ArcBest Corporation (ARCB): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico de la logística y el transporte, ArcBest Corporation (ARCB) surge como una potencia de soluciones innovadoras, combinando perfectamente la tecnología de punta con una gestión integral de la cadena de suministro. Al navegar estratégicamente por los paisajes complejos de transporte, ArcBest ofrece un valor incomparable a las empresas medianas y grandes en diversas industrias, transformando paradigmas de logística tradicionales a través de servicios flexibles y basados ​​en tecnología que optimizan la eficiencia, reducen los costos y proporcionan visibilidad en tiempo real en el viaje de cada envío. .

ArcBest Corporation (ARCB) - Modelo de negocios: asociaciones clave

Principales compañías de transporte y logística para la expansión de la red

ArcBest ha establecido asociaciones estratégicas con compañías de transporte clave y logística para mejorar su cobertura de red y eficiencia operativa.

Empresa asociada	Enfoque de asociación	Año de colaboración
Logística XPO	Optimización de la red de flete	2022
Transporte Knight-Swift	Intercambio de capacidad	2021
Werner Enterprises	Soluciones regionales de flete	2023

Proveedores de tecnología para sistemas de gestión del transporte

ArcBest colabora con los principales proveedores de tecnología para mejorar sus capacidades de gestión de infraestructura digital y transporte.

• Oracle Cloud Transportation Management
• Soluciones de logística de SAP
• Gestión de transporte de Manhattan Associates

Corretaje de carga y redes de logística de terceros (3PL)

ArcBest ha desarrollado asociaciones sólidas dentro de la corredora de carga y las redes 3PL para expandir las ofertas de servicios.

3PL Partner	Volumen anual de flete	Valor de asociación
C.H. Robinson	125,000 envíos	$ 45 millones
Logística de coyote	98,000 envíos	$ 37.5 millones

Alianzas estratégicas con desarrolladores de software de cadena de suministro

ArcBest mantiene asociaciones de tecnología estratégica para mejorar la visibilidad de la cadena de suministro y la eficiencia operativa.

• Proyecto44 - Seguimiento de envío en tiempo real
• Logística de Descartes - Optimización de logística global
• Fourkites - Análisis predictivo de la cadena de suministro

Inversión de asociación: $ 12.3 millones en colaboraciones tecnológicas para 2023

Cobertura de red total: 48 estados y 6 provincias canadienses a través de asociaciones estratégicas

ArcBest Corporation (ARCB) - Modelo de negocio: actividades clave

Servicios de transporte y logística de flete

ArcBest Corporation opera una red integral de transporte de carga con las siguientes métricas clave:

Tamaño total de la flota	5.700 camiones
Ingresos anuales de los servicios de transporte	$ 4.3 mil millones (2023)
Cobertura de servicio	48 Estados Unidos contiguo

Soluciones de transporte basadas en activos y no basadas en activos

ArcBest proporciona diversas soluciones de transporte a través de segmentos operativos múltiples:

• Ingresos del segmento de activo-luz: $ 1.2 mil millones (2023)
• Ingresos del segmento menos que la carga menos que la carga de truco (LTL): $ 3.1 mil millones (2023)
• Ingresos del segmento de soluciones de capacidad integrada: $ 1.5 mil millones (2023)

Optimización de la cadena de suministro e integración de tecnología

La tecnología y las capacidades de optimización incluyen:

Inversión tecnológica	$ 45 millones (2023)
Usuarios de plataforma digital	Más de 50,000 clientes
Sistemas de seguimiento en tiempo real	Tasa de precisión del 99.7%

Corretaje de carga y servicios de transporte administrados

Métricas de rendimiento del corretaje de carga:

• Total de las cargas negociadas: 1.2 millones anuales
• Tamaño de la red de operadores: más de 110,000 operadores
• Clientes de transporte administrado: más de 500 clientes empresariales

Envío especializado y entrega de carga expedida

Ingresos de flete acelerados	$ 350 millones (2023)
Cobertura de envío especializada	Los 50 estados de EE. UU. Y Canadá
Tiempo de entrega promedio	1-2 días hábiles

ArcBest Corporation (ARCB) - Modelo de negocio: recursos clave

Extensa flota de camiones y equipos de transporte

A partir de 2023, ArcBest opera una flota de aproximadamente 5.700 camiones propiedad de la compañía. El valor total de activos del equipo de transporte fue de $ 433.9 millones en su informe anual de 2022.

