secwatch.observer — SEC 8-K summary
======================================

Issuer:     ARCBEST CORP /DE/ (ARCB)
CIK:        0000894405
Form:       8-K
Filed at:   2025-12-01T23:59:59+00:00
Accession:  0001104659-25-117371
Event type: earnings
Sentiment:  negative
Materiality: 0.70
Item codes: 7.01
LLM model:  deepseek-v4-flash:cloud

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/894405/000110465925117371/0001104659-25-117371-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/894405/000110465925117371/arcb-20251201x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-25-117371

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer