{"schema_version":"secwatch.filing_event.v1","accession":"0001558370-23-000800","form_type":"8-K","ticker":"ARCB","cik":"0000894405","company_name":"ARCBEST CORP /DE/","filed_at":"2023-02-03T23:59:59+00:00","discovered_at":"2026-05-14T18:03:48.448873+00:00","generated_at":"2026-06-20T01:32:33.765971+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 FY2022 revenue $5.3B record; Q4 EPS $1.48 GAAP, $2.45 adj, down YoY","bullets":["FY2022 net income $298.2M ($11.69 diluted) vs $213.5M ($7.98) in FY2021; record annual revenue of $5.3B.","Q4 2022 revenue $1.2B (+$59M YoY); GAAP net income $37.3M ($1.48/diluted share) vs $65.5M ($2.47) in Q4 2021.","Asset-Based Q4 op income $75.1M GAAP ($81.4M adj); tonnage per day down 5.5%, shipments per day up 0.8%.","Asset-Light Q4 op loss $9.6M GAAP (incl $17.5M MoLo earnout charge); adj op income $11.1M.","Returned $76M to shareholders via $65M buybacks (822k shares) and dividends; dividend raised 50% to $0.12/qtr."],"urls":{"canonical":"https://secwatch.observer/filing/0001558370-23-000800","json":"https://secwatch.observer/filing/0001558370-23-000800.json","markdown":"https://secwatch.observer/filing/0001558370-23-000800.md","text":"https://secwatch.observer/filing/0001558370-23-000800.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/894405/000155837023000800/0001558370-23-000800-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/894405/000155837023000800/arcb-20230203x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-20T01:32:33.765971+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":"2d9377c0f7b45532b2534775b32baee786d1b0b1","claim":"ARCBEST CORP /DE/ reported Full Year 2022 results: revenue $5.3 billion, net income $298.2 million, EPS $11.69 per diluted share.","evidence_excerpt":"ArcBest’s full year 2022 revenue totaled a record $5.3 billion compared to $4.0 billion in 2021. Net income was $298.2 million, or $11.69 per diluted share","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/894405/000155837023000800/0001558370-23-000800-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Full Year 2022"},{"label":"Revenue","value":"$5.3 billion"},{"label":"Net income","value":"$298.2 million"},{"label":"EPS","value":"$11.69 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"4482852030324453c2a1ad353a9fc2ff188650c3","claim":"ARCBEST CORP /DE/ reported Full Year 2022 (Non-GAAP) results: net income $348.4 million, EPS $13.66 per diluted share.","evidence_excerpt":"On a non-GAAP basis, ArcBest’s 2022 net income was $348.4 million, or $13.66 per diluted share","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/894405/000155837023000800/0001558370-23-000800-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Full Year 2022 (Non-GAAP)"},{"label":"Net income","value":"$348.4 million"},{"label":"EPS","value":"$13.66 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"9dde171fdcccb3acbe0fcf3f50e8c4e02b668c53","claim":"ARCBEST CORP /DE/ reported Fourth Quarter 2022 (Non-GAAP) results: net income $61.6 million, EPS $2.45 per diluted share.","evidence_excerpt":"Excluding certain items in both periods as identified in the attached reconciliation tables, fourth quarter 2022 non-GAAP operating income was $82.7 million, compared to $102.2 million in the prior-year period. On a non-GAAP basis, net income was $61.6 million, or $2.45 per diluted share","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/894405/000155837023000800/0001558370-23-000800-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Fourth Quarter 2022 (Non-GAAP)"},{"label":"Net income","value":"$61.6 million"},{"label":"EPS","value":"$2.45 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"}