Categoría de flota	Número de unidades	Valor de activo
Camiones propiedad de la compañía	5,700	$ 433.9 millones
Tractores	3,200	$ 258.5 millones
Remolques	2,500	$ 175.4 millones

Logística avanzada y tecnología de gestión de transporte

ArcBest invirtió $ 42.3 millones en tecnología y desarrollo de software en 2022. Los recursos tecnológicos clave incluyen:

• Sistema de gestión de transporte (TMS)
• Plataformas de seguimiento en tiempo real
• Software de análisis predictivo
• Soluciones logísticas basadas en la nube

Fuerza laboral hábil

Al 31 de diciembre de 2022, ArcBest empleaba a 14,685 trabajadores en varios segmentos operativos. El desglose de la fuerza laboral incluye:

Categoría de empleado	Número de empleados
Camioneros	3,950
Especialistas en logística	4,200
Personal administrativo	6,535

Plataformas digitales y sistemas de seguimiento robustos

La infraestructura digital de ArcBest incluye sistemas patentados con las siguientes capacidades:

• Seguimiento del GPS para el 100% de la flota de la empresa
• Visibilidad del envío en tiempo real
• Mercado integrado de flete digital

Red nacional de centros de transporte y distribución

La compañía mantiene una red integral con la siguiente infraestructura:

Tipo de instalación	Número de ubicaciones	Hoques cuadrados totales
Centros de distribución	76	2.1 millones de pies cuadrados
Instalaciones de terminal	173	1,5 millones de pies cuadrados

ArcBest Corporation (ARCB) - Modelo de negocio: propuestas de valor

Soluciones integrales de logística y transporte de extremo a extremo

ArcBest generó $ 4.4 mil millones en ingresos totales para el año fiscal 2022. La compañía ofrece soluciones logísticas integradas en múltiples modos de transporte.

Modo de transporte	Contribución anual de ingresos
Transporte basado en activos	$ 2.1 mil millones
Reenvío de flete	$ 1.3 mil millones
Corretaje logístico	$ 1.0 mil millones

Servicios de envío flexibles y personalizables

ArcBest proporciona múltiples opciones de envío con 98.2% Rendimiento de entrega a tiempo.

• Envío menos que el transporte (LTL) envío
• Servicios de corretaje de camina
• Soluciones de carga aceleradas
• Capacidades de envío internacional

Seguimiento y visibilidad de envío en tiempo real

La plataforma de tecnología de ArcBest admite el seguimiento de más de 250,000 envíos diarios.

Métricas de plataforma tecnológica	Actuación
Precisión de seguimiento digital	99.7%
Actualizaciones de seguimiento promedio por envío	6-8 actualizaciones

Gestión de transporte rentable y eficiente

ArcBest logró una relación operativa de 87.9% en 2022, lo que demuestra la eficiencia operativa.

• Planificación de ruta optimizada
• Estrategias de consolidación de red
• Gestión de capacidad avanzada

Soluciones integradas de cadena de suministro impulsada por la tecnología

ArcBest invirtió $ 62.4 millones en tecnología e infraestructura digital en 2022.

Áreas de inversión tecnológica	Asignación
Desarrollo de plataforma digital	$ 28.6 millones
Mejora del software de logística	$ 19.8 millones
Actualizaciones de ciberseguridad	$ 14 millones

ArcBest Corporation (ARCB) - Modelo de negocios: relaciones con los clientes

Equipos de gestión de cuentas dedicados

ArcBest proporciona administración de cuentas especializada con más de 2,500 profesionales de logística que atienden a clientes empresariales. El tamaño promedio del equipo de cuenta varía de 3-5 especialistas dedicados por cliente principal.

