCB), a leading, integrated logistics company, today held its 2025 investor day, bringing together investors and analysts to discuss the company's strategic direction, financial performance and vision for the future. The event outlined ArcBest's long-term business outlook and roadmap to accelerate growth and deliver sustained value creation. Built to Deliver: Strategic Pillars to Drive Long-Term Value During the event, the ArcBest leadership. ...

ArcBest (NasdaqGS:ARCB) 2025 Investor Day September 29, 2025 01:00 PM ET Company ParticipantsAmy Mendenhall - VP - Treasury & IRJudy McReynolds - Chairman & CEOSeth Runser - President & CEO-ElectMatt Beasley - CFOJ. Bruce Chan - DirectorKen Hoexter - Managing DirectorEddie Sorg - Chief Commercial OfficerStephanie Moore - SVP - Equity ResearchNone - ExecutiveConference Call ParticipantsTom Wadewitz - Senior Equity Research AnalystAri Rosa - Senior AnalystChris Wetherbee - Senior AnalystScott Group - MD & Sen ...

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Welcome Investor Day September 29, 2025 PLAYING Video I N V E S T O R D A Y | 2 0 2 5 Welcome and Opening Remarks Amy MENDENHALL Vice President Treasury & Investor Relations Forward Looking Statements The following is a "safe harbor" statement under the Private Securities Litigation Reform Act of 1995: Certain statements and information in this presentation may constitute "forward- looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including, among others, statem ...

FORT SMITH, Ark.--(BUSINESS WIRE)--ArcBest® (Nasdaq: ARCB), a leading integrated logistics company, today announced that its board of directors has approved an increase in the company's share repurchase authorization to a total of $125 million. "Our share repurchase authorization reflects the board's confidence in ArcBest's strategy and long-term outlook,†said Judy R. McReynolds, ArcBest Chairman and CEO. "We remain committed to a balanced and disciplined capital allocation approach. This incl. ...

公司财务表现 - 第二季度收入10亿美元 较去年同期11亿美元下降9% [2] - 持续经营业务净利润2580万美元 较去年同期4690万美元下降45% [2] - 每日货运量增长43% 每日发货量增长56% 主要来自新开发的核心零担运输客户 [2] 管理层观点 - 首席执行官对增长前景保持信心 认为公司具备满足客户需求的综合服务能力 [1][3] - 在快速变化的环境中 客户需要灵活且具有前瞻性的物流解决方案 [3] - 公司凭借组织内部的专业知识和集成化服务能力占据有利市场地位 [3] 投资价值 - 被列为13家最佳货运股票投资标的之一 [1] - 获得22家对冲基金投资 显示机构投资者兴趣 [3] - 股价上行潜力达1295% [3] 公司背景 - 成立于1923年的阿肯色州物流运输企业 [4] - 通过ABF Freight子公司提供零担运输服务 [4] - 业务范围涵盖加急运输和托管解决方案等综合物流服务 [4]

行业表现 - 多家零担运输公司报告2025年8月货运量同比下降 其中Old Dominion Freight Line、XPO和Saia出现吨位下降 而ArcBest资产运营部门吨位增长2% [8] - 多数零担运输公司日均货运量下降 除Saia单票重量微增0.1%外 其他公司单票重量均出现下滑 [8] - 行业面临消费端谨慎情绪和制造业、房地产业持续疲软带来的宏观经济压力 [5] 公司财务指标 - Old Dominion每百磅计费收入同比增长4.7% 体现其通过优质服务实现溢价能力 [6][9] - ArcBest日均收入增长1% 且预计通过房地产销售在第三季度获得2500万美元净收益 [4][9] - Saia单票重量同比微增0.1% 成为主要零担企业中唯一实现该指标正增长的公司 [8][9] 管理层观点 - Old Dominion承认销量同比下降 但强调长期赢取货运的能力 认为当前疲软源于国内经济持续不振 [5][8] - ArcBest指出在新市场招聘过程中依赖外部货运承运商也是影响运营指标的因素之一 [5] - 行业整体出现零星积极信号 但仍处于需求水平参差不齐的缓慢复苏环境 [4]

行业背景 - 全球货运市场正经历动荡阶段 因激烈政治操作和贸易流动变化导致[1] - 航运业占全球二氧化碳排放量近3% 并处理约90%的全球贸易[2] - 美国施压各国拒绝联合国船用燃料减排协议 威胁采取关税 签证限制和港口征税等措施[1] 投资策略 - 筛选13只最佳货运股 采用对冲基金持仓数量作为排名标准 数据来自2025年第二季度[5] - 所有入选股票均具有正面上行潜力 确保为投资者带来适度回报[5] - 模仿顶级对冲基金选股策略可跑赢市场 自2014年5月以来策略回报率达373.4% 超越基准218个百分点[6] 施耐德国家公司(SNDR) - 位列第13名 获得18家对冲基金持仓 上行潜力达9.98%[7][8][11] - 2025年第二季度企业收入（不含燃油附加费）同比增长10% 整车运输收益环比增长60% 同比增长30%[9] - 多式联运板块实现连续第五个季度销量增长 得益于强大的铁路关系和墨西哥市场扩张[9] - 高管出售36,596股 交易价值891,567美元[11] - 公司成立于1935年 提供整车运输 多式联运和专用货运服务[12] ArcBest公司(ARCB) - 位列第12名 获得22家对冲基金持仓 上行潜力达12.95%[13][15] - 2025年第二季度营收10亿美元 低于去年同期的11亿美元[14] - 持续经营净收入2580万美元 较2024年同期的4690万美元下降[14] - 每日吨位增长4.3% 每日货运量增长5.6% 因新获核心零担运输客户[14] - 公司成立于1923年 通过ABF Freight子公司提供零担运输 加急和管理解决方案[16]