The call highlighted significant improvements in adjusted operating income and substantial growth in the LTL and Logistics segments. However, challenges remain with declining Truckload revenue and LTL operating income due to integration costs. The overall sentiment is cautiously optimistic with strategic plans for growth and efficiency gains in 2025.
Company Guidance
During Knight-Swift Transportation's Q4 2024 earnings call, the company provided detailed guidance for 2025, emphasizing a strategic focus on leveraging scale and improving margins across various segments. For 2025, the company projected an adjusted EPS range of $0.29 to $0.33 for Q1 and $0.46 to $0.50 for Q2, underpinned by expectations of gradual market recovery and normal seasonal trends. The Truckload segment is set to benefit from anticipated contractual rate improvements and cost-cutting initiatives, while the LTL segment aims to enhance margins through shipment growth and network efficiency. The company also highlighted plans for growth in its Logistics segment, leveraging technology to improve transactional efficiency, and targeted market share gains in Intermodal through strategic customer diversification and cost management. Overall, Knight-Swift's guidance reflects a cautious optimism for improved market conditions and operational efficiencies in 2025.
Improved Adjusted Operating Income
Adjusted operating income improved by 127% or $59.4 million year-over-year.
LTL Revenue Growth
The LTL business grew revenue, excluding fuel surcharge, by 20.2% year-over-year.
Logistics Revenue Increase
Logistics revenue increased by 17% sequentially, with adjusted operating income up 34.6%.
Intermodal Load Growth
Intermodal load count increased by 10.2% year-over-year, leading to a 4.9% revenue increase.
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Knight Transportation (KNX) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
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KNX Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jan 22, 2025
$55.00
$57.59
+4.71%
Oct 23, 2024
$52.59
$51.79
-1.52%
Jul 24, 2024
$48.69
$51.74
+6.26%
Apr 24, 2024
$48.06
$46.70
-2.83%
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.
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FAQ
When does Knight Transportation (KNX) report earnings?
Knight Transportation (KNX) is schdueled to report earning on Apr 17, 2025, TBA Not Confirmed.
What is Knight Transportation (KNX) earnings time?
Knight Transportation (KNX) earnings time is at Apr 17, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.