Segmento de clientes	Gerentes de cuentas dedicados	Ingresos anuales promedio por cuenta
Fortune 500 Enterprises	45-60 equipos especializados	$ 4.2 millones
Compañías del mercado medio	120-150 grupos de cuentas	$ 1.7 millones

Portales de servicio al cliente en línea

Las características de la plataforma digital incluyen seguimiento en tiempo real, gestión de envíos y capacidades de análisis.

• Usuarios de la plataforma: el 78% de los clientes activos
• Interacciones mensuales de plataforma digital activa: más de 225,000
• Tiempo de resolución promedio para el soporte en línea: 47 minutos

Consultoría logística personalizada

ArcBest ofrece servicios personalizados de optimización de la cadena de suministro con 98.6% Tasa de satisfacción del cliente.

Tipo de servicio de consultoría	Compromisos anuales al cliente	Duración promedio del proyecto
Diseño de red estratégica	62 proyectos	4-6 meses
Optimización del transporte	94 proyectos	3-4 meses

Plataformas de comunicación habilitadas para tecnología

Infraestructura de comunicación avanzada que admite interacciones de clientes multicanal.

• Usuarios de aplicaciones móviles: más de 42,000
• Capacidades de integración de API: 16 sistemas diferentes
• Tiempo de actividad promedio del sistema: 99.7%

Asociaciones estratégicas a largo plazo

ArcBest mantiene relaciones a largo plazo con clientes clave en múltiples industrias.

Duración de la asociación	Número de socios estratégicos	Valor de asociación promedio
5-10 años	87 clientes empresariales	$ 6.3 millones anuales
Más de 10 años	42 socios estratégicos	$ 9.7 millones anuales

ArcBest Corporation (ARCB) - Modelo de negocio: canales

Equipo de ventas directas

ARCBest mantiene una fuerza de ventas directa de 1,247 profesionales de ventas a partir de 2023. El equipo de ventas genera ingresos anuales de aproximadamente $ 4.3 mil millones a través de interacciones directas de clientes y soluciones logísticas de nivel empresarial.

Métrica del equipo de ventas	2023 datos
Representantes de ventas totales	1,247
Ingresos promedio por representante de ventas	$3,447,557

Plataformas de reserva y envío en línea

Las plataformas digitales de ArcBest procesadas 487,623 envíos En línea en 2023, que representa el 42% del total de transacciones de envío.

• Volumen de transacción de plataforma digital: 487,623 envíos
• Cuota de mercado de reservas en línea: 5.7% del total de reservas digitales de la industria de flete de flete
• Ingresos anuales de la plataforma digital: $ 612 millones

Aplicación móvil para la gestión de envíos

La aplicación móvil ArcBest es compatible 73,854 usuarios mensuales activos con capacidades de seguimiento en tiempo real.

Rendimiento de la aplicación móvil	2023 métricas
Usuarios activos mensuales	73,854
Transacciones móviles anuales	342,167

Centros de servicio al cliente

ArcBest opera 17 centros de servicio al cliente con 623 representantes dedicados de atención al cliente que manejan un promedio de 94,237 interacciones con el cliente mensualmente.

Ferias comerciales de la industria y eventos de redes

En 2023, ArcBest participó en 42 ferias comerciales de la industria, generando $ 87.4 millones en clientes potenciales y contratos directos.

• Asiste el total de ferias comerciales: 42
• Ingresos directos generados por eventos: $ 87.4 millones
• Nuevas adquisiciones de clientes a través de eventos: 213

ArcBest Corporation (ARCB) - Modelo de negocio: segmentos de clientes

De tamaño mediano para grandes empresas

ArcBest atiende a las grandes empresas de tamaño mediano con un gasto anual de transporte y logística de $ 500,000 a $ 10 millones por año. El informe anual 2022 de la compañía indicó 1,247 clientes de nivel empresarial en múltiples industrias.

Categoría de tamaño empresarial	Número de clientes	Gasto anual promedio
Empresas medianas	723	$ 1.2 millones
Grandes empresas	524	$ 4.7 millones

Empresas manufactureras

En 2022, ArcBest atendió a 412 clientes de fabricación, que representan el 33.5% de su base total de clientes.

