Arcbest CORP /De/ 8-K Filing

Ticker: ARCB · Form: 8-K · Filed: Dec 1, 2025 · CIK: 894405

Sentiment: neutral

Filing Stats: 1,750 words · 7 min read · ~6 pages · Grade level 17.7 · Accepted 2025-12-01 17:09:03

Key Financial Figures

Filing Documents

01 – REGULATION FD DISCLOSURE

ITEM 7.01 – REGULATION FD DISCLOSURE ArcBest (Nasdaq: ARCB) is providing an update on the most recent information related to its fourth quarter 2025 financial results and business trends. Summary Operating and Financial Impacts Statistics for November 2025 are preliminary but are not expected to differ materially from actual results. There were 23.0 workdays in October 2025 and 23.0 workdays in October 2024. There were 18.0 workdays in November 2025 and 19.0 workdays in November 2024. The fourth quarter to date reflects the period from October 1 through November 30, 2025, compared to the same period in 2024. Asset-Based Operating Segment Year-over-Year Monthly Business Trends: October 2025 November 2025 QTD 2025 Billed Revenue (1) / Day -1.9 % +1 % -1 % Tonnage / Day -1.2 % +3 % +1 % Shipments / Day +0.6 % +3 % +2 % Billed Revenue (1) / CWT -0.7 % -2 % -1 % Billed Revenue (1) / Shipment -2.4 % -2 % -2 % Weight / Shipment -1.8 % flat -1 % 1) Revenue for undelivered freight is deferred for financial statement purposes in accordance with the Asset-Based segment revenue recognition policy. Billed revenue per day has not been adjusted for the portion of revenue deferred for financial statement purposes. In November 2025, Asset-Based daily shipments and tonnage increased compared to the same period last year, while weight per shipment remained flat. Revenue per hundredweight, both including and excluding fuel, declined by approximately 2%. The pricing environment continues to be rational. Sequentially, from October to November, shipments per day increased approximately 3% and weight per shipment increased 5%, which resulted in a tonnage per day increase of 8%. Revenue per hundredweight including fuel was down 4% and excluding fuel was down 5%. Historically, ABF's non-GAAP operating ratio has deteriorated by roughly 100 to 200 basis points from the third to the fourt

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Se ARCBEST CORPORATION (Registrant) Date: December 1, 2025 /s/ J. Brent Hagy J. Brent Hagy Vice President – Legal & Assistant Secretary

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