KNX

Knight-Swift Transportation Holdings reported Q3 2026 revenue of $2.2 billion, up 14.2% year-over-year, beating consensus estimates by 2.91%. EPS of $0.83 exceeded the $0.75 estimate by 10.67%.

Key operational metrics showed improved efficiency with adjusted operating ratio of 89.3% versus 91.2% estimate. However, the stock has underperformed the broader market, declining 5.7% over the past month, and carries a Zacks Rank #3 (Hold) rating.

Knight-Swift Transportation Holdings beat Q3 earnings expectations with $0.83 EPS versus consensus of $0.75, and revenues of $2.2 billion surpassing estimates by 2.91%. The company has outperformed the S&P 500 by 8.3% year-to-date. However, the stock received a Zacks Rank #3 (Hold) rating with mixed estimate revisions, suggesting near-term performance in line with the market.

Knight-Swift Transportation (KNX) is set to report Q3 2026 earnings on Oct. 21 with analysts projecting EPS of 75 cents and revenues of $2.12 billion (up 10.06% YoY). The company shows a positive Earnings ESP of +1.31% and Zacks Rank #3, suggesting potential for an earnings beat.

However, rising operating expenses, supply-chain disruptions, and tight driver availability pose headwinds. The article also highlights Old Dominion Freight Line and C.H. Robinson Worldwide as comparable transportation stocks with positive earnings outlooks.

Knight-Swift Transportation Holdings (KNX) is expected to report Q3 2026 earnings on October 21, with consensus estimates of $0.75 EPS (up 134.4% YoY) and $2.12B in revenues (up 10.1% YoY). The company has a positive Earnings ESP of +1.31% combined with a Zacks Rank #3, suggesting a likely earnings beat. However, the stock has only beaten consensus estimates once in the last four quarters.

JB Hunt reported Q3 2026 earnings of $1.82 per share, slightly beating consensus estimates of $1.81, with revenues of $3.68 billion exceeding expectations by 3.15%. However, the company received a Zacks Rank #4 (Sell) rating due to unfavorable estimate revision trends. The Transportation-Truck industry ranks in the bottom 35% of sectors, which could negatively impact the stock's near-term performance despite the company's year-to-date outperformance of 19.5% versus the S&P 500's 12.8%.