• Clientes de fabricación automotriz: 127
• Fabricación de equipos industriales: 185
• Fabricantes de maquinaria y componentes: 100

Empresas minoristas y de comercio electrónico

Los ingresos de 2022 de Arcbest de la logística minorista y de comercio electrónico fueron de $ 687.4 millones, con 356 clientes activos en este segmento.

Segmento minorista	Conteo de clientes	Ingresos anuales
Minoristas en línea	203	$ 392.6 millones
Minorista tradicional	153	$ 294.8 millones

Industrias de atención médica y farmacéutica

ArcBest atiende a 98 clientes de atención médica y farmacéutica, con soluciones logísticas especializadas.

• Proveedores de equipos médicos: 42
• Distribuidores farmacéuticos: 36
• Proveedores de atención médica: 20

Sectores industriales y automotrices

Los ingresos de logística industrial y automotriz de 2022 de la compañía alcanzaron los $ 892.3 millones, atendiendo a 276 clientes.

Subsector industrial	Conteo de clientes	Ingresos anuales
Fabricantes de automóviles	127	$ 386.4 millones
Equipo industrial	149	$ 505.9 millones

ArcBest Corporation (ARCB) - Modelo de negocio: Estructura de costos

Mantenimiento de la flota y gastos de combustible

Para el año fiscal 2023, ArcBest reportó gastos operativos totales de $ 3.86 mil millones. Los gastos específicos relacionados con la flota incluyen:

Categoría de gastos	Cantidad (2023)
Combustible y transporte comprado	$ 1.94 mil millones
Mantenimiento y reparaciones del vehículo	$ 247 millones

Inversiones de tecnología e infraestructura

ArcBest invertido en infraestructura tecnológica con los siguientes gastos:

• Gastos de capital en 2023: $ 231.8 millones
• Inversiones de tecnología y software: aproximadamente $ 45.3 millones
• Mejora de la plataforma digital: $ 12.5 millones

Salario de empleados y capacitación

Categoría de gastos de personal	Cantidad (2023)
Trabajo y beneficios totales	$ 1.02 mil millones
Compensación promedio de empleados	$ 68,500 por empleado

Gastos de marketing y ventas

Costos de marketing y ventas para ArcBest en 2023:

• Gastos totales de marketing: $ 37.6 millones
• Costos de ventas y adquisición de clientes: $ 52.4 millones

Costos de seguro y cumplimiento

Categoría de gastos de cumplimiento	Cantidad (2023)
Primas de seguro	$ 89.3 millones
Gastos de cumplimiento regulatorio	$ 22.7 millones

ArcBest Corporation (ARCB) - Modelo de negocios: flujos de ingresos

Servicios de transporte de carga

Para el año fiscal 2023, ArcBest Corporation reportó ingresos totales de $ 4.38 mil millones. Los servicios de transporte de carga generaron aproximadamente $ 3.1 mil millones en ingresos.

Categoría de servicio	Ingresos anuales	Porcentaje de ingresos totales
Transporte basado en activos	$ 2.45 mil millones	56%
Transporte sin activos	$ 650 millones	14.8%

Logística y tarifas de gestión de la cadena de suministro

El segmento logístico de ArcBest generó $ 885 millones en ingresos para 2023.

• Ingresos de servicios de consultoría de la cadena de suministro: $ 125 millones
• Servicios de transporte administrados: $ 460 millones
• Soluciones logísticas integradas: $ 300 millones

Cargos de envío acelerados

Expedited Shipping Services contribuyó con $ 340 millones a los ingresos totales de la compañía en 2023.

Segmento de envío acelerado	Ingresos anuales
Envío de tiempo crítico	$ 215 millones
Servicios acelerados dedicados	$ 125 millones

Tecnología y servicios de consultoría

La tecnología y los servicios de consultoría generaron $ 95 millones en ingresos para 2023.

• Software de gestión de transporte: $ 45 millones
• Servicios de plataforma de flete digital: $ 50 millones

Ingresos de la logística de corretaje y de terceros

La corretaje y el segmento de logística de terceros generaron $ 355 millones en 2023.

