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Buy Day today: Neutral (53) Mixed market breadth · no major macro event

Knight-Swift Transportation Holdings Inc. (KNX)

Industrials Trucking
69.50 $
Closing price · As of: 31. Jul 2026
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Basics

Market Cap
11.5$B
Shares Outstanding
163Mio.
Float
97.1%
Beta
1.2

Performance

Perf. 1M
4.50%
Perf. 3M
41.10%
Perf. 6M
46.80%
YTD Performance (%)
42.40%
52-Week-High Distance
-7.0%

Valuation

very high
P/E
329.0
Forward P/E
38.6
PEG
0.6
P/B
1.6
P/S
1.5
EV/EBITDA
15.0
Price/FCF
9.2

Profitability

Gross Margin
24.0%
EBIT Margin
1.3%
Net Margin
0.4%
Return on Equity
0.5%
Return on Assets
1.2%

Balance Sheet & Safety

Equity Ratio
59.0%
Debt/Equity
0.9
Altman Z″
5.36
Piotroski
3 out of 9

Growth

Sales Growth Last Quarter
1.40%
EPS Growth Last Quarter
-74.30%
Sales Growth (Year)
0.80%
Forward Sales Growth
7.88%
Forward EPS Growth
80.50%

Dividend

Dividend Yield
1.05%
Dividend Per Share (TTM)
0.76$
Payout Ratio
71.0%
Years Without a Cut
12Years
Increase Streak
6Years

Quality & Screener

Stage
2
RS Rating
86
EPS Rating
7
Piotroski
3 out of 9
Fundamental Rating
D (39 out of 100)
Altman Z″
5.36

AI Rating

Neutral

Knight-Swift Transportation Holdings fährt Fracht: Komplettladung, Stückgut, Logistik und Intermodal. In den acht geprüften Berichten (4× 10-K, 1× 10-Q, 3× 8-K samt Pressemitteilungen) ist weder ein KI-Produkt noch ein KI-Umsatz noch ein operativer KI-Einsatz belegt. Der Begriff „artificial intelligence“ taucht ausschließlich in einem Risikofaktor auf — je einmal im 10-K 2023, 2024 und 2025 —, und dort ausdrücklich in der Zukunftsform: Die Einführung von KI „könnte künftig für das Betriebsergebnis bedeutsam werden“. „Machine learning“ kommt in keinem der acht Berichte vor, im 10-K 2022 fehlt jeder KI-Bezug. Bemerkenswert ist allein, wie der Absatz wächst, ohne dass ein Einsatz gemeldet wird: 2023 ein nackter Satz ohne Anwendungsfelder, 2024 ergänzt um „brokerage, pickup and delivery appointments“, 2025 zusätzlich um „dispatch, routing“ — eine Absichtserklärung, keine Umsetzung. Die eigene Technologiebeschreibung nennt Kostensteuerung und „technologiegetriebene Initiativen“ ohne KI-Bezug.

View the full file — quotes, sources, reviewed filings
„In addition, the adoption of artificial intelligence ("AI") and other emerging technologies may become significant to operating results in the future, including in areas such as brokerage, dispatch, routing, pickup and delivery appointments, and other areas where automation is possible."

Darüber hinaus könnte die Einführung künstlicher Intelligenz („KI“) und anderer aufkommender Technologien künftig für das Betriebsergebnis bedeutsam werden, unter anderem in Bereichen wie Frachtvermittlung, Disposition, Routenplanung, Abhol- und Zustelltermine sowie in weiteren Bereichen, in denen Automatisierung möglich ist.

10-K · 2026-02-19 · View SEC filing
„In addition, the adoption of artificial intelligence ("AI") and other emerging technologies may become significant to operating results in the future, including in areas such as brokerage, pickup and delivery appointments, and other areas where automation is possible. While AI and other technologies may offer substantial benefits, they may also introduce additional risk, including those relating to errors or inaccuracies in work product developed through the use of AI and privacy, intellectual property, and legal and regulatory risks."

Darüber hinaus könnte die Einführung künstlicher Intelligenz („KI“) und anderer aufkommender Technologien künftig für das Betriebsergebnis bedeutsam werden, unter anderem in Bereichen wie Frachtvermittlung, Abhol- und Zustelltermine sowie in weiteren Bereichen, in denen Automatisierung möglich ist. Während KI und andere Technologien erhebliche Vorteile bieten können, bringen sie auch zusätzliche Risiken mit sich, darunter Fehler oder Ungenauigkeiten in mit KI erstellten Arbeitsergebnissen sowie Risiken in den Bereichen Datenschutz, geistiges Eigentum sowie Recht und Regulierung.

10-K · 2025-02-20 · View SEC filing

Filings Reviewed: 8-K 2026-07-22 · 8-K 2026-05-08 · 10-Q 2026-04-29 · 8-K 2026-04-22 · 10-K 2026-02-19 · 10-K 2025-02-20 · 10-K 2024-02-22 · 10-K 2023-02-23

Rated on July 28, 2026 · How the Rating Is Built

Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.

