The earnings call reflected a mix of positive financial performance indicators such as significant growth in adjusted operating income and LTL revenue, alongside challenges brought by external factors like trade policy uncertainty and a decline in truckload revenue.
Company Guidance
During the Knight-Swift Transportation Holdings Inc. first quarter 2025 earnings call, guidance for the upcoming quarters was provided with a cautious tone due to uncertainty in the market. The company projected adjusted EPS for the second quarter of 2025 to range between $0.30 and $0.38, revising it down from the original range of $0.46 to $0.50. This adjustment reflects potential risks and uncertainties, including a possible decline in volumes and weak spot market conditions, as trade policies and tariffs create a volatile environment. The company highlighted a 1.2% year-over-year increase in revenue excluding fuel surcharge, a 68.2% rise in adjusted operating income, and a consolidated adjusted operating ratio improvement of 210 basis points to 94.7%. Despite these positive metrics, Knight-Swift emphasized the unpredictable market conditions and withheld guidance for the third quarter, opting to focus on short-term cost control measures and strategic asset management.
Improved Adjusted Operating Income
Adjusted operating income improved by 68.2% or $35.1 million year over year.
Truckload Segment Improvement
Truckload segment saw a 59.7% increase in adjusted operating income despite a revenue decline.
LTL Growth
LTL business grew revenue excluding fuel surcharge by 26.7% year over year with shipments per day increasing 24.2%.
Logistics Revenue Growth
Logistics revenue increased 11.8% year over year as revenue per load increased 11.7%.
Cost Reduction Efforts
Implemented cost measures including selling underutilized tractors and trailers, investing in new technology, and reducing overhead costs.
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Knight Transportation (DE:KSX) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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DE:KSX Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 23, 2025
€34.40
€34.20
-0.58%
Jan 22, 2025
€52.80
€53.80
+1.89%
Oct 23, 2024
€48.08
€48.08
0.00%
Jul 24, 2024
€44.77
€44.37
-0.88%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Knight Transportation (DE:KSX) report earnings?
Knight Transportation (DE:KSX) is schdueled to report earning on Jul 16, 2025, TBA Not Confirmed.
What is Knight Transportation (DE:KSX) earnings time?
Knight Transportation (DE:KSX) earnings time is at Jul 16, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.