Servicio de corretaje	Ingresos anuales	Cuota de mercado
Corretería	$ 250 millones	3.5%
Logística de terceros	$ 105 millones	2.1%

ArcBest Corporation (ARCB) - Canvas Business Model: Value Propositions

You're looking at how ArcBest Corporation delivers value in a volatile late-2025 freight environment. It's about more than just moving boxes; it's about the integrated network and the technology underpinning it.

Integrated, end-to-end logistics across all modes (LTL, Truckload, Air)

ArcBest Corporation offers a combined network that pulls together its asset-heavy and asset-light capabilities. For the third quarter of 2025, the total consolidated revenue hit $1.0 billion. This revenue base is split between the Asset-Based segment, which brought in $726.5 million, and the Asset-Light segment, which posted $356.0 million in revenue for the same period. The core LTL business, part of Asset-Based, showed its ability to capture volume, with shipments per day increasing by 4.3 percent year-over-year in Q3 2025. Meanwhile, the Asset-Light side, which covers truckload brokerage and other services, achieved record shipment volumes and productivity in Q3 2025.

The value here is the single-source access to these modes:

• Asset-Based (LTL core) revenue in Q3 2025: $726.5 million.
• Asset-Light revenue in Q3 2025: $356.0 million.
• LTL shipments per day growth in Q3 2025: 4.3 percent.

Premium LTL service with high reliability (Asset-Based core)

The Asset-Based core, anchored by ABF Freight, is positioned for premium service. While the operating environment was challenging, the segment managed an operating ratio of 90.3 percent in Q3 2025, even after accounting for $15.9 million in net gains from asset sales. Excluding those gains, the non-GAAP operating ratio was 92.5 percent. To keep service consistent while growing, the company secured pricing power through renewals, with customer contract renewals and deferred pricing agreements averaging a 4.5 percent increase during the quarter. Honestly, service levels were noted as having normalized after a temporary impact from volume growth as of early September 2025.

Here's a look at the core LTL performance metrics for Q3 2025:

Metric	Value (Q3 2025)	Comparison Context
Asset-Based Revenue	$726.5 million	Compared to $709.7 million in Q3 2024 (per day increase of 1.6 percent).
Asset-Based Operating Ratio (GAAP)	90.3 percent	Includes $15.9 million net gains on asset sales.
Asset-Based Operating Ratio (Non-GAAP)	92.5 percent	Compared to 91.0 percent in Q3 2024.
Average Contract Renewal Increase	4.5 percent	For customer contracts and deferred pricing agreements.

Technology-enabled efficiency (e.g., Vaux Vision™ 3D dimensioning)

ArcBest Corporation is embedding technology to drive down costs and improve accuracy. The Vaux Vision™ system, which transforms forklifts into mobile dimensioners using 3D perception, is actively being piloted, including at its ABF Freight LTL carrier. This technology captures dimensions in-motion, which is a big step up from static setups. The result of these ongoing productivity efforts shows up in the cost structure; cost per shipment improved by one percent year-over-year in Q3 2025. The Vaux technology suite also includes the Vaux Freight Movement System™ and Vaux Smart Autonomy™.

The company is definitely putting its money where its innovation is, projecting 2025 net capital expenditures in the range of approximately $225-275 million.

Trusted advisor relationship and dedicated account management

The growth in the core LTL business speaks directly to customer trust. The 2.3 percent increase in Asset-Based tonnage per day in Q3 2025 was fueled primarily by a 4.3 percent increase in daily shipments, which came primarily from newly onboarded core LTL customers. The CEO noted that these results underscore the strength of customer relationships. This suggests that dedicated management is successfully converting new business wins into tangible volume.

Flexible capacity to adapt to market volatility

When demand spikes, ArcBest Corporation flexes its capacity. During the third quarter of 2025, to support the shipment growth, network capacity was supplemented with purchased transportation and local cartage during peak vacation season. This is how they manage volatility without over-committing to fixed assets year-round. The Asset-Light segment's ability to deliver record shipment volumes in Q3 2025 also highlights this flexibility outside the core asset base.

For the first nine months of 2025 year-to-date, the company returned over $66 million to shareholders through share repurchases and dividends. That's capital management in action, showing financial flexibility.

Finance: draft 13-week cash view by Friday.

