ArcBest Corporation (ARCB): Modelo de negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico da logística e do transporte, a ArcBest Corporation (ARCB) surge como uma potência de soluções inovadoras, misturando-se perfeitamente a tecnologia de ponta com o gerenciamento abrangente da cadeia de suprimentos. Ao navegar estrategicamente paisagens complexas de transporte, o ArcBest oferece um valor incomparável para empresas de tamanho médio e grandes em diversas indústrias, transformando os paradigmas de logística tradicionais por meio de serviços flexíveis e orientados pela tecnologia que otimizam a eficiência, reduzem os custos e fornecem visibilidade em tempo real em cada jornada de cada remessa .

ARCBEST Corporation (ARCB) - Modelo de negócios: Parcerias -chave

Principais empresas de caminhões e logística para expansão da rede

A ArcBest estabeleceu parcerias estratégicas com as principais empresas de caminhões e logística para aprimorar sua cobertura de rede e eficiência operacional.

Empresa parceira	Foco em parceria	Ano de colaboração
XPO Logistics	Otimização da rede de frete	2022
Transporte Knight-Swift	Compartilhamento de capacidade	2021
Werner Enterprises	Soluções regionais de frete	2023

Provedores de tecnologia para sistemas de gerenciamento de transporte

O ArcBest colabora com os principais provedores de tecnologia para aprimorar seus recursos de gerenciamento de infraestrutura digital e transporte.

• Oracle Cloud Transportation Management
• SOP Logistics Solutions
• Manhattan Associates Transportation Management

Corretagem de frete e redes de logística de terceiros (3PL)

A ArcBest desenvolveu parcerias robustas na corretora de frete e nas redes 3PL para expandir as ofertas de serviços.

3PL Partner	Volume anual de frete	Valor da parceria
C.H. Robinson	125.000 remessas	US $ 45 milhões
Logística de coiote	98.000 remessas	US $ 37,5 milhões

Alianças estratégicas com desenvolvedores de software da cadeia de suprimentos

O ArcBest mantém parcerias de tecnologia estratégica para aprimorar a visibilidade da cadeia de suprimentos e a eficiência operacional.

• Projeto44 - Rastreamento de remessa em tempo real
• Descartes Logistics - Otimização de logística global
• Fourkites - análise preditiva da cadeia de suprimentos

Investimento de parceria: US $ 12,3 milhões em colaborações de tecnologia para 2023

Cobertura total da rede: 48 estados e 6 províncias canadenses por meio de parcerias estratégicas

ArcBest Corporation (ARCB) - Modelo de Negócios: Atividades -chave

Serviços de transporte e logística de transporte de carga

A ArcBest Corporation opera uma rede abrangente de transporte de frete com as seguintes métricas -chave:

Tamanho total da frota	5.700 caminhões
Receita anual de serviços de transporte	US $ 4,3 bilhões (2023)
Cobertura de serviço	48 Estados Unidos contíguos

Soluções de transporte baseadas em ativos e não baseadas em ativos

O ArcBest fornece diversas soluções de transporte por meio de vários segmentos operacionais:

• Receita do segmento de luz-luz: US $ 1,2 bilhão (2023)
• Receita do segmento de menos de ativos (LTL): US $ 3,1 bilhões (2023)
• Receita do segmento de soluções de capacidade integrada: US $ 1,5 bilhão (2023)

Otimização da cadeia de suprimentos e integração de tecnologia

Os recursos de tecnologia e otimização incluem:

Investimento em tecnologia	US $ 45 milhões (2023)
Usuários da plataforma digital	Mais de 50.000 clientes
Sistemas de rastreamento em tempo real	99,7% da taxa de precisão

Corretagem de frete e serviços de transporte gerenciado

Métricas de desempenho de corretagem de frete:

• Total de cargas intermediárias: 1,2 milhão anualmente
• Tamanho da rede de operadora: mais de 110.000 operadoras
• Clientes de transporte gerenciado: mais de 500 clientes corporativos

Envio especializado e entrega de frete expedido

Receita de frete acelerado	US $ 350 milhões (2023)
Cobertura de remessa especializada	Todos os 50 estados dos EUA e Canadá
Tempo médio de entrega	1-2 dias úteis

ArcBest Corporation (ARCB) - Modelo de Negócios: Recursos -Principais

Extensa frota de caminhões e equipamentos de transporte

A partir de 2023, o ArcBest opera uma frota de aproximadamente 5.700 caminhões de propriedade da empresa. O valor total do ativo do equipamento de transporte foi de US $ 433,9 milhões em seu relatório anual de 2022.

