Short answer
ARCBEST CORP /DE/ (ARCB) filed an 8-K current report with the SEC on September 8, 2026 reporting Item 7.01 (Regulation FD Disclosure). Q3-to-date Asset-Based billed revenue/day rose 8%, with tonnage/day up 9% despite shipments/day declining 4%.
ARCBEST CORP /DE/ 8-K event analysis
AI summary of each reported item and its exhibits
Item 7.01 · Regulation FD Disclosure
- Q3-to-date Asset-Based billed revenue/day rose 8%, with tonnage/day up 9% despite shipments/day declining 4%
- Heavier freight drove revenue/shipment up 13%, while revenue/CWT remained flat and pricing excluding fuel declined low single digits
- Management expects Q3 Asset-Based non-GAAP operating ratio generally consistent with Q2, limiting anticipated margin deterioration
- Asset-Light revenue/day increased 27% QTD, supported by revenue/shipment up 22% and shipments/day up 4%
- Q3 Asset-Light operating income outlook: $8–$10 million GAAP and $10–$12 million non-GAAP after excluding $2 million amortization
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