ArcBest Corporation (ARCB) - Canvas Business Model: Customer Relationships

You're looking at how ArcBest Corporation (ARCB) locks in its customer base, and the numbers show a clear preference for deep, long-term partnerships over transactional volume. This isn't just about moving freight; it's about embedding their integrated solutions into a customer's supply chain.

The focus on long-term relationships is starkly evident in the revenue mix. Honestly, this is the bedrock of their stability. Today, 80% of revenue comes from customers with 10+ year relationships. This tenure suggests that once a shipper is onboarded, they are deeply integrated into ArcBest Corporation's ecosystem, making switching costs high.

The consultative selling approach directly feeds this long-term focus. When you successfully sell integrated, multi-solution packages, the value sticks. Multi-solution customers generate 3 times the revenue and profit compared to others. This is the payoff for pushing beyond a single service line, like LTL, into their broader offerings.

For the managed solutions business, which is a key part of this consultative push, retention is excellent. Daily managed solutions shipments have grown at a 44% annual rate since launch, supported by 90%+ customer retention. This high retention rate in a growth area is a powerful indicator of satisfaction with the combined service offering.

The investment in dedicated Key Account Management is a direct lever to maintain this loyalty. Investments in training, digital tools, key account management, and onboarding are specifically cited as reducing churn and strengthening loyalty. This hands-on approach complements the digital tools rolling out.

Speaking of digital tools, ArcBest Corporation is making a big push here for self-service convenience. While the unified digital platform, ArcBest View™, is slated for a full launch in early 2026 to simplify quoting, booking, and real-time visibility across all solutions, AI is already being implemented for quote enhancements and automation. This technology aims to make the customer experience seamless, which is crucial for retention.

Here's a quick look at the tangible results of their pricing and relationship strength, even in a soft market:

Metric	Value/Comparison	Source Period
Revenue per hundredweight vs. LTL Industry Average	1.6 times higher	2025 Investor Day
Revenue per shipment vs. LTL Industry Average	1.5 times higher	2025 Investor Day
Average Customer Contract Renewal Price Increase	4.5 percent	Q3 2025
Asset-Based LTL Shipments per day Increase	4.3 percent	Q3 2025

The company is actively using technology to enhance the service that underpins these relationships. For instance, they are implementing AI for full-truckload quote enhancements and scheduling/booking automation. This defintely shows that the consultative selling is being backed up by tech-enabled efficiency.

To keep the momentum going, you need to watch the pipeline for those managed solutions. That pipeline is currently exceeding $1 billion. Finance: draft 13-week cash view by Friday.

ArcBest Corporation (ARCB) - Canvas Business Model: Channels

You're looking at how ArcBest Corporation (ARCB) gets its services to the customer as of late 2025. It's a mix of old-school physical assets and newer digital tools.

ABF Freight LTL terminal network (physical presence)

The physical backbone for the Asset-Based side is substantial. As of the third quarter of 2025, ABF Freight operates 240 service centers across North America, including all 50 states, Canada, and Puerto Rico. This network includes over 9,500 dock doors. Since the start of 2021, the company has expanded this LTL network by approximately 800 net doors. So far in 2025, the company completed 15 additional facility projects since the February update, adding more than 70 dock doors this year alone.

Direct sales force (expanding into small and middle market)

The direct engagement with customers is showing traction, especially in the smaller and mid-sized business (SMB) space. Targeted sales campaigns have successfully added approximately 2,000 new core Asset-Based LTL shipments per day. The strategic pivot toward SMB truckload customers is significant: these customers now represent 40% of revenue, a doubling from 20% in 2021. The company is tracking toward a long-term goal of achieving a 60% SMB mix.

Asset-Light digital brokerage platform

The Asset-Light segment, which includes the digital brokerage, hit performance milestones in the third quarter of 2025. This segment delivered record shipment volumes and productivity. For context on the segment's financial performance in Q3 2025, its revenue was $356.0 million, with a non-GAAP operating income of $1.6 million. The company is planning a major digital rollout soon; the unified digital platform, ArcBest View™, is scheduled for launch in early 2026.

