Knight-Swift Transportation Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
61.5%projected annual EPS growth
Analyst Coverage
19analysts covering
FY Revenue (est.)
$8.2Bnext fiscal year
Monitoring Framework
Key Performance Indicators
Adjusted Operating Ratio (OR) - Truckload Segment Quarterly9,290.0%Target: Low-90s
Adjusted Operating Ratio (OR) - Less-Than-Truckload (LTL) Segment Quarterly9,510.0%Target: Low-90s
Net Cash Capital Expenditures Annually56.9MTarget: $600M - $650M
Watch Items
- Truckload Contract Bid Pricing TrendsTrigger: Low-to-mid single-digit contractual rate increasesAction: Monitor bid season outcomes to verify if contract pricing resets offset cost inflation and drive margin recovery.
- LTL Terminal Integration and Door Count GrowthTrigger: 10% year-over-year door count growthAction: Track onboarding costs and terminal productivity to ensure the $2 billion revenue capacity target is efficiently monetized.
- Amazon LTL Freight Service ExpansionTrigger: Expansion of Amazon LTL service to all U.S. destinationsAction: Assess competitive intensity, pricing pressure, and potential market share erosion in the regional LTL segment.
Research as of 2 Sep 2026