Knight-Swift Transportation (KNX) Projected to Post Earnings on Wednesday

Key Points

• Knight‑Swift will report Q1 2026 results after the market close on Wednesday, April 22; analysts expect $0.2932 EPS and $1.8507B revenue, while the company guided to $0.280–$0.320 EPS.
• In the prior quarter Knight‑Swift missed estimates, reporting $0.31 EPS vs. a $0.36 consensus and $1.86B revenue (below $1.90B expected), with a net margin of 0.88% and ROE of 2.88%.
• The company recently raised its quarterly dividend to $0.20 (annualized $0.80), yielding ~1.3%, but the dividend payout ratio is very high (~195%); insiders have also sold roughly $2.58M of stock in the last three months.

Knight-Swift Transportation (NYSE:KNX - Get Free Report) is expected to release its Q1 2026 results after the market closes on Wednesday, April 22nd. Analysts expect Knight-Swift Transportation to post earnings of $0.2932 per share and revenue of $1.8507 billion for the quarter. Knight-Swift Transportation has set its Q1 2026 guidance at 0.280-0.320 EPS. Interested persons can find conference call details on the company's upcoming Q1 2026 earning report page for the latest details on the call scheduled for Wednesday, April 22, 2026 at 5:30 PM ET.

Knight-Swift Transportation (NYSE:KNX - Get Free Report) last announced its earnings results on Wednesday, January 21st. The transportation company reported $0.31 EPS for the quarter, missing analysts' consensus estimates of $0.36 by ($0.05). Knight-Swift Transportation had a net margin of 0.88% and a return on equity of 2.88%. The business had revenue of $1.86 billion during the quarter, compared to analysts' expectations of $1.90 billion. During the same period in the previous year, the company posted $0.36 earnings per share. Knight-Swift Transportation's quarterly revenue was down .4% on a year-over-year basis. On average, analysts expect Knight-Swift Transportation to post $2 EPS for the current fiscal year and $4 EPS for the next fiscal year.

Knight-Swift Transportation Price Performance

Shares of NYSE:KNX opened at $62.00 on Wednesday. The company has a 50-day simple moving average of $58.38 and a 200-day simple moving average of $52.45. Knight-Swift Transportation has a one year low of $37.70 and a one year high of $64.10. The company has a debt-to-equity ratio of 0.30, a quick ratio of 0.86 and a current ratio of 0.86. The stock has a market capitalization of $10.07 billion, a price-to-earnings ratio of 151.22, a PEG ratio of 0.92 and a beta of 1.11.

Knight-Swift Transportation Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 23rd. Stockholders of record on Friday, March 6th were issued a $0.20 dividend. The ex-dividend date of this dividend was Friday, March 6th. This is a positive change from Knight-Swift Transportation's previous quarterly dividend of $0.18. This represents a $0.80 dividend on an annualized basis and a dividend yield of 1.3%. Knight-Swift Transportation's dividend payout ratio is currently 195.12%.

Insider Activity

In other news, COO James L. Fitzsimmons sold 5,917 shares of the business's stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $54.77, for a total transaction of $324,074.09. Following the transaction, the chief operating officer directly owned 8,716 shares in the company, valued at $477,375.32. The trade was a 40.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Chairman Kevin P. Knight sold 30,000 shares of the company's stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $61.00, for a total transaction of $1,830,000.00. Following the transaction, the chairman owned 1,305,347 shares in the company, valued at $79,626,167. The trade was a 2.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 42,930 shares of company stock valued at $2,581,186. 2.90% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Caitong International Asset Management Co. Ltd grew its position in Knight-Swift Transportation by 1,478.6% during the third quarter. Caitong International Asset Management Co. Ltd now owns 884 shares of the transportation company's stock worth $35,000 after buying an additional 828 shares during the period. Los Angeles Capital Management LLC acquired a new position in Knight-Swift Transportation during the fourth quarter worth about $39,000. Transamerica Financial Advisors LLC grew its position in Knight-Swift Transportation by 151.6% during the fourth quarter. Transamerica Financial Advisors LLC now owns 941 shares of the transportation company's stock worth $49,000 after buying an additional 567 shares during the period. Sfam LLC acquired a new position in Knight-Swift Transportation during the fourth quarter worth about $70,000. Finally, Danske Bank A S acquired a new position in Knight-Swift Transportation during the third quarter worth about $99,000. 88.77% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on KNX. Wells Fargo & Company upped their target price on shares of Knight-Swift Transportation from $60.00 to $65.00 and gave the company an "overweight" rating in a report on Tuesday, April 7th. Stifel Nicolaus boosted their price target on shares of Knight-Swift Transportation from $61.00 to $63.00 and gave the stock a "buy" rating in a research note on Thursday, April 2nd. Citigroup upgraded shares of Knight-Swift Transportation from a "neutral" rating to a "buy" rating and set a $64.00 price target on the stock in a research note on Friday, March 13th. Susquehanna boosted their price target on shares of Knight-Swift Transportation from $58.00 to $60.00 and gave the stock a "neutral" rating in a research note on Thursday, January 22nd. Finally, Evercore upgraded shares of Knight-Swift Transportation from an "in-line" rating to an "outperform" rating and set a $65.00 price target on the stock in a research note on Friday, March 27th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $61.83.

Knight-Swift Transportation Company Profile

Knight-Swift Transportation Holdings Inc NYSE: KNX is one of North America's largest asset-based truckload carriers, offering a wide range of transportation and logistics services. The company was formed in 2017 through the merger of Knight Transportation and Swift Transportation, each with decades of experience in long-haul dry van and refrigerated freight. Since the merger, Knight-Swift has pursued a growth strategy that includes fleet expansions, targeted acquisitions, and investments in technology to enhance service reliability and network efficiency.

The company's core business activities include full truckload operations for dry van, temperature-controlled and flatbed shipments.

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