Knight-Swift Transportation Holdings Inc
F:KSX

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Knight-Swift Transportation Holdings Inc Logo
Knight-Swift Transportation Holdings Inc
F:KSX
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Price: 48.4 EUR 3.42% Market Closed
Market Cap: 8B EUR

Knight-Swift Transportation Holdings Inc
Investor Relations

Knight-Swift Transportation Holdings Inc. is the result of a transformative merger in 2017 that brought together two of the largest players in the North American trucking industry: Knight Transportation and Swift Transportation. This unification forged the industry's most extensive network, seamlessly connecting shippers with a diverse range of logistics solutions. Operating under four primary business segments—Truckload, Logistics, LTL (Less-Than-Truckload), and Intermodal—Knight-Swift ensures an integrated approach to freight. Its vast fleet of trucks and trailers, alongside its sophisticated logistics strategies, enables the company to transport goods efficiently across long distances, catering to the dynamic needs of various industries including retail, manufacturing, and agriculture.

The company generates its revenue primarily through its Truckload segment, where it offers services such as Full Truckload (FTL) solutions, dedicated truckload service, and temperature-controlled logistics. Additionally, Knight-Swift benefits from its Logistics and Intermodal segments that capitalize on asset-light strategies to optimize freight management, brokering, and delivery. By integrating technology into its operations, Knight-Swift enhances fuel efficiency, routing, and load planning—reducing operational costs, increasing reliability, and subsequently enhancing profitability. This blend of traditional trucking with innovative solutions positions Knight-Swift as a stalwart in the transportation sector, matching operational excellence with expanding service capabilities.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 22, 2025
AI Summary
Q3 2025

Q3 Earnings Impacted: Knight-Swift's Q3 results were weighed down by $58 million in unusual items, including trade name impairments and insurance claims, reducing reported EPS to $0.05.

Adjusted EPS: Adjusted EPS for Q3 was $0.32, down 5.9% year-over-year, primarily due to insurance-related charges.

Segment Performance: LTL revenue grew 21.5% year-over-year and achieved a 10.1% increase in adjusted operating income; however, truckload and logistics revenues declined modestly.

Cost Initiatives: Management highlighted ongoing cost-cutting and efficiency improvements, particularly in labor, equipment, and technology deployment across segments.

Guidance: Q4 adjusted EPS is guided to $0.34–$0.40, assuming current trends persist and some seasonality, with no significant capacity tightening yet baked into the outlook.

Regulatory Headwinds: Management discussed potential industry capacity reductions from increased regulatory enforcement around driver qualifications, which could benefit Knight-Swift if market tightness builds into 2026.

LTL Brand Unification: The company is consolidating its LTL business under the AAA Cooper brand, aiming for operational efficiencies and synergy opportunities.

Key Financials
Earnings per diluted share
$0.05
Adjusted EPS
$0.32
Adjusted operating ratio (consolidated)
93.8%
Effective tax rate (GAAP)
47%
Effective tax rate (adjusted)
29.6%
LTL adjusted operating ratio
90.6%
Truckload adjusted operating ratio (legacy)
93.7%
Logistics adjusted operating ratio
94.3%
Intermodal adjusted operating ratio
99.8%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Kevin P. Knight
Executive Chairman
No Bio Available
Mr. Adam W. Miller CPA
CEO & Director
No Bio Available
Mr. Gary J. Knight
Executive Vice Chairman
No Bio Available
Mr. Todd F. Carlson
General Counsel & Secretary
No Bio Available
Mr. Andrew Hess
Chief Financial Officer
No Bio Available
Mr. Cary Michael Flanagan
Executive VP & Chief Accounting Officer
No Bio Available
Mr. Brad Stewart
Treasurer & Senior VP of Investor Relations
No Bio Available
Mr. Joseph Sherer
Senior Vice President of Sales & Account Management
No Bio Available
Mr. Michael K. Liu
Executive Vice President of Operations of Knight
No Bio Available
Mr. James Fitzsimmons
Chief Operating Officer of Swift
No Bio Available

Contacts

Address
ARIZONA
Phoenix
2200 S 75th Ave
Contacts
+16022699700.0
knight-swift.com