{"schema_version":"secwatch.filing_event.v1","accession":"0001492691-26-000030","form_type":"8-K","ticker":"KNX","cik":"0001492691","company_name":"Knight-Swift Transportation Holdings Inc.","filed_at":"2026-04-16T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.359865+00:00","generated_at":"2026-05-15T05:46:28.308620+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Knight-Swift cuts Q1 EPS guidance to $0.08-$0.10 from $0.28-$0.32; Q2 guided $0.45-$0.49","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001492691-26-000030","json":"https://secwatch.observer/filing/0001492691-26-000030.json","markdown":"https://secwatch.observer/filing/0001492691-26-000030.md","text":"https://secwatch.observer/filing/0001492691-26-000030.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1492691/000149269126000030/0001492691-26-000030-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1492691/000149269126000030/knx-20260416.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T05:46:28.308620+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"b2d7744e91df903896674d05f4b10fffc223cc42","claim":"Knight-Swift Transportation Holdings Inc. reported first quarter of 2026 results: EPS $0.08 to $0.10. Guidance reaffirmed.","evidence_excerpt":"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).","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1492691/000149269126000030/0001492691-26-000030-index.htm","confidence":0.97,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter of 2026"},{"label":"EPS","value":"$0.08 to $0.10"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"c69a4ab20a9a7f431b9cd22d920bfab989afcb00","claim":"Knight-Swift Transportation Holdings Inc. reported second quarter of 2026 results: EPS $0.45 to $0.49. Guidance initiated.","evidence_excerpt":"the Company expects Adjusted EPS (1) for the second quarter of 2026 to range from $0.45 to $0.49.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1492691/000149269126000030/0001492691-26-000030-index.htm","confidence":0.97,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter of 2026"},{"label":"EPS","value":"$0.45 to $0.49"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}