Zacks Investment Research·1d ago
Knight-Swift EPS Estimates Northbound: How to Play the Stock?With KNX shares moving north, we assess the current positioning of the stock to determine if it's a good investment at this juncture.
Knight-Swift appears to be emerging from a prolonged freight recession, with 2026Q2 revenue growth accelerating to 12.6% year-over-year and operating margin expanding to 5.0%, signaling a potential cyclical inflection. However, the recovery is fragile, as gros...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth rebounded to 12.6% year-over-year in 2026Q2, yet gross margin volatility persists, swinging from 24.7% in 2024Q4 to 8.5% in 2026Q2, indicating structural cost pressures despite the cyclical upturn.
The bull case assumes that freight demand will stabilize, which is a key driver for Knight-Swift's recovery and growth.
A recovery in pricing is expected to improve Knight-Swift's revenue and profitability, supporting the bullish thesis.
Knight-Swift is anticipated to realize cost synergies from fleet improvements and network optimization, enhancing operational efficiency.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 22, 2026 | $0.63+22.6% vs $0.51 | $2.1B+2.4% vs $2.0B |
Q2 2026 Apr 22, 2026 | $0.09+2.8% vs $0.09 | $1.9B-0.3% vs $1.9B |
Q1 2026 Jan 21, 2026 | $0.31-13.9% vs $0.36 | $1.9B-2.3% vs $1.9B |
Q4 2025 Oct 22, 2025 | $0.32-13.2% vs $0.37 | $1.9B+1.7% vs $1.9B |
With KNX shares moving north, we assess the current positioning of the stock to determine if it's a good investment at this juncture.
Investors interested in stocks from the Transportation - Truck sector have probably already heard of Knight-Swift Transportation Holdings (KNX) and Saia (SAIA). But which of these two stocks presents investors with the better value opportunity right now?
XPO, Saia, Knight-Swift, and Paccar could benefit as tightening trucking capacity and improving freight rates outweigh the hit from soaring diesel prices.
Knight-Swift (KNX) reported earnings 30 days ago. What's next for the stock?
Benchmark KNX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Knight-Swift Transportation Holdings Inc. (KNX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $67.09 | $10.9B | 163.63 | 0.8% | 0.88% | 0.93% | 1.07% | |
| $34.79 | $2.09B | -144.96 | -1.84% | -1.42% | -3.31% | — | |
| $11.83 | $916.7M | -17.66 | -23.08% | -2.98% | -2.89% | — | |
| $13.34 | $1.09B | 63.52 | -8.31% | 1.47% | 1.65% | — | |
| $32.50 | $5.69B | 55.08 | 7.25% | 1.92% | 3.68% | — | |
| $177.31 | $36.87B | 36.71 | -5.48% | 19.44% | 24.87% | — |
Knight-Swift Transportation Holdings Inc. (KNX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Knight-Swift Transportation Holdings Inc. (KNX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jul 22, 2026·SEC
Jun 4, 2026·SEC
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Knight-Swift Transportation Holdings Inc. (KNX) stock FAQ — growth, dividends, profitability & financials explained
Knight-Swift Transportation Holdings Inc. (KNX) reported $7.73B in revenue for fiscal year 2025. This represents a 9873% increase from $77.5M in 1996.
Knight-Swift Transportation Holdings Inc. (KNX) grew revenue by 0.8% over the past year. Growth has been modest.
Yes, Knight-Swift Transportation Holdings Inc. (KNX) is profitable, generating $42.9M in net income for fiscal year 2025 (0.9% net margin).
Yes, Knight-Swift Transportation Holdings Inc. (KNX) pays a dividend with a yield of 1.07%. This makes it attractive for income-focused investors.
Knight-Swift Transportation Holdings Inc. (KNX) has a return on equity (ROE) of 0.9%. This is below average, suggesting room for improvement.
Knight-Swift Transportation Holdings Inc. (KNX) generated $1.14B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
