Highest-materiality recent filing
Kevin Knight retires as Executive Chairman; David Vander Ploeg named Chair
Kevin Knight resigned as Executive Chairman and director effective June 3, 2026; no disagreement with company.
Issued $1.5B total principal of 1.00% Convertible Senior Notes due Nov. 15, 2031; initial conversion price ~$80.11/share (30% premium over $61.62).
Knight-Swift reports Q1 net loss of $1.3M; adjusted EPS $0.09 vs $0.28 YoY
GAAP net loss of $1.3M ($0.01 loss per share); Adjusted net income $14.3M; revenue $1.85B (+1.4%).
Knight-Swift cuts Q1 EPS guidance to $0.08-$0.10 from $0.28-$0.32; Q2 guided $0.45-$0.49
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).
Knight-Swift Q4 2025 net loss of $6.8M; adj EPS $0.31 vs $0.36; guides Q1 adj EPS $0.28-0.32
GAAP diluted EPS $(0.04) vs $0.43 in Q4 2024; net loss of $6.8M vs net income of $69.5M.
Knight-Swift Q3 GAAP EPS $0.05 on impairment and claims charges; adjusted EPS $0.32
GAAP EPS $0.05 vs $0.19 YoY; adjusted EPS $0.32 vs $0.34; revenue $1.93B +2.7%.
Knight-Swift Q2 GAAP EPS $0.21, Adj EPS $0.35; Truckload margins improve 260 bps
Total revenue $1.86B (+0.8% YoY); operating income $72.6M (+14.4%); Adj Op Ratio 93.8%.
Knight-Swift Q1 GAAP EPS $0.19 vs ($0.02); cuts Q2 guidance to $0.30-$0.38
Revenue $1.82B (+0.1% YoY); Adjusted EPS $0.28 vs $0.12; operating income $66.7M (+224%).
Knight-Swift Q4 adj EPS $0.36 vs $0.09 YoY; guides Q1 adj EPS $0.29-$0.33
GAAP diluted EPS $0.43 vs $(0.07) YoY; Adjusted EPS $0.36 vs $0.09.
Knight-Swift Q3 GAAP EPS $0.19 (-48.6% YoY); revenue $1.88B (-7.1%)
GAAP EPS $0.19 vs $0.37; adjusted EPS $0.34 vs $0.41; net income $30.5M, down 49.4%.
Knight-Swift acquires Dependable Highway Express LTL division; ~$122M revenue, ~10% margin
Acquired non-union regional LTL division of Dependable Highway Express, effective July 30, 2024.
Knight-Swift Q2 GAAP EPS $0.13 vs $0.39 YoY; adjusted EPS $0.24; revenue up 19%
Net income $20.3M, down 68% YoY; GAAP EPS $0.13 vs $0.39; adjusted EPS $0.24 vs $0.49, including $0.06 charge from 2020 auto claim settlement.
Knight-Swift Q1 net loss $2.6M, Adj EPS $0.12; insurance unit shut, guides Q2 $0.26-$0.30
GAAP diluted EPS $(0.02) vs $0.64; Adjusted EPS $0.12 vs $0.73; revenue $1.82B (+11.3%).
Knight-Swift cuts Q1 adjusted EPS guidance to $0.11-$0.12 from $0.37-$0.41; Q2 to $0.26-$0.30
Adjusted EPS for Q1 2024 now $0.11-$0.12 (prior $0.37-$0.41); includes $0.08 loss from discontinued insurance business.
Knight-Swift names Adam Miller CEO, Andrew Hess CFO, effective Feb 26, 2024
Adam Miller promoted to CEO, succeeding David Jackson who stepped down; Miller also joins Board.
Knight-Swift names Adam Miller CEO, Andrew Hess CFO; David Jackson steps down
Adam Miller promoted to CEO from CFO and President of Swift; 22-year veteran of Knight-Swift.
Knight-Swift Q4 net loss of $10.7M; insurance exit; truckload OR 93.9%
GAAP diluted EPS ($0.07) vs $0.92 YoY; adjusted EPS $0.09 vs $1.00, including $0.30 negative from insurance loss.
Knight-Swift Q3 GAAP EPS $0.37 vs $1.21 YoY; adjusted EPS $0.41; revenue $2.0B
GAAP net income $60.2M down 69.1% YoY; revenue $2.02B up 6.5% (includes U.S. Xpress acquisition).
Knight-Swift Q2 EPS $0.39, down 71% YoY; FY23 guidance cut to $2.10-$2.30
Q2 revenue $1.55B, down 20.8% YoY; operating income $94M, down 71.1% YoY.
Knight-Swift closes U.S. Xpress acquisition; warns Q2 margins down 1,100-1,200 bps YoY
Acquisition of U.S. Xpress closed effective July 1, 2023, following shareholder approval on June 29, 2023.
Knight-Swift Q1 EPS $0.64, revenue -10.4%; slashes FY Adj EPS guidance to $3.35-$3.55
GAAP EPS $0.64 vs $1.25 YoY; Adjusted EPS $0.73 vs $1.35; revenue $1.64B down 10.4%.
Knight-Swift to acquire U.S. Xpress for $6.15/share in cash; expected close late Q2/early Q3 2023
USX shareholders to receive $6.15 per share; approximately one-third of USX stock rolled by Fuller family interests for ~10% equity in USX Unit.
On June 3, 2026, Mr. Kevin Knight resigned as Executive Chairman of the Board of Directors (the “Board”) and member of the Board of Knight-Swift Transportation Holdings Inc. (the “Company”), effective June 3, 2026 (the “Effective Date”).
The Board appointed David Vander Ploeg as Chair of the Board effective upon Mr. Knight’s resignation.
On April 1, 2025, Robert Synowicki, Jr. confirmed to Knight-Swift Transportation Holdings Inc. (the "Company") that he will not be standing for reelection at the Company’s 2025 Annual Meeting of Stockholders.
appointed Douglas Col as a member of the Board, effective as of March 13, 2025
the Company appointed Adam Miller as the Company’s Chief Executive Officer and Andrew Hess as the Company’s Chief Financial Officer, both effective February 26, 2024.
the Company appointed Adam Miller as the Company’s Chief Executive Officer and Andrew Hess as the Company’s Chief Financial Officer, both effective February 26, 2024.
David A. Jackson stepped down as Chief Executive Officer of the Company and as a member of the Board.
the Board appointed Andrew Hess, 51, as Chief Financial Officer of the Company.
Effective February 26, 2024, the Board of Directors (the “Board”) of Knight-Swift Transportation Holdings Inc., a Delaware corporation (the “Company”), promoted Adam W. Miller, 43, to Chief Executive Officer, succeeding David A. Jackson.
Mr. Jackson has stepped down as Chief Executive Officer of the Company and a member of the Board.
appointed Amy Boerger as a member of the Board, effective as of August 1, 2023, to serve until the 2024 annual meeting of stockholders.
On February 3, 2023, the Board of Directors (the "Board") of Knight-Swift Transportation Holdings Inc. (the "Company"), appointed Jessica Powell as a director, effective immediately
Max materiality 0.95 · Median 0.55 · Most common event earnings