Zacks Research Issues Pessimistic Outlook for KNX Earnings

Key Points

• Zacks Research has revised its earnings per share forecast for Knight-Swift Transportation Holdings Inc. (NYSE: KNX) for Q3 2025 from $0.43 to $0.40, indicating a decline in their earnings expectations.
• The company reported Q2 earnings of $0.35 per share, exceeding analysts' estimates, but their revenue of $1.86 billion fell slightly short of forecasts.
• Knight-Swift Transportation announced a quarterly dividend of $0.18 per share, reflecting a 1.7% annual yield and a payout ratio of 70.59%.

Knight-Swift Transportation Holdings Inc. (NYSE:KNX - Free Report) - Equities research analysts at Zacks Research reduced their Q3 2025 earnings per share estimates for shares of Knight-Swift Transportation in a report issued on Wednesday, August 6th. Zacks Research analyst S. Goswami now expects that the transportation company will earn $0.40 per share for the quarter, down from their previous estimate of $0.43. The consensus estimate for Knight-Swift Transportation's current full-year earnings is $2.13 per share. Zacks Research also issued estimates for Knight-Swift Transportation's Q4 2025 earnings at $0.47 EPS, FY2025 earnings at $1.50 EPS, Q1 2026 earnings at $0.40 EPS, Q2 2026 earnings at $0.50 EPS, Q3 2026 earnings at $0.62 EPS, Q4 2026 earnings at $0.71 EPS, FY2026 earnings at $2.22 EPS, Q1 2027 earnings at $0.80 EPS and Q2 2027 earnings at $1.00 EPS.

Knight-Swift Transportation (NYSE:KNX - Get Free Report) last announced its quarterly earnings data on Wednesday, July 23rd. The transportation company reported $0.35 earnings per share for the quarter, beating analysts' consensus estimates of $0.34 by $0.01. The company had revenue of $1.86 billion for the quarter, compared to analysts' expectations of $1.87 billion. Knight-Swift Transportation had a return on equity of 3.03% and a net margin of 2.22%. Knight-Swift Transportation's revenue for the quarter was up .8% compared to the same quarter last year. During the same period last year, the firm posted $0.24 EPS.

KNX has been the subject of a number of other research reports. Benchmark reiterated a "buy" rating and set a $63.00 price objective on shares of Knight-Swift Transportation in a research report on Monday, April 14th. Evercore ISI dropped their price target on Knight-Swift Transportation from $49.00 to $44.00 and set an "in-line" rating for the company in a research note on Thursday, April 24th. UBS Group dropped their price target on Knight-Swift Transportation from $63.00 to $46.00 and set a "buy" rating for the company in a research note on Tuesday, April 22nd. Bank of America raised their price objective on Knight-Swift Transportation from $47.00 to $49.00 and gave the company a "neutral" rating in a research note on Thursday, July 24th. Finally, Raymond James Financial raised their price target on Knight-Swift Transportation from $50.00 to $55.00 and gave the stock a "strong-buy" rating in a research note on Tuesday, July 15th. Five equities research analysts have rated the stock with a hold rating, eleven have given a buy rating and two have given a strong buy rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $53.88.

Knight-Swift Transportation Stock Up 4.2%

Shares of NYSE KNX traded up $1.73 during mid-day trading on Friday, hitting $42.71. 1,788,088 shares of the stock traded hands, compared to its average volume of 2,878,651. The stock has a fifty day moving average price of $44.42 and a 200-day moving average price of $45.53. The company has a market cap of $6.93 billion, a price-to-earnings ratio of 41.87, a PEG ratio of 0.62 and a beta of 1.17. Knight-Swift Transportation has a 52 week low of $36.69 and a 52 week high of $61.51. The company has a debt-to-equity ratio of 0.30, a quick ratio of 0.89 and a current ratio of 0.89.

Knight-Swift Transportation Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, September 22nd. Stockholders of record on Friday, September 5th will be paid a dividend of $0.18 per share. The ex-dividend date is Friday, September 5th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.7%. Knight-Swift Transportation's dividend payout ratio is currently 70.59%.

Institutional Investors Weigh In On Knight-Swift Transportation

A number of large investors have recently added to or reduced their stakes in KNX. Larson Financial Group LLC increased its position in Knight-Swift Transportation by 9,383.3% during the 1st quarter. Larson Financial Group LLC now owns 569 shares of the transportation company's stock worth $25,000 after buying an additional 563 shares during the period. Brooklyn Investment Group increased its position in Knight-Swift Transportation by 93.4% during the 1st quarter. Brooklyn Investment Group now owns 642 shares of the transportation company's stock worth $28,000 after buying an additional 310 shares during the period. UMB Bank n.a. increased its position in Knight-Swift Transportation by 40.0% during the 1st quarter. UMB Bank n.a. now owns 1,133 shares of the transportation company's stock worth $49,000 after buying an additional 324 shares during the period. Oliver Lagore Vanvalin Investment Group bought a new position in Knight-Swift Transportation during the 2nd quarter worth $55,000. Finally, Quarry LP increased its position in Knight-Swift Transportation by 41.6% during the 4th quarter. Quarry LP now owns 1,701 shares of the transportation company's stock worth $90,000 after buying an additional 500 shares during the period. Institutional investors own 88.77% of the company's stock.

Knight-Swift Transportation Company Profile

Knight-Swift Transportation Holdings Inc, together with its subsidiaries, provides freight transportation services in the United States and Mexico. The company operates through four segments: Truckload, Less-than-truckload (LTL), Logistics, and Intermodal. The Truckload segment provides transportation services, which include irregular route and dedicated, refrigerated, expedited, flatbed, and cross-border operations.