Knight-Swift Transportation Holdings Inc Class A KNX

Morningstar Rating

Company Report

Price vs Fair Value

KNX is trading at a LOCK|?CX#^F premium.
Price
$63.20
Fair Value
!qn
Uncertainty
LOCK|TXY>%
1-Star Price
LOCK|.dNK
5-Star Price
LOCK|.W
Economic Moat
LOCK|?^p
Capital Allocation
LOCK|kB<gJJ>

Bulls Say, Bears Say

Bulls

The legacy Knight truckload operations historically ranked among the most efficient and profitable carriers in trucking, with an average OR in the mid-80s before the Swift merger.

Bears

While industrial end markets are finally improving, economic fallout from US tariffs or an oil price shock could restrict demand recovery in 2026.

News

Trading Information

Previous Close Price
—
Day Range
—–—
52-Week Range
—–—
Bid/Ask
— / —
Shares Outstanding
162.76M
Market Cap
—
Volume/Avg
— / —

Key Statistics

Price/Earnings (Normalized)
46.81
Price/Sales
1.29
Dividend Yield (Trailing)
1.23%
Dividend Yield (Forward)
1.27%
Dividend Payment Schedule
Mar, Jun, Sep, Dec
Total Yield
1.23%

Company Profile

Knight-Swift Transportation is the largest full-truckload carrier in the US, with a diversified transportation offering. Roughly 82% of revenue derives from Knight’s asset-based trucking business, with full truckload (for-hire dry van, refrigerated, and dedicated contract) making up 63% and less than truckload 19%. Truck brokerage and other asset-light logistics services make up 8% of revenue, with intermodal near 5%. Knight's intermodal operations use the Class I railroads for the underlying movement of its shipping containers and include drayage (regional trucking services to and from inland intermodal ramps/terminals). The remainder of revenue is from services offered to shippers and third-party truckers, including equipment maintenance and leasing.
Sector
Industrials
Industry
Trucking
Stock Style Box
Small Growth
Total Number of Employees
37,100

Competitors

Valuation

Metric
KNX
JBHT
XPO
Price/Earnings (Normalized)
46.8132.1140.45
Price/Book Value
1.455.9111.25
Price/Sales
1.291.632.62
Price/Cash Flow
9.2113.5719.62
Price/Earnings
KNX
JBHT
XPO

Financial Strength

Metric
KNX
JBHT
XPO
Quick Ratio
0.631.010.87
Current Ratio
0.881.261.01
Interest Coverage
1.4613.653.58
Quick Ratio
KNX
JBHT
XPO

Profitability

Metric
KNX
JBHT
XPO
Return on Assets (Normalized)
1.80%—6.76%
Return on Equity (Normalized)
3.10%—29.93%
Return on Invested Capital (Normalized)
3.00%—11.99%
Return on Assets
KNX
JBHT
XPO

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