Knight-Swift revises Q1 earnings projection downward
THE SO WHAT
Weather, diesel prices, and LTL arbitration knocking Knight-Swift’s Q1 down is a reminder that freight P&Ls are still dominated by physical volatility, not software margins. If you’re selling into trucking, your value prop needs to tie directly to smoothing those shocks — fuel, utilization, and lane mix — or you’re a nice-to-have.
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