ArcBest Reports Strategic Pillars, Long-Term Financial Targets At Investor Day; Expects 2028 Consolidated Non-GAAP Diluted EPS $12-$15

Author: Benzinga Newsdesk | September 29, 2025 03:27pm

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. 

During the event, the ArcBest leadership team shared how the company has transformed into a full-service, technology-enabled logistics provider serving more than 30,000 customers in a nearly $400 billion addressable market. By seamlessly integrating asset-based and asset-light solutions, ArcBest serves as a trusted partner through its customer-first approach, values-driven culture, and proven ability to help customers pivot and quickly adapt to keep their supply chains moving. 

2028 Targets

The company remains focused on maintaining a balanced approach to capital allocation and a strong balance sheet. Looking ahead to 2028, ArcBest targets:

• Asset-Based Non-GAAP Operating Ratio: 87% - 90%
• Asset-Light Non-GAAP Operating Income: $40 - $70 million
• Consolidated Non-GAAP Diluted EPS: $12 - $15
• Consolidated Operating Cash Flow: $400 - $500 million
• Consolidated Non-GAAP Return on Capital Employed: 16% - 19%

Posted In: ARCB