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Knight-Swift Transportation Holdings (KNX)

Earnings summaries and quarterly performance for Knight-Swift Transportation Holdings.

Research analysts who have asked questions during Knight-Swift Transportation Holdings earnings calls.

Ravi Shanker

Morgan Stanley

6 questions for KNX

Also covers: AAL, ALGT, ALK +27 more

Scott Group

Wolfe Research

6 questions for KNX

Also covers: AAL, ALGT, ALK +35 more

Jonathan Chappell

Evercore ISI

5 questions for KNX

Also covers: ASC, CHRW, CNI +20 more

Thomas Wadewitz

UBS

5 questions for KNX

Also covers: ALK, ARCB, CHRW +20 more

Christian Wetherbee

Wells Fargo

4 questions for KNX

Also covers: ARCB, CHRW, CNI +14 more

Daniel Imbro

Stephens Inc.

4 questions for KNX

Also covers: ARCB, CHRW, CNI +23 more

Ken Hoexter

BofA Securities

4 questions for KNX

Also covers: ARCB, CHRW, CNI +21 more

Bascome Majors

Susquehanna Financial Group

3 questions for KNX

Also covers: CHRW, CNI, CSX +20 more

Brian Ossenbeck

JPMorgan Chase & Co.

3 questions for KNX

Also covers: ARCB, CHRW, CNI +18 more

Ariel Rosa

Citigroup

2 questions for KNX

Also covers: ARCB, CHRW, CNI +16 more

Reed Seay

Stephens Inc.

2 questions for KNX

Also covers: KEX, LSTR, ODFL +1 more

Richa Harnain

Deutsche Bank

2 questions for KNX

Also covers: CHRW, CSX, FDX +6 more

Ariel Luis Rosa

Citigroup Inc.

1 question for KNX

Brandon Oglenski

Barclays

1 question for KNX

Also covers: AAL, ALGT, ALK +20 more

David Hicks

Raymond James

1 question for KNX

Also covers: CHRW, LSTR, RXO +1 more

Eric Morgan

Barclays

1 question for KNX

Also covers: CSX, JBHT, ODFL +3 more

Jason Seidl

TD Cowen

1 question for KNX

Also covers: ARCB, CHRW, CSX +17 more

Jordan Alliger

Goldman Sachs

1 question for KNX

Also covers: ARCB, CSX, FDX +12 more

Kenneth Hoexter

Bank of America

1 question for KNX

Kenneth Scott Hoexter

BofA Securities

1 question for KNX

Rachel Harnane

Deutsche Bank

1 question for KNX

Recent press releases and 8-K filings for KNX.

Knight-Swift Reports Q3 2025 Financial Results
KNX
Earnings
Dividends
Demand Weakening
  • Knight-Swift reported Q3 2025 consolidated total revenue of $1.9 billion, a 2.7% increase year-over-year, with GAAP earnings per diluted share of $0.05 and Adjusted EPS of $0.32.
  • The quarter's results were significantly affected by $58.0 million in charges, including $34.8 million in impairment charges and $11.2 million for a loss contingency related to exiting the third-party carrier insurance business, which negatively impacted Adjusted EPS by $0.10.
  • The LTL segment demonstrated strong performance, with revenue excluding fuel surcharge increasing 21.5% and Adjusted Operating Income rising 10.1% year-over-year, while the Truckload segment's Adjusted Operating Income decreased 15.0%.
  • The company declared a quarterly cash dividend of $0.18 per share on August 6, 2025, which was paid on September 22, 2025.
Oct 22, 2025, 8:07 PM
Knight-Swift Transportation Endorses Union Pacific – Norfolk Southern Merger
KNX
M&A
New Projects/Investments
  • Knight-Swift Transportation Holdings Inc. endorses the proposed merger between Union Pacific Railroad and Norfolk Southern Corporation, announced on September 2, 2025.
  • The company believes this merger will create the first truly coast-to-coast railroad, enabling seamless single-line service and greatly benefiting intermodal transportation.
  • This unified network is expected to make cross-country intermodal shipping faster, more fuel-efficient, and more reliable, leading to shorter transit times and simplified logistics for Knight-Swift’s intermodal customers.
  • Knight-Swift CEO Adam Miller stated that the merger aligns with the company’s mission of delivering cost-effective, environmentally responsible freight solutions and will allow them to offer new coast-to-coast services by leveraging the merged railroad.
  • Knight-Swift anticipates that more shippers will embrace intermodal options as service improves, which is expected to bolster U.S. supply chain resilience and competitiveness.
Sep 2, 2025, 8:10 PM

Quarterly earnings call transcripts for Knight-Swift Transportation Holdings.

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