While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
President Donald Trump signed an executive order Monday requiring commercial truck drivers to demonstrate English language proficiency, a move that could significantly impact the logistics and transportation sectors.
Freight delivery company Knight-Swift Transportation (NYSE:KNX) beat Wall Street’s revenue expectations in Q1 CY2025, but sales were flat year on year at $1.82 billion. Its non-GAAP profit of $0.28 per share was 18.4% above analysts’ consensus estimates.
Freight delivery company Knight-Swift Transportation (NYSE:KNX) beat Wall Street’s revenue expectations in Q1 CY2025, but sales were flat year on year at $1.82 billion. Its non-GAAP profit of $0.28 per share was 18.7% above analysts’ consensus estimates.
Knight-Swift Transportation has gotten torched over the last six months - since October 2024, its stock price has dropped 26.6% to $39.20 per share. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Knight-Swift Transportation (NYSE:KNX) and the rest of the ground transportation stocks fared in Q4.
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the ground transportation industry, including Landstar (NASDAQ:LSTR) and its peers.
BofA Securities downgraded Knight-Swift Transportation to Neutral, slashing its price target from $66 to $46. The revision reflects valuation concerns and declining earnings forecasts due to freight slowdowns and tariff impacts.
Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street.
Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the ground transportation industry, including Covenant Logistics (NYSE:CVLG) and its peers.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Old Dominion Freight Line (NASDAQ:ODFL) and the rest of the ground transportation stocks fared in Q4.
Donald Trump placing tariffs on Canada, China and Mexico could impact multiple sectors. A look at the areas where Americans could see higher prices soon.
Freight transportation and logistics provider Saia (NASDAQ:SAIA)
will be announcing earnings results tomorrow before market hours. Here’s what to look for.
