{"schema_version":"secwatch.filing_event.v1","accession":"0001558370-24-000786","form_type":"8-K","ticker":"ARCB","cik":"0000894405","company_name":"ARCBEST CORP /DE/","filed_at":"2024-02-06T23:59:59+00:00","discovered_at":"2026-05-14T18:03:27.203444+00:00","generated_at":"2026-06-06T08:50:43.779500+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"ArcBest Q4 net income $48.8M ($2.01 EPS) vs $36.5M; non-GAAP EPS $2.47 vs $2.42","bullets":["Q4 revenue $1.1B, down from $1.2B YoY; net income $48.8M ($2.01 diluted EPS) vs $36.5M ($1.45).","Non-GAAP Q4 net income $60.0M ($2.47 diluted EPS) comparable to $60.8M ($2.42) prior year.","Asset-Based operating income $87.5M (OR 87.7%), improved from $75.1M (OR 89.4%) on pricing and cost controls.","Asset-Light Q4 revenue $413.4M (-14.4% per day); operating loss improved to $7.7M from $11.3M loss YoY.","Board increased share repurchase authorization to $125M; returned $103M to shareholders in 2023."],"urls":{"canonical":"https://secwatch.observer/filing/0001558370-24-000786","json":"https://secwatch.observer/filing/0001558370-24-000786.json","markdown":"https://secwatch.observer/filing/0001558370-24-000786.md","text":"https://secwatch.observer/filing/0001558370-24-000786.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/894405/000155837024000786/0001558370-24-000786-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/894405/000155837024000786/arcb-20240206x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T08:50:43.779500+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":"52145b467988394e7af81f9a8a6216a98835abd5","claim":"ARCBEST CORP /DE/ reported full year 2023 results: revenue $ 4.4 billion, net income $ 142.2 million, or $ 5.77 per diluted share, EPS $ 5.77 per diluted share.","evidence_excerpt":"per diluted share , compared to $ 60.8 million, or $ 2.42 per diluted share , in fourth quarter 2022. ​ ArcBest’s full year 202 3 revenue from continuing operations totaled $ 4.4 billion compared to $ 5.0 billion in 202 2 . Net income from continuing operations was $ 142.2 million, or $ 5.77 per diluted share, compared to net income of $ 294.6 million, or $ 11.55","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/894405/000155837024000786/0001558370-24-000786-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year 2023"},{"label":"Revenue","value":"$ 4.4 billion"},{"label":"Net income","value":"$ 142.2 million, or $ 5.77 per diluted share"},{"label":"EPS","value":"$ 5.77 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"6d0d47bb96f6af76c413dbafac8f639dd1247665","claim":"ARCBEST CORP /DE/ reported fourth quarter 2023 results: revenue $ 1.1 billion, net income $ 48.8 million, or $ 2.01 per diluted share, EPS $ 2.01 per diluted share.","evidence_excerpt":"SMITH, Ark . , February 6 , 20 24 — ArcBest ® (Nasdaq: ARCB) , a leader in supply chain logistics, today reported fourth quarter 20 23 revenue from continuing operations of $ 1.1 billion, compared to $1.2 billion in the fourth quarter of 2022. ArcBest’s fourth quarter 202 3 operating income from continuing operations was $ 64.3 million , compared to $50.2 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/894405/000155837024000786/0001558370-24-000786-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter 2023"},{"label":"Revenue","value":"$ 1.1 billion"},{"label":"Net income","value":"$ 48.8 million, or $ 2.01 per diluted share"},{"label":"EPS","value":"$ 2.01 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"}