Knight-Swift Transportation (NYSE:KNX) Issues Q1 2026 Earnings Guidance

Knight-Swift Transportation (NYSE:KNX) issued an update on its first quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 0.280-0.320 for the period, compared to the consensus estimate of 0.310. The company issued revenue guidance of -.

Knight-Swift Transportation Trading Up 4.9%

Shares of KNX traded up $2.71 during mid-day trading on Wednesday, reaching $57.78. The company had a trading volume of 6,616,101 shares, compared to its average volume of 2,186,365. Knight-Swift Transportation has a fifty-two week low of $36.69 and a fifty-two week high of $61.51. The firm has a fifty day simple moving average of $51.19 and a 200-day simple moving average of $46.24. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.31. The stock has a market cap of $9.38 billion, a price-to-earnings ratio of 65.66, a price-to-earnings-growth ratio of 0.73 and a beta of 1.16.

Knight-Swift Transportation (NYSE:KNX) last issued its earnings results on Wednesday, January 21st. The transportation company reported $0.31 EPS for the quarter, missing analysts’ consensus estimates of $0.38 by ($0.07). Knight-Swift Transportation had a net margin of 1.90% and a return on equity of 2.98%. The business had revenue of $1.86 billion during the quarter, compared to analysts’ expectations of $1.90 billion. During the same period in the prior year, the business posted $0.36 EPS. The business’s revenue was down .4% on a year-over-year basis. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. On average, sell-side analysts anticipate that Knight-Swift Transportation will post 2.13 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Citigroup upped their target price on shares of Knight-Swift Transportation from $59.00 to $64.00 and gave the company a “buy” rating in a research note on Thursday, January 8th. Stifel Nicolaus raised their target price on Knight-Swift Transportation from $59.00 to $63.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Barclays increased their price objective on shares of Knight-Swift Transportation from $50.00 to $65.00 and gave the stock an “overweight” rating in a report on Thursday, January 15th. Zacks Research raised shares of Knight-Swift Transportation from a “strong sell” rating to a “hold” rating in a research note on Wednesday, December 3rd. Finally, Raymond James Financial lifted their price target on Knight-Swift Transportation from $55.00 to $59.00 and gave the company a “strong-buy” rating in a report on Tuesday, October 14th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, Knight-Swift Transportation currently has an average rating of “Moderate Buy” and a consensus price target of $59.35.

Insider Buying and Selling

In other Knight-Swift Transportation news, Chairman Kevin P. Knight sold 35,000 shares of the company’s stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $51.01, for a total value of $1,785,350.00. Following the completion of the sale, the chairman directly owned 1,405,347 shares in the company, valued at $71,686,750.47. This represents a 2.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Cary M. Flanagan sold 4,300 shares of the stock in a transaction on Friday, November 7th. The shares were sold at an average price of $45.04, for a total value of $193,672.00. Following the transaction, the chief accounting officer directly owned 5,644 shares of the company’s stock, valued at approximately $254,205.76. The trade was a 43.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 43,992 shares of company stock valued at $2,220,707 over the last quarter. Corporate insiders own 3.00% of the company’s stock.

Key Knight-Swift Transportation News

Here are the key news stories impacting Knight-Swift Transportation this week:

• Neutral Sentiment: Company press release announcing fourth‑quarter 2025 results and a same‑day conference call; investor materials (8‑K, slide deck) were made available for details and Q&A. Knight‑Swift Announces Results for Fourth Quarter 2025
• Neutral Sentiment: Company investor release and slide deck summarizing results, margins, and operational highlights (primary source documents for the quarter). KNX Press Release & Slide Deck
• Neutral Sentiment: Previews and analyst expectations ahead of the print — background reading on what metrics and trends investors were watching for Q4. Q4 2025 earnings preview (MSN)
• Neutral Sentiment: Additional earnings preview coverage summarizing expected drivers and risks going into the report. Knight‑Swift Earnings Preview (Benzinga)
• Negative Sentiment: Zacks note: KNX reported Q4 EPS of $0.31, missing the Zacks consensus of $0.36 and down from $0.36 a year ago — an earnings shortfall that pressures near‑term sentiment. KNX Q4 Earnings and Revenues Lag Estimates (Zacks)
• Negative Sentiment: Zacks follow‑up: deeper look at key metrics versus estimates and year‑ago levels, highlighting where volume and revenue weakness weighed on results. KNX Q4 Key Metrics vs Estimates (Zacks)
• Negative Sentiment: Wall Street Journal: Q4 saw softer revenue driven by lower truckload volumes; Knight‑Swift reported a $6.8M loss vs. a $69.5M profit a year earlier — a clear sign of demand softness and margin pressure. Knight‑Swift Posts Softer Revenue (WSJ)

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Integrated Wealth Concepts LLC lifted its position in shares of Knight-Swift Transportation by 23.3% during the 1st quarter. Integrated Wealth Concepts LLC now owns 5,948 shares of the transportation company’s stock valued at $259,000 after acquiring an additional 1,124 shares during the last quarter. Focus Partners Wealth acquired a new position in Knight-Swift Transportation in the 1st quarter valued at approximately $451,000. Cetera Investment Advisers raised its holdings in shares of Knight-Swift Transportation by 6.9% during the second quarter. Cetera Investment Advisers now owns 13,724 shares of the transportation company’s stock worth $607,000 after acquiring an additional 882 shares in the last quarter. Invesco Ltd. raised its stake in shares of Knight-Swift Transportation by 57.7% during the 2nd quarter. Invesco Ltd. now owns 1,087,719 shares of the transportation company’s stock worth $48,110,000 after purchasing an additional 398,116 shares in the last quarter. Finally, First Trust Advisors LP lifted its stake in Knight-Swift Transportation by 54.3% in the second quarter. First Trust Advisors LP now owns 491,702 shares of the transportation company’s stock valued at $21,748,000 after acquiring an additional 172,956 shares during the last quarter. Institutional investors and hedge funds own 88.77% of the company’s stock.

About Knight-Swift Transportation

Knight-Swift Transportation Holdings Inc (NYSE: KNX) is one of North America’s largest asset-based truckload carriers, offering a wide range of transportation and logistics services. The company was formed in 2017 through the merger of Knight Transportation and Swift Transportation, each with decades of experience in long-haul dry van and refrigerated freight. Since the merger, Knight-Swift has pursued a growth strategy that includes fleet expansions, targeted acquisitions, and investments in technology to enhance service reliability and network efficiency.

The company’s core business activities include full truckload operations for dry van, temperature-controlled and flatbed shipments.