---
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"
generated_at: "2026-05-15T05:46:28.308620+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001492691-26-000030
- JSON: https://secwatch.observer/filing/0001492691-26-000030.json
- Plain text: https://secwatch.observer/filing/0001492691-26-000030.txt

## Key facts
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1492691/000149269126000030/0001492691-26-000030-index.htm
- Earnings Releases
  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
  source text: the Company expects Adjusted EPS (1) for the second quarter of 2026 to range from $0.45 to $0.49.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1492691/000149269126000030/0001492691-26-000030-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.