Knight-Swift reported Q1 2026 adjusted EPS of $0.09, missing consensus $0.17 by $0.08, while revenue hit $1.9 bn vs $1.85 bn estimate.
Weather/fuel price spikes, arbitration claim costs and a Mexican VAT decision together reduced EPS by $0.15 per share.
Q2 2026 EPS guidance $0.45‑$0.49 (midpoint $0.47) aligns with analyst expectations; CEO Adam Miller cites transitory challenges and tighter market pricing.
Truckload revenue flat, LTL up 2.6% YoY but operating ratio worsened; logistics revenue fell 9.9%; operating cash flow $142.5 m, capex $85.6 m.