Earning Analysis
Welcome to our in-depth analysis of Knight-Swift Transportation Holdings Inc(KNX) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Knight-Swift Transportation Holdings Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-22 | After Hours | 0.38 | 0.32 | -15.79 | 1.90B | 1.93B | +1.53 | -7.13 | -7.66 |
| FY2025Q2 | 2025-07-23 | After Hours | 0.34 | 0.35 | +2.94 | 1.87B | 1.86B | -0.33 | -0.24 | -5.04 |
| FY2025Q1 | 2025-04-23 | After Hours | 0.25 | 0.28 | +12.00 | 1.80B | 1.82B | +1.44 | +1.94 | -0.96 |
| FY2024Q4 | 2025-01-22 | After Hours | 0.33 | 0.36 | +9.09 | 1.88B | 1.86B | -0.95 | +4.71 | +6.07 |
| FY2024Q3 | 2024-10-23 | After Hours | 0.33 | 0.34 | +3.03 | 1.91B | 1.88B | -1.77 | -1.52 | +0.59 |
| FY2024Q2 | 2024-07-24 | - | 0.27 | 0.24 | -11.11 | 1.83B | 1.85B | +0.69 | -0.93 | +9.89 |
| FY2024Q1 | 2024-04-24 | - | 0.19 | 0.12 | -36.84 | 1.83B | 1.82B | -0.32 | -1.46 | -6.09 |
| FY2023Q4 | 2024-01-24 | - | 0.47 | 0.09 | -80.85 | 1.96B | 1.93B | -1.21 | -0.11 | +1.60 |
| FY2023Q3 | 2023-10-19 | - | 0.39 | 0.41 | +5.13 | 1.93B | 2.02B | +4.42 | -3.04 | +4.50 |
| - | 2023-07-20 | - | 0.55 | 0.49 | -10.91 | - | - | - | -0.92 | +4.38 |
KNX Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Knight-Swift Transportation Holdings Inc reported performance for FY2025Q3, announced on 2025-10-22. The company achieved an EPS of 0.32, compared to analyst estimates of 0.38 by -15.79% . Revenue for the quarter reached 1.93B compared to expectations of 1.90B by 1.53% .
The stock price reacted with a -7.13% one-day change and a -7.66% five-day change following the earnings release. These movements reflect market reaction in Knight-Swift Transportation Holdings Inc growth trajectory and strategic initiatives.
KNX Earnings Forecast
Looking ahead, Knight-Swift Transportation Holdings Inc(KNX) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 1.90B and an EPS of 0.37.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.08%, while EPS estimates have been Revise Downward by -7.42%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Downward by -0.94% . These revisions correlate with a 18.14% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Knight-Swift Transportation Holdings Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between KNX's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+0.08%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
-7.42%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Downward
-0.94%
In Past 3 Month
Stock Price
Go Up
+18.14%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:7.52B
--
EPS Estimate-Annual FY 2025:1.34
—
Stock Price50.93
KNX Revenue and EPS Performance: A Historical Perspective
Knight-Swift Transportation Holdings Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-22,After Hours):
EPS: 0.32 (Actual) vs.0.38 (Estimate) (-15.79%)
Revenue: 1.93B (Actual) vs. 1.90B (Estimate) (1.53%)
Price Reaction: -7.13%(1-Day), -7.66%(5-Day)
FY2025Q2 (2025-07-23,After Hours):
EPS: 0.35 (Actual) vs.0.34 (Estimate) (2.94%)
Revenue: 1.86B (Actual) vs. 1.87B (Estimate) (-0.33%)
Price Reaction: -0.24%(1-Day), -5.04%(5-Day)
FY2025Q1 (2025-04-23,After Hours):
EPS: 0.28 (Actual) vs.0.25 (Estimate) (12.00%)
Revenue: 1.82B (Actual) vs. 1.80B (Estimate) (1.44%)
Price Reaction: 1.94%(1-Day), -0.96%(5-Day)
Earnings Reaction
The chart below shows how KNX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, KNX sees a +0.47% change in stock price 10 days leading up to the earnings, and a +3.28% change 10 days following the report. On the earnings day itself, the stock moves by -0.47%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -7.13% on the day following the earnings release and then changed by -5.93% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Knight-Swift Transportation Holdings Inc (KNX) Q3 2025 Earnings Call Summary
Neutral
2025-10-22
The earnings call reveals mixed signals: strong financial performance in some segments and operational improvements, but concerns over Q4 margins, unclear management responses, and lower-than-expected EPS. The Q&A highlights uncertainties in capacity and seasonal demand. While optimistic guidance and cost-cutting initiatives are positives, the lack of immediate capacity tightness and unclear seasonal demand offset these. The neutral sentiment reflects these balanced positives and negatives.
Knight-Swift Transportation Holdings Inc (KNX) Q2 2025 Earnings Call Summary
Neutral
2025-07-23
The earnings call summary presents a mixed picture. While there are positive aspects such as growth in the LTL segment and cost-saving initiatives, the lack of specific guidance for the fourth quarter and challenges with acquisitions and market transparency create uncertainty. The Q&A section reveals management's cautious tone and vague responses, especially regarding future guidance and market conditions. These factors offset potential positives like technology-driven efficiency gains, leading to a neutral sentiment overall.
Earnings call transcript: Knight-Swift Q3 2024 beats EPS expectations
Neutral
2025-01-22
The earnings call presents a mixed picture: financial performance shows declines in revenue and operating income, and increased expenses, which are negative. However, LTL revenue growth and optimistic guidance about market conditions improving gradually are positives. The Q&A reveals management's confidence in cost synergies but also highlights challenges in integration and lack of clarity on some issues. Given these mixed signals, with no clear catalyst for a strong positive or negative reaction, the stock price is likely to remain neutral in the short term.
Knight-Swift Transportation Holdings Inc. (KNX) Q3 2024 Earnings Call Summary
Negative
2024-10-24
The earnings call reveals several challenges: decreased revenue and operating income, negative impacts from hurricanes, and difficulties with the U.S. Xpress integration. The absence of a share repurchase program and unclear management responses add to investor concerns. Despite some positive aspects like LTL revenue growth, the overall sentiment is negative due to declining financial performance and market uncertainties. The Q&A session also highlights ongoing cost challenges and strategic uncertainties, leading to a likely stock price decline of -2% to -8% over the next two weeks.
Knight-Swift Transportation Holdings Inc. (KNX) Q2 2024 Earnings Call Summary
Negative
2024-07-25
The earnings call reflects mixed financial results with an 18.1% revenue increase but a 22.8% decline in adjusted operating income, indicating margin pressure. The Q&A highlights economic uncertainty and operational inefficiencies from expansion, with management avoiding clear guidance. Despite optimistic future guidance, the lack of a share repurchase plan and soft logistics market volumes suggest a negative sentiment. The stock may react negatively (-2% to -8%) in the short term, especially given the absence of a clear market cap to gauge volatility.
People Also Watch
FAQ
What were the key highlights of KNX’s latest earnings report for FY2025Q3?
How did KNX’s stock price react after the FY2025Q3 earnings release?
What are the revenue and EPS estimates for KNX for 2025/Q4?
How does KNX’s stock price correlate with earnings forecast revisions?
What should investors expect from KNX’s next earnings report?