Knight-Swift (KNX)
Industrials · Trucking and freight transportation
One of North America's largest diversified freight transportation companies operating full truckload, LTL, logistics, and intermodal services across the US and Mexico.
What Knight-Swift does
Knight-Swift Transportation Holdings Inc. is one of North America's largest freight transportation companies providing full truckload, less-than-truckload (LTL), intermodal, and logistics services. The company operates a nationwide network of business units and terminals in the US and Mexico, covering 1.8 billion loaded miles annually with a fleet comprising approximately 21,400+ tractors and 84,800+ trailers in its truckload segment, supplemented by third-party carrier capacity. Knight-Swift serves a diversified customer base with general commodities transportation and generates consolidated annual revenue of $7.5 billion with industry-leading operational focus. The company has grown through both organic expansion and strategic acquisitions of 25+ companies since 1966.
Themes: ["Full truckload (TL) services","Less-than-truckload (LTL) services","Intermodal transportation","Logistics and freight brokerage","Fleet management and operations"]
Fundamentals
- Price$77.17 as of 2026-07-09 close
- Market cap$12.7B as of 2026-07-10
- 1-year return+59.4% as of 2026-07-09 close
- P/E375.09 as of 2026-07-10
- Net margin+0.5% as of 2026-07-10
- Gross margin+66.2% as of 2026-07-10
- ROE+0.5% as of 2026-07-10
- Debt / equity0.33 as of 2026-07-10
- Revenue growth (YoY)+1.1% as of 2026-07-10
- Revenue CAGR (3y)+0.2% SEC XBRL
- Beta1.20 as of 2026-07-10
Dividend: yield +1.1%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Cyclical trucking industry demand subject to economic downturns; company has experienced prior cycles of oversupply, lower spot rates, and pricing pressures (2019, 2020, recent downturns).","Driver shortage and intense competition for driving associates and independent contractors, affecting capacity, labor costs, and service quality across all segments.","High debt levels and leverage; company has significant long-term debt, revolving credit facilities, and finance lease obligations requiring substantial capital allocation and limiting financial flexibility."]
Competitors & peers
- Werner Enterprises
- Schneider National
- J.B. Hunt Transport Services
- YRC Worldwide
- XPO Logistics
- Old Dominion Freight Line
- ArcBest
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.