Knight-Swift Transportation Q4 Earnings Miss with $0.31 EPS and $1.86B Revenue
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Should l Buy KNX?
Source: seekingalpha
- Disappointing Earnings: Knight-Swift reported a Q4 non-GAAP EPS of $0.31, missing expectations by $0.04, indicating pressure on profitability that could undermine investor confidence.
- Slight Revenue Decline: The company's Q4 revenue of $1.86 billion represents a 0.4% year-over-year decline, failing to meet market expectations and reflecting intensified competition and weak demand in the transportation sector.
- Cautious Guidance: Knight-Swift anticipates adjusted EPS for Q1 2026 to range from $0.28 to $0.32, below the consensus of $0.31, suggesting potential continued pressure on future performance.
- Market Reaction Outlook: Given the earnings miss, investors may adopt a cautious stance regarding the company's ability to improve pricing and volume, which could negatively impact stock performance.
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Analyst Views on KNX
Wall Street analysts forecast KNX stock price to fall
13 Analyst Rating
10 Buy
3 Hold
0 Sell
Strong Buy
Current: 59.900
Low
47.00
Averages
58.23
High
70.00
Current: 59.900
Low
47.00
Averages
58.23
High
70.00
About KNX
Knight-Swift Transportation Holdings Inc. is a diversified freight transportation company. The Company is engaged in providing multiple truckload transportation and logistics services as well as less-than-truckload (LTL) services. It uses a nationwide network of business units and terminals in the United States and Mexico to serve customers throughout North America. The Truckload segment consists of an irregular route and dedicated, refrigerated, expedited, flatbed, and cross-border operations. The LTL segment operates approximately 3,569 tractors and 9,564 trailers and includes national coverage to customers by utilizing partner carriers for areas outside of its direct network. Logistics and Intermodal segments provide a multitude of shipping solutions, including additional sources of truckload capacity and alternative transportation modes, by utilizing its network of third-party capacity providers and rail providers, as well as certain logistics and freight management services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Knight-Swift Transportation Announces 11.1% Dividend Increase
- Dividend Increase: Knight-Swift announced a quarterly dividend increase from $0.18 to $0.20 per share, reflecting an 11.1% rise that underscores the company's robust profitability and cash flow, thereby enhancing investor confidence.
- Yield Metrics: The forward yield of 1.33% provides a relatively stable return in the current market environment, attracting income-seeking investors and further solidifying the company's market position.
- Payment Schedule: The dividend is payable on March 23, with a record date of March 6 and an ex-dividend date also on March 6, ensuring shareholders receive timely returns, which enhances shareholder loyalty.
- Future Outlook: Despite missing fourth-quarter expectations, Knight-Swift projects adjusted EPS guidance for Q1 2026 to be between $0.28 and $0.32, indicating proactive strategies in cost management amid tightening market conditions.
See More
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC RAISES QUARTERLY DIVIDEND TO $0.20 PER SHARE
Dividend Announcement: Knight-Swift Transportation Holdings has announced an increase in its quarterly dividend.
New Dividend Rate: The new dividend rate is set at $0.20 per share.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Updates: Top Wall Street analysts have adjusted their ratings on several companies, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these firms.
- Market Dynamics Observation: While specific company names were not mentioned, changes in analyst ratings typically influence investor decisions, potentially leading to price fluctuations in the related stocks.
- Investor Focus: For those considering buying WLK stock, analysts' opinions will serve as a crucial reference, aiding in the assessment of potential investment risks and returns.
- Information Source: This information is provided by Benzinga, highlighting the significance of analyst ratings in investment decisions, despite the lack of specific rating details.
See More
CITIGROUP Downgrades KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC to Neutral from Buy
Company Overview: Knight-Swift Transportation Holdings is a major player in the transportation sector, focusing on freight and logistics services.
Recent Developments: Citigroup has made a strategic decision to cut its neutral rating on Knight-Swift, indicating a shift in their investment outlook.
See More
Transport Stock Plummets 25% Due to Accounting Mistake.
Investor Confidence: A decline in investor confidence can lead to significant repercussions in financial markets, affecting stock prices and overall market stability.
Impact of Financial Reporting: Inaccurate or misleading financial reporting can erode trust among investors, prompting them to withdraw their investments and seek safer alternatives.