Customer-facing web and mobile applications

Digital tools are central to the customer experience, offering transparency and ease of transaction. The company offers a convenient digital pickup request tool. The proprietary technology suite includes an AI-powered cost calculator and a dynamic pricing engine. These tools help ArcBest achieve revenue per hundredweight 1.6 times higher and revenue per shipment 1.5 times higher than the LTL industry average.

Strategic technology integration with shipper systems

Internal technology integration directly impacts channel efficiency. The Vaux technology system is cited as enabling 90% faster freight loading and unloading. Furthermore, investments in technology, training, and network design have driven productivity gains, with shipments per employee per day improving 5.0 percent sequentially in the first quarter of 2025.

Channel Component Metric	Value	Reporting Period/Context
ABF Service Centers	240	Q3 2025
ABF Dock Doors	Over 9,500	Q3 2025
Net Doors Added Since 2021	Approx. 800	As of 2025 Investor Day
New Core LTL Shipments Added Daily	Approx. 2,000	From targeted sales campaigns
SMB Revenue Mix (Truckload)	40%	Q3 2025
Target SMB Revenue Mix	60%	Long-term Goal
Asset-Light Q3 2025 Revenue	$356.0 million	Q3 2025
Asset-Light Q3 2025 Non-GAAP Operating Income	$1.6 million	Q3 2025
Digital Platform Launch Date	Early 2026	ArcBest View™
Revenue Per Hundredweight Premium	1.6 times industry average	Due to proprietary tools
Freight Loading/Unloading Speed Improvement	90% faster	Vaux technology system

Multi-solution customers generate 3 times the revenue and profit compared to single-solution customers.

ArcBest Corporation (ARCB) - Canvas Business Model: Customer Segments

Core Less-Than-Truckload (LTL) shippers are primarily served through the Asset-Based segment, which saw revenue of $726.5 million in the third quarter of 2025 compared to the prior year period, on a per-day basis. This segment experienced a 4.3% increase in shipments per day and a 2.3% increase in tonnage per day for the same period.

Large enterprise customers seeking integrated logistics are served across both segments, but the Asset-Light segment, which includes managed transportation, saw revenue of $356.0 million in the third quarter of 2025. The Asset-Light segment recorded a 2.5% increase in shipments per day, reflecting demand for managed solutions. Overall, customers utilize an average of four services from ArcBest Corporation.

Small and middle market businesses (key growth focus) are a strategic priority, particularly within the truckload business mix, where ArcBest Corporation aims to increase the SMB portion from 40% currently to 60% long-term. These SMBs are noted to generate over 1.5 times more profit per load than enterprise customers.

Shippers in manufacturing and industrial sectors (currently soft market) are a source of macroeconomic pressure, evidenced by a 1.1% decrease in billed revenue per hundredweight in the Asset-Based segment for Q3 2025. Ongoing softness in manufacturing continues to impact weight per shipment metrics.

Retail and e-commerce requiring final-mile solutions are captured within the integrated logistics offerings, which contributed to customer contract renewals and deferred pricing agreements averaging a 4.5% increase for the quarter.

Here's the quick math on the segment performance for the third quarter of 2025:

Metric	Asset-Based (Core LTL Focus)	Asset-Light (Integrated/Managed Focus)
Q3 2025 Revenue	$726.5 million	$356.0 million
Shipments Per Day Change (YoY)	+4.3%	+2.5%
Tonnage Per Day Change (YoY)	+2.3%	Not explicitly stated for tonnage
Billed Revenue Per CWT Change (YoY)	-1.1%	Implied pressure from lower-revenue shipments
Non-GAAP Operating Income/Loss	$54.4 million (Operating Ratio 92.5%)	$1.6 million (Non-GAAP Operating Income)

The company's technology efforts, primarily its Vaux systems, resulted in cost reductions of $22.3 million (pre-tax) through the first nine months of 2025.

ArcBest Corporation (ARCB) - Canvas Business Model: Cost Structure

You're looking at the core expenses that keep ArcBest Corporation's integrated logistics engine running. Honestly, in this industry, managing variable costs like fuel and purchased capacity is what separates the good operators from the great ones.

