Knight-Swift Q2 GAAP EPS $0.21, Adj EPS $0.35; Truckload margins improve 260 bps

Knight-Swift Transportation Holdings Inc.

2025-Q2 EPS reported $0.40 vs consensus $0.34 ▲ beat (+18.9%)

Total revenue $1.86B (+0.8% YoY); operating income $72.6M (+14.4%); Adj Op Ratio 93.8%.
Truckload segment Adj Op Ratio 94.6% (improved 260 bps) on cost-per-mile reductions.
LTL segment Adj Op Ratio 93.1% (worsened 720 bps) due to DHE integration and new facility costs.
Q3 2025 guidance: Adj EPS $0.36-$0.42, assuming stable market conditions and limited seasonality.
Full-year net cash capex guidance reduced to $525M-$575M from prior $575M-$625M.

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