See More
Triton Wealth Management Sells Shares of Knight-Swift Transportation Holdings
- Share Reduction Details: On February 4, Triton Wealth Management reported a sale of 481,779 shares of Knight-Swift Transportation Holdings, with an estimated transaction value of $22.58 million, indicating a cautious outlook on the company's future performance.
- Position Change Analysis: This sale resulted in a $20.88 million decrease in Triton's holdings in Knight-Swift, reflecting uncertainty in the transportation sector's recovery, although the fund still retains approximately $3 million in shares, suggesting ongoing belief in the market cycle.
- Financial Performance Overview: Knight-Swift's latest quarter saw a 0.4% year-over-year revenue decline to about $1.86 billion, and a small net loss due to $52.9 million in impairment charges related to brand consolidation, highlighting the volatility in the industry's recovery.
- Cash Flow and Financial Health: Despite challenges, Knight-Swift achieved free cash flow of $763 million in 2025, with strong operating cash generation and a solid balance sheet providing management with flexibility to navigate market fluctuations and gradually returning pricing power.
See More
Knight-Swift Transportation Announces 11.1% Dividend Increase
- Dividend Increase: Knight-Swift announced a quarterly dividend increase from $0.18 to $0.20 per share, reflecting an 11.1% rise that underscores the company's robust profitability and cash flow, thereby enhancing investor confidence.
- Yield Metrics: The forward yield of 1.33% provides a relatively stable return in the current market environment, attracting income-seeking investors and further solidifying the company's market position.
- Payment Schedule: The dividend is payable on March 23, with a record date of March 6 and an ex-dividend date also on March 6, ensuring shareholders receive timely returns, which enhances shareholder loyalty.
- Future Outlook: Despite missing fourth-quarter expectations, Knight-Swift projects adjusted EPS guidance for Q1 2026 to be between $0.28 and $0.32, indicating proactive strategies in cost management amid tightening market conditions.
See More
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC RAISES QUARTERLY DIVIDEND TO $0.20 PER SHARE
Dividend Announcement: Knight-Swift Transportation Holdings has announced an increase in its quarterly dividend.
New Dividend Rate: The new dividend rate is set at $0.20 per share.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Updates: Top Wall Street analysts have adjusted their ratings on several companies, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these firms.
- Market Dynamics Observation: While specific company names were not mentioned, changes in analyst ratings typically influence investor decisions, potentially leading to price fluctuations in the related stocks.
- Investor Focus: For those considering buying WLK stock, analysts' opinions will serve as a crucial reference, aiding in the assessment of potential investment risks and returns.
- Information Source: This information is provided by Benzinga, highlighting the significance of analyst ratings in investment decisions, despite the lack of specific rating details.
See More
CITIGROUP Downgrades KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC to Neutral from Buy
Company Overview: Knight-Swift Transportation Holdings is a major player in the transportation sector, focusing on freight and logistics services.
Recent Developments: Citigroup has made a strategic decision to cut its neutral rating on Knight-Swift, indicating a shift in their investment outlook.
See More
Transport Stock Plummets 25% Due to Accounting Mistake.
Investor Confidence: A decline in investor confidence can lead to significant repercussions in financial markets, affecting stock prices and overall market stability.
Impact of Financial Reporting: Inaccurate or misleading financial reporting can erode trust among investors, prompting them to withdraw their investments and seek safer alternatives.
See More
Triton Wealth Management Sells Shares of Knight-Swift Transportation Holdings
- Share Reduction Details: On February 4, Triton Wealth Management reported a sale of 481,779 shares of Knight-Swift Transportation Holdings, with an estimated transaction value of $22.58 million, indicating a cautious outlook on the company's future performance.
- Position Change Analysis: This sale resulted in a $20.88 million decrease in Triton's holdings in Knight-Swift, reflecting uncertainty in the transportation sector's recovery, although the fund still retains approximately $3 million in shares, suggesting ongoing belief in the market cycle.
- Financial Performance Overview: Knight-Swift's latest quarter saw a 0.4% year-over-year revenue decline to about $1.86 billion, and a small net loss due to $52.9 million in impairment charges related to brand consolidation, highlighting the volatility in the industry's recovery.
- Cash Flow and Financial Health: Despite challenges, Knight-Swift achieved free cash flow of $763 million in 2025, with strong operating cash generation and a solid balance sheet providing management with flexibility to navigate market fluctuations and gradually returning pricing power.
See More
