For the quarter ended June 2025, Knight-Swift Transportation Holdings (KNX) reported revenue of $1.86 billion, up 0.8% over the same period last year. EPS came in at $0.35, compared to $0.24 in the year-ago quarter.
The reported revenue represents a surprise of -0.38% over the Zacks Consensus Estimate of $1.87 billion. With the consensus EPS estimate being $0.34, the EPS surprise was +2.94%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Knight-Swift performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Adjusted Operating Ratio: 93.8% versus 93.6% estimated by five analysts on average.
- Operating Ratio: 96.1% versus 94.7% estimated by five analysts on average.
- Adjusted Operating Ratio - Logistics: 94.8% compared to the 95.8% average estimate based on four analysts.
- Adjusted Operating Ratio - Truckload: 94.6% versus 94.1% estimated by four analysts on average.
- Revenue, excluding truckload and LTL fuel surcharge: $1.67 billion compared to the $1.67 billion average estimate based on five analysts. The reported number represents a change of +1.9% year over year.
- Truckload and LTL fuel surcharge: $189.74 million versus $194.42 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -7.4% change.
- Operating revenue- LTL: $386.85 million compared to the $383.17 million average estimate based on three analysts. The reported number represents a change of +26.2% year over year.
- Revenue, excluding fuel surcharge- LTL Segment: $337.73 million versus $330.41 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +28.4% change.
- Operating revenue- Intermodal: $84.07 million versus $92.98 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -13.8% change.
- Revenue, excluding fuel surcharge and intersegment transactions- Truckload Segment: $1.07 billion compared to the $1.07 billion average estimate based on three analysts. The reported number represents a change of -2.7% year over year.
- Operating Revenue- Logistics: $128.3 million compared to the $137.34 million average estimate based on three analysts. The reported number represents a change of -2.6% year over year.
- Operating revenue- Truckload: $1.21 billion compared to the $1.22 billion average estimate based on three analysts.
View all Key Company Metrics for Knight-Swift here>>>
Shares of Knight-Swift have returned +2% over the past month versus the Zacks S&P 500 composite's +5.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Knight-Swift Transportation Holdings Inc. (KNX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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