secwatch.observer — SEC 8-K summary
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Issuer:     ARCBEST CORP /DE/ (ARCB)
CIK:        0000894405
Form:       8-K
Filed at:   2026-07-29T10:00:41+00:00
Accession:  0001104659-26-087722
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

ArcBest Q2 GAAP net loss $13.8M on restructuring charges; non-GAAP EPS $2.38 beats prior year $1.36
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- Revenue $1.2B vs $1.0B YoY; GAAP net loss $13.8M ($0.62 loss per share) vs net income $25.8M ($1.12) in Q2 2025.
- Non-GAAP net income $53.6M ($2.38 per share) vs $31.2M ($1.36) prior year; excludes restructuring charges from July 16 plan.
- Asset-Based revenue $783.7M (+9.9% per day); operating ratio improved to 90.5% from 92.8% YoY.
- Asset-Light revenue $438.7M (+28.3% per day); non-GAAP operating income $6.3M vs $1.1M prior year.
- Contract renewals averaged 5.8% increase; sequential Asset-Based non-GAAP OR improved 650 bps.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/894405/000110465926087722/0001104659-26-087722-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/894405/000110465926087722/arcb-20260729x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-087722

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