Knight-Swift Transportation (KNX) Stock Insights

KNX price $60.45 -0.41 -0.67%

Ticker
KNX
Price
$60.45
Change
-0.41 -0.67%
Market cap ?
$9.84B
P/E ?
62.99
Forward P/E ?
25.28
Dividend yield ?
1.30%
Beta ?
1.21
Sector
Industrials
Industry
Trucking
Stocklytics score
56
Value
68
Quality
38
Growth
62

Stocklytics score rationale: value 68, quality 38, growth 62.

Financials

2016201720182019202020212022202320242025
1118034000242545300053440660004843950000467386300059980190007428582000714176600074100780007469689000

Knight-Swift Transportation Holdings Inc. (KNX) stands as a prominent provider of transportation services, specializing in truckload freight solutions for clients throughout the United States, Mexico, and Canada. Its operational scope is segmented into four key areas: Trucking, Logistics, Less-than-truckload (LTL), and Intermodal. Under its Trucking segment, the company manages a diverse portfolio of services…

Fair value

KNX fair value $71.20. Price $60.45. Price is 15% below fair value.

Above fair value, around its usual premium.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 1.14B. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 10.97% (beta 1.2). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 162.76M. Net debt 2.59B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare KNX

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2027-01-20—0.82—2.18B
2026-10-210.830.762.20B2.16B
2026-07-220.630.512.10B2.05B
2026-04-220.090.091.85B1.86B
2026-01-210.310.361.86B1.90B
2025-10-220.320.371.93B1.90B
2025-07-230.350.341.86B1.91B
2025-04-230.280.241.82B1.80B
2025-01-220.360.331.86B1.83B
2024-10-230.340.321.88B1.91B
2024-07-240.240.271.85B1.83B
2024-04-240.120.301.82B1.82B
2024-01-240.090.471.93B1.97B
2023-10-190.410.362.02B1.89B
2023-07-200.490.551.55B1.60B
2023-04-200.730.811.64B1.61B
2023-01-261.001.121.74B1.80B
2022-10-191.271.321.90B1.92B
2022-07-201.411.351.96B1.86B
2022-04-201.351.261.83B1.76B
2022-01-261.611.431.82B1.72B
2021-10-201.301.071.64B1.52B
2021-07-210.980.881.32B1.52B
2021-04-210.830.691.22B1.22B
2021-01-270.940.911.28B1.24B
2020-10-210.790.641.21B121.28M
2020-07-220.570.351.06B669.91M
2020-04-220.440.351.12B894.73M
2020-01-290.550.511.20B1.13B
2019-10-230.480.491.20B1.23B
2019-07-240.580.581.24B1.26B
2019-04-240.550.521.20B1.14B
2019-01-290.930.851.39B1.27B
2018-10-240.650.581.35B1.20B
2018-07-250.560.561.33B1.33B
2018-04-250.440.401.27B1.16B
2018-01-300.520.391.36B994.70M
2017-11-060.250.30521.61M584.19M
2017-07-240.350.28273.24M273.20M
2017-04-240.180.17271.18M282.05M

Dividends

Yield 1.29%. Payout ratio 81.03%. Frequency Quarterly.

Safety score 73/100 · Moderate. Payout ratio is 81% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 23 separate years. Yield is 1.3%, which is modest.

