Knight-Swift Transportation Hol
KNX
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Knight-Swift is well-positioned in the trucking industry, benefiting from a growing demand for freight services as e-commerce continues to expand.
- In Q2 2026, Knight-Swift reported a revenue increase of 13% compared to the prior quarter, reaching $2.1 billion.
- The company's gross margin improved to 15.3% in Q2 2026, up from 13.1% in the previous quarter.
- Knight-Swift faces challenges with a high trailing P/E ratio of 239.37, indicating potential overvaluation compared to earnings.
- The operating margin for Q1 2026 was only 1.6%, significantly lower than the 5% achieved in Q2 2026, highlighting volatility in performance.
- The company's net income was negative in Q1 2026, with a loss of $1.3 million, raising concerns about profitability.
Fundamentals
| Market cap | $10.59B | Enterprise value | $13.10B | Trailing P/E | 240.93 | Forward P/E | 16.17 |
| PEG | 0.24 | Price / book | 1.52 | Beta | 1.21 | Dividend yield | 1.23% |
| Revenue growth | 12.6% | Earnings growth | 23.8% | Gross margin | 24.3% | Operating margin | 5.2% |
| Profit margin | 0.6% | ROE | 0.6% | ROA | 1.3% | Debt / equity | 0.38 |
| Current ratio | 0.88 | Free cash flow | $491.26M | Analyst recommendation | buy | Mean target | $85.70 |
| 52w high | $82.86 | 52w low | $41.24 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $2.1B | $1.9B | $1.9B | $1.9B | $1.9B |
| Op margin | 5.0% | 1.6% | 4.3% | 4.4% | 4.5% |
| Net income | $43.2M | -$1.3M | -$6.8M | $7.9M | $34.2M |
| Gross margin | 15.3% | 13.1% | 13.7% | 14.7% | 13.9% |
| Gross profit | $320M | $242M | $254M | $283M | $259M |
| Operating income | $105M | $29.5M | $79.3M | $85.1M | $83.2M |
- Revenue +13% vs prior quarter ($2.1B vs $1.9B).
- Gross margin 15.3% (was 13.1% prior quarter).
- Operating margin expanded to 5%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $7.5B | $7.4B | $7.1B | $7.4B | — |
| Op margin | 4.2% | 3.5% | 4.8% | 14.7% | — |
| Net income | $65.9M | $118M | $217M | $771M | — |
| Gross margin | 14.0% | 14.0% | 17.6% | 23.9% | — |
| Gross profit | $1.0B | $1.0B | $1.3B | $1.8B | — |
| Operating income | $314M | $262M | $340M | $1.1B | — |
Headlines — watch
• [WARN · fundamentals] J.B. Hunt's Stock Plunges After Market Misprices Profit Warning
News
2026-10-08 · 3 Transport Stocks To Watch If Fuel Costs Squeeze Southeast Logistics
2026-09-28 · Should Investors Buy Old Dominion Despite Its Higher Valuation?
2026-09-23 · Knight-Swift Transportation on Track to Achieve Q3 Targets, BofA Securities Says
2026-09-23 · BofA Securities Adjusts Price Target on Knight-Swift Transportation Holdings to $92 From $98, Maintains Buy Rating
2026-09-23 · Knight Swift Transportation Holdings (KNX) Stock May Be 44% Below Fair Value
2026-09-22 · Knight-Swift EPS Estimates Northbound: How to Play the Stock?
2026-09-22 · KNX vs. SAIA: Which Stock Is the Better Value Option?
2026-09-21 · How Montgomery v. Caribe Supercharges Knight-Swift’s (KNX) Scale Advantage
2026-09-18 · J.B. Hunt's Stock Plunges After Market Misprices Profit Warning
2026-09-16 · S&P 500 Trucking Stock Craters On CFO's Warning
2026-09-10 · Bernstein Initiates Knight-Swift Transportation at Outperform With $91 Price Target
Price (daily)
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