Short answer
ARCBEST CORP /DE/ (ARCB) filed an 8-K current report with the SEC on March 6, 2026 reporting Item 7.01 (Regulation FD Disclosure). Asset-Based tonnage/day up +9.9% in Jan, moderating to +2% in Feb; billed revenue/day QTD +1% YoY despite pricing headwinds.
ARCBEST CORP /DE/ 8-K event analysis
AI summary of each reported item and its exhibits
Item 7.01 · Regulation FD Disclosure
- Asset-Based tonnage/day up +9.9% in Jan, moderating to +2% in Feb; billed revenue/day QTD +1% YoY despite pricing headwinds
- Revenue per hundredweight down -7.8% in Jan and -2% in Feb YoY, pressured by freight mix shift and lower fuel surcharges: a yield concern
- Q1 operating ratio expected to increase only 100-200 bps sequentially vs. historical ~260 bps seasonal norm: modest beat vs. typical seasonality
- Asset-Light segment QTD revenue/day +6% YoY but purchased transportation expense running ~87% of revenue, leaving thin margins
- Asset-Light Q1 non-GAAP operating income guided at "up to $2M," with ~$3M additional GAAP drag from purchase accounting amortization
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