Customer EngagementManagement noted more active customer engagement around peak-season projects than seen since 2021.
Next-cycle OpportunitiesKnight highlighted multiple next-cycle opportunities, including tightening capacity from regulatory and financial attrition, as well as structural cost improvements positioning the company for outsized margin expansion in a stronger market.
TL Market PositionKnight is viewed as the best-positioned large-cap carrier to benefit from a TL market inflection.