Knight-Swift Transportation Holdings Inc. · KNX · Next earnings

Knight-Swift Transportation Holdings Inc. reports Wednesday, Jan 20, 2027

KNX reports after market close with consensus EPS at $0.82 and revenue at $2.13B. Last quarter: Knight-Swift: Rate Recovery Drives Q3 Margin Improvement

Reports After market close90 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $0.82 Calendar consensus
Consensus revenue $2.13B Calendar consensus
Report date Jan 20, 2027 Wednesday, date estimated
Session After market close 90 days away

Where KNX left off: FY2026 Q3

Full report

Knight-Swift: Rate Recovery Drives Q3 Margin Improvement

EPS surprise +9.4% Reported $0.83 vs $0.76
Revenue surprise +1.7% Reported $2.20B vs $2.16B
Stock move -0.1% Event window
Subsequent drift 0.0% Up to 20 sessions

Management maintained a confident outlook; Q4 adjusted EPS guidance is $0.78-$0.84, with seasonal softness expected in LTL and All Other.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Contract-rate expectations for 2027 may not match spot-rate improvement.
  • Driver shortages and pay inflation could limit utilization and margins.
  • Fuel, insurance, liability and equipment costs remain sources of volatility.
  • Seasonality may pressure LTL and All Other profitability.
  • Regulatory and broker-liability requirements could raise costs.

Questions analysts left open

  • Whether 2027 contract-rate gains reflect durable demand or tighter supply.
  • Driver availability and the effectiveness of pay and recruiting incentives.
  • Fuel, insurance and equipment-cost inflation.
  • Seasonal softness in LTL and All Other, including warehousing profitability.

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Recent KNX quarters

All KNX earnings
-0.1%FY2026 Q3-4.9%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.