Knight-Swift Transportation (NYSE:KNX) Issues Q3 2026 Earnings Guidance

Knight-Swift Transportation (NYSE:KNX) updated its third quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 0.710-0.770 for the period, compared to the consensus EPS estimate of 0.670. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on KNX shares. Citizens Jmp started coverage on shares of Knight-Swift Transportation in a report on Wednesday, July 15th. They set a “market outperform” rating and a $90.00 price objective on the stock. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Knight-Swift Transportation in a research note on Monday, July 13th. Raymond James Financial increased their target price on Knight-Swift Transportation from $76.00 to $91.00 and gave the stock a “strong-buy” rating in a report on Thursday, July 2nd. Susquehanna boosted their price target on Knight-Swift Transportation from $90.00 to $96.00 and gave the company a “positive” rating in a report on Thursday. Finally, Wells Fargo & Company upped their price objective on Knight-Swift Transportation from $65.00 to $86.00 and gave the stock an “overweight” rating in a research report on Friday, June 5th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $81.22.

Knight-Swift Transportation Stock Performance

Shares of KNX stock opened at $76.03 on Thursday. The company’s fifty day simple moving average is $75.45 and its 200-day simple moving average is $64.78. The company has a quick ratio of 0.70, a current ratio of 0.70 and a debt-to-equity ratio of 0.26. The firm has a market cap of $12.35 billion, a PE ratio of 362.06, a P/E/G ratio of 0.86 and a beta of 1.18. Knight-Swift Transportation has a 12 month low of $38.63 and a 12 month high of $82.86.

Knight-Swift Transportation (NYSE:KNX) last released its earnings results on Wednesday, July 22nd. The transportation company reported $0.63 earnings per share for the quarter, beating analysts’ consensus estimates of $0.51 by $0.12. Knight-Swift Transportation had a net margin of 0.45% and a return on equity of 2.94%. The business had revenue of $2.10 billion during the quarter, compared to the consensus estimate of $2.05 billion. During the same quarter last year, the firm earned $0.21 earnings per share. The firm’s revenue for the quarter was up 12.6% compared to the same quarter last year. Knight-Swift Transportation has set its Q3 2026 guidance at 0.710-0.770 EPS. Equities research analysts expect that Knight-Swift Transportation will post 2.21 EPS for the current fiscal year.

Knight-Swift Transportation Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 22nd. Stockholders of record on Monday, June 8th were paid a dividend of $0.20 per share. This represents a $0.80 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Monday, June 8th. Knight-Swift Transportation’s dividend payout ratio is currently 380.95%.

More Knight-Swift Transportation News

Here are the key news stories impacting Knight-Swift Transportation this week:

• Positive Sentiment: Knight-Swift delivered adjusted EPS of $0.63, topping estimates of about $0.49-$0.51, while revenue of $2.10 billion also came in above forecasts of roughly $2.05 billion. Article Title
• Positive Sentiment: The company’s revenue increased 12.6% year over year, suggesting improving freight demand and better operating momentum versus last year. Article Title
• Positive Sentiment: Management raised optimism for the next quarter, guiding Q3 2026 EPS to $0.71-$0.77 versus consensus near $0.67, which signals expectations for continued profitability improvement. Article Title
• Neutral Sentiment: Several coverage notes highlighted “rapid progression” in truckload fundamentals and included the earnings call transcript and presentation, reinforcing the market’s focus on management commentary about freight trends and capacity discipline. Article Title
• Positive Sentiment: Zacks also added KNX to its Strong Buy growth list ahead of the report, which may have added to bullish sentiment around the name. Article Title

Institutional Trading of Knight-Swift Transportation

Several institutional investors and hedge funds have recently bought and sold shares of KNX. Public Employees Retirement System of Ohio grew its position in Knight-Swift Transportation by 0.6% during the third quarter. Public Employees Retirement System of Ohio now owns 52,930 shares of the transportation company’s stock worth $2,091,000 after buying an additional 306 shares in the last quarter. Parallel Advisors LLC raised its holdings in Knight-Swift Transportation by 7.9% in the 4th quarter. Parallel Advisors LLC now owns 4,240 shares of the transportation company’s stock valued at $222,000 after acquiring an additional 309 shares in the last quarter. Quadrant Capital Group LLC lifted its position in shares of Knight-Swift Transportation by 5.6% during the 4th quarter. Quadrant Capital Group LLC now owns 9,923 shares of the transportation company’s stock valued at $519,000 after acquiring an additional 527 shares during the period. Transamerica Financial Advisors LLC lifted its position in shares of Knight-Swift Transportation by 151.6% during the 4th quarter. Transamerica Financial Advisors LLC now owns 941 shares of the transportation company’s stock valued at $49,000 after acquiring an additional 567 shares during the period. Finally, Orion Porfolio Solutions LLC grew its holdings in shares of Knight-Swift Transportation by 5.2% during the 4th quarter. Orion Porfolio Solutions LLC now owns 13,091 shares of the transportation company’s stock worth $684,000 after purchasing an additional 651 shares in the last quarter. Institutional investors own 88.77% of the company’s stock.

About Knight-Swift Transportation

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.