secwatch.observer — SEC 8-K summary
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Issuer:     ARCBEST CORP /DE/ (ARCB)
CIK:        0000894405
Form:       8-K
Filed at:   2025-07-30T23:59:59+00:00
Accession:  0001558370-25-009765
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

ArcBest Q2 revenue $1.0B (-9% YoY), EPS $1.12 vs $1.96; Asset-Based OR 92.8%
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- Net income from continuing ops $25.8M ($1.12 diluted EPS) vs $46.9M ($1.96) prior year; non-GAAP EPS $1.36.
- Asset-Based segment operating income $51.0M (OR 92.8%) vs $72.8M (89.8%) on shipment growth but higher costs.
- Asset-Light revenue $341.9M (-12.9% per day) but achieved first non-GAAP operating income since Q2'23 at $1.1M.
- Over $47M returned to shareholders via buybacks and dividends in H1 2025.
- Customer contract renewals +4%; general rate increase of 5.9% effective Aug 4.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/894405/000155837025009765/0001558370-25-009765-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/894405/000155837025009765/arcb-20250730x8k.htm
  HTML page:      https://secwatch.observer/filing/0001558370-25-009765

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