Industrials·Cargo Ground Transportation·$10.6B
Knight-Swift Transportation (KNX) is a major player in the cargo ground transportation sector, providing trucking services across North America. With a market cap of $11 billion, the company is significant in the logistics industry, which is influenced by trends in consumer spending and supply chain dynamics.
Earnings Per Share (EPS)
EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue Growth
Revenue growth reflects the company's ability to expand its operations and capture market share in a competitive environment.
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EPS Beat Streak
0Q
EPS Beat Rate
50%
Avg EPS Surprise
-10.68%
Avg Stock Reaction
+0.58%
In Q1 2026, Knight-Swift reported an EPS of $0.09, significantly missing the expected $0.28. The stock reacted negatively, declining by 1.36% the following day.
Management Promises & Guidance
Overall, expectations for Knight-Swift's upcoming earnings are cautious, given the recent earnings miss and lack of analyst estimates.
Bull Case
If Knight-Swift can demonstrate strong revenue growth and improved margins, it could signal a recovery in demand and operational efficiency, leading to positive investor sentiment.
Bear Case
Conversely, if the company reports another earnings miss or weak guidance, it may raise concerns about ongoing operational challenges and market conditions.
Earnings Per Share (EPS)
N/AEPS is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue Growth
N/ARevenue growth reflects the company's ability to expand its operations and capture market share in a competitive environment.
Operating Margin
N/AOperating margin indicates how efficiently the company is managing its costs relative to its revenue.
The print will turn on these two things.
Q1
What will be the reported EPS for Q2-2026, and how does it compare to previous quarters?
Given the significant miss in the last quarter, the market will closely scrutinize EPS to assess whether the company is on a recovery path.
Q2
How is Knight-Swift addressing operational challenges and what are the expectations for revenue growth?
Investors need clarity on revenue growth strategies to gauge the company's ability to navigate market pressures and improve profitability.
Why consensus could be wrong
The Street may underestimate Knight-Swift's potential for operational improvements and revenue recovery, especially given the recent strategic investments.
Supporting Evidence
The company's focus on technology and fleet expansion could lead to better efficiency and service levels.
Past earnings reactions show that even small positive surprises can lead to significant stock gains.
Management's commitment to enhancing customer service may drive better retention and growth.
Key Risk
If the company reports an EPS above $0.20, it could shift market sentiment significantly.
Pre-commit to what would confirm each case.
This quarter's performance is critical as it follows a significant earnings miss, and the market is eager to see if the company can regain momentum.
Bull Confirmed If
A reported EPS of $0.30 or higher would confirm the bull case, indicating a turnaround in profitability.
Bear Confirmed If
An EPS below $0.10 would reinforce the bear case, highlighting ongoing operational struggles.
Implied Move
±N/A
There is no options market data available to gauge investor sentiment ahead of the earnings report.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Knight-Swift beats expectations, history suggests the stock could rise by around 0.47%, confirming a positive outlook for recovery.
In-Line / Cautious
If results are in line with expectations but cautious in guidance, the stock may see limited movement as investors await clearer signals.
Miss
Should the company miss again, history suggests a potential decline of about 0.69%, raising concerns about its operational effectiveness.
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MEDPACE HLDGS INC
Jul 20, 2026