secwatch.observer — SEC 8-K summary
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Issuer:     Knight-Swift Transportation Holdings Inc. (KNX)
CIK:        0001492691
Form:       8-K
Filed at:   2026-04-16T23:59:59+00:00
Accession:  0001492691-26-000030
Event type: earnings
Sentiment:  negative
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1492691/000149269126000030/0001492691-26-000030-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1492691/000149269126000030/knx-20260416.htm
  HTML page:      https://secwatch.observer/filing/0001492691-26-000030

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