---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-070593"
form_type: "8-K"
ticker: "ARCB"
cik: "0000894405"
company_name: "ARCBEST CORP /DE/"
filed_at: "2026-06-04T21:13:34+00:00"
generated_at: "2026-06-04T21:21:27.360739+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# ArcBest Q2 update: expects Asset-Based OR improvement of 600-700 bps sequentially

## Summary
- May 2026 Asset-Based daily tonnage +5% YoY, revenue per shipment +14%, shipments/day -4%.
- Asset-Light May daily revenue +32% YoY, shipments +14%, revenue per shipment +15%.
- Q2 Asset-Light non-GAAP operating income guided at $3M-$5M; excludes $2M purchase accounting.
- Asset-Based non-GAAP OR expected to improve ~600-700 bps from Q1, driven by pricing and cost actions.
- Revenue per hundredweight (ex-fuel surcharge) flat in May for Asset-Based; fuel surcharge boosting revenue.

## SEC filing metadata
- accession: 0001104659-26-070593
- form_type: 8-K
- ticker: ARCB
- cik: 0000894405
- company_name: ARCBEST CORP /DE/
- filed_at: 2026-06-04T21:13:34+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 7.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/894405/000110465926070593/0001104659-26-070593-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/894405/000110465926070593/arcb-20260604x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-070593
- JSON: https://secwatch.observer/filing/0001104659-26-070593.json
- Plain text: https://secwatch.observer/filing/0001104659-26-070593.txt

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