earnings
confidence high
sentiment neutral
materiality 0.75
Knight-Swift Q3 GAAP EPS $0.05 on impairment and claims charges; adjusted EPS $0.32
Knight-Swift Transportation Holdings Inc.
2025-Q3 EPS
reported $0.45
vs consensus $0.37
▲ beat
(+21.7%)
- GAAP EPS $0.05 vs $0.19 YoY; adjusted EPS $0.32 vs $0.34; revenue $1.93B +2.7%.
- Q3 includes $34.8M impairment charges (LTL trade name, real property & software) and $23.2M in loss contingency and claims costs.
- LTL segment Adjusted OR improved 250 bps sequentially to 90.6%; first YoY Adjusted Operating Income growth in 5 quarters.
- Guidance: Q4 2025 adj. EPS $0.34-$0.40; full-year net capex reduced to $475-$525M.
- Board declares $0.18 dividend payable Sep 22; adopting AAA Cooper brand across LTL.