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Knight-Swift Transportation Holdings Inc.

For the period ended Mar 31, 2026. Filed Apr 29, 2026.

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About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Mar 31, 2026 · Filed Apr 29, 2026

KNX$58.41-1.8%Stored close · as of Nov 6, 2026
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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 10-Q

☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For the quarterly period ended March 31, 2026

or

☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For the transition period from to

Commission File Number:001-35007

Knight-Swift Transportation Holdings Inc.

(Exact name of registrant as specified in its charter)

Delaware20-5589597
(State or other jurisdiction of incorporation or organization)(I.R.S. Employer Identification No.)

2002 West Wahalla Lane

Phoenix, Arizona 85027

(Address of principal executive offices and zip code)

(602)269-2000

(Registrant's telephone number, including area code)

N/A

(Former name, former address and former fiscal year, if changed since last report)

Securities registered pursuant to Section 12(b) of the Securities Exchange Act of 1934:

Title of each classTrading Symbol(s)Name of each exchange on which registered
Common Stock $0.01 Par ValueKNXNew York Stock Exchange

Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes ☒ No☐

Indicate by check mark whether the registrant has submitted electronically, every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes ☒ No☐

Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of "large accelerated filer," "accelerated filer," "smaller reporting company," and "emerging growth company" in Rule 12b-2 of the Exchange Act.

Large Accelerated Filer☒Accelerated Filer☐
Non-accelerated Filer☐Smaller Reporting Company☐
Emerging Growth Company☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐

Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐ No☒

There were approximately 162,494,000 shares of the registrant's common stock outstanding as of April 22, 2026.

Glossary of Terms

QUARTERLY REPORT ON FORM 10-Q
TABLE OF CONTENTS
PART I FINANCIAL INFORMATIONPAGE
Item 1. Financial Statements4
Condensed Consolidated Balance Sheets (Unaudited) — March 31, 2026 and December 31, 20254
Condensed Consolidated Statements of Comprehensive Income (Unaudited) — Quarters ended March 31, 2026 and 20255
Condensed Consolidated Statements of Cash Flows (Unaudited) — Quarters ended March 31, 2026 and 20256
Condensed Consolidated Statements of Stockholders' Equity (Unaudited) — Quarters ended March 31, 2026 and 20258
Note 1 — Introduction and Basis of Presentation9
Note 2 — Recently Issued Accounting Pronouncements10
Note 3 — Income Taxes10
Note 4 — Accounts Receivable Securitization10
Note 5 — Debt and Financing12
Note 6 — Defined Benefit Pension Plan14
Note 7 — Purchase Commitments14
Note 8 — Contingencies and Legal Proceedings15
Note 9 — Share Repurchase Plans15
Note 10 — Weighted Average Shares Outstanding16
Note 11 — Fair Value Measurement16
Note 12 — Related Party Transactions19
Note 13 — Financial Information by Segment and Geography20
Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations22
Item 3. Quantitative and Qualitative Disclosures About Market Risk53
Item 4. Controls and Procedures54
PART II OTHER INFORMATION
Item 1. Legal Proceedings55
Item 1A. Risk Factors55
Item 2. Unregistered Sales of Equity Securities and Use of Proceeds55
Item 3. Defaults Upon Senior Securities55
Item 4. Mine Safety Disclosures55
Item 5. Other Information55
Item 6. Exhibits56
Signatures57
ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.