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 reported weak first quarter 2026 results, posting a net loss attributable to Knight-Swift of $1.3 million, or $(0.01) per diluted share, versus earnings of $0.19 a year ago. Revenue rose modestly to $1.85 billion, up 1.4%.
Adjusted net income was $14.3 million with Adjusted EPS of $0.09, down from $0.28. Operating income fell to $28.6 million, and Adjusted Operating Income to $49.8 million, driven by an $18.0 million LTL claim expense, a $4.1 million adverse VAT ruling in Mexico, and an estimated $12.0–$14.0 million weather and fuel impact.
Truckload revenue ex-fuel was flat with a 96.3% Adjusted Operating Ratio, while LTL revenue ex-fuel grew 2.6% but Adjusted Operating Ratio deteriorated to 99.6%. Logistics revenue fell 9.9% and Intermodal revenue grew 2.7% with a 101.5% operating ratio.
Operating cash flow reached $142.5 million and Free Cash Flow was $56.9 million. The quarterly dividend increased to $0.20 per share. Liquidity totaled $1.1 billion with Net Debt of $2.1 billion. Management guides second quarter 2026 Adjusted EPS to $0.45–$0.49, assuming stable conditions and typical seasonal improvements.
Knight-Swift Transportation Holdings Inc. CEO Adam W. Miller exercised restricted stock units that converted into 18,513 shares of Class A Common Stock on a one-for-one basis. As part of this vesting, 8,131 shares were withheld at $55.10 per share to cover tax obligations, rather than sold in the open market.
After these compensation-related transactions, he directly holds 179,822 shares of Knight-Swift Class A Common Stock. The activity reflects routine RSU vesting and associated tax withholding rather than discretionary buying or selling of shares.
Knight-Swift Transportation Holdings Inc. CEO Adam W. Miller exercised 17,758 Performance Restricted Stock Units, converting them into the same number of shares of Class A Common Stock on a one-for-one basis. As part of this vesting event, 7,699 shares were delivered at $55.10 per share to cover tax obligations, a non-market “F” code tax-withholding disposition. Following these transactions, Miller directly holds 189,881 shares of Class A Common Stock, with no remaining units from this particular performance award.
Knight-Swift Transportation Holdings Inc. updated its outlook, sharply reducing expected first-quarter 2026 Adjusted EPS to a range of $0.08 to $0.10, down from its earlier guidance of $0.28 to $0.32. Management attributes the downgrade mainly to one-time or unusual items, including a large unfavorable arbitration award in its less-than-truckload segment, deferred warehousing project business, an adverse VAT reimbursement decision in Mexico, and severe winter weather combined with sharply rising fuel prices.
At the same time, the company issued second-quarter 2026 Adjusted EPS guidance of $0.45 to $0.49, implying a much stronger sequential performance. Leadership notes that the specific first-quarter disruptions are not expected to recur and highlights improving freight demand, tightening truckload capacity, and a more favorable bid environment as drivers of the better outlook.
Knight-Swift Transportation Holdings Inc. is asking stockholders to vote at its 2026 Annual Meeting on four key items: electing eleven directors, an advisory say-on-pay vote for named executive officers, ratifying Grant Thornton LLP as auditor for 2026, and a stockholder proposal on political spending transparency, which the Board recommends voting against.
The company highlights a majority-independent Board, separation of Chair and CEO roles, a robust lead independent director, and fully independent key committees. In 2025, its drivers covered 1.8 billion loaded miles, less-than-truckload revenue grew more than 20% year over year (excluding fuel surcharge), and integration of U.S. Xpress improved truckload margins.
Knight-Swift reports sustainability progress, including a 7% reduction in CO₂ per mile versus a 2019 baseline and recognition as a 2025 Top Green Fleet. It generated $1.3 billion in operating cash flow and $763 million in free cash flow in 2025, paid $117 million in dividends, and the Board approved an 11% dividend increase in January 2026, its seventh consecutive raise since 2020.
The Vanguard Group filed Amendment No. 10 to its Schedule 13G/A for Knight-Swift Transportation Holdings Inc. The filing states zero shares beneficially owned and 0% of the class. It explains an internal realignment effective January 12, 2026 that caused disaggregated reporting by subsidiaries and business divisions under SEC Release No. 34-39538. The filing is signed by Ashley Grim on 03/27/2026.
Knight-Swift Transportation Holdings Inc. CEO Adam W. Miller reported a routine equity compensation event involving performance-based restricted stock units. On March 12, 2026, he exercised 17,758 Performance Restricted Stock Units, which converted into an equal number of shares of Class A Common Stock on a one-for-one basis.
The filing shows these shares were issued into a joint account with his spouse, and 7,699 of the resulting shares were disposed of to cover tax obligations at a price of $55.10 per share. After these tax-withholding transactions, the joint account held 189,881 shares of Class A Common Stock. The footnotes explain that the units vested on January 31, 2026, with performance target attainment determined and approved on March 12, 2026, when the shares were issued.
Knight-Swift Transportation Holdings Inc. CEO Adam W. Miller reported the vesting and conversion of restricted stock units into Class A common stock, together with related tax withholding in shares. On January 31, 2026, he exercised RSUs that convert to common stock on a one-for-one basis, increasing indirect holdings in a joint account with his spouse. A total of 8,131 shares of Class A common stock were delivered to cover tax liabilities at a price of $55.10 per share, leaving 179,822 shares held indirectly in the joint account following the transactions.
Knight-Swift Transportation Holdings Inc. Executive Chairman Kevin P. Knight exercised 19,180 Performance Restricted Stock Units, converting them into the same number of Class A Common shares at an exercise price of $0.00. On the same date, 4,670 shares were automatically disposed of at $55.10 per share to satisfy tax obligations, leaving Knight with 28,519 shares held directly. A further 1,305,347 shares are reported as held indirectly through a trust. Footnotes explain that the restricted stock units converted into common stock on a one-for-one basis, with vesting on January 31, 2026 and performance attainment approved on March 12, 2026.