Knight-Swift Transportation Holdings (KNX) reported $1.82 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 0.1%. EPS of $0.28 for the same period compares to $0.12 a year ago.
The reported revenue represents a surprise of +1.03% over the Zacks Consensus Estimate of $1.81 billion. With the consensus EPS estimate being $0.25, the EPS surprise was +12.00%.
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: 94.7% compared to the 94.7% average estimate based on five analysts.
- Operating Ratio: 96.3% versus the five-analyst average estimate of 95.7%.
- Adjusted Operating Ratio - LTL: 94.2% versus 93.4% estimated by four analysts on average.
- Adjusted Operating Ratio - Logistics: 95.5% versus 93.7% estimated by four analysts on average.
- Truckload and LTL fuel surcharge: $191.40 million versus the five-analyst average estimate of $185.70 million. The reported number represents a year-over-year change of -8.7%.
- Revenue, excluding truckload and LTL fuel surcharge: $1.63 billion compared to the $1.60 billion average estimate based on five analysts. The reported number represents a change of +1.3% year over year.
- Revenue, excluding fuel surcharge- LTL Segment: $305.26 million versus $294.25 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +26.7% change.
- Operating revenue- Intermodal: $91.10 million versus $99.98 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.5% change.
- Operating revenue- LTL: $352.40 million compared to the $337.40 million average estimate based on three analysts. The reported number represents a change of +24.9% year over year.
- Operating revenue- Truckload: $1.19 billion versus the three-analyst average estimate of $1.21 billion.
- Operating Revenue- Logistics: $141.62 million versus $134.07 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +11.8% change.
- Revenue, excluding fuel surcharge and intersegment transactions- Truckload Segment: $1.05 billion versus the three-analyst average estimate of $1.05 billion. The reported number represents a year-over-year change of -4.2%.
View all Key Company Metrics for Knight-Swift here>>>
Shares of Knight-Swift have returned -11.9% over the past month versus the Zacks S&P 500 composite's -6.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform 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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