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

Knight-Swift Transportation (NYSE:KNX) updated its first quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.080-0.100 for the period, compared to the consensus estimate of 0.250. The company issued revenue guidance of -. Knight-Swift Transportation also updated its Q2 2026 guidance to 0.450-0.490 EPS.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the stock. Susquehanna lifted their price objective on shares of Knight-Swift Transportation from $58.00 to $60.00 and gave the company a “neutral” rating in a report on Thursday, January 22nd. Barclays lifted their price objective on shares of Knight-Swift Transportation from $65.00 to $75.00 and gave the company an “overweight” rating in a report on Wednesday, March 4th. Stephens reduced their price objective on shares of Knight-Swift Transportation from $65.00 to $63.00 and set an “overweight” rating for the company in a report on Thursday, January 22nd. UBS Group upgraded shares of Knight-Swift Transportation from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $54.00 to $66.00 in a report on Wednesday, March 18th. Finally, Wells Fargo & Company lifted their price objective on shares of Knight-Swift Transportation from $60.00 to $65.00 and gave the company an “overweight” rating in a report on Tuesday, April 7th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, Knight-Swift Transportation has a consensus rating of “Moderate Buy” and an average target price of $62.11.

Knight-Swift Transportation Stock Up 0.1%

Knight-Swift Transportation stock opened at $64.40 on Friday. Knight-Swift Transportation has a fifty-two week low of $37.76 and a fifty-two week high of $66.00. The stock has a market cap of $10.46 billion, a PE ratio of 157.08, a price-to-earnings-growth ratio of 0.96 and a beta of 1.11. The firm’s 50-day simple moving average is $58.59 and its 200 day simple moving average is $52.77. The company has a debt-to-equity ratio of 0.30, a quick ratio of 0.86 and a current ratio of 0.86.

Knight-Swift Transportation (NYSE:KNX) last released its quarterly earnings results on Wednesday, January 21st. The transportation company reported $0.31 earnings per share for the quarter, missing the consensus estimate of $0.36 by ($0.05). Knight-Swift Transportation had a return on equity of 2.88% and a net margin of 0.88%.The firm had revenue of $1.86 billion for the quarter, compared to analysts’ expectations of $1.90 billion. During the same quarter last year, the firm posted $0.36 earnings per share. The firm’s revenue for the quarter was down .4% compared to the same quarter last year. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. Research analysts predict that Knight-Swift Transportation will post 2.13 EPS for the current fiscal year.

Knight-Swift Transportation Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, March 23rd. Investors of record on Friday, March 6th were issued a dividend of $0.20 per share. This represents a $0.80 annualized dividend and a yield of 1.2%. This is a boost from Knight-Swift Transportation’s previous quarterly dividend of $0.18. The ex-dividend date was Friday, March 6th. Knight-Swift Transportation’s dividend payout ratio is presently 195.12%.

Insider Activity

In related news, Chairman Kevin P. Knight sold 30,000 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $61.00, for a total transaction of $1,830,000.00. Following the transaction, the chairman directly owned 1,305,347 shares in the company, valued at approximately $79,626,167. The trade was a 2.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Joshua Smith sold 5,770 shares of the business’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $60.91, for a total transaction of $351,450.70. Following the completion of the transaction, the chief financial officer owned 9,214 shares in the company, valued at approximately $561,224.74. The trade was a 38.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 42,930 shares of company stock valued at $2,581,186 in the last three months. 2.90% of the stock is owned by company insiders.

Key Stories Impacting Knight-Swift Transportation

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

• Positive Sentiment: TD Cowen reiterated a Buy rating, arguing the first‑quarter weakness is driven by one‑time items and that tightening trucking capacity supports pricing and longer‑term earnings power. Knight Transportation: One-Off Headwinds Mask Earnings Power as Tightening Capacity Supports Buy Rating
• Neutral Sentiment: Company introduced Q2 guidance of $0.45–$0.49, which roughly overlaps consensus (around $0.48) — suggests management expects recovery but still contains execution risk. Knight‑Swift Announces Updated First Quarter Earnings Guidance and Introduces Second Quarter Guidance
• Neutral Sentiment: Several market writeups and valuation pieces are circulating (context on strong 1‑year returns and valuation), keeping the stock on watchlists but not changing the near‑term guidance narrative. A Look At Knight‑Swift (KNX) Valuation After Strong 1‑Year Shareholder Returns
• Negative Sentiment: Management cut Q1 adjusted EPS to $0.08–$0.10 (previously $0.28–$0.32), citing higher fuel costs, an arbitration award and winter weather — a material earnings miss that drove headline selling pressure. Knight‑Swift Cuts First‑Quarter Guidance, Citing Fuel Costs, Winter Weather
• Negative Sentiment: Coverage notes immediate stock weakness after the lowered guidance and points to specific cost items (fuel, arbitration) as drivers of the miss. Monitor Q1 release details and any additional one‑time charges. Knight‑Swift Transportation Shares Fall on Lowered Guidance

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Los Angeles Capital Management LLC purchased a new position in Knight-Swift Transportation in the fourth quarter valued at about $39,000. Caitong International Asset Management Co. Ltd boosted its stake in Knight-Swift Transportation by 1,478.6% in the third quarter. Caitong International Asset Management Co. Ltd now owns 884 shares of the transportation company’s stock valued at $35,000 after acquiring an additional 828 shares during the last quarter. Transamerica Financial Advisors LLC boosted its stake in Knight-Swift Transportation by 151.6% in the fourth quarter. Transamerica Financial Advisors LLC now owns 941 shares of the transportation company’s stock valued at $49,000 after acquiring an additional 567 shares during the last quarter. Sfam LLC purchased a new position in Knight-Swift Transportation in the fourth quarter valued at about $70,000. Finally, IFC & Insurance Marketing Inc. purchased a new position in Knight-Swift Transportation in the fourth quarter valued at about $103,000. 88.77% of the stock is currently owned by hedge funds and other institutional investors.

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.