Knight-Swift Transportation (NYSE:KNX) Reports Mixed Q2 2025 Earnings with Revenue Miss and EPS Beat

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) reported its second-quarter 2025 earnings, revealing mixed results compared to analyst expectations. The company, a major player in North American freight transportation, posted revenue of $1.86 billion, falling short of the consensus estimate of $1.89 billion. However, earnings per share (EPS) came in at $0.35, slightly above the projected $0.3365.

Key Takeaways from the Earnings Report

• Revenue Miss: The reported revenue of $1.86 billion was below the expected $1.89 billion, signaling potential softness in demand or pricing pressures in the trucking and logistics sector.
• EPS Beat: Despite the revenue shortfall, Knight-Swift managed to surpass EPS estimates, suggesting effective cost management or operational efficiencies.
• Market Reaction: The stock showed no immediate after-hours movement, indicating a neutral initial response. Over the past month, shares have gained 2.6%, but the two-week performance reflects a decline of 3.9%, possibly reflecting pre-earnings caution.

Looking Ahead

Analysts expect Knight-Swift to generate $1.94 billion in sales for Q3 2025, with EPS projected at $0.40. For the full year, revenue estimates stand at $7.63 billion, with earnings anticipated at $1.50 per share. The company did not provide an explicit outlook in the press release, leaving investors to rely on external forecasts.

Investor Considerations

The lack of a strong market reaction post-earnings suggests that investors may be waiting for further clarity during the earnings call, scheduled for later today. The slight EPS beat may offset concerns about the revenue miss, but broader industry trends—such as freight demand and fuel costs—will likely influence future performance.

For a deeper dive into Knight-Swift’s earnings history and future estimates, visit the earnings and estimates page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.