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Knight-Swift Transportation Holdings (KNX) SEC Filings

KNX NYSE

Knight-Swift Transportation Holdings Inc. filings document formal disclosures for a Delaware freight transportation company with truckload, logistics, and LTL operations. Form 8-K reports include results of operations, financial condition, earnings guidance, dividend declarations, material definitive agreements, and capital-structure transactions, including convertible senior notes due 2031 and receivables purchase arrangements involving Swift Receivables Company II, LLC.

Proxy materials cover annual meeting governance, board composition, executive compensation, equity award disclosures, and shareholder voting matters. Other current reports address director changes, exhibits to press releases, and common-stock dividend actions.

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Knight-Swift Transportation Holdings Inc. director Richard Andrew Howard reported a grant/award acquisition of 357 shares of Class A Common Stock on November 4, 2026, at a reported price of $62.36 per share. The shares were held directly, and his reported direct holdings after the transaction were 357 shares.

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Knight-Swift Transportation Holdings Inc. (KNX) increased its board by one director and appointed Richard Howard effective November 4, 2026. He will serve through the 2027 annual meeting, was designated an independent director under applicable New York Stock Exchange listing standards, and joined the Finance Committee and the Nominating and Corporate Governance Committee. Howard received 357 shares of restricted stock and became eligible for cash compensation under the company’s director compensation program.

The board declared a quarterly cash dividend of $0.20 per share on November 5, 2026. It is payable to stockholders of record on December 7, 2026, with payment expected on December 21, 2026. Future dividend declarations and record and payment dates are subject to the board’s determination each quarter after reviewing the company’s financial performance.

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Knight-Swift Transportation Holdings Inc. (KNX) reported third-quarter 2026 revenue of $2.20 billion, versus $1.93 billion a year earlier, and net income attributable to Knight-Swift of $118.3 million, versus $7.9 million.

For the year-to-date period ended September 30, 2026, operating income rose 64.6% to $312.1 million and net income attributable to Knight-Swift rose 120.1% to $160.1 million; operating cash flow was $799.9 million. On May 8, 2026, the company completed a $1.5 billion face-value offering of 1.00% convertible notes due 2031. It used $107.1 million for capped calls and applied the remaining net proceeds to repay all $300.0 million of the 2025 Term Loan A-2, $436.0 million of the 2025 Term Loan A-1, and all $620.0 million then outstanding under the 2025 Revolver.

For fourth-quarter 2026, the company expects Truckload revenue excluding fuel surcharge to rise by a low double-digit percentage, with its Adjusted Operating Ratio improving 650–750 basis points year over year; Intermodal revenue is forecast to rise 25%–30%. All Other Segments are forecast to record a loss of approximately $13 million to $17 million before including $11.5 million of quarterly intangible asset amortization. Full-year net cash capital expenditures are expected at $600 million–$625 million.

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Rhea-AI Summary

Knight-Swift Transportation Holdings Inc. (KNX) reported Q3 2026 revenue of $2.20 billion, up 14.2% year over year, and net income attributable to Knight-Swift of $118.3 million; diluted EPS was $0.72 versus $0.05. Operating income rose 255.1% to $178.7 million. Adjusted net income was $135.9 million and Adjusted EPS was $0.83, versus $51.3 million and $0.32 a year earlier. The consolidated operating ratio improved 550 basis points to 91.9%; the adjusted operating ratio improved 450 basis points to 89.3%. Comparisons include a $22.8 million reduction in interest expense and a 19.6 percentage point decrease in the GAAP effective tax rate; 2025 included $34.8 million of impairment charges.

Truckload revenue excluding fuel surcharge and intersegment transactions rose 6.5%, with its adjusted operating ratio improving to 89.2%; intermodal revenue increased 30.6%. LTL adjusted operating income decreased 8.4% to $29.4 million and its adjusted operating ratio worsened 80 basis points to 91.4%. KNX expects fourth-quarter 2026 Adjusted EPS of $0.78 to $0.84 and full-year 2026 net cash capital expenditures of $600 million to $625 million, revised from $600 million to $650 million.

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Knight-Swift Transportation Holdings Inc. (KNX) is the issuer named in a Schedule 13G reporting a beneficial ownership position of 9,352,256 shares, equal to 5.7% of the class. SteelMill Master Fund LP, its general partner PointState Holdings LLC, investment manager PointState Capital LP, PointState’s general partner PointState Capital GP LLC, and managing member Zachary J. Schreiber report shared voting and dispositive power over the same shares. The reporting persons state they filed jointly with respect to the same securities, not as members of a group.

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Knight-Swift Transportation Holdings Inc. (KNX) reports that Vice Chairman and director Gary J. Knight made a bona fide gift of 111,740 shares of Class A Common Stock on September 2, 2026. The shares were transferred for no consideration to the Kimberley Knight Qualified Irrevocable Trust and are reported as indirect ownership. Following this gift, 2,602,998 shares are held indirectly in trust. No Rule 10b5-1 trading plan is reported for this transaction.

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Knight-Swift Transportation Holdings Inc. director and officer Dove Reid reported two indirect sales of Class A Common Stock held “By Foundation.” On August 12, 2026, the associated foundation sold 42,290 shares at a weighted average price of $71.4898 per share in multiple transactions within a price range of $70.445 to $72.215. On August 13, 2026, it sold an additional 126,864 shares at a weighted average price of $73.1320 per share, with individual sale prices ranging from $72.99 to $73.455. In total, the filing reports indirect open-market or private sales of 169,154 shares; post-transaction holdings are not stated.

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Knight-Swift Transportation Holdings Inc. director David Vander Ploeg reported a sale of 2,200 shares of Class A Common Stock on 2026-08-12. The shares were held as indirect ownership through a trust and were sold at $52.33 per share. Following this transaction, the trust-related holdings reported for him total 30,252 shares.

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Knight-Swift Transportation Holdings, Inc. is the issuer of common stock referenced in a notice of proposed sales under Form 144. The filing ties the shares to partial consideration received in the sale of AAA Cooper Transportation to Knight-Swift Transportation Holdings, Inc. One line item lists 219,154 common shares as securities to be sold. The issuer has 162,756,000 common shares outstanding and is listed on the NYSE. The filing also details prior sales over the past three months by reporting person Reid Dove.

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FAQ

How many Knight-Swift Transportation Holdings (KNX) SEC filings are available on StockTitan?

StockTitan tracks 111 SEC filings for Knight-Swift Transportation Holdings (KNX), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Knight-Swift Transportation Holdings (KNX)?

The most recent SEC filing for Knight-Swift Transportation Holdings (KNX) was filed on November 6, 2026.