US · Industrials · Trucking
EPS came in at 0.83 against a street estimate of 0.75 — a beat of 10.7%.
Analysts rate Knight-Swift Transportation Holdings Inc a strong buy (18 buy, 3 hold, 0 sell out of 21) with an average price target of $85.65.
CONFIDENT Knight-Swift reported a sharp earnings recovery, driven by truckload pricing, network efficiency and logistics margin improvement. Management sees a supply-driven upcycle continuing, with fourth-quarter adjusted EPS guided to $0.78–$0.84. Q3 FY26 No geographic regional performance breakdown was provided. Analysts focused on contract pricing, supply-driven cycle durability, price-cost spreads, regulatory changes, warehousing seasonality and LTL density. Management emphasized strong capacity tightening, targeted cost investment and continued operational execution. 2026-10-21…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.58% |
| Dimensional Fund Advisors, Inc. | 5.26% |
| FMR Inc | 4.95% |
| Vanguard Capital Management, LLC | 4.34% |
| Vanguard Portfolio Management, LLC | 3.97% |
| State Street Corp | 3.20% |
| Amvescap Plc. | 3.16% |
| Victory Capital Management Inc. | 2.94% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $2,200,926,000, up from $1,927,057,000 in the third quarter of 2025. • Third-quarter net income at | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 total revenue was $2,200,926, up 14.2% from $1,927,057; revenue excluding truckload and LTL fuel surcharge rose 7.7% to $1 | 2026-10-21 |
| Company announcement · Q3 2026 KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Quarterly cash dividend declared: $0.20 per share of common stock • | 2026-08-06 |
| Quarterly report · Q2 2026 KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. — FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total Revenue (Q2 2026): $2,095.7 | 2026-07-29 |
| Results announced · Q3 2026 KNIGHT-SWIFT Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Net Income: $43.2 million (GAAP); Adjusted Net Income $102.8 million • Q2 2026 EPS: | 2026-07-22 |
| Board / officer change · Q2 2026 KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Kevin Knight retirement package: $20.25 million total compensation | 2026-06-04 |
| Shareholder vote results · Q2 2026 KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. – 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 12, 2026 • Quarterly cash dividend declared: $0.2 | 2026-05-13 |
| Quarterly report · Q1 2026 KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. — Q1 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Total Revenue Q1 2026: $1,850.2 million (Q1 2025: $1,824.4 | 2026-04-29 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.20 / share ex-date Sep 4, 2026 · pay Sep 21, 2026 | 2026-09-04 |
| Dividend | $0.20 / share ex-date Jun 8, 2026 · pay Jun 22, 2026 | 2026-06-08 |
| Dividend | $0.20 / share ex-date Mar 6, 2026 · pay Mar 23, 2026 | 2026-03-06 |
| Dividend | $0.18 / share ex-date Dec 5, 2025 · pay Dec 22, 2025 | 2025-12-05 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Knight-Swift Transportation Holdings Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.