The cost structure is heavily influenced by labor agreements and the need to maintain a modern, efficient asset base. Here are the hard numbers we see as of late 2025:

Capital Expenditures for Fleet/Real Estate

• Projected 2025 capital expenditures guidance remains in the range of $225M-$275M.
• One update for 2025 net capital expenditure guidance was approximately $200M.

Technology and AI Development Investment Impact

While the direct investment dollar for 2025 isn't itemized, the resulting efficiency is quantifiable:

• City route optimization projects are delivering $13 million in annual savings.
• Optimization initiatives since 2021 have realized over $45 million in cost savings.
• The 'Other and eliminations' category includes investments in technology and innovations like Vaux™.

The following table summarizes key financial metrics related to the major cost components identified in the Asset-Based segment, which is where union labor, fuel, and maintenance are most concentrated:

Cost Driver Metric	Asset-Based Segment Q3 2025 Result	Asset-Based Segment Q1 2025 Result
Non-GAAP Operating Ratio	92.5%	95.9%
Year-over-Year Cost Per Shipment Change	Improved 1%	Mitigated by cost initiatives against annual labor cost increases
Revenue Per Hundredweight Change (Excluding Fuel)	Decreased 1.1% vs. Q3 2024	Increased in the low- to mid-single digits vs. Q4 2024

Operating Expenses for Union Labor and Benefits; Purchased Transportation Costs; Fuel and Maintenance Costs

Annual increases in contracted union labor rates, combined with higher purchased transportation spending and equipment depreciation, drove operating expenses higher in the third quarter of 2025. To support shipment growth, network capacity was supplemented with purchased transportation and local cartage during peak vacation season. Productivity improvements helped mitigate the impact of higher insurance and healthcare costs, and annual labor cost increases associated with the union contract in the first quarter of 2025. Cartage and purchased transportation costs normalized in September after elevated activity in July and August. Price improvements in the first quarter were offset by declining fuel costs.

For the Asset-Light segment, which relies on purchased transportation, the segment delivered $1.6 million of non-GAAP operating income in Q3 2025 despite revenue falling 8.3% year-over-year.

ArcBest Corporation (ARCB) - Canvas Business Model: Revenue Streams

You're looking at how ArcBest Corporation (ARCB) actually brings in the cash flow as of late 2025. It's not just one thing; it's a mix of owning assets and using partners, which is smart in this freight environment. Here's the quick math on the main revenue drivers from the third quarter of 2025.

The revenue streams are clearly segmented by the company's operational structure. You see the core business, the asset-heavy side, bringing in the bulk of the top line, while the asset-light side provides a crucial, more flexible revenue component.

Revenue Stream Component	Q3 2025 Revenue Amount
Asset-Based Revenue	$726.5 million
Asset-Light Revenue	$356.0 million

The Asset-Based side, which is your traditional less-than-truckload (LTL) freight service, generated $726.5 million in revenue for the third quarter of 2025. That's the backbone, even though the billed revenue per hundredweight saw a small dip of 1.1 percent year-over-year in that quarter. Still, they managed to get more freight moving, with shipments per day up 4.3 percent.

The Asset-Light segment, covering logistics and brokerage, pulled in $356.0 million in revenue for Q3 2025. While this was down 8.3 percent per day compared to the prior year, the segment showed improved margin management, achieving a non-GAAP operating income of $1.6 million. This stream is where you find the revenue from brokerage and other non-asset-dependent services.

Beyond the core service charges, ArcBest Corporation (ARCB) captures revenue through several other mechanisms:

• Asset-Based LTL freight services: $726.5 million in Q3 2025.
• Asset-Light logistics and brokerage fees: $356.0 million in Q3 2025.
• Managed transportation solutions revenue: This is bundled within the Asset-Light segment's total.
• Fuel surcharges on freight shipments: These are explicitly included in the billed revenue per hundredweight calculations, contributing to sequential price improvements.
• Gains from sales of property and equipment: The Q3 2025 results included $15.9 million of net gains on asset sales, which were reported within the Asset-Based operating income.

Honestly, seeing those asset gains pop up is a good indicator of active balance sheet management, but you can't count on that every quarter.