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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Knight-Swift Transportation
Knight-Swift Transportation (KNX) investor relations material
Knight-Swift Transportation Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary21 Oct, 2026
Executive summary
Q3 revenue rose 14.2% to $2.201B; adjusted operating income increased 87.4% to $198.5M and adjusted EPS was $0.83 versus $0.32.
Pricing and operating efficiency improved Truckload, Logistics, and Intermodal margins; LTL’s adjusted operating ratio weakened slightly YoY.
Financial highlights
Revenue excluding Truckload and LTL fuel surcharge increased 7.7% to $1.853B; GAAP operating income was $178.7M versus $50.3M.
Net income attributable to Knight-Swift was $118.3M versus $7.9M; adjusted net income was $135.9M versus $51.3M.
Diluted EPS was $0.72 versus $0.05; adjusted EPS was $0.83 versus $0.32.
Consolidated adjusted operating ratio improved 450 bps to 89.3%; GAAP operating ratio improved 550 bps to 91.9%.
Outlook and guidance
Q4 2026 adjusted EPS guidance: $0.78–$0.84.
Q4 Truckload revenue excluding fuel surcharge expected up low double digits, with adjusted OR improvement of 650–750 bps; LTL revenue expected up high single to low double digits, with 100–200 bps improvement.
Q4 Logistics revenue expected flat with adjusted OR improvement of 300–400 bps; Intermodal revenue expected up 25%–30% with 150–250 bps improvement.
All Other Segments expected to post a $13M–$17M operating loss before $11.5M quarterly intangible amortization; Q4 includes an estimated $6.5M securitization cost.
FY 2026 net cash capex guidance is $600M–$625M; management expects further 2027 rate growth to offset inflation and support margin repair and fleet investment.
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Latest events from Knight-Swift Transportation
- A $71.7M insurance loss drove Q4 losses amid LTL strength and Truckload weakness.KNX
Q4 2023 - Q2 2026 delivered strong revenue and margin growth, with robust Q3 outlook.KNXQ2 2026
- Q1 2026 net loss and lower income driven by legal, VAT, and weather costs; Q2 outlook is positive.KNXQ1 2026
- Board recommends all proposals except political spending disclosure; strong 2025 results.KNXProxy filing
- Key votes include director elections, executive pay, auditor ratification, and political spending.KNXProxy filing
- Q4 2025 net loss driven by $52.9M impairment; adjusted EPS $0.31, cautious Q1 2026 outlook.KNXQ4 2025
- Revenue up 18.9% but net income down 67.9% on legal charge; Q3 EPS guidance $0.31–$0.35.KNXQ2 2024
- Q1 2025 net income soared to $30.6M as LTL shipments rose, but Q2 guidance was cut on trade risks.KNXQ1 2025
- Net income and margins rebounded in Q4 2024, with LTL network expansion driving future growth.KNXQ4 2024
Next Knight-Swift Transportation earnings date
Q4 202620 Jan, 2027
Knight-Swift Transportation
Next Knight-Swift Transportation earnings date
Q4 202620 Jan, 2027
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Frequently asked questions
Knight-Swift Transportation Holdings Inc. is a freight transportation company that provides truckload, less-than-truckload, logistics, and intermodal services. It operates a fleet of trucks and trailers and offers solutions including brokerage, warehousing, and supply chain optimization. The company serves customers across various industries in North America. It is headquartered in Phoenix, Arizona, and its shares are listed on the NYSE.