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KNXKnight-Swift Transportation Holdings Inc.
$74.34$12.1B
Overview & Verdict
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KNX logoKnight-Swift Transportation Holdings Inc.(KNX)Earnings, Financials & Key Ratios

KNX•NYSE
$74.34
181.3× P/E·Price updated Jul 7, 2026
SectorIndustrialsIndustryTruckingSub-IndustryTruckload and Specialized Carriers
AboutKnight-Swift Transportation Holdings Inc., together with its subsidiaries, provides truckload transportation services in the United States, Mexico, and Canada. The company operates through four segments: Trucking, Logistics, Less-than-truckload (LTL), and Intermodal. Its trucking services include irregular route, dedicated, refrigerated, flatbed, expedited, dry van, drayage, and cross-border transportation of various products, goods, and materials. The company also provides logistics and intermodal services, such as brokerage, intermodal, and certain logistics; freight management; and non-trucking services. In addition, it offers various support services, including repair and maintenance shop services, warranty, insurance, and equipment leasing; and trailer parts manufacturing and warehousing services, as well as engages in the driving academy activities. In addition, it offers regional direct services to customers national transportation needs by utilizing carriers for coverage areas outside networks. The company operates a total of 18,019 tractors, which comprises 16,166 company tractors and 1,853 independent contractor tractors, as well as 67,606 trailers; 2,735 tractors and 7,413 trailers; and 597 tractors and 10,847 intermodal containers. It serves retail, food and beverage, consumer products, paper products, transportation and logistics, housing and building, automotive, and manufacturing industries. Knight-Swift Transportation Holdings Inc. was incorporated in 1989 and is headquartered in Phoenix, Arizona.Show more
  • Revenue$7.47B+0.8%
  • EBITDA$1.04B+0.3%
  • Net Income$66M-43.9%
  • EPS (Diluted)0.41-43.8%
  • Gross Margin28.3%+16.3%
  • EBITDA Margin13.92%-0.5%
  • Operating Margin3.37%+2.5%
  • Net Margin0.88%-44.4%
  • ROE0.93%-43.9%

KNX Price & Volume

Knight-Swift Transportation Holdings Inc. (KNX) stock price & volume — 10-year historical chart

Loading chart...

Cyclical Freight Headwinds Pressure Operational Margin Stability

Investment Thesis • Updated 2026Q1

VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Adequate
Cash Flow:Mixed
Primary Risk:Persistent freight market overcapacity

Key Thesis Takeaways

  • Knight-Swift faces a challenging environment characterized by stagnant revenue growth of 1.4% in 2026Q1 and persistent margin compression, with operating margins currently hovering at a thin 1.6%.
  • While the company maintains a stable equity base of $7.1 billion, the significant $3.9 billion goodwill concentration and tightening liquidity, evidenced by a 0.70 current ratio, warrant caution regarding long-term integration risks.
  • Investors should monitor whether the company can improve its erratic free cash flow, which has swung from -8.5% to 47.0% of revenue, before committing capital to this cyclical play.

Verdict Logic

the current P/E of 186.85 and the recent net margin of -0.1% suggest that the company is struggling to achieve sustainable profitability in the current freight market.

KNX Growth Metrics

Knight-Swift Transportation Holdings Inc. (KNX) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years20.24%
5 Years9.83%
3 Years0.18%
TTM1.13%

Profit CAGR

10 Years-5.55%
5 Years-30.61%
3 Years-55.95%
TTM-77.48%

EPS CAGR

10 Years-14.61%
5 Years-29.77%
3 Years-55.74%
TTM-77.84%

Return on Capital

10 Years7.01%
5 Years5.89%
3 Years2.5%
Last Year2.26%

KNX Recent Earnings

Knight-Swift Transportation Holdings Inc. (KNX) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 5/12 qtrs (42%)
Q2 2026Latest
Apr 22, 2026
Metric
Actual
Est
EPS
$0.09+2.8%
$0.09
Rev
$1.9B-0.3%
$1.9B
Q1 2026
Jan 21, 2026
Metric
Actual
Est
EPS
$0.31-13.9%
$0.36
Rev
$1.9B-2.3%
$1.9B
Q4 2025
Oct 22, 2025
Metric
Actual
Est
EPS
$0.32-13.2%
$0.37
Rev
$1.9B+1.7%
$1.9B
Q3 2025
Jul 23, 2025
Metric
Actual
Est
EPS
$0.35+2.9%
$0.34
Rev
$1.9B-2.5%
$1.9B
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestApr 22, 2026
$0.09vs $0.09+2.8%
$1.9Bvs $1.9B-0.3%
Q1 2026Jan 21, 2026
$0.31vs $0.36-13.9%
$1.9Bvs $1.9B-2.3%
Q4 2025Oct 22, 2025
$0.32vs $0.37-13.2%
$1.9Bvs $1.9B+1.7%
Q3 2025Jul 23, 2025
$0.35vs $0.34+2.9%
$1.9Bvs $1.9B-2.5%
Based on last 12 quarters of dataView full earnings history →

