核心观点 - Knight-Swift Transportation Holdings 2026年9月季度营收22亿美元，同比增长14.2%，每股收益0.83美元，上年同期为0.32美元 [1] - 营收超出Zacks共识预期21.4亿美元，意外惊喜为+2.91%；每股收益超出共识预期0.75美元，意外惊喜为+10.67% [1] - 投资者密切关注营收和盈利的同比变化及其与华尔街预期的比较，但一些关键指标能更好地洞察公司底层表现 [2] - 这些指标对驱动顶线和底线数字至关重要，将其与上年同期数字及分析师预期进行比较，有助于投资者更好地预测股价表现 [2] 营收表现 - 营收22亿美元，同比增长14.2% [1] - 营收超出Zacks共识预期21.4亿美元，意外惊喜+2.91% [1] - 剔除整车和零担燃油附加费的营收为18.5亿美元，高于五名分析师平均预期的18.1亿美元，同比增长7.7% [4] - 整车和零担燃油附加费为3.481亿美元，高于五名分析师平均预期的3.3185亿美元，同比增长68.8% [4] - 零担业务运营营收为4.3452亿美元，高于三名分析师平均预期的4.3355亿美元，同比增长10.1% [4] - 整车板块剔除燃油附加费和分部间交易的营收为11.5亿美元，高于三名分析师平均预期的11.4亿美元，同比增长6.5% [4] - 物流业务运营营收为1.3897亿美元，低于三名分析师平均预期的1.45亿美元，同比下降1% [4] - 零担板块剔除燃油附加费的营收为3.417亿美元，低于三名分析师平均预期的3.4763亿美元，同比增长0.4% [4] - 多式联运业务运营营收为1.2288亿美元，高于三名分析师平均预期的1.1692亿美元，同比增长30.6% [4] - 整车业务运营营收为14.1亿美元，高于三名分析师平均预期的13.8亿美元，同比增长14% [4] 盈利与运营指标 - 每股收益0.83美元，上年同期为0.32美元 [1] - 每股收益超出共识预期0.75美元，意外惊喜+10.67% [1] - 运营比率为91.9%，五名分析师平均预期为92.3% [4] - 调整后运营比率为89.3%，五名分析师平均预期为91.2% [4] - 整车板块调整后运营比率为89.2%，四名分析师平均预期为92.7% [4] - 零担板块调整后运营比率为91.4%，四名分析师平均预期为91.3% [4] 股价表现 - Knight-Swift股价过去一个月回报率为-5.7%，同期Zacks标普500综合指数变化为+1% [3] - 该股票当前Zacks评级为3（持有），表明近期可能与大市表现一致 [3]

Knight-Swift Transportation (NYSE:KNX) Q3 2026 Earnings call October 21, 2026 05:30 PM ET Speaker0Speakers from today's call will be Adam Miller, Chief Executive Officer, Andrew Hess, Chief Financial Officer, Brad Stewart, Treasurer and Senior Vice President of Investor Relations. Mr. Stewart, the meeting is now yours.Speaker1Thank you, Jillian. Good afternoon, everyone. Thank you for joining our third quarter 2026 earnings call. Today, we plan to discuss topics related to the results of the quarter, curren ...

Third Quarter 2026 Earnings October 21, 2026 Disclosure This presentation, including documents incorporated herein by reference, will contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. Such forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are subject to risks and uncertaint ...