earnings
confidence high
sentiment positive
materiality 0.80
Knight-Swift Q2 GAAP EPS $0.26, adj. EPS $0.63; Q3 guidance $0.71-$0.77
Knight-Swift Transportation Holdings Inc.
- Total revenue $2.1B (+12.6% YoY); GAAP EPS $0.26 vs $0.21; adjusted EPS $0.63 vs $0.35.
- Truckload adj. operating ratio improved 360 bps to 91.0% on 5.5% higher rev per loaded mile.
- LTL adj. operating ratio improved 100 bps to 92.1%; shipments per day down 3.7% on mix initiatives.
- Q3 2026 adjusted EPS guidance $0.71-$0.77; expects truckload adj. OR improvement of 650-750 bps YoY.
- Quarterly dividend $0.20/share paid June 22; net cash capex guidance $600M-$650M for FY2026.