Latest KNX News

Recent stock market news and headlines for Knight-Swift Transportation Holdings Inc. (KNX)

Business Wire·6 days ago
Knight-Swift Transportation Holdings Inc. Announces Timing of Second Quarter 2026 Earnings Release and Related Conference Call

PHOENIX--(BUSINESS WIRE)--Knight-Swift Transportation Holdings Inc. (NYSE: KNX) ("Knight-Swift", the "Company", or "we") expects to release its 2026 second quarter earnings after market close on Wednesday, July 22, 2026. The Company will host a conference call from 5:30-6:30 p.m. EDT on the same date to discuss the financial results of the quarter and other matters following its earnings press release. An online, real-time webcast of the quarterly conference call will be available at investor.kn.

Zacks Investment Research·Jun 24, 2026
3 Sales Growth Stocks to Bet on as Markets Remain Resilient

CACI, GL and KNX stand out as sales-growth stocks as resilient markets lean on earnings, AI optimism and a supportive economy.

The Motley Fool·Jun 19, 2026
Why Shares in Knight-Swift Transportation Crashed This Week

The trucking cycle looks set to turn upward in 2026. The market has wasted no time in pricing in a recovery in the trucking market this year, and valuations are starting to look toppy.

Zacks Investment Research·Jun 18, 2026
KNX or SAIA: Which Is the Better Value Stock Right Now?

Investors with an interest in Transportation - Truck stocks have likely encountered both Knight-Swift Transportation Holdings (KNX) and Saia (SAIA). But which of these two stocks presents investors with the better value opportunity right now?

Zacks Investment Research·Jun 17, 2026
Knight-Swift Transportation Holdings (KNX) is a Great Momentum Stock: Should You Buy?

Does Knight-Swift Transportation Holdings (KNX) have what it takes to be a top stock pick for momentum investors? Let's find out.

Peers Comparison

Key metrics vs top competitors for Knight-Swift Transportation Holdings Inc. (KNX)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
KNX logoKNXKnight-Swift Transportation Holdings Inc.Current
$74.34$12.08B181.320.8%0.88%0.93%0.97%
WERN logoWERNWerner Enterprises, Inc.
$43.32$2.6B-180.50-1.84%-0.28%-0.61%—
HTLD logoHTLDHeartland Express, Inc.
$14.89$1.15B-22.22-23.08%-5.69%-5.66%—
MRTN logoMRTNMarten Transport, Ltd.
$17.24$1.41B82.10-8.31%1.68%1.89%—
SNDR logoSNDRSchneider National, Inc.
$35.77$6.27B60.637.25%1.73%3.24%—
ODFL logoODFLOld Dominion Freight Line, Inc.
$215.51$44.82B44.62-5.48%18.46%23.42%—

Compare KNX vs Peers

Knight-Swift Transportation Holdings Inc. (KNX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs WERN

Most directly comparable listed peer for KNX.

Scale Benchmark

vs UBER

Larger-name benchmark to compare KNX against a more recognizable public peer.

Peer Set

Compare Top 5

vs WERN, HTLD, MRTN, SNDR

KNX SEC Filings & Documents

Knight-Swift Transportation Holdings Inc. (KNX) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Apr 22, 2026·SEC

Material company update

Apr 16, 2026·SEC

Material company update

Feb 13, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 19, 2026·SEC

FY 2025

Feb 20, 2025·SEC

FY 2024

Feb 22, 2024·SEC

10-Q Quarterly Reports

6
FY 2025

Oct 29, 2025·SEC

FY 2025

Jul 30, 2025·SEC

FY 2025

Apr 30, 2025·SEC

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KNX Frequently Asked Questions

Knight-Swift Transportation Holdings Inc. (KNX) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Knight-Swift Transportation Holdings Inc.'s revenue?

Knight-Swift Transportation Holdings Inc. (KNX) reported $7.50B in revenue for fiscal year 2025. This represents a 9571% increase from $77.5M in 1996.

How fast is Knight-Swift Transportation Holdings Inc. growing?

Knight-Swift Transportation Holdings Inc. (KNX) grew revenue by 0.8% over the past year. Growth has been modest.

Is KNX profitable?

Yes, Knight-Swift Transportation Holdings Inc. (KNX) is profitable, generating $34.0M in net income for fiscal year 2025 (0.9% net margin).

Dividend & Returns
Does KNX pay dividends?

Yes, Knight-Swift Transportation Holdings Inc. (KNX) pays a dividend with a yield of 0.97%. This makes it attractive for income-focused investors.

What is KNX's return on equity?

Knight-Swift Transportation Holdings Inc. (KNX) has a return on equity (ROE) of 0.9%. This is below average, suggesting room for improvement.

What is Knight-Swift Transportation Holdings Inc.'s free cash flow?

Knight-Swift Transportation Holdings Inc. (KNX) generated $1.33B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in KNX back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →