Arcbest vs Werner Enterprises
Arcbest is the larger business, with $4.01bn of revenue in fiscal 2025 against $2.97bn for Werner Enterprises (1.3 times as much). Werner Enterprises grew faster (-1.8% against -4.0%). Arcbest kept more of each dollar of sales as profit: a net margin of 1.5% against -0.5%. Arcbest carries less debt relative to equity (17.3% against 55.2%).
| Latest fiscal year | ArcbestARCB, 2025 | Werner EnterprisesWERN, 2025 |
|---|---|---|
| Revenue | $4.01bn | $2.97bn |
| Revenue growth | -4.0% | -1.8% |
| Net income | $60.1m | −$14.4m |
| Operating margin | 2.3% | 0.4% |
| Net margin | 1.5% | -0.5% |
| Return on equity | 4.6% | -1.0% |
| Free cash flow | $114m | −$68.5m |
| Cash | $102m | $59.9m |
| Total debt | $224m | $752m |
| Debt to equity | 17.3% | 55.2% |
| Dividend per share | — | $0.56 |
| Dividend yield | 0.4% | 1.9% |
| Share buybacks | $75.6m | $55.6m |
| Employees | — | — |
| Market value | $3.01bn | $1.71bn |
| Price vs our value range | Above our value range | — |
| Moat score | 48 (Moderate) | 41 (Weak) |
| Insider trades, 12 months | 0 buys, 9 sales | 0 buys, 3 sales |