Sales Per Quarter ($M)
2024: Q4 · 1,864.3 $M Q4 2025: Q1 · 1,824.4 $M Q1 2025: Q2 · 1,861.9 $M Q2 2025: Q3 · 1,927.1 $M Q3 2025: Q4 · 1,856.3 $M Q4 2026: Q1 · 1,850.2 $M Q1
Earnings Per Share Per Quarter ($)
2024: Q4 · 0.43 $ Q4 2025: Q1 · 0.19 $ Q1 2025: Q2 · 0.21 $ Q2 2025: Q3 · 0.05 $ Q3 2025: Q4 · -0.04 $ Q4 2026: Q1 · -0.01 $ Q1
Net Margin Per Quarter (%)
2024: Q4 · 3.7 % Q4 2025: Q1 · 1.7 % Q1 2025: Q2 · 1.8 % Q2 2025: Q3 · 0.4 % Q3 2025: Q4 · -0.4 % Q4 2026: Q1 · -0.1 % Q1
Operating Cash Flow Per Quarter ($M)
2024: Q4 · 274.3 $M Q4 2025: Q1 · 109.4 $M Q1 2025: Q2 · 216.5 $M Q2 2025: Q3 · 217.5 $M Q3 2025: Q4 · 723.2 $M Q4 2026: Q1 · 142.5 $M Q1
Free Cash Flow Per Quarter ($M)
2024: Q4 · 47.6 $M Q4 2025: Q1 · -12.6 $M Q1 2025: Q2 · 166.3 $M Q2 2025: Q3 · 151.2 $M Q3 2025: Q4 · 871.8 $M Q4 2026: Q1 · 56.9 $M Q1
Sales Growth vs. Year-Ago Quarter (%)
2024: Q4 · -3.5 % Q4 2025: Q1 · 0.1 % Q1 2025: Q2 · 0.8 % Q2 2025: Q3 · 2.7 % Q3 2025: Q4 · -0.4 % Q4 2026: Q1 · 1.4 % Q1
EPS Growth vs. Year-Ago Quarter (%)
2025: Q2 · 68.2 % Q2 2025: Q3 · -74.3 % Q3 2025: Q4 · -109.8 % Q4 2026: Q1 · -104.3 % Q1
Price Change in Quarter (%)
2024: Q4 · -1.4 % Q4 2025: Q1 · -17.7 % Q1 2025: Q2 · 2.1 % Q2 2025: Q3 · -10.3 % Q3 2025: Q4 · 32.8 % Q4 2026: Q1 · 10.5 % Q1

Quarterly Figures

Quarterly Figures
Quarter EPS (Earnings Per Share) EPS YoY (%) Sales ($M) Sales YoY (%) Net Margin (%) OCF ($M) FCF ($M)
2024: Q4 0.43 1,864 -3.50 3.70 274 48
2025: Q1 0.19 1,824 0.10 1.70 109 -13
2025: Q2 0.21 68.20 1,862 0.80 1.80 217 166
2025: Q3 0.05 -74.30 1,927 2.70 0.40 218 151
2025: Q4 -0.04 -109.80 1,856 -0.40 -0.40 723 872
2026: Q1 -0.01 -104.30 1,850 1.40 -0.10 143 57
What Do These Terms Mean?
EPS (Earnings Per Share):
Quarterly profit divided by the total share count — how much of the profit works out to a single share.
YoY (Year over Year):
Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
Sales:
All revenue for the quarter, before any costs are deducted — the top line of the income statement.
Net Margin:
What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
OCF (Operating Cash Flow):
The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
FCF (Free Cash Flow):
Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.

About the Company

Knight-Swift Transportation Holdings Inc. ist mit ihren Tochtergesellschaften ein Frachttransportunternehmen in den USA und Mexiko.

Employees37,100
HeadquartersPhoenix, AZ
Websiteknight-swift.com
IPO Date25. Oct 1994
Next Earnings22. Jul 2026

Management

Management
Name Title Birth Year
David N. Vander Ploeg CPA Executive Chairman of the Board 1959
Gary J. Knight Executive Vice Chairman 1952
Andrew Hess Chief Financial Officer 1973
Cary Michael Flanagan Executive VP & Chief Accounting Officer 1973
Brad Stewart Treasurer & Senior VP of Investor Relations 1977
Soumit Roy J.D. Executive VP, General Counsel & Corporate Secretary 1976
Joseph Sherer Executive Vice President of Sales & Account Management 1980
Michael K. Liu Executive Vice President of Operations of Knight 1973
James Fitzsimmons Chief Operating Officer of Swift 1972
Timothy S. Harrington President of U.S. Xpress 1971

Executives per the latest required filings; titles kept in their original language. Source: fundamental data.

Insider Transactions

Insider Transactions
Date Person Role Type Shares Price Value
31. Jul 2026 Dove Reid Director Sell 50,000 70.25 3,512,290
31. Jul 2026 Flanagan Cary M Exec VP and CAO Sell 3,600 70.82 254,952

Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.

View all insider transactions →

Chart

Interactive price chart (TradingView).

Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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