secwatch.observer — SEC 8-K summary
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Issuer:     ARCBEST CORP /DE/ (ARCB)
CIK:        0000894405
Form:       8-K
Filed at:   2025-09-08T23:59:59+00:00
Accession:  0001558370-25-011926
Event type: earnings
Sentiment:  neutral
Materiality: 0.65
Item codes: 7.01
LLM model:  deepseek-v4-flash:cloud@v2

ArcBest Q3 update: Asset-Based OR flat to +50bps sequentially; real estate gain $16M
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- August Asset-Based daily shipments +5% YoY, weight/shipment -3%; revenue/cwt ex-fuel flat.
- Q3 Asset-Based OR (ex-real estate) expected flat to +50bps sequentially vs historical avg +70bps improvement.
- Expects ~$25M net real estate proceeds in Q3, pre-tax gain ~$16M in Asset-Based segment.
- Asset-Light non-GAAP operating income Q3 expected breakeven to $1M; revenue/day -6% YoY in August.
- Weight per shipment lower and cartage costs up from new business wins, pressuring margins.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/894405/000155837025011926/0001558370-25-011926-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/894405/000155837025011926/arcb-20250908x8k.htm
  HTML page:      https://secwatch.observer/filing/0001558370-25-011926

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