Zacks Investment Research·Oct 28, 2026
Implied Volatility Surging for Knight-Swift Stock OptionsInvestors need to pay close attention to KNX stock based on the movements in the options market lately.
Knight-Swift's most recent quarter showed revenue up 14.2% year over year to about $2.2B and operating margin rising to 8.1% from 1.4% in late 2025, suggesting a capacity-driven rate recovery is underway.
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 has been uneven, with the latest quarter's 14.2% year-over-year gain to $2.2B coming alongside gross margin of 14.5% and operating margin of only 8.1%, which may reflect a temporary rate spike rather than durable pricing power.
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 11/8/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 21, 2026 | $0.83+9.4% vs $0.76 | $2.2B+1.7% vs $2.2B |
Q3 2026 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 |
Investors need to pay close attention to KNX stock based on the movements in the options market lately.
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 offers value investors a better bang for their buck right now?
The Sustainable Value Strategy trailed its benchmark, the Russell 2500 Value Index, in the third quarter. New positions include Lineage, Birkenstock, Matador Resources, KBR and ICON. InterDigital, Stevanato Group and Exelixis rounded out our top contributors.
Knight-Swift's Q3 2026 earnings surged on stronger truckload pricing and network efficiency, beating estimates despite a post-earnings stock decline.
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 |
|---|---|---|---|---|---|---|---|
| $58.41 | $9.49B | 62.20 | 0.8% | 1.92% | 2.17% | 1.23% | |
| $26.95 | $1.62B | -85.07 | -1.84% | -0.56% | -1.39% | 2.09% | |
| $10.09 | $781.87M | -61.37 | -23.08% | -1.77% | -1.69% | 0.79% | |
| $11.74 | $957.86M | 71.94 | -8.31% | 1.55% | 1.74% | 1.53% | |
| $27.81 | $4.87B | 34.60 | 7.25% | 2.38% | 4.65% | 1.37% | |
| $164.92 | $34.3B | 29.54 | -5.48% | 20.08% | 25.92% | 0.68% |
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)
Oct 21, 2026·SEC
Aug 6, 2026·SEC
Jul 22, 2026·SEC
Get notified when KNX posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Knight-Swift Transportation Holdings Inc. (KNX) stock FAQ — growth, dividends, profitability & financials explained
Knight-Swift Transportation Holdings Inc. (KNX) reported $8.00B in revenue over the trailing twelve months. Revenue was $7.47B in fiscal year 2025. That is 9538% more than the $77.5M of fiscal year 1996.
Knight-Swift Transportation Holdings Inc. (KNX) grew revenue by 7.0% over the trailing twelve months, compared with the twelve months before.
Yes. Knight-Swift Transportation Holdings Inc. (KNX) earned $153.3M in net income over the trailing twelve months (a 1.9% net margin).
Yes. Knight-Swift Transportation Holdings Inc. (KNX) pays a dividend that yields 1.23% at the current price, a moderate yield.
Knight-Swift Transportation Holdings Inc. (KNX) had a return on equity (ROE) of 2.2% over the trailing twelve months. That is below the market's typical 10-15%.
Knight-Swift Transportation Holdings Inc. (KNX) generated $1.10B in free cash flow over the trailing twelve months.
