A new court motion this week shows the Yellow bankruptcy estate is asking a Delaware judge to approve four terminal sales totaling about $6.1 million — with ArcBest stepping in as the only carrier buyer in the batch. The filing outlines ArcBest’s agreement to purchase an 18‑door service center in Montgomery, Alabama for $375,000, while three other sites appear headed to real estate investors: a 92‑door facility just north of Providence, Rhode Island for $2.75 million; a 45‑door terminal in Jacksonville, Florida for $2.6 million; and a 24‑door location in Florence, South Carolina for $375,000.
For LTL operators, the mix and pricing in this round tell a broader story. After multiple auctions delivered nine‑figure checks from big carriers, what’s left on the shelf are smaller, tougher assets — the kind that fill network gaps but don’t move the needle alone. As of a September court update referenced in the latest motion, the estate had just 11 owned terminals still to sell, underscoring how close the long‑running liquidation is to its endgame.
ArcBest’s pick-up in Montgomery looks like a classic infill move: limited doors, modest price, but potentially valuable density as networks in the Southeast keep tightening. It also extends a pattern — the company has already accumulated several Yellow sites over the past two years — and does so without the heavy spend seen in earlier waves, a notable shift as carriers balance footprint ambitions with today’s softer freight fundamentals.
Wall Street, meanwhile, appears to be taking a wait‑and‑see approach. As of October 22, analysts’ consensus on ArcBest sat at “Hold,” with an average 12‑month price target of roughly $90, signaling investors want evidence that selective terminal additions and cost discipline can translate into improved returns once demand firms.
On process, the docket remains active. On October 24 alone, the case saw multiple unsecured claim transfers — a reminder that creditor positioning continues as administrators squeeze the last value from the real‑estate portfolio and work toward final distributions. That continued churn suggests timing and ultimate recoveries will still hinge on how the court sorts remaining claims and closing transactions.
Bottom line for carriers and shippers: the end of Yellow’s property unwind is coming into view, but the final assets are likely to change hands at smaller dollar amounts and, often, to non‑operating buyers. For LTL networks, this round won’t transform capacity, yet targeted additions — like ArcBest’s in Alabama — can tighten service density in key pockets and quietly improve lane economics heading into 2026.
Sources: FreightWaves, IndexBox, DefenseWorld, BKAlerts
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