secwatch.observer — SEC 8-K summary
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Issuer:     ARCBEST CORP /DE/ (ARCB)
CIK:        0000894405
Form:       8-K
Filed at:   2025-06-06T23:59:59+00:00
Accession:  0001558370-25-008486
Event type: other_material
Sentiment:  neutral
Materiality: 0.50
Item codes: 7.01
LLM model:  deepseek-v4-flash:cloud@v2

ArcBest reports May preliminary data: asset-based tonnage +6% YoY; asset-light rev -11%
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- Asset-Based QTD shipments +6% YoY, tonnage +5%; revenue/CWT -4% (-2% ex-fuel surcharge).
- Asset-Light QTD revenue -11% YoY; purchased transportation 85% of revenue; expects Q2 non-GAAP op income $0-1M.
- Sequentially April to May: asset-based tonnage +5%, shipments +2%, weight/shipment +3%, rev/CWT flat ex-fuel.
- Shipment mix shift to core easier-handle freight; manufacturing vertical shipments down; household goods continued decline.
- Asset-Light revenue drop from strategic reduction in less profitable truckload; Managed business remains strong.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/894405/000155837025008486/0001558370-25-008486-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/894405/000155837025008486/arcb-20250606x8k.htm
  HTML page:      https://secwatch.observer/filing/0001558370-25-008486

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