Sep 2026 (Q3 FY26) — Oct 21, 2026
Knight-Swift Transportation Q3 FY26 — Strong Truckload Margin Recovery and Intermodal Growth
Read the full callKnight-Swift Transportation (KNX) earnings
- Mar 2026
- Sep 2026 (Q3 FY26)
- Dec 2025
Knight-Swift Transportation earnings: last reported Wed, 21 Oct 2026, for the quarter ended Sep 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,850 | +1.4% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | 1.5 | −2.1 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | -1.3 | −104.3% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
Price
$61.21 −2.10% · −$1.31
Performance +29.2% 1Y
1Y: $47.39 on 22 Oct 2025 → $61.21. High $82.45 (11 Jun 2026), low $41.68 (20 Nov 2025).
- Previous close
- $62.52
- 52-week range
- $41.68 – $82.45
- One year
- +39.08%
Overview
- Symbol
- KNX
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Jun 2026 (Q2 FY26) — Jul 22, 2026
Knight-Swift Transportation Q2 FY26 — Strong Truckload Recovery and Margin Expansion
Read the full callMar 2026 (Q1 FY26) — Apr 22, 2026
Knight-Swift Q1 FY26 — Truckload Market Inflection and LTL Network Transition
Read the full callEvery analysed call
Knight-Swift Transportation earnings calls (KNX)
Financials
What the filings say
Net profit, year on year: −104% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,847 | 1,877 | 1,864 | 1,824 | 1,862 | 1,927 | 1,856 | 1,850 |
| Expenses | 1,783 | 1,795 | 1,786 | 1,758 | 1,789 | 1,877 | 1,830 | 1,822 |
| Operating profit | 63 | 81 | 78 | 67 | 73 | 50 | 26 | 29 |
| Operating margin | 3.4% | 4.3% | 4.2% | 3.6% | 3.9% | 2.6% | 1.4% | 1.5% |
| Other income | -32 | -37 | 2 | -26 | -25 | -35 | -35 | -30 |
| Interest | 40 | 44 | 45 | 40 | 41 | 41 | 40 | 31 |
| Profit before tax | 32 | 44 | 80 | 41 | 48 | 16 | -9 | -2 |
| Tax rate | 37.2% | 32.0% | 13.4% | 25.4% | 29.2% | 47.0% | 21.6% | 7.0% |
| Net profit | 20 | 30 | 69 | 31 | 34 | 8 | -7 | -1 |
| EPS ($ per share) | 0.13 | 0.19 | — | 0.19 | 0.21 | 0.05 | — | -0.01 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 1,217 | 1,395 | 1,567 | 2,181 | 2,554 | 2,660 | 2,661 | 2,601 |
| Total liabilities | 2,449 | 2,613 | 2,596 | 4,112 | 3,996 | 5,767 | 5,582 | 4,864 |
| Fixed assets | 2,613 | 2,851 | 2,993 | 3,555 | 3,835 | 4,616 | 4,703 | 4,718 |
| Total assets | 7,912 | 8,282 | 8,468 | 10,656 | 10,952 | 12,871 | 12,699 | 11,955 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 882 | 840 | 920 | 1,190 | 1,436 | 1,162 | 799 | 1,267 |
| Cash from investing | -647 | -584 | -481 | -1,817 | -646 | -1,228 | -759 | -520 |
| Cash from financing | -255 | -185 | -444 | 779 | -754 | 151 | -139 | -808 |
| Net cash flow | -21 | 71 | -5 | 153 | 35 | 84 | -99 | -61 |
| Capital expenditure | -756 | -830 | — | — | — | — | — | — |
| Free cash flow | 126 | 10 | — | — | — | — | — | — |
KNX revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Trucking | — | — | 65% | 65% | 64% | 66% | 65% | 64% | +11.0% |
| LTL | 17% | 17% | 19% | 21% | 20% | 19% | 20% | 20% | +8.6% |
| Logistics | 8% | 9% | 8% | 7% | 7% | 9% | 7% | 7% | +8.9% |
| Intermodal | 5% | 5% | 5% | 5% | 5% | 5% | 5% | 5% | +34.9% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Insider filings
106 filings between Nov 7, 2025 and Sep 2, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$25.69M
17 sales by 9 insiders
Compensation
not trading decisions- 8
- Award — granted as compensation
- 38
- Option exercise — converted options into shares
- 38
- Tax withheld — shares kept back by the company to cover tax
Also filed: 5 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Dove Reid | — | $15.81M | Aug 13, 2026 |
| KNIGHT KEVIN P | — | $7.82M | Feb 20, 2026 |
| Harrington Timothy Sean | — | $508.4K | Feb 10, 2026 |
| Flanagan Cary M | — | $448.6K | Jul 31, 2026 |
| Smith Joshua | — | $351.5K | Feb 26, 2026 |
| Fitzsimmons James L | — | $324.1K | Feb 4, 2026 |
| Stultz Reed | — | $241.7K | Dec 4, 2025 |
| Vander Ploeg David | — | $115.1K | Aug 12, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 2, 2026 | KNIGHT GARY J Vice Chairman | Gift | 111,740 | $0 |
| Aug 13, 2026 | Dove Reid CEO AAA Cooper Transportation | Sale | 126,864 | $9.28M |
| Aug 12, 2026 | Dove Reid CEO AAA Cooper Transportation | Sale | 42,290 | $3.02M |
| Aug 12, 2026 | Vander Ploeg David Director | Sale | 2,200 | $115.1K |
| Jul 31, 2026 | Flanagan Cary M Exec VP and CAO | Sale | 3,600 | $255.0K |
| Jul 31, 2026 | Dove Reid Director | Sale | 50,000 | $3.51M |
| May 31, 2026 | Fitzsimmons James L COO Swift Transportation | Option exercise | 1,832 | — |
| May 31, 2026 | Flanagan Cary M Exec VP and CAO | Tax withheld | 466 | $35.2K |
| May 31, 2026 | Flanagan Cary M Exec VP and CAO | Tax withheld | 265 | $20.0K |
| May 31, 2026 | Prickett Wilburn Douglas III Pres/COO AAA Transportation | Tax withheld | 202 | $15.3K |
| May 31, 2026 | Fitzsimmons James L COO Swift Transportation | Option exercise | 1,683 | — |
| May 31, 2026 | Fitzsimmons James L COO Swift Transportation | Tax withheld | 461 | $34.9K |
| May 31, 2026 | Fitzsimmons James L COO Swift Transportation | Option exercise | 608 | — |
| May 31, 2026 | Fitzsimmons James L COO Swift Transportation | Tax withheld | 502 | $38.0K |
| May 31, 2026 | Flanagan Cary M Exec VP and CAO | Option exercise | 594 | — |
| May 31, 2026 | Fitzsimmons James L COO Swift Transportation | Tax withheld | 175 | $13.2K |
| May 31, 2026 | Flanagan Cary M Exec VP and CAO | Tax withheld | 159 | $12.0K |
| May 31, 2026 | Hess Andrew CFO | Option exercise | 457 | — |
| May 31, 2026 | Flanagan Cary M Exec VP and CAO | Option exercise | 356 | — |
| May 31, 2026 | Prickett Wilburn Douglas III Pres/COO AAA Transportation | Option exercise | 546 | — |
| May 31, 2026 | Flanagan Cary M Exec VP and CAO | Option exercise | 728 | — |
| May 31, 2026 | Flanagan Cary M Exec VP and CAO | Tax withheld | 324 | $24.5K |
| May 31, 2026 | Flanagan Cary M Exec VP and CAO | Option exercise | 1,047 | — |
| May 31, 2026 | Prickett Wilburn Douglas III Pres/COO AAA Transportation | Tax withheld | 161 | $12.2K |
| May 31, 2026 | Flanagan Cary M Exec VP and CAO | Option exercise | 1,141 | — |
| May 31, 2026 | Flanagan Cary M Exec VP and CAO | Tax withheld | 508 | $38.4K |
| May 31, 2026 | Hess Andrew CFO | Option exercise | 315 | — |
| May 31, 2026 | Fitzsimmons James L COO Swift Transportation | Tax withheld | 167 | $12.6K |
| May 31, 2026 | Fitzsimmons James L COO Swift Transportation | Option exercise | 753 | — |
| May 31, 2026 | Fitzsimmons James L COO Swift Transportation | Tax withheld | 206 | $15.6K |
| May 31, 2026 | Fitzsimmons James L COO Swift Transportation | Option exercise | 637 | — |
| May 31, 2026 | Prickett Wilburn Douglas III Pres/COO AAA Transportation | Tax withheld | 199 | $15.1K |
| May 31, 2026 | Prickett Wilburn Douglas III Pres/COO AAA Transportation | Option exercise | 676 | — |
| May 31, 2026 | Hess Andrew CFO | Tax withheld | 84 | $6.4K |
| May 31, 2026 | Prickett Wilburn Douglas III Pres/COO AAA Transportation | Option exercise | 685 | — |
| May 31, 2026 | Hess Andrew CFO | Tax withheld | 121 | $9.2K |
| May 31, 2026 | Hess Andrew CFO | Option exercise | 437 | — |
| May 31, 2026 | Hess Andrew CFO | Tax withheld | 116 | $8.8K |
| May 31, 2026 | Prickett Wilburn Douglas III Pres/COO AAA Transportation | Tax withheld | 183 | $13.8K |
| May 31, 2026 | Prickett Wilburn Douglas III Pres/COO AAA Transportation | Option exercise | 622 | — |
| May 12, 2026 | MUNRO KATHRYN L Director | Award | 3,171 | $189.9K |
| May 12, 2026 | Powell Jessica Director | Award | 2,337 | $140.0K |
| May 12, 2026 | Hobson Louis Director | Award | 2,337 | $140.0K |
| May 12, 2026 | COL DOUGLAS L Director | Award | 2,337 | $140.0K |
| May 12, 2026 | Shank Roberta Roberts Director | Award | 4,006 | $240.0K |
| May 12, 2026 | Boerger Amy Director | Award | 966 | $57.9K |
| May 12, 2026 | Vander Ploeg David Director | Award | 2,504 | $150.0K |
| May 12, 2026 | GARNREITER MICHAEL Director | Award | 2,838 | $170.0K |
| Mar 12, 2026 | Miller Adam W CEO | Option exercise | 17,758 | — |
| Mar 12, 2026 | Miller Adam W CEO | Tax withheld | 7,699 | $424.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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