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Knight Transportation (KNX)
NYSE:KNX
Earnings Data
Report Date
Apr 16, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.3Last Year’s EPS
0.28Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a balanced message: the company is demonstrating meaningful operational progress (cost reductions, improved utilization levers, LTL revenue growth, Intermodal cost improvements and tech investments expected to deliver in 2026) and sees credible market tailwinds from capacity erosion and regulatory enforcement. However, these positives were offset in the quarter by a sizeable noncash impairment, modest consolidated revenue and adjusted income declines, margin pressures in Logistics and LTL as the network scales, a weakening secondary equipment market, and higher effective tax rates. Management offered cautious near-term guidance (Q1 2026 EPS $0.28–$0.32) while expressing confidence in margin recovery through cost actions and improving market dynamics later in 2026.Company Guidance
Full-Year Truckload Earnings Growth Despite Revenue Decline
For the full year 2025 the Truckload segment grew adjusted operating income by $28 million despite a $125 million decline in truckload revenue (excluding fuel surcharge); Truckload held 2025 cost per mile flat with 2024 despite miles declining ~3.6% year-over-year.
Sequential Truckload Operating Margin Improvement
Truckload delivered meaningful sequential operating margin improvement in Q4 even though demand was weaker than expected; revenue per loaded mile (ex-fuel & intersegment) increased 0.7% year-over-year and improved 1.4% sequentially.
LTL Revenue and Pricing Strength
LTL revenue excluding fuel grew 7.0% year-over-year in Q4, shipments per day increased 2.1%, and revenue per hundredweight (ex-fuel) rose 5.0% year-over-year.
Intermodal Cost and Network Improvements
Intermodal improved adjusted operating ratio by 140 basis points year-over-year to 100.1%, with revenue per load up 2.8% and sequential revenue and load count growth (+1.7% and +2.6% sequentially).
All Other Segments Expansion
The 'All Other' category grew revenue 17.7% year-over-year and reduced its seasonal operating loss by $5.9 million (37.3% improvement), driven by warehousing and leasing growth.
Consolidated Adjusted Operating Ratio and Non-GAAP Results
Consolidated adjusted operating ratio was 94.0% in Q4, up 30 basis points year-over-year and 20 basis points sequentially; adjusted EPS of $0.31 for Q4 (non-GAAP).
Early Signs of Market Tightening and Improved Spot Dynamics
Management reported improved market indicators late in 2025 and into early January: increased rejection rates, improved spot vs. contract spread (best since early 2022), and better-than-typical Q1 network balance driven largely by capacity erosion.
Investment in Technology and Operational Levers
Company is rolling out tech-enabled programs (including AI, advanced planning, routing and fuel optimization) expected to begin delivering benefits in 2026 to improve utilization, reduce variable costs and enhance revenue capture.
LTL Network Growth Potential
Management expects the existing LTL infrastructure has capacity to support annualized revenue of $2.0 billion; door count grew ~10% year-over-year after opening one new center and upgrading another.
Guidance for Q1 2026
Provided Q1 2026 adjusted EPS guidance of $0.28 to $0.32, reflecting a cautious, seasonally-aware outlook while expecting continued cost progress.
KNX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KNX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 21, 2026 | $57.93 | $59.44 | +2.61% |
Oct 22, 2025 | $47.22 | $43.85 | -7.13% |
Jul 30, 2025 | $42.04 | $42.18 | +0.33% |
Apr 23, 2025 | $39.13 | $39.89 | +1.94% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Knight Transportation (KNX) report earnings?
Knight Transportation (KNX) is schdueled to report earning on Apr 16, 2026, After Close (Confirmed).
What is Knight Transportation (KNX) earnings time?
Knight Transportation (KNX) earnings time is at Apr 16, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KNX EPS forecast?
KNX EPS forecast for the fiscal quarter 2026 (Q1) is 0.3.
