secwatch.observer — SEC 8-K summary
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Issuer:     ARCBEST CORP /DE/ (ARCB)
CIK:        0000894405
Form:       8-K
Filed at:   2026-06-04T21:13:34+00:00
Accession:  0001104659-26-070593
Event type: other_material
Sentiment:  neutral
Materiality: 0.65
Item codes: 7.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/894405/000110465926070593/0001104659-26-070593-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/894405/000110465926070593/arcb-20260604x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-070593

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