Categoria de frota	Número de unidades	Valor do ativo
Caminhões de propriedade da empresa	5,700	US $ 433,9 milhões
Tratores	3,200	US $ 258,5 milhões
Reboques	2,500	US $ 175,4 milhões

Tecnologia avançada de logística e gerenciamento de transporte

A ArcBest investiu US $ 42,3 milhões em tecnologia e desenvolvimento de software em 2022. Os principais recursos tecnológicos incluem:

• Sistema de Gerenciamento de Transporte (TMS)
• Plataformas de rastreamento em tempo real
• Software de análise preditiva
• Soluções de logística baseadas em nuvem

Força de trabalho qualificada

Em 31 de dezembro de 2022, o ArcBest empregou 14.685 trabalhadores em vários segmentos operacionais. A quebra da força de trabalho inclui:

Categoria de funcionários	Número de funcionários
Motoristas de caminhão	3,950
Especialistas em logística	4,200
Equipe administrativo	6,535

Plataformas digitais robustas e sistemas de rastreamento

A infraestrutura digital do ArcBest inclui sistemas proprietários com os seguintes recursos:

• Rastreamento de GPS para 100% da frota da empresa
• Visibilidade da remessa em tempo real
• Mercado de frete digital integrado

Rede nacional de centros de transporte e distribuição

A empresa mantém uma rede abrangente com a seguinte infraestrutura:

Tipo de instalação	Número de locais	Mágua quadrada total
Centros de distribuição	76	2,1 milhões de pés quadrados
Instalações terminais	173	1,5 milhão de pés quadrados

ArcBest Corporation (ARCB) - Modelo de negócios: proposições de valor

Soluções de logística e transporte abrangentes de ponta a ponta

O ArcBest gerou US $ 4,4 bilhões em receita total para o ano fiscal de 2022. A Companhia oferece soluções de logística integradas em vários modos de transporte.

Modo de transporte	Contribuição anual da receita
Transporte baseado em ativos	US $ 2,1 bilhões
Encaminhamento de frete	US $ 1,3 bilhão
Corretagem de logística	US $ 1,0 bilhão

Serviços de remessa flexíveis e personalizáveis

O ArcBest oferece várias opções de envio com 98,2% de desempenho de entrega no tempo.

• Frete de menos do que o truckload (LTL)
• Serviços de corretagem de caminhão
• Soluções de frete aceleradas
• Capacidades internacionais de envio

Rastreamento e visibilidade de remessa em tempo real

A plataforma de tecnologia da ArcBest suporta rastrear por mais de 250.000 remessas diariamente.

Métricas da plataforma de tecnologia	Desempenho
Precisão de rastreamento digital	99.7%
Atualizações médias de rastreamento por remessa	6-8 Atualizações

Gerenciamento de transporte econômico e eficiente

O ArcBest alcançou uma taxa de operação de 87,9% em 2022, demonstrando eficiência operacional.

• Planejamento de rota otimizado
• Estratégias de consolidação de rede
• Gerenciamento de capacidade avançada

Soluções integradas de cadeia de suprimentos orientadas por tecnologia

A ArcBest investiu US $ 62,4 milhões em tecnologia e infraestrutura digital em 2022.

Áreas de investimento em tecnologia	Alocação
Desenvolvimento da plataforma digital	US $ 28,6 milhões
Melhoramento de software de logística	US $ 19,8 milhões
Atualizações de segurança cibernética	US $ 14 milhões

ARCBEST Corporation (ARCB) - Modelo de Negócios: Relacionamentos do Cliente

Equipes de gerenciamento de contas dedicadas

O ArcBest fornece ao gerenciamento de contas especializado com mais de 2.500 profissionais de logística que atendem aos clientes corporativos. O tamanho médio da equipe da conta varia de 3-5 especialistas dedicados por cliente importante.

Segmento de clientes	Gerentes de conta dedicados	Receita média anual por conta
Fortune 500 Enterprises	45-60 equipes especializadas	US $ 4,2 milhões
Empresas do mercado intermediário	120-150 grupos de contas	US $ 1,7 milhão

Portais de atendimento ao cliente online

Os recursos da plataforma digital incluem recursos de rastreamento em tempo real, gerenciamento de remessas e análises.

• Usuários da plataforma: 78% dos clientes ativos
• Interações mensais de plataforma digital ativa: 225.000+
• Tempo médio de resolução para suporte on -line: 47 minutos

Consultoria de logística personalizada

O ArcBest oferece serviços de otimização da cadeia de suprimentos personalizados com 98,6% de taxa de satisfação do cliente.

Tipo de serviço de consultoria	Engajamentos anuais de clientes	Duração média do projeto
Design de rede estratégica	62 projetos	4-6 meses
Otimização de transporte	94 projetos	3-4 meses

Plataformas de comunicação habilitadas para tecnologia

Infraestrutura de comunicação avançada que suporta interações com clientes multicanais.

• Usuários de aplicativos móveis: 42.000+
• Capacidades de integração da API: 16 sistemas diferentes
• Tempo de atividade média do sistema: 99,7%

Parcerias estratégicas de longo prazo

O ArcBest mantém relacionamentos de longo prazo com os principais clientes em vários setores.

Duração da parceria	Número de parceiros estratégicos	Valor médio de parceria
5-10 anos	87 clientes corporativos	US $ 6,3 milhões anualmente
Mais de 10 anos	42 parceiros estratégicos	US $ 9,7 milhões anualmente

ArcBest Corporation (ARCB) - Modelo de Negócios: Canais

Equipe de vendas diretas

O ARCBEST mantém uma força de vendas direta de 1.247 profissionais de vendas a partir de 2023. A equipe de vendas gera receita anual de aproximadamente US $ 4,3 bilhões por meio de interações diretas do cliente e soluções de logística no nível da empresa.

Métrica da equipe de vendas	2023 dados
Total de representantes de vendas	1,247
Receita média por representante de vendas	$3,447,557

Plataformas de reserva e remessa on -line

As plataformas digitais do ArcBest processadas 487.623 remessas Online em 2023, representando 42% do total de transações de remessa.

• Volume da transação da plataforma digital: 487.623 remessas
• Participação de mercado de reservas on -line: 5,7% do total de reservas digitais da indústria de frete
• Receita anual da plataforma digital: US $ 612 milhões

Aplicativo móvel para gerenciamento de remessa

Os suportes de aplicativos móveis mais arcbizados 73.854 usuários mensais ativos com recursos de rastreamento em tempo real.

Desempenho do aplicativo móvel	2023 Métricas
Usuários ativos mensais	73,854
Transações móveis anuais	342,167

Centros de atendimento ao cliente

O ArcBest opera 17 centros de atendimento ao cliente com 623 representantes de suporte ao cliente dedicados lidando com uma média de 94.237 interações com o cliente mensalmente.

Feiras de comércio da indústria e eventos de networking

Em 2023, o ARCBEST participou de 42 feiras do setor, gerando US $ 87,4 milhões em leads e contratos diretos.

• TOTAL DE FERRA COMERCIAL PRESTADO: 42
• Receita direta gerada por eventos: US $ 87,4 milhões
• Novas aquisições de clientes através de eventos: 213

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

De tamanho médio para grandes empresas

O ArcBest serve de tamanho médio para grandes empresas, com gastos anuais de transporte e logística de US $ 500.000 a US $ 10 milhões por ano. O relatório anual de 2022 da empresa indicou 1.247 clientes em nível corporativo em vários setores.

Categoria de tamanho da empresa	Número de clientes	Gasto médio anual
Médias empresas	723	US $ 1,2 milhão
Grandes empresas	524	US $ 4,7 milhões

Empresas de manufatura

Em 2022, o ArcBest atendeu 412 clientes de manufatura, representando 33,5% de sua base total de clientes.

