Knight-Swift Publishes Third-Quarter 2026 Earnings Call Transcript

By Public Technologies
  • Knight-Swift’s October 21, 2026, third-quarter earnings call featured CEO Adam W. Miller, CFO Andrew Hess and Treasurer Brad Stewart.
  • Adjusted earnings rose to $0.83 per diluted share from $0.32 a year earlier; consolidated revenue increased 14.2%.
  • Adjusted operating income grew 87.4% to drive a 450-basis-point improvement in the adjusted operating ratio to 89.3%.
  • Truckload revenue per total mile excluding fuel surcharges increased 12.2%; 68% of rate improvement flowed through to margin.
  • Miller described a tight truckload market, citing more peak-season project arrangements than at any time since the pandemic.


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