ArcBest Corporation, an integrated logistics company, provides ground, air, and ocean transportation solutions worldwide. It operates in two segments, Asset-Based and Asset-Light. The Asset-Based segment provides less-than-truckload (LTL) services that transports general commodities, such as food, textiles, apparel, furniture, appliances, chemicals, non-bulk petroleum products, rubber, plastics, metal and metal products, wood, glass, automotive parts, machinery, and miscellaneous manufactured products. This …
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Competitive advantage assessment
Key strengths
Margins Stable Across CyclesOperating margin volatility is low (stability score 0.79), demonstrating pricing resilience across cycles.
Operating Leverage in EffectOperating leverage is evident (score 0.79), with margins expanding over time.
Key risks
Revenue Volatility Signals Weak StickinessRevenue volatility is high (stability score 0.29), suggesting weak customer stickiness.
ArcBest Corporation ranks #7 of 17
scored companies in Trucking by moat score — the top 41%.
The widest moat in the group is Old Dominion Freight Line, Inc. (ODFL)
at 91/100.
Moat scores for companies ranked near ARCB in Trucking
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 50
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 34
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 56
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 48
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 60
· 15% of the moat score
Scale matters only when it converts into economics.
ArcBest Corporation (ARCB) scores 51 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #7 of 17 scored companies in Trucking, the top 41%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 16 companies in Trucking. Its strongest defense is Scale & Market Position (60/100) and its weakest is Customer Stickiness (34/100).
How does ArcBest Corporation compare with other Trucking companies?
ArcBest Corporation ranks #7 of 17 scored companies in Trucking by moat score. The widest moat in Trucking is Old Dominion Freight Line, Inc. (ODFL) at 91/100. The companies ranked closest are Marten Transport, Ltd. (MRTN) at 54 just above it and Knight-Swift Transportation Hol (KNX) at 51 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 16 companies in Trucking. The defenses are then weighted to produce the overall score out of 100.
Why is ArcBest Corporation scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for ArcBest Corporation?
The Corporate Default template measures 6 defenses, and ARCB scores: Pricing Power (56), Cost Advantage (50), Customer Stickiness (34), Capital Efficiency (56), Resilience (48), Scale & Market Position (60). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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