• Clientes de fabricação automotiva: 127
• Fabricação de equipamentos industriais: 185
• Fabricantes de máquinas e componentes: 100

Negócios de varejo e comércio eletrônico

A receita de 2022 da ArcBest da logística de varejo e comércio eletrônico foi de US $ 687,4 milhões, com 356 clientes ativos nesse segmento.

Segmento de varejo	Contagem de clientes	Receita anual
Varejistas on -line	203	US $ 392,6 milhões
Varejo tradicional	153	US $ 294,8 milhões

Indústrias de saúde e farmacêuticos

O ArcBest atende 98 clientes de saúde e produtos farmacêuticos, com soluções de logística especializadas.

• Fornecedores de equipamentos médicos: 42
• Distribuidores farmacêuticos: 36
• Provedores de saúde: 20

Setores industriais e automotivos

A receita de logística industrial e automotiva de 2022 da empresa atingiu US $ 892,3 milhões, atendendo a 276 clientes.

Subsetor industrial	Contagem de clientes	Receita anual
Fabricantes automotivos	127	US $ 386,4 milhões
Equipamento industrial	149	US $ 505,9 milhões

ArcBest Corporation (ARCB) - Modelo de negócios: estrutura de custos

Manutenção da frota e despesas de combustível

Para o ano fiscal de 2023, o ARCBEST registrou despesas operacionais totais de US $ 3,86 bilhões. Despesas específicas relacionadas à frota incluídas:

Categoria de despesa	Valor (2023)
Combustível e transporte comprado	US $ 1,94 bilhão
Manutenção e reparos de veículos	US $ 247 milhões

Investimentos de tecnologia e infraestrutura

O ArcBest investiu em infraestrutura de tecnologia com as seguintes despesas:

• Despesas de capital em 2023: US $ 231,8 milhões
• Investimentos de tecnologia e software: aproximadamente US $ 45,3 milhões
• Aprimoramento da plataforma digital: US $ 12,5 milhões

Salários e treinamento de funcionários

Categoria de despesa de pessoal	Valor (2023)
Trabalho total e benefícios	US $ 1,02 bilhão
Compensação média dos funcionários	US $ 68.500 por funcionário

Despesas de marketing e vendas

Custos de marketing e vendas para o ArcBest em 2023:

• Total de despesas de marketing: US $ 37,6 milhões
• Custos de aquisição de vendas e clientes: US $ 52,4 milhões

Custos de seguro e conformidade

Categoria de despesa de conformidade	Valor (2023)
Prêmios de seguro	US $ 89,3 milhões
Despesas de conformidade regulatória	US $ 22,7 milhões

ArcBest Corporation (ARCB) - Modelo de negócios: fluxos de receita

Serviços de transporte de frete

Para o ano fiscal de 2023, a ArcBest Corporation registrou receita total de US $ 4,38 bilhões. Os serviços de transporte de frete geraram aproximadamente US $ 3,1 bilhões em receita.

Categoria de serviço	Receita anual	Porcentagem da receita total
Transporte baseado em ativos	US $ 2,45 bilhões	56%
Transporte não atribuído	US $ 650 milhões	14.8%

Taxas de gerenciamento de logística e cadeia de suprimentos

O segmento de logística da ArcBest gerou US $ 885 milhões em receita para 2023.

• Receita dos Serviços de Consultoria em cadeia de suprimentos: US $ 125 milhões
• Serviços de transporte gerenciados: US $ 460 milhões
• Soluções de logística integrada: US $ 300 milhões

Taxas de remessa aceleradas

Os serviços de remessa acelerados contribuíram com US $ 340 milhões para a receita total da empresa em 2023.

Segmento de remessa expedida	Receita anual
Envio crítico no tempo	US $ 215 milhões
Serviços Expedidos dedicados	US $ 125 milhões

Serviços de tecnologia e consultoria

Os serviços de tecnologia e consultoria geraram US $ 95 milhões em receita para 2023.

• Software de gerenciamento de transporte: US $ 45 milhões
• Serviços de plataforma de frete digital: US $ 50 milhões

Correta e receita logística de terceiros

A corretagem e o segmento de logística de terceiros geraram US $ 355 milhões em 2023.

Serviço de corretagem	Receita anual	Quota de mercado
Corretora de frete	US $ 250 milhões	3.5%
Logística de terceiros	US $ 105 milhões	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.