{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-049648","form_type":"8-K","ticker":"ARCB","cik":"0000894405","company_name":"ARCBEST CORP /DE/","filed_at":"2026-04-28T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.894922+00:00","generated_at":"2026-05-15T03:32:44.058288+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"ArcBest Q1 net loss $1.0M; revenue up 3.3% YoY to $998.8M","bullets":["Revenue $998.8M (+3.3% YoY), net loss $1.0M ($0.05 diluted loss) vs net income $3.1M ($0.13) in Q1 2025.","Non-GAAP net income $7.2M ($0.32 diluted) vs $11.9M ($0.51) prior year, down 39%.","Asset-Based operating income $17.5M (OR 97.3%) vs $26.4M (95.9%); tonnage +6.5% per day but revenue per cwt -3.9%.","Asset-Light turned profitable: operating income $0.2M vs loss $4.4M; non-GAAP operating income $2.8M vs loss $1.2M.","Returned >$10 million to shareholders in Q1 via balanced capital allocation."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-049648","json":"https://secwatch.observer/filing/0001104659-26-049648.json","markdown":"https://secwatch.observer/filing/0001104659-26-049648.md","text":"https://secwatch.observer/filing/0001104659-26-049648.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/894405/000110465926049648/0001104659-26-049648-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/894405/000110465926049648/arcb-20260428x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T03:32:44.058288+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":[{"claim_id":"19135fc30e7d5fb720d072791bf330a8645ad892","claim":"ARCBEST CORP /DE/ reported first quarter ended March 31, 2026 results: revenue $998.8 million, net income $1.0 million, EPS $0.05 per diluted share.","evidence_excerpt":"First quarter 2026 revenue totaled $998.8 million, compared to $967.1 million in the prior-year period. Net loss was $1.0 million, or a loss of $0.05 per diluted share, versus net income of $3.1 million, or $0.13 per diluted share, in the first quarter of 2025.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/894405/000110465926049648/0001104659-26-049648-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$998.8 million"},{"label":"Net income","value":"$1.0 million"},{"label":"EPS","value":"$0.05 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}