Knight-Swift cuts Q1 EPS guidance to $0.08-$0.10 from $0.28-$0.32; Q2 guided $0.45-$0.49

Knight-Swift Transportation Holdings Inc.

2026-Q1 EPS reported -$0.01 vs consensus $0.20 ▼ miss (-104.9%)

Q1 adjusted EPS revised to $0.08-$0.10, down from prior $0.28-$0.32; reflects LTL claims (-$0.08), weather/fuel (-$0.05-$0.06), project deferral (-$0.05), Mexico VAT (-$0.02).
Large unfavorable LTL arbitration award on a 2022 incident drove $0.08 hit; warehousing project business deferred to Q2/Q3 due to weather.
Q2 adjusted EPS guided $0.45-$0.49, citing improving freight fundamentals, seasonal demand build, and no recurrence of Q1 one-off items.
CEO notes truckload market tightening; expects momentum from bid activity, cost initiatives, and more spot/project opportunities.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.97

Knight-Swift Transportation Holdings Inc. reported first quarter of 2026 results: EPS $0.08 to $0.10. Guidance reaffirmed.

Period: first quarter of 2026
EPS: $0.08 to $0.10
Guidance: reaffirmed
Result: guidance update

Exact text from the filing

the Company now expects Adjusted EPS (1) for the first quarter of 2026 will range from $0.08 to $0.10 (which is an update from the previously-announced expectation of $0.28 to $0.32).

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Earnings Releases SEC 8-K Item 2.02 confidence 0.97

Knight-Swift Transportation Holdings Inc. reported second quarter of 2026 results: EPS $0.45 to $0.49. Guidance initiated.

Period: second quarter of 2026
EPS: $0.45 to $0.49
Guidance: initiated
Result: guidance update

Exact text from the filing

the Company expects Adjusted EPS (1) for the second quarter of 2026 to range from $0.45 to $0.49.

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Source: SEC EDGAR

accession 0001492691-26-000030

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