Overlooked Names in Transports; Who Still Looks Left Behind Post-JBHT

Research evidence excerpt

Overlooked Names in Transports; Who Still Looks Left Behind Post-JBHT

Transport & Logistics

Equity Research

July 16, 2026

Company Description

ArcBest

ArcBest Corp. is a logistics company that provides end-to-end supply chain services with a focus on innovation. It operates through the following

business segments: Asset-Based and Asset-Light. The Asset-Based segment includes national, inter-regional, and regional transportation of general

commodities through standard, expedited, and guaranteed less-than-truckload (LTL) services. The Asset-Light segment refers to the operations of the

company's expedite, truckload, and truckload-dedicated businesses as well as its premium logistics services, and international freight transportation

with air, ocean, and ground service offerings. The company offers a full array of logistics solutions to optimize customer supply chains, while

continuing to offer asset-based less-than-truckload services through the ABF Freight network and ground expedite services under the Panther Premium

Logistics brand. Its service offerings also include truckload, dedicated, managed transportation, intermodal, international air and ocean, time critical,

warehousing and distribution, and household goods moving services.

FedEx Freight

FedEx Freight is the largest North American LTL carrier with a robust focus on safety, speed, service, and reliablity. It is a long-standing partner to a

diversified and attractive customer base across historically resilient and high-growth industry verticals. As a standalone business, FedEx Freight will be

well-positioned to unlock its full value potential with an expanded, dedicated LTL salesforce, an integrated and digitally enabled technology platform,

and optimized operations focused on enhanced efficiency and service.