---
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"
generated_at: "2026-05-16T16:00:20.243006+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "medium"
source: SEC EDGAR
---

# ArcBest Provides Preliminary Q4 2025 Business Trends; Asset-Light Sees Operating Loss

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: medium
- sec_items: 7.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-25-117371
- JSON: https://secwatch.observer/filing/0001104659-25-117371.json
- Plain text: https://secwatch.observer/filing/0001104659-25-117371.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.