earnings
confidence high
sentiment positive
materiality 0.80
Knight-Swift Q4 adj EPS $0.36 vs $0.09 YoY; guides Q1 adj EPS $0.29-$0.33
Knight-Swift Transportation Holdings Inc.
2024-FY EPS reported
$0.73
revenue$7,410,078,000
- GAAP diluted EPS $0.43 vs $(0.07) YoY; Adjusted EPS $0.36 vs $0.09.
- Truckload segment Adjusted OR improved to 92.2% (up 340 bps sequentially); legacy TL returned to upper 80s.
- LTL segment revenue ex fuel +20.2% YoY, but Adjusted OR at 94.5% due to integration of DHE and 51 new locations.
- Q1 2025 Adjusted EPS guide $0.29-$0.33; Q2 2025 guide $0.46-$0.50, reflecting gradual recovery.
- Net cash capex for 2025 expected $575-$625M; quarterly dividend $0.16 per share.