Knight Transportation

KNX

Market cap $10.2B

Knight-Swift Transportation faces rising costs, tariff woes and weak liquidity as earnings estimates slide and industry rank sinks to the bottom 14%.

Knight-Swift (KNX) reported earnings 30 days ago. What's next for the stock?

The EVP of Operations at one of the largest trucking companies in North America sold 1,243 shares for a transaction value of $75,700 on Feb. 4, 2026. The transaction represented 100.00% of the executive's direct holdings, reducing his stake from 1,243 shares to zero.

PHOENIX--(BUSINESS WIRE)--Knight-Swift Transportation Holdings Inc. (NYSE: KNX) (the "Company" or "Knight-Swift") announced today that its board of directors ("the Board") has declared the Company's quarterly cash dividend of $0.20 per share of common stock, which is a $0.02 increase from the Company's existing quarterly dividend of $0.18 per share of common stock. The Company has raised its quarterly dividend annually for seven consecutive years for a 233% overall increase. The Company's quart.

Triton Wealth Management sold 481,779 shares of Knight-Swift in the fourth quarter; the estimated transaction value was $22.58 million based on quarterly average prices. Meanwhile, the quarter-end position value decreased by $20.88 million, reflecting both share sales and stock price movement.

Knight-Swift Transportation Holdings is upgraded to buy as capacity tightens, pricing stabilizes, and cost resets take hold. Despite soft Q4 2025 headline numbers, underlying trends signal the freight cycle trough has passed, with LTL growth and TL pricing bottoming. Cost structure reset—facility sales, headcount cuts, and equipment adjustments—positions KNX for robust margin and EPS expansion as volumes recover.

KNX misses Q4 earnings and revenue estimates as costs rose and demand weakened across key segments, pushing profits lower year over year.

Knight-Swift Transportation Holdings Inc. (NYSE: KNX) reported downbeat earnings for its fourth quarter on Wednesday.

Knight-Swift Transportation Holdings Inc. (KNX) Q4 2025 Earnings Call Transcript

While the top- and bottom-line numbers for Knight-Swift (KNX) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.