Ex-dateDividendRecordPaymentFrequency
2026-09-04$0.202026-09-042026-09-21Quarterly
2026-06-08$0.202026-06-082026-06-22Quarterly
2026-03-06$0.202026-03-062026-03-23Quarterly
2025-12-05$0.182025-12-052025-12-22Quarterly
2025-09-05$0.182025-09-052025-09-22Quarterly
2025-06-09$0.182025-06-092025-06-23Quarterly
2025-03-07$0.182025-03-072025-03-25Quarterly
2024-12-06$0.162024-12-062024-12-23Quarterly
2024-09-06$0.162024-09-062024-09-23Quarterly
2024-06-10$0.162024-06-102024-06-24Quarterly
2024-03-07$0.162024-03-082024-03-25Quarterly
2023-12-07$0.142023-12-082023-12-22Quarterly
2023-09-07$0.142023-09-082023-09-25Quarterly
2023-06-08$0.142023-06-092023-06-27Quarterly
2023-03-02$0.142023-03-032023-03-27Quarterly
2022-12-02$0.122022-12-052022-12-27Quarterly
2022-09-01$0.122022-09-052022-09-26Quarterly
2022-06-09$0.122022-06-102022-06-27Quarterly
2022-03-03$0.122022-03-042022-03-28Quarterly
2021-12-02$0.102021-12-032021-12-27Quarterly
2021-09-02$0.102021-09-032021-09-27Quarterly
2021-06-03$0.102021-06-042021-06-28Quarterly
2021-03-04$0.082021-03-052021-03-26Quarterly
2020-12-03$0.082020-12-042020-12-28Quarterly
2020-09-03$0.082020-09-042020-09-25Quarterly
2020-06-04$0.082020-06-052020-06-26Quarterly
2020-03-02$0.082020-03-032020-03-27Quarterly
2019-12-02$0.062019-12-032019-12-27Quarterly
2019-08-30$0.062019-09-032019-09-27Quarterly
2019-05-31$0.062019-06-032019-06-27Quarterly
2019-03-01$0.062019-03-042019-03-27Quarterly
2018-11-30$0.062018-12-032018-12-27Quarterly
2018-08-30$0.062018-09-032018-09-27Quarterly
2018-05-31$0.062018-06-012018-06-27Quarterly
2018-02-28$0.062018-03-012018-03-27Quarterly
2017-11-30$0.062017-12-012017-12-27Quarterly
2017-08-30$0.082017-09-012017-09-29Quarterly
2017-05-31$0.082017-06-022017-06-23Quarterly
2017-03-01$0.082017-03-032017-03-27Quarterly
2016-11-30$0.082016-12-022016-12-27Quarterly
2016-08-31$0.082016-09-022016-09-30Quarterly
2016-06-01$0.082016-06-032016-06-24Quarterly
2016-03-02$0.082016-03-042016-03-24Quarterly
2015-12-02$0.082015-12-042015-12-21Quarterly
2015-09-02$0.082015-09-042015-09-25Quarterly
2015-06-03$0.062015-06-052015-06-26Quarterly
2015-03-04$0.062015-03-062015-03-26Quarterly
2014-12-03$0.062014-12-052014-12-22Quarterly
2014-09-03$0.062014-09-052014-09-26Quarterly
2014-06-04$0.062014-06-062014-06-27Quarterly
2014-03-05$0.062014-03-072014-03-28Quarterly
2013-12-04$0.062013-12-062013-12-23Quarterly
2013-09-04$0.062013-09-062013-09-25Quarterly
2013-06-05$0.062013-06-072013-06-28Quarterly
2013-02-27$0.062013-03-012013-03-29Quarterly
2012-12-05$0.06—2012-12-28Quarterly
2012-09-05$0.06—2012-09-28Quarterly
2012-05-30$0.06—2012-06-29Quarterly
2012-02-29$0.06—2012-03-30Quarterly
2011-11-30$0.06—2011-12-22Quarterly
2011-08-31$0.06—2011-09-30Quarterly
2011-06-01$0.06—2011-06-24Quarterly
2011-03-02$0.06—2011-03-25Quarterly
2010-12-01$0.06—2010-12-23Quarterly
2010-09-01$0.06—2010-09-24Quarterly
2010-06-02$0.06—2010-06-25Quarterly
2010-03-03$0.05—2010-03-26Quarterly
2009-12-02$0.05—2009-12-23Quarterly
2009-09-02$0.05—2009-09-25Quarterly
2009-06-03$0.05—2009-06-26Quarterly
2009-03-04$0.04——Quarterly
2008-12-03$0.04——Quarterly
2008-09-03$0.04——Quarterly
2008-06-04$0.04——Quarterly
2008-03-05$0.03——Quarterly
2007-12-05$0.03——Quarterly
2007-09-05$0.03——Quarterly
2007-06-06$0.03——Quarterly
2007-03-07$0.02——Quarterly
2006-12-06$0.02——Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-09-02KNIGHT GARY JSell111.74K——
2026-08-13Dove ReidSell126.86K$73.139.28M
2026-08-12Dove ReidSell42.29K$71.493.02M
2026-08-12Vander Ploeg DavidSell2.20K$52.33115.13K
2026-07-31Flanagan Cary MSell3.60K$70.82254.95K
2026-07-31Dove ReidSell50.00K$70.253.51M
2026-05-31Flanagan Cary MBuy1.14K——
2026-05-31Flanagan Cary MBuy508$75.6338.42K
2026-05-31Flanagan Cary MBuy1.05K——
2026-05-31Flanagan Cary MSell466$75.6335.24K
2026-05-31Flanagan Cary MBuy728——
2026-05-31Flanagan Cary MSell324$75.6324.50K
2026-05-31Flanagan Cary MBuy594——
2026-05-31Flanagan Cary MSell265$75.6320.04K
2026-05-31Flanagan Cary MBuy356——
2026-05-31Flanagan Cary MSell159$75.6312.03K
2026-05-31Flanagan Cary MSell1.14K——
2026-05-31Flanagan Cary MBuy3.50K——
2026-05-31Flanagan Cary MSell1.05K——
2026-05-31Flanagan Cary MSell728——
2026-05-31Flanagan Cary MSell594——
2026-05-31Flanagan Cary MSell356——
2026-05-31Fitzsimmons James LBuy1.83K——
2026-05-31Fitzsimmons James LSell502$75.6337.97K
2026-05-31Fitzsimmons James LBuy1.68K——
2026-05-31Fitzsimmons James LSell461$75.6334.87K
2026-05-31Fitzsimmons James LBuy637——
2026-05-31Fitzsimmons James LSell175$75.6313.24K
2026-05-31Fitzsimmons James LBuy753——
2026-05-31Fitzsimmons James LSell206$75.6315.58K
2026-05-31Fitzsimmons James LBuy608——
2026-05-31Fitzsimmons James LSell167$75.6312.63K
2026-05-31Fitzsimmons James LSell1.83K——
2026-05-31Fitzsimmons James LBuy5.75K——
2026-05-31Fitzsimmons James LSell1.68K——
2026-05-31Fitzsimmons James LSell637——
2026-05-31Fitzsimmons James LSell753——
2026-05-31Fitzsimmons James LSell608——
2026-05-31Hess AndrewBuy437——
2026-05-31Hess AndrewSell116$75.638.77K
2026-05-31Hess AndrewBuy457——
2026-05-31Hess AndrewSell121$75.639.15K
2026-05-31Hess AndrewBuy315——
2026-05-31Hess AndrewSell84$75.636.35K
2026-05-31Hess AndrewSell437——
2026-05-31Hess AndrewSell457——
2026-05-31Hess AndrewSell315——
2026-05-31Vitiritto Joseph A.Buy3.97K——
2026-05-31Prickett Wilburn Douglas IIIBuy676——
2026-05-31Prickett Wilburn Douglas IIIBuy199$75.6315.05K
2026-05-31Prickett Wilburn Douglas IIIBuy622——
2026-05-31Prickett Wilburn Douglas IIISell183$75.6313.84K
2026-05-31Prickett Wilburn Douglas IIIBuy546——
2026-05-31Prickett Wilburn Douglas IIISell161$75.6312.18K
2026-05-31Prickett Wilburn Douglas IIIBuy685——
2026-05-31Prickett Wilburn Douglas IIISell202$75.6315.28K
2026-05-31Prickett Wilburn Douglas IIISell676——
2026-05-31Prickett Wilburn Douglas IIIBuy1.98K——
2026-05-31Prickett Wilburn Douglas IIISell622——
2026-05-31Prickett Wilburn Douglas IIISell546——
2026-05-31Prickett Wilburn Douglas IIISell685——
2026-05-12COL DOUGLAS LBuy2.34K$59.90139.99K
2026-05-12Boerger AmyBuy966$59.9057.86K
2026-05-12Powell JessicaBuy2.34K$59.90139.99K
2026-05-12Hobson LouisBuy2.34K$59.90139.99K
2026-05-12Vander Ploeg DavidBuy2.50K$59.90149.99K
2026-05-12Shank Roberta RobertsBuy4.01K$59.90239.96K
2026-05-12GARNREITER MICHAELBuy2.84K$59.90170.00K
2026-05-12MUNRO KATHRYN LBuy3.17K$59.90189.94K
2026-03-12Miller Adam WBuy17.76K——
2026-03-12Miller Adam WSell7.70K$55.10424.21K
2026-03-12KNIGHT KEVIN PBuy19.18K——
2026-03-12KNIGHT KEVIN PSell4.67K$55.10257.32K
2026-03-12KNIGHT KEVIN PSell19.18K——
2026-03-12KNIGHT GARY JBuy5.68K——
2026-03-12KNIGHT GARY JSell2.81K$55.10154.56K
2026-03-12KNIGHT GARY JSell5.68K——
2026-03-12Miller Adam WBuy17.76K——
2026-03-12Miller Adam WSell7.70K$55.10424.21K
2026-03-12Miller Adam WSell17.76K——
2026-02-26Smith JoshuaSell1.55K——
2026-02-26Smith JoshuaSell5.77K$60.91351.47K
2026-02-20KNIGHT KEVIN PSell30.00K$61.001.83M
2026-02-18KNIGHT KEVIN PSell8.86K$59.39526.02K
2026-02-18KNIGHT KEVIN PSell22.33K$60.171.34M
2026-02-18KNIGHT KEVIN PSell7.67K$60.03460.44K
2026-02-17KNIGHT KEVIN PSell31.14K$60.071.87M
2026-02-10Harrington Timothy SeanSell8.50K$59.81508.36K
2026-02-04Liu Michael KSell1.24K$60.8775.66K
2026-02-04Fitzsimmons James LSell5.92K$54.77324.07K
2026-02-02Vitiritto Joseph A.Other0——
2026-01-31Miller Adam WBuy6.67K——
2026-01-31Miller Adam WSell2.89K$55.10159.35K
2026-01-31Miller Adam WBuy5.71K——
2026-01-31Miller Adam WSell2.48K$55.10136.37K
2026-01-31Miller Adam WBuy6.13K——
2026-01-31Miller Adam WSell2.76K$55.10152.30K
2026-01-31Miller Adam WSell6.67K——
2026-01-31Stultz ReedBuy524——
2026-01-31Stultz ReedSell166$55.109.15K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 659, holders +134 vs prior quarter. Ownership 101.13%.

