Knight-Swift’s March Earnings Estimate Cut 14.7%, Fuel Costs Climb to $206M
Analyst consensus for Knight-Swift’s March-quarter earnings has been slashed by 14.7% over the past 60 days, while the 2026 EPS outlook is down 3.5%. Q4 operating costs rose 2.4% year-over-year, with fuel expenses up 2.8% to $206.2 million and the current ratio dipping to 0.86 at year end.
1. Consensus Estimate Cuts
The Zacks Consensus Estimate for Knight-Swift’s March-quarter earnings has fallen 14.7% over the past 60 days, while the full-year 2026 EPS forecast is down 3.5%, reflecting broker skepticism on near-term profit prospects.
2. Operating Expense Headwinds
In Q4 2025, total operating expenses rose 2.4% year-over-year, driven by a 4% increase in labor costs, which now comprise 39.6% of expenses, and a 2.8% uptick in fuel spending to $206.2 million.
3. Liquidity Remains Stressed
The company’s current ratio has declined from 1.67 in 2022 to 0.86 at the end of 2025, indicating limited short-term assets to cover obligations and heightening financial risk.