earnings
confidence high
sentiment negative
materiality 0.82
Knight-Swift Q1 GAAP EPS $0.19 vs ($0.02); cuts Q2 guidance to $0.30-$0.38
Knight-Swift Transportation Holdings Inc.
2025-Q1 EPS reported
$0.19
revenue$1,824,362,000
- Revenue $1.82B (+0.1% YoY); Adjusted EPS $0.28 vs $0.12; operating income $66.7M (+224%).
- Truckload Adjusted OR 95.6% (170bps YoY improvement); US Xpress posts first quarterly operating profit since acquisition.
- LTL revenue ex-fuel +26.7% YoY; Adjusted OR 94.2% as start-up costs weigh.
- Q2 2025 guidance cut to $0.30-$0.38 Adjusted EPS vs prior $0.46-$0.50; no Q3 guidance due to tariff uncertainty.
- Quarterly dividend raised to $0.18 from $0.16; net capex guided $575M-$625M for FY2025.