Monitor Q2 2026 earnings for confirmation of the improved freight market and bid environment. The stock may recover if Q2 results meet the raised guidance.
Price Chart
Executive Summary
Knight-Swift updated its Q1 2026 earnings guidance downward to $0.08–$0.10 from $0.28–$0.32, citing severe winter weather, claims development in its LTL segment, and project deferrals. However, it raised Q2 2026 guidance to $0.45–$0.49, citing improving freight market fundamentals and optimism about future earnings. The stock is likely to react negatively to the Q1 miss but positively to the strong Q2 outlook.
Key Financial Metrics
Key Facts
- Updated Q1 2026 Adjusted EPS guidance to $0.08–$0.10, down from $0.28–$0.32
- Raised Q2 2026 Adjusted EPS guidance to $0.45–$0.49
- Q1 guidance reduction due to $0.08 per share negative impact from LTL claims, $0.05 from project deferrals, $0.02 from adverse VAT decision, and $0.05–$0.06 from winter weather and fuel costs
- Q2 guidance increase due to improving freight market fundamentals and bid environment
Financial Impact
Reduced Q1 EPS by $0.20 and raised Q2 EPS by $0.17 on average
Risk Factors
- Q1 2026 earnings may miss expectations due to weather and claims
- Q2 2026 guidance depends on continued improvement in freight market fundamentals
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001492691-26-000030 |
| Document: knx-exhibit9904162026.htm | 0001492691-26-000030 |
| Document: 0001492691-26-000030-index-headers.html | 0001492691-26-000030 |
| Document: 0001492691-26-000030-index.html | 0001492691-26-000030 |
| Document: 0001492691-26-000030.txt | 0001492691-26-000030 |
| 8-K Data (Synthetic) | 0001492691-26-000030 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 14, 2026 7w ago | Insider Cluster | $72.42 $68.43 | ▼ −5.51% | ▼ −3.52% | $66.58 (−8.06%) |
Aug 6, 2026 8w ago | 8-K | $69.28 $69.57 | ▲ +0.42% | ▼ −0.18% | $66.58 (−3.90%) |
Jul 31, 2026 8w ago | Insider Cluster | $68.42 $68.51 | ▲ +0.13% | ▼ −1.11% | $66.58 (−2.69%) |
Jun 8, 2026 16w ago | 144 | $80.35 $74.34 | ▲ +7.48% | ▲ +8.93% | $66.58 (+17.14%) |
Jun 4, 2026 17w ago | 8-K | $78.57 $74.81 | ▼ −4.79% | ▼ −6.65% | $66.58 (−15.26%) |
May 13, 2026 20w ago | 8-K | $59.47 $82.45 | ▲ +38.63% | ▲ +39.24% | $66.58 (+11.95%) |
May 8, 2026 20w ago | 8-K | $61.70 $80.35 | ▲ +30.22% | ▲ +30.52% | $66.58 (+7.90%) |
Apr 22, 2026 23w ago | 8-K | $65.74 $71.00 | ▼ −7.99% | ▼ −3.36% | $66.58 (−1.27%) |
Apr 16, 2026 24w ago | 8-K | $64.37 $68.03 | ▲ +5.68% | ▲ +0.31% | $66.58 (+3.43%) |
US Market Status
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