Knight-Swift Transportation (KNX) Q2 FY26 earnings call

Knight-Swift Transportation reported a strong Q2 FY26, driven by a rapidly improving truckload freight market characterized by tightening supply and accelerating contract rates. The company's asset-based businesses, particularly Truckload, demonstrated significant margin expansion and network efficiency gains. Management is strategically addressing driver availability and leveraging regulatory changes like the Montgomery ruling to enhance its competitive position, while also navigating potential fuel cost headwinds in the upcoming quarter.