Knight-Swift Transportation (KNX) Q3 FY26 earnings call

Knight-Swift Transportation delivered a strong Q3 FY26, marked by significant margin recovery in its Truckload segment and robust growth in Intermodal, driven by a tightening freight market and strategic service differentiation. The company is leveraging its scale and diversified model to navigate cost pressures and aims for organic growth in its truck count, while acknowledging seasonal headwinds in its All Other Segments for Q4. Management anticipates starting the 2027 bid season with low to mid-double-digit rate increases.