secwatch.observer — SEC 8-K summary ====================================== Issuer: ARCBEST CORP /DE/ (ARCB) CIK: 0000894405 Form: 8-K Filed at: 2025-11-05T23:59:59+00:00 Accession: 0001104659-25-106575 Event type: earnings Sentiment: negative Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 ArcBest Q3 revenue $1.0B, GAAP EPS $1.72 down from $4.23; non-GAAP $1.46 vs $1.64 -------------------------------------------------------------------------------- - Revenue $1.0B (-10.6% YoY); GAAP diluted EPS $1.72 vs $4.23; non-GAAP diluted EPS $1.46 vs $1.64. - Asset-Based: revenue $726.5M, shipments +4.3%, tonnage +2.3% per day; operating ratio improved to 90.3% from 91.0%. - Asset-Light: revenue $356.0M (-8.3% per day); non-GAAP operating income $1.6M vs loss $3.9M; record volumes and productivity. - Year-to-date over $66M returned to shareholders via share repurchases and dividends. - Q3 GAAP net income $39.3M vs $100.3M; prior-year included $69.1M after-tax benefit from MoLo contingent consideration. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/894405/000110465925106575/0001104659-25-106575-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/894405/000110465925106575/arcb-20251105x8k.htm HTML page: https://secwatch.observer/filing/0001104659-25-106575 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer