Knight-Swift Transportation Holdings Inc. — Form 8-K
Filed October 21, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
Knight-Swift reported Q3 2026 net income of $118.3M ($0.72 diluted EPS) vs. $7.9M ($0.05) in Q3 2025; adjusted EPS $0.83 vs. $0.32. Total revenue grew 14.2% to $2.2B. Truckload segment (61% of revenue) drove results: revenue ex-fuel +6.5%, adjusted OR improved 700 bps to 89.2% on 9.7% pricing improvement per loaded mile. Company raised convertible notes ($1.5B face, 1.0% due Nov 2031), repaid revolver and term loans. Q4 2026 guidance: Adjusted EPS $0.78–$0.84; capex reduced to $600–$625M (from prior $600–$650M).
Why this rating
Earnings recovery and strong pricing momentum are real but cyclical. Modest capex cut and debt refinancing offset gains. Material relative to market dynamics but not transformational to $7.1B company.
See more from October 21, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.