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

by · The Cerbat Gem

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

Knight-Swift Transportation Price Performance

NYSE KNX opened at $61.23 on Friday. Knight-Swift Transportation has a 1 year low of $41.24 and a 1 year high of $82.86. The business’s fifty day moving average is $66.77 and its two-hundred day moving average is $69.57. The stock has a market capitalization of $9.97 billion, a P/E ratio of 65.84, a P/E/G ratio of 0.51 and a beta of 1.21. The company has a debt-to-equity ratio of 0.30, a quick ratio of 0.88 and a current ratio of 0.91.

Knight-Swift Transportation (NYSE:KNX – Get Free Report) last released its quarterly earnings data on Wednesday, October 21st. The transportation company reported $0.83 earnings per share for the quarter, topping the consensus estimate of $0.76 by $0.07. The business had revenue of $2.20 billion during the quarter, compared to analyst estimates of $2.16 billion. Knight-Swift Transportation had a return on equity of 4.71% and a net margin of 1.92%. The company’s revenue was up 14.2% compared to the same quarter last year. During the same period last year, the company posted $0.32 EPS. On average, research analysts forecast that Knight-Swift Transportation will post 2.55 earnings per share for the current fiscal year.

Knight-Swift Transportation Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, September 21st. Stockholders of record on Friday, September 4th were given a dividend of $0.20 per share. The ex-dividend date of this dividend was Friday, September 4th. This represents a $0.80 dividend on an annualized basis and a dividend yield of 1.3%. Knight-Swift Transportation’s payout ratio is 86.02%.

Analyst Ratings Changes

Several equities research analysts have recently commented on the company. Citizens Jmp assumed coverage on Knight-Swift Transportation in a report on Wednesday, July 15th. They set a “market outperform” rating and a $90.00 target price for the company. Citigroup reissued a “market outperform” rating on shares of Knight-Swift Transportation in a research note on Thursday. Bank of America cut their price objective on Knight-Swift Transportation from $98.00 to $92.00 and set a “buy” rating on the stock in a report on Wednesday, September 23rd. Stifel Nicolaus boosted their price objective on Knight-Swift Transportation from $90.00 to $92.00 and gave the stock a “buy” rating in a report on Thursday. Finally, UBS Group reaffirmed a “buy” rating on shares of Knight-Swift Transportation in a research note on Thursday. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, Knight-Swift Transportation has an average rating of “Moderate Buy” and a consensus target price of $82.78.

Check Out Our Latest Report on Knight-Swift Transportation

Insider Buying and Selling at Knight-Swift Transportation

In other news, Director David Vander Ploeg sold 2,200 shares of the firm’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $52.33, for a total value of $115,126.00. Following the completion of the sale, the director owned 30,252 shares of the company’s stock, valued at $1,583,087.16. This trade represents a 6.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CAO Cary M. Flanagan sold 3,600 shares of the firm’s stock in a transaction on Friday, July 31st. The stock was sold at an average price of $70.82, for a total value of $254,952.00. Following the completion of the sale, the chief accounting officer directly owned 5,405 shares of the company’s stock, valued at approximately $382,782.10. This trade represents a 39.98% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 224,954 shares of company stock valued at $16,183,454 in the last three months. 2.90% of the stock is currently owned by company insiders.

Knight-Swift Transportation News Summary

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

(Get Free Report)

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.

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