{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-25-117371","form_type":"8-K","ticker":"ARCB","cik":"0000894405","company_name":"ARCBEST CORP /DE/","filed_at":"2025-12-01T23:59:59+00:00","discovered_at":"2026-05-14T18:02:42.522192+00:00","generated_at":"2026-05-16T16:00:20.243006+00:00","sec_items":["7.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"medium","headline":"ArcBest Provides Preliminary Q4 2025 Business Trends; Asset-Light Sees Operating Loss","bullets":["Asset-Based November shipments per day up 3% YoY, tonnage per day up 3%, but revenue per hundredweight declined 2%.","Asset-Light expects a non-GAAP operating loss of $1M to $3M for Q4 2025, excluding $3M purchase accounting amortization.","Sequential non-GAAP operating ratio deterioration of about 400 basis points in Asset-Based, worse than historical 100-200 bps.","Asset-Light November revenue per shipment down 6% YoY, shipments up 5% supported by strong Managed solution growth.","QTD (Oct-Nov) Asset-Based billed revenue per day down 1% YoY; Asset-Light revenue per day down 6% YoY."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-25-117371","json":"https://secwatch.observer/filing/0001104659-25-117371.json","markdown":"https://secwatch.observer/filing/0001104659-25-117371.md","text":"https://secwatch.observer/filing/0001104659-25-117371.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/894405/000110465925117371/0001104659-25-117371-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/894405/000110465925117371/arcb-20251201x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud","generated_at":"2026-05-16T16:00:20.243006+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}