Knight-Swift Transportation Holdings Inc. (KNX) Research

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, including irregular route, dedicated, temperature-controlled (refrigerated), flatbed, expedited, dry van, drayage, and cross-border transportation for a wide variety of goods and materials. Beyond its core trucking operations, Knight-Swift provides logistics and intermodal solutions, which include freight brokerage, intermodal services, comprehensive freight management, and various non-trucking offerings. The firm also extends a suite of support services, such as vehicle repair and maintenance, warranty coverage, insurance, equipment leasing, manufacturing and warehousing of trailer parts, and professional driver training through its academy. Additionally, Knight-Swift facilitates national transportation requirements through its regional direct services, utilizing third-party carriers to cover regions outside its proprietary network. The company commands an extensive fleet, comprising 18,019 tractors in total (16,166 company-owned and 1,853 operated by independent contractors), alongside 67,606 trailers. Its LTL and intermodal capabilities are further bolstered by 2,735 tractors, 7,413 trailers, and 10,847 intermodal containers. Its clientele spans a broad spectrum of industries, including retail, food and beverage, consumer products, paper products, transportation and logistics, housing and building, automotive, and manufacturing sectors. Founded in 1989, the company maintains its corporate headquarters in Phoenix, Arizona.

Market snapshot

Symbol
KNX
Price
$74.12
Day change
+1.52%
Market cap
$12.0B
P/E ratio
354.19x
52-week range
38.63-82.86
Sector
Industrials
Industry
Trucking
Next earnings
in 1 month
Analyst price target
$76.20

Recent news

  • Knight-Swift Transportation Swings to First-Quarter Loss

    The company cited a tightening truckload market and higher fuel costs from the war in Iran, but said trends in transportation markets are improving.

  • Knight-Swift Transportation Cuts First-Quarter Guidance, Citing Fuel Costs, Winter Weather

    The company said it now expects adjusted earnings between 8 cents and 10 cents a share, down from a range of 28 cents to 32 cents.

Peer companies

  • Air Lease Corporation (AL)
  • ESAB Corporation (ESAB)
  • Federal Signal Corporation (FSS)
  • Ryder System, Inc. (R)
  • Ryanair Holdings plc (RYAAY)
  • Saia, Inc. (SAIA)
  • Simpson Manufacturing Co., Inc. (SSD)
  • TFI International Inc. (TFII)

Recent insider activity

  • Flanagan Cary M — M-Exempt (1141 shares) on 2026-05-31
  • Flanagan Cary M — F-InKind (508 shares) on 2026-05-31
  • Flanagan Cary M — M-Exempt (1047 shares) on 2026-05-31
  • Flanagan Cary M — F-InKind (466 shares) on 2026-05-31
  • Flanagan Cary M — M-Exempt (728 shares) on 2026-05-31

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