Knight-Swift Transportation (NYSE:KNX) Issues Q4 2026 Earnings Guidance

Knight-Swift Transportation (NYSE:KNX) updated its fourth quarter 2026 earnings guidance on Friday morning. The company provided EPS guidance of 0.780-0.840 for the period, compared to the consensus earnings per share estimate of 0.820.

Knight-Swift Transportation Stock Down 2.1%

KNX traded down $1.28 during trading on Friday, hitting $61.23. The company had a trading volume of 4,742,431 shares, compared to its average volume of 3,461,346. The company has a market capitalization of $9.97 billion, a PE ratio of 65.84, a PEG ratio of 0.53 and a beta of 1.21. Knight-Swift Transportation has a one year low of $41.24 and a one year high of $82.86. The firm’s 50-day moving average price is $66.77 and its 200 day moving average price is $69.57. The company has a quick ratio of 0.88, a current ratio of 0.91 and a debt-to-equity ratio of 0.30.

Knight-Swift Transportation (NYSE:KNX) last announced its earnings results on Wednesday, October 21st. The transportation company reported $0.83 earnings per share for the quarter, topping analysts’ consensus estimates of $0.76 by $0.07. The firm had revenue of $2.20 billion during the quarter, compared to analyst estimates of $2.16 billion. Knight-Swift Transportation had a net margin of 1.92% and a return on equity of 4.71%. The company’s revenue for the quarter was up 14.2% compared to the same quarter last year. During the same period in the prior year, the business earned $0.32 EPS. As a group, equities analysts expect that Knight-Swift Transportation will post 2.44 earnings per share for the current year.

Knight-Swift Transportation Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, September 21st. Shareholders of record on Friday, September 4th were paid a $0.20 dividend. The ex-dividend date was Friday, September 4th. This represents a $0.80 annualized dividend and a yield of 1.3%. Knight-Swift Transportation’s payout ratio is presently 307.69%.

Analysts Set New Price Targets

KNX has been the subject of several research reports. Citizens Jmp started coverage on shares of Knight-Swift Transportation in a research note on Wednesday, July 15th. They set a “market outperform” rating and a $90.00 price target for the company. Bank of America cut their price objective on shares of Knight-Swift Transportation from $98.00 to $92.00 and set a “buy” rating on the stock in a research report on Wednesday, September 23rd. JPMorgan Chase & Co. increased their target price on shares of Knight-Swift Transportation from $68.00 to $74.00 and gave the stock a “neutral” rating in a report on Thursday. Zacks Research cut shares of Knight-Swift Transportation from a “strong-buy” rating to a “hold” rating in a report on Friday, July 31st. Finally, UBS Group reaffirmed a “buy” rating on shares of Knight-Swift Transportation in a research report on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, Knight-Swift Transportation has an average rating of “Moderate Buy” and a consensus price target of $82.78.

Insider Buying and Selling

In related news, CEO Reid Dove sold 126,864 shares of the stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $73.13, for a total transaction of $9,277,564.32. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director David Vander Ploeg sold 2,200 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $52.33, for a total value of $115,126.00. Following the completion of the transaction, the director owned 30,252 shares of the company’s stock, valued at approximately $1,583,087.16. This represents a 6.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 224,954 shares of company stock worth $16,183,454. Corporate insiders own 2.90% of the company’s stock.

Knight-Swift Transportation News Roundup

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

• Positive Sentiment: KNX reported third-quarter adjusted EPS of $0.83, above the approximately $0.75–$0.76 analyst consensus, while revenue of $2.20 billion also exceeded expectations. EPS more than doubled from $0.32 a year earlier, supported by improving truckload pricing and early margin recovery. Knight-Swift Q3 earnings report
• Positive Sentiment: Management expects truckload operating income to improve meaningfully in the fourth quarter, and commentary pointed to tighter capacity and better pricing as potential catalysts for further earnings recovery. First look at Knight-Swift’s Q3 results
• Positive Sentiment: Several analysts still see substantial upside: Stifel raised its price target to $92 with a buy rating, while Wells Fargo maintained an overweight rating despite lowering its target to $79. A valuation analysis also suggested KNX may be significantly undervalued if the earnings recovery continues. Knight-Swift may be undervalued
• Neutral Sentiment: JPMorgan raised its target from $68 to $74 but kept a neutral rating, indicating that analysts recognize the recovery potential while remaining cautious about execution and industry conditions. JPMorgan analyst action
• Negative Sentiment: Fourth-quarter adjusted EPS guidance of $0.78–$0.84 has a midpoint of $0.81, slightly below the $0.82 consensus estimate. The guidance may be weighing on the stock because it suggests that the recovery will be gradual rather than immediate. Knight-Swift Q4 guidance

Knight-Swift Transportation Company Profile

Knight-Swift Transportation Holdings Inc is a transportation and logistics company that provides freight services across North America. The company operates one of the largest truckload fleets in the United States and serves a broad range of industries through its network of company-owned equipment, independent contractors, terminals and distribution facilities.

Its services include dry-van, refrigerated and flatbed truckload transportation; dedicated and expedited delivery; less-than-truckload shipping; freight brokerage; intermodal transportation; cross-border logistics; and warehousing and other supply-chain services.