Welcome to our dedicated page for Knight-Swift Transportation Holdings SEC filings (Ticker: KNX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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.
Knight-Swift Transportation Holdings reported Q2 2026 revenue of $2.10 billion and net income attributable to Knight-Swift of $43.2 million, up from $34.2 million a year earlier. Diluted EPS was $0.26. Operating income rose to $104.9 million, improving the consolidated operating ratio to 95.0%.
For the first half of 2026, revenue reached $3.95 billion while net income attributable to Knight-Swift decreased 35.5% to $41.9 million, pressured by a higher effective tax rate, $18.0 million of adverse LTL claims in the first quarter, and a $22.8 million increase in U.S. Xpress contingent consideration. Adjusted EPS was $0.72 and adjusted operating ratio 94.1%.
The company issued $1.5 billion of 1.00% Convertible Senior Notes due 2031, using net proceeds to repay its 2025 Term Loan A‑2, reduce Term Loan A‑1, and fully repay 2025 revolver borrowings, while spending $107.1 million on capped calls to limit potential dilution. Year-to-date operating cash flow was $450.4 million and Free Cash Flow $190.4 million, supporting $402.0 million of remaining 2026 revenue equipment commitments and additional facility investments. Management expects mid single-digit Truckload revenue growth year-over-year and materially better Truckload adjusted operating ratio in Q3 2026, with modest LTL growth and generally stable to slightly improving performance in Logistics, Intermodal, and All Other Segments.
Knight-Swift Transportation Holdings Inc. reported solid second quarter 2026 results, with total revenue of $2.1 billion, up 12.6% year-over-year. Net income attributable to Knight-Swift was $43.2 million and diluted EPS was $0.26, compared with $0.21 a year earlier. Adjusted Net Income Attributable to Knight-Swift was $102.8 million and Adjusted EPS was $0.63, up sharply from $0.35.
Consolidated operating income rose to $104.9 million, with Adjusted Operating Income of $151.0 million and an improved Adjusted Operating Ratio of 91.4%. Truckload revenue excluding fuel surcharge increased and its Adjusted Operating Ratio improved to 91.0%, while LTL posted an Adjusted Operating Ratio of 92.1%. Logistics grew revenue but experienced margin pressure, and Intermodal returned to profitability with revenue up 34.9%. Year-to-date Free Cash Flow was $190.4 million, and liquidity totaled about $1.7 billion with Net Debt of $2.2 billion. The company issued $1.5 billion of 1.0% convertible senior notes due 2031 and declared a quarterly dividend of $0.20 per share. Management expects third quarter 2026 Adjusted EPS between $0.71 and $0.77.
Knight-Swift Transportation Holdings filed a Form 144 reporting 200,000 shares of Common Stock listed under "Securities To Be Sold." The filing also lists four prior reported sales by the Kevin and Sydney Knight Revocable Living Trust of 75,000 shares on 06/09/2026, 06/10/2026, 06/11/2026, and 06/12/2026.
Filer submitted a Form 144 notice regarding proposed sales of Common Stock. The filing lists J.P. Morgan Securities LLC as the broker and displays numeric entries including $0 labels alongside share counts: 300,000, 23,511,000, and 162,494,000, with an exchange code of NYSE and a date of 06/08/2026. The schedule also enumerates multiple Founder Shares entries with issue dates and per‑line share counts (for example, 260,517 shares dated 10/24/1994 and 31,201 shares dated 01/31/2026).
Knight-Swift Transportation Holdings Inc. announced that founder and Executive Chairman Kevin Knight retired from the board effective June 3, 2026. The board appointed Lead Independent Director David Vander Ploeg as Chair, continuing the company’s leadership transition to non-founder directors.
The company and Mr. Knight entered into a Retirement and Consulting Agreement under which he will provide consulting and other services for 24 months after his retirement. In exchange for these services, his covenants, and forfeiture of all unvested equity awards as of the effective date, Mr. Knight will receive a $20.25 million fee: $10.125 million payable on June 12, 2026 and $10.125 million payable in equal monthly installments over the following 24 months, plus certain medical benefit premiums and reimbursement of specified legal fees.
Knight-Swift Transportation Holdings Inc. Executive Vice President and Chief Accounting Officer Cary M. Flanagan reported routine equity compensation activity involving restricted stock units on May 31, 2026. He exercised derivative awards to acquire a total of 7,369 shares of Class A Common Stock as units vested and converted one-for-one into shares.
To cover tax obligations associated with these vestings, a total of 1,722 shares of Class A Common Stock were withheld at a price of $75.63 per share, reported as tax-withholding dispositions rather than open-market sales. Following these transactions, Flanagan directly holds 7,058 shares of Class A Common Stock. The filing also notes that each restricted stock unit grants a contingent right to receive one share of Knight-Swift Class A Common Stock, with multiple grants vesting in five equal annual installments beginning on various May 31 dates.
Knight-Swift Transportation Holdings COO James L. Fitzsimmons reported routine equity compensation activity in Class A Common Stock. He exercised restricted stock units covering 11,264 shares that convert to common stock on a one-for-one basis, with 1,511 shares withheld at $75.63 per share to cover tax obligations. Following these transactions, he holds 9,157 shares directly.
Knight-Swift Transportation Holdings Inc. CFO Andrew Hess reported routine equity compensation activity involving restricted stock units and related tax withholding. On May 31, 2026, a total of 1,209 restricted stock units converted into Class A Common Stock.
To satisfy tax obligations, 321 shares of Class A Common Stock were withheld at a reference price of $75.63 per share, leaving Hess with a net increase in holdings. After these transactions, he directly holds 13,069 shares of Class A Common Stock, with no additional derivative positions listed in this filing.
Vitiritto Joseph A. reported acquisition or exercise transactions in this Form 4 filing.
Knight-Swift Transportation Holdings Inc. reported that President Joseph A. Vitiritto received a grant of 3,966 restricted stock units. Each unit represents a contingent right to receive one share of Class A common stock.
The grant vests in five equal annual installments beginning on May 31, 2027, with stock issued only when and as each portion vests. Following this grant, Vitiritto’s reported derivative holdings from this award total 3,966 units, reflecting routine equity-based compensation rather than an open-market transaction.
Knight-Swift Transportation Holdings Inc. executive Prickett Wilburn Douglas III, President and COO of AAA Transportation, reported routine equity compensation activity involving restricted stock units and Class A Common Stock. On May 31, 2026, he exercised derivative awards to acquire shares and had a portion withheld to cover tax obligations.
The transactions show 4,512 shares of Class A Common Stock acquired through derivative exercises and 745 shares disposed of as tax-withholding at $75.63 per share. Following these transactions, he directly holds 5,046 shares of Class A Common Stock, along with 685 restricted stock units that remain outstanding.