HolderSharesChangeChange %Value
BLACKROCK, INC.17.22M2.28M+15.30%1.34B
DIMENSIONAL FUND ADVISORS LP8.56M101.33K+1.20%666.53M
FMR LLC8.06M-1.65M-16.95%627.72M
VANGUARD CAPITAL MANAGEMENT LLC7.06M31.07K+0.44%549.91M
VANGUARD PORTFOLIO MANAGEMENT LLC6.46M-147.22K-2.23%502.97M
STATE STREET CORP5.21M121.27K+2.38%405.61M
INVESCO LTD.5.15M1.49M+40.56%400.89M
VICTORY CAPITAL MANAGEMENT INC4.79M-1.55M-24.42%372.76M
AQR CAPITAL MANAGEMENT LLC4.49M1.08M+31.61%349.56M
SLATE PATH CAPITAL LP3.41M-1.21M-26.14%265.61M
MORGAN STANLEY3.30M-94.00K-2.77%256.65M
HOOD RIVER CAPITAL MANAGEMENT LLC3.06M381.29K+14.24%238.15M
GEODE CAPITAL MANAGEMENT, LLC2.99M25.89K+0.87%233.21M
AMERIPRISE FINANCIAL INC2.66M569.22K+27.24%207.03M
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN2.23M-216.57K-8.84%173.96M
MANNING & NAPIER ADVISORS LLC2.22M2.22MNew173.67M
NORGES BANK2.15M2.15MNew167.68M
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC2.16M-2.10M-49.38%166.84M
CITADEL ADVISORS LLC2.10M1.83M+671.54%163.48M
POINTSTATE CAPITAL LP1.99M1.99MNew155.35M
BANK OF AMERICA CORP /DE/1.83M965.50K+111.21%142.79M
WELLINGTON MANAGEMENT GROUP LLP1.79M-4.15M-69.82%139.69M
HOLOCENE ADVISORS, LP1.75M-9.93K-0.56%136.18M
TWO SIGMA INVESTMENTS, LP1.72M1.50M+680.86%133.84M
BANK OF NEW YORK MELLON CORP1.50M155.02K+11.50%117.08M

