earnings
confidence high
sentiment negative
materiality 0.75
Knight-Swift Q4 2025 net loss of $6.8M; adj EPS $0.31 vs $0.36; guides Q1 adj EPS $0.28-0.32
Knight-Swift Transportation Holdings Inc.
2025-FY EPS
reported $0.41
vs consensus $0.36
▲ beat
(+13.5%)
- GAAP diluted EPS $(0.04) vs $0.43 in Q4 2024; net loss of $6.8M vs net income of $69.5M.
- Adjusted EPS $0.31, down 13.9% YoY; adjusted operating income $100.6M, down 5.3%.
- Q4 included $52.9M non-cash impairment from combining Abilene into Swift brand.
- Truckload segment adj operating ratio 92.9%, 330 bps sequential improvement; LTL revenue up 7% but adj operating ratio 95.1%.
- Q1 2026 adj EPS guidance $0.28-$0.32; full-year 2026 net capex expected $625M-$675M.