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Mar 31, 2025
Knight-Swift Q1 2025 Earnings Report
Knight-Swift reported increased adjusted earnings and revenue growth across several segments in Q1 2025.
Key Takeaways
Knight-Swift posted solid Q1 2025 results with significant improvement in net income and adjusted EPS. The Truckload segment achieved a notable operational turnaround, while the Logistics and LTL segments also recorded revenue growth. However, headwinds from weather disruptions and integration costs affected LTL margins.
Net income reached $30.6 million, recovering from a loss in Q1 2024.
Adjusted EPS increased to $0.28 from $0.12 year-over-year.
Truckload revenue per mile increased YoY for the first time in 10 quarters.
U.S. Xpress reported its first profitable quarter since acquisition.
Revenue by Segment
Forward Guidance
Knight-Swift issued cautious guidance for Q2 2025 due to uncertain trade conditions, expecting adjusted EPS between $0.30 and $0.38.
Positive Outlook
- Truckload margins expected to remain stable in Q2
- Modest sequential growth in Truckload revenue anticipated
- LTL shipment growth to continue from expanded network
- Adjusted Operating Ratio for LTL expected to improve to low 90s
- Gain on sale expected between $18M and $23M
Challenges Ahead
- Reduction in import volumes may impact demand
- No FY2025 or Q3 guidance due to volatility
- Weather and cost pressures may continue in LTL segment
- Sequential revenue decline expected in Logistics segment
- Trade policy uncertainty affecting customer activity
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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