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Knight-Swift Transportation (KNX) investor relations material
Knight-Swift Transportation Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary23 Jul, 2025
Executive summary
Net income and adjusted EPS saw significant year-over-year growth, driven by cost reductions, productivity gains, and improved segment performance despite a challenging freight environment and soft demand, especially on the West Coast.
Truckload and LTL segments achieved margin and operating income growth, with LTL expanding its network and customer base, though margin pressure persisted from expansion and integration costs.
Logistics and Intermodal segments faced soft volumes, but cost control and technology investments supported margin resiliency.
All Other Segments returned to profitability, mainly from warehousing and leasing, after exiting the third-party insurance business.
Company remains focused on cost reduction, operational flexibility, and leveraging scale to capture future opportunities.
Financial highlights
Total revenue for Q2 2025 was $1.86B–$1.9B, up 0.8–1.9% year-over-year; revenue excluding fuel surcharge increased 1.9%.
Net income rose 68.7% to $34M; adjusted net income up 45.2% to $57M; adjusted EPS up 45.8% to $0.35; GAAP EPS up 61.5% to $0.21.
Adjusted operating income up 17.2% to $103.8M; adjusted operating ratio improved 80 bps to 93.8%.
Effective tax rates were 29.2% (GAAP) and 28% (non-GAAP), both lower year-over-year but above projections.
Operating cash flow for the first half of 2025 was $325.9M, with free cash flow of $153.7M.
Outlook and guidance
Q3 2025 adjusted EPS projected at $0.36–$0.42, assuming stable conditions and some seasonality.
Truckload and LTL segments expected to see sequential revenue and margin improvements, with LTL revenue projected to grow 20–25% year-over-year and adjusted operating ratio improving 100–200 bps.
Logistics and Intermodal segments expected to remain stable or improve, with Intermodal load count up high single digits.
Full-year 2025 net cash CapEx guidance reduced to $525M–$575M.
Effective tax rate for Q3 2025 expected at 27–28%.
How will LTL cost initiatives offset seasonality?
What drove the All Other segments' revenue increase?
What's the expected gain on sale for Q3 2025?
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Next Knight-Swift Transportation earnings date
Q3 202522 Oct, 2025
Next Knight-Swift Transportation earnings date
Q3 202522 Oct, 2025
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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.
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