Comment / Knight-Swift – any sign of the longed-for US freight inflection?

ID 19807318 © Otmar Winterleitner | Dreamstime.com

Everybody’s eager to call the ’inflection point’ for land freight transportation in North America.

How does it look so far?

In short

Knight-Swift (KNX) CEO Adam Miller’s prepared remarks during the call with equity analysts after the disclosure of solid Q4/full-year numbers were clear:

“We have more conviction that we are finally moving on from the prolonged down-cycle that has weighed on the freight transportation sector for nearly three years. 2024 (…) also brought a stabilization in pricing, a return of seasonal patterns, a ...