Insights

Revenue by product
PeriodValue
FY2012Dedicated Trucking: 724405000.0, Trucking: 2282342000.0
FY2013CRS Refrigerated: 533993000.0, Dedicated Trucking: 738929000.0, Intersegment Eliminations: -42280000.0, Non Reportable Segments: 224425000.0, Rail Intermodal: 350093000.0, Subtotal: 3936050000.0, Trucking: 2313035000.0
FY2014CRS Refrigerated: 417980000.0, Dedicated Trucking: 892078000.0, Intersegment Eliminations: -56890000.0, Non Reportable Segments: 342969000.0, Rail Intermodal: 401577000.0, Subtotal: 4012645000.0, Trucking: 2301010000.0
FY2015CRS Refrigerated: 380251000.0, Dedicated Trucking: 927657000.0, Intersegment Eliminations: -81053000.0, Non Reportable Segments: 407781000.0, Rail Intermodal: 390572000.0, Subtotal: 3902594000.0, Trucking: 2204114000.0
FY2016CRS Refrigerated: 341280000.0, Dedicated Trucking: 971246000.0, Non Reportable Segments: 386349000.0, Rail Intermodal: 360157000.0, Subtotal: 3720732000.0, Trucking: 2048049000.0
FY2017Intersegment Eliminations: -24999000.0, Knight Logistics: 234155000.0, Knight Trucking: 906484000.0, Subtotal: 2334922000.0, Swift Dedicated: 200628000.0, Swift Intermodal: 130441000.0, Swift Non-Reportable: 115530000.0, Swift Refrigerated: 254102000.0, Swift Truckload: 609112000.0
FY2018Intersegment Eliminations: -65193000.0, Knight Logistics: 334108000.0, Knight Trucking: 1144125000.0, Subtotal: 5094527000.0, Swift Dedicated: 646057000.0, Swift Intermodal: 470165000.0, Swift Non-Reportable: 314732000.0, Swift Refrigerated: 819190000.0, Swift Truckload: 1680882000.0
FY2019Revenue, excluding trucking fuel surcharge: 4395332000.0, Trucking fuel surcharge revenue: 448618000.0
FY2020Revenue, excluding trucking fuel surcharge: 4369207000.0, Trucking fuel surcharge revenue: 304656000.0
FY2021Revenue, excluding trucking fuel surcharge: 5531890000.0, Trucking fuel surcharge revenue: 466129000.0
FY2022Revenue, excluding truckload fuel surcharge: 6508165000.0, Truckload fuel surcharge revenue: 920417000.0
FY2023Revenue, excluding truckload fuel surcharge: 6308169000.0, Truckload fuel surcharge revenue: 833597000.0
FY2024Revenue, excluding truckload fuel surcharge: 6611957000.0, Truckload fuel surcharge revenue: 798121000.0
FY2025Revenue, excluding truckload fuel surcharge: 6692075000.0, Truckload fuel surcharge revenue: 777614000.0

Insights · Dividends · Forecast · Financials · Learn

Stocklytics home · Screener

Knight-Swift Transportation (KNX) Stock Insights

KNX$60.45-0.41 -0.67%

$9.84B

Market Cap

62.99

P/E

25.28

Forward P/E

56

Score

Price History