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KNX trims tractor fleet to boost utilization, while LTL revenues is expected to rise 5.6%.
Knight-Swift Transportation Holdings Inc. (KNX - Free Report) is scheduled to report first-quarter 2026 results on April 22, after market close.
The Zacks Consensus Estimate for KNX’s first-quarter 2026 earnings has been revised downward by 10.3% over the past 60 days to 26 cents per share. The consensus mark for earnings implies a 7.1% decline from the year-ago actuals. The Zacks Consensus Estimate for KNX's first-quarter 2026 revenues is pegged at $1.85 billion, indicating a 1.2% rise year over year.
Knight-Swift has a mixed earnings surprise history. The company’s earnings outpaced the Zacks Consensus Estimate in two of the trailing four quarters (missed the mark in the remaining quarters), delivering an average miss of 3.69%.
Knight-Swift Transportation Holdings Inc. Price and EPS Surprise
Let’s see how things have shaped up for Knight-Swift this earnings season.
Factors Likely to Have Influenced KNX’s Q1 Performance
We expect KNX’s performance in the to-be-reported quarter to have been significantly impacted by softness in the freight market demand and lower volumes. The Zacks Consensus Estimate for Truckload revenues is pegged at $1.19 billion, indicating a 0.4% fall on a year- over-year basis. The Zacks Consensus Estimate for Logistics revenues is pegged at $139.22 million, indicating a 1.7% decrease from the first quarter of 2024 reported number.
Rising operating expenses, along with ongoing geopolitical tensions in the Middle East and supply-chain disruptions, are likely to have materially affected KNX’s performance in the March-end quarter.
On the contrary, Knight-Swift has proactively reduced its tractor fleet to better align with demand and improve asset utilization. These factors are likely to have supported the company’s performance in the to-be-reported quarter. The Zacks Consensus Estimate for Less-Than-Truckload revenues is pegged at $372 million, indicating a 5.6% increase from the first quarter of 2024 reported number.
What Our Model Says About KNX
Our proven model does not predict an earnings beat for Knight-Swift this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
KNX has an Earnings ESP of -10.54% and a Zacks Rank #3 at present.
Highlights of Q4
Knight-Swift’s fourth-quarter 2025 adjusted earnings of 31 cents per share missed the Zacks Consensus Estimate of 36 cents and declined 13.8% year over year. The reported figure came below the guided range of 34-40 cents.
Total revenues of $1.86 million missed the Zacks Consensus Estimate of $1.89 million and fell 0.4% year over year. Revenues, excluding truckload and LTL fuel surcharge, fell 0.6% year over year to $1.66 billion.
Stocks to Consider
Here are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
The Zacks Consensus Estimate for first-quarter earnings has remained unchanged at $1.10 per share over the past 60 days. LSTR has a discouraging earnings surprise history, as its earnings beat the Zacks Consensus Estimate in two of the preceding four quarters and missed twice in the remaining, delivering an average miss of 0.39%.
Expeditors (EXPD - Free Report) has an Earnings ESP of +1.25% and a Zacks Rank #3 at present. The company is scheduled to report first-quarter 2026 results on May 5.
The Zacks Consensus Estimate for first-quarter earnings has been revised upward by 0.76% to $1.33 per share over the past 60 days. EXPD has an encouraging earnings surprise history as its earnings beat the Zacks Consensus Estimate in each of the preceding four quarters, with an average beat of 10.1%.
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Knight-Swift to Report Q1 Earnings: What's in the Cards?
Key Takeaways
Knight-Swift Transportation Holdings Inc. (KNX - Free Report) is scheduled to report first-quarter 2026 results on April 22, after market close.
The Zacks Consensus Estimate for KNX’s first-quarter 2026 earnings has been revised downward by 10.3% over the past 60 days to 26 cents per share. The consensus mark for earnings implies a 7.1% decline from the year-ago actuals. The Zacks Consensus Estimate for KNX's first-quarter 2026 revenues is pegged at $1.85 billion, indicating a 1.2% rise year over year.
Knight-Swift has a mixed earnings surprise history. The company’s earnings outpaced the Zacks Consensus Estimate in two of the trailing four quarters (missed the mark in the remaining quarters), delivering an average miss of 3.69%.
Knight-Swift Transportation Holdings Inc. Price and EPS Surprise
Knight-Swift Transportation Holdings Inc. price-eps-surprise | Knight-Swift Transportation Holdings Inc. Quote
Let’s see how things have shaped up for Knight-Swift this earnings season.
Factors Likely to Have Influenced KNX’s Q1 Performance
We expect KNX’s performance in the to-be-reported quarter to have been significantly impacted by softness in the freight market demand and lower volumes. The Zacks Consensus Estimate for Truckload revenues is pegged at $1.19 billion, indicating a 0.4% fall on a year- over-year basis. The Zacks Consensus Estimate for Logistics revenues is pegged at $139.22 million, indicating a 1.7% decrease from the first quarter of 2024 reported number.
Rising operating expenses, along with ongoing geopolitical tensions in the Middle East and supply-chain disruptions, are likely to have materially affected KNX’s performance in the March-end quarter.
On the contrary, Knight-Swift has proactively reduced its tractor fleet to better align with demand and improve asset utilization. These factors are likely to have supported the company’s performance in the to-be-reported quarter. The Zacks Consensus Estimate for Less-Than-Truckload revenues is pegged at $372 million, indicating a 5.6% increase from the first quarter of 2024 reported number.
What Our Model Says About KNX
Our proven model does not predict an earnings beat for Knight-Swift this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
KNX has an Earnings ESP of -10.54% and a Zacks Rank #3 at present.
Highlights of Q4
Knight-Swift’s fourth-quarter 2025 adjusted earnings of 31 cents per share missed the Zacks Consensus Estimate of 36 cents and declined 13.8% year over year. The reported figure came below the guided range of 34-40 cents.
Total revenues of $1.86 million missed the Zacks Consensus Estimate of $1.89 million and fell 0.4% year over year. Revenues, excluding truckload and LTL fuel surcharge, fell 0.6% year over year to $1.66 billion.
Stocks to Consider
Here are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
Landstar (LSTR - Free Report) has an Earnings ESP of +2.43% and a Zacks Rank #3 at present. The company is scheduled to report first-quarter 2026 results on April 28, after market close. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for first-quarter earnings has remained unchanged at $1.10 per share over the past 60 days. LSTR has a discouraging earnings surprise history, as its earnings beat the Zacks Consensus Estimate in two of the preceding four quarters and missed twice in the remaining, delivering an average miss of 0.39%.
Expeditors (EXPD - Free Report) has an Earnings ESP of +1.25% and a Zacks Rank #3 at present. The company is scheduled to report first-quarter 2026 results on May 5.
The Zacks Consensus Estimate for first-quarter earnings has been revised upward by 0.76% to $1.33 per share over the past 60 days. EXPD has an encouraging earnings surprise history as its earnings beat the Zacks Consensus Estimate in each of the preceding four quarters, with an average beat of 10.1%.