secwatch.observer — SEC 8-K summary ====================================== Issuer: ARCBEST CORP /DE/ (ARCB) CIK: 0000894405 Form: 8-K Filed at: 2026-01-30T23:59:59+00:00 Accession: 0001104659-26-008222 Event type: earnings Sentiment: negative Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 ArcBest Q4 net loss $8.1M; full year EPS $2.62 vs $7.28; Asset-Based OR worsens to 96.2% -------------------------------------------------------------------------------- - Q4 revenue $972.7M (down vs $1.0B); GAAP EPS -$0.36 vs $1.24 profit; non-GAAP EPS $0.36 vs $1.33 - Full year 2025 revenue $4.0B (down from $4.2B); GAAP EPS $2.62 vs $7.28; non-GAAP EPS $3.70 vs $6.28 - Asset-Based OR 96.2% vs 92.0%; tonnage/day +2.6%, shipments/day +2.4%, revenue/cwt -2.7% - Asset-Light Q4 operating loss $9.9M; non-GAAP breakeven; record full-year productivity - Returned >$86M to shareholders in 2025 via buybacks and dividends; $100.8M remaining authorization Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/894405/000110465926008222/0001104659-26-008222-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/894405/000110465926008222/arcb-20260130x8k.htm HTML page: https://secwatch.observer/filing/0001104659-26-008222 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer