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Knight-Swift Transportation Holdings Inc. (NYSE:KNX) Q1 2025 Earnings Conference Call April 23, 2025 5:30 PM ET Company Participants Brad Stewart - Treasurer & Senior Vice President, Investor Relations Adam Miller - Chief Executive Officer Andrew Hess - Chief Financial Officer Conference Call Participants Jonathan Chappell - Evercore ISI Brian Ossenbeck - JPMorgan Chase Ken Hoexter - Bank of America Tom Wadewitz - UBS Scott Group - Wolfe Research Daniel Imbro - Stephens Chris Wetherbee - Wells Fargo Ravi Sh ...

Core Insights - Knight-Swift Transportation Holdings reported a revenue of $1.82 billion for Q1 2025, reflecting a year-over-year increase of 0.1% and an EPS of $0.28, up from $0.12 a year ago, indicating strong earnings growth [1] - The revenue exceeded the Zacks Consensus Estimate of $1.81 billion by 1.03%, while the EPS surpassed the consensus estimate of $0.25 by 12% [1] Financial Performance Metrics - Adjusted Operating Ratio was reported at 94.7%, matching the average estimate from five analysts, while the Operating Ratio was 96.3%, slightly above the average estimate of 95.7% [4] - Revenue excluding truckload and LTL fuel surcharge was $1.63 billion, exceeding the average estimate of $1.60 billion, representing a year-over-year change of 1.3% [4] - LTL Segment revenue, excluding fuel surcharge, was $305.26 million, surpassing the estimated $294.25 million, marking a significant year-over-year increase of 26.7% [4] - Operating revenue for the Intermodal segment was $91.10 million, which was below the estimated $99.98 million but still showed a year-over-year increase of 3.5% [4] - Operating revenue for the LTL segment was $352.40 million, exceeding the average estimate of $337.40 million, reflecting a year-over-year growth of 24.9% [4] - Truckload segment revenue was $1.05 billion, aligning with the average estimate but showing a year-over-year decline of 4.2% [4] Stock Performance - Knight-Swift's shares have returned -11.9% over the past month, underperforming the Zacks S&P 500 composite, which saw a decline of -6.6% [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance in the near term [3]

Exhibit 99.1 April 23, 2025 Phoenix, Arizona Knight-Swift Transportation Holdings Inc. Reports First Quarter 2025 Revenue and Earnings Knight-Swift Transportation Holdings Inc. (NYSE: KNX) ("Knight-Swift" or the "Company"), one of the largest and most diversified freight transportation companies, operating the largest full truckload fleet in North America, today reported first quarter 2025 net income attributable to Knight-Swift of $30.6 million and Adjusted Net Income Attributable to Knight-Swift of $45.4 ...

Wall Street analysts forecast that Knight-Swift Transportation Holdings (KNX) will report quarterly earnings of $0.25 per share in its upcoming release, pointing to a year-over-year increase of 108.3%. It is anticipated that revenues will amount to $1.81 billion, exhibiting a decline of 0.9% compared to the year-ago quarter.Over the last 30 days, there has been a downward revision of 12.5% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' coll ...

Wall Street expects a year-over-year increase in earnings on lower revenues when Knight-Swift Transportation Holdings (KNX) reports results for the quarter ended March 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on April 23, 2025, might help the stock move higher if these key number ...

Knight-Swift Transportation Holdings Inc. (KNX) is currently mired in multiple headwinds, which, we believe, have made it an unimpressive investment option.Let’s delve deeper.Southward Earnings Estimate Revision: The Zacks Consensus Estimate for first-quarter 2025 earnings has moved 9.6% south in the past 90 days. For the current year, the consensus mark for earnings has been revised to 7.4% downward in the same time frame. The unfavorable estimate revisions indicate brokers’ lack of confidence in the stock ...

As the freight and logistics market remains choppy, companies like Knight-Swift Transportation, Inc. (NYSE: KNX ) see weaker revenues amid softer demand. Yet, its operational efficiency allows it to stabilize margins and profitability. In addition, it maintains excellent liquidity despite beingI have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in ...

A month has gone by since the last earnings report for Knight-Swift Transportation Holdings (KNX) . Shares have lost about 7.2% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Knight-Swift due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Earnings Beat in Q4Knight-S ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________________________________________________________________________________________________________________ FORM 10-K __________________________________________________________________________________________________________________________________________________________ Phoenix, Arizona 85027 (Address of principal executive offices and Zip Code) (602) 269-2000 (mark one) ☒ ANNUAL REPORT P ...