KN
KNX
—
NYSE
Ground Freight & Logistics
Knight-Swift Transportation Holdings Inc.
Last 30 days
1D5D1M3M6MYTD1Y5YMax
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Mcap
11,2B USD
P/E
160,5x
EV / Rev
1,4x
Div yield
1,11 %
Op margin
2,9 %
ROE
0,9 %
Net margin
0,9 %
Debt / equity
—
Beta
—
52w range
—
Volume
—
Day range
—
Prev close
$76,68
Open
—
Next earnings
2026-10-28
Ex-dividend
—
TR 1Y
—
About
Knight-Swift Transportation Holdings Inc. is classified under Financials / Insurance and appears not currently profitable on the latest normalized snapshot.
Business. Knight-Swift Transportation Holdings Inc. (KNX) is a multiline insurance and broker company listed on the New York Stock Exchange. The firm operates within the insurance industry, providing insurance-related services and brokerage activities. Specific details regarding its operating segments, headquarters location, or geographic revenue mix are not available in the provided data. Consequently, the company is described at the industry level as a participant in the multiline insurance and brokerage sector.
Classification99 %
SectorIndustrials
Industry groupGround Freight & Logistics
Generated · rules-based
Sell-side consensus
BUY19 analysts
15 buy3 hold1 sell
Avg 12m price target86,28
Analyst recommendations
19 analysts · consensus BuyBuy15
Hold3
Sell1
12-month price target
86,28
Consensus of sell-side coverage.
At a glance
Score
—
not yet scored
Valuation→
160,5x
P/E
Analysts→
Buy
19 analysts · indicative
Ownership→
Victory Capital Management Inc.
largest disclosed fund holder
Profitability→
0,9 %
return on equity
Quality
—
not yet scored
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
— missing data
News & coverage
0Sector rotation
Sector1D1Mvs mkt
Materials+2,3 %+6,6 %+1,7 %
Communication Services+2,2 %−5,5 %+1,6 %
Energy+0,6 %+3,3 %+0,0 %
Health Care+0,6 %−0,8 %+0,0 %
Information Technology+0,6 %+6,7 %+0,0 %
Consumer Discretionary+0,4 %+7,6 %−0,2 %
Financials−0,3 %−2,8 %−0,9 %
Consumer Staples−0,4 %+2,5 %−1,0 %
Real Estate−0,7 %+10,9 %−1,3 %
Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
Utilities−1,9 %+28,2 %−2,5 %
Developing storylines
No tracked sagas currently linked to KNX. Browse all sagas →
Analysis
AI analysis
Generated · analysis pipeline · tier hybrid · as of 2026-08-04
↑ At a glance
Opportunity
— missing data
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
- Congressional trades
- CongressValerie Hoyle — Knight-Swift Transportation Holdings2025-06-26 · Democrat · OR · Purchase · $1,001 - $15,000
Pre-earnings brief
Briefing · model-assisted
Knight-Swift Transportation Holdings Inc. (KNX) is currently the subject of its first analysis, meaning there is no prior baseline to compute material changes in its operational or financial metrics. Consequently, the most significant recent activity centers on shareholder composition rather than corporate performance shifts. The company maintains a broad ownership base with 33 top holders, though it currently lacks coverage from analysts or inclusion in major indices, and reports zero officer count in the available data snapshot. The primary signal of interest involves a major modification in holdings by investor ID 587. Data detected on June 28, 2026, indicates this investor increased their position to 24,433 shares, valued at approximately $1.41 million, representing a weight of 0.0008% as of March 31, 2026. This stands in contrast to an earlier detection on June 23, 2026, which recorded the same investor holding only 20 shares, valued at roughly $1,152. These conflicting data points for the same investor and reporting period suggest a significant adjustment or correction in the recorded ownership stake. The shift from a negligible 20-share position to a multi-million dollar holding highlights the volatility or complexity in tracking specific institutional or high-net-worth investor activities for KNX. For investors, this underscores the importance of monitoring shareholder registry updates closely, as the absence of analyst coverage and index membership means that price discovery and sentiment may be driven more by direct holder actions than by broader market consensus. The lack of prior analysis history further implies that current market perceptions are forming in real-time, making these holder changes a critical, albeit isolated, data point for assessing interest in the stock.
Signals & dispatch
peak dispatch · —
Composite-score breakdown
Synthesis
Business
Knight-Swift Transportation Holdings Inc. (KNX) is a multiline insurance and broker company listed on the New York Stock Exchange. The firm operates within the insurance industry, providing insurance-related services and brokerage activities. Specific details regarding its operating segments, headquarters location, or geographic revenue mix are not available in the provided data. Consequently, the company is described at the industry level as a participant in the multiline insurance and brokerage sector.
Classification99 %
SectorIndustrials
Industry groupGround Freight & Logistics
AI synthesis
GENERATEDKnight-Swift Transportation Holdings Inc. (KNX) is currently classified as Multiline Insurance & Brokers within Insurance (Financials). Classification confidence: 0.92 (rule-based classification). Capital structure on the latest snapshot: total assets 11,946,756,000 USD, total equity 7,053,768,000, short-term debt 0, long-term debt 0. Net cash position is approximately 222,774,000 USD. Self-calculated market cap is 10,587,461,500 USD (market_price × shares_outstanding_diluted). Profitability profile: revenue 1,850,223,000, gross profit 0, operating income 28,584,000, net income -1,317,000. Return on equity ~0.9%. Return on assets ~0.5%. Operating-cash-flow to net-income ratio is 19.21. Risk profile from automated assessment: liquidity risk high, dilution risk medium. Flags: Current liabilities exceed current assets.; Source documents mention dilution or offering risk.. Recent news context: [TRIGGER] allocator_boost: allocator_boost (allocator) on KNX — watcher=allocator; producer_version=ws49-p2a-v1; plan_date=2026-07-20; rank=29; ev=7.444947; company_id=ddfb7efc-2d00-44b5-b9d0-a600cd9eef43; jurisdiction=US; term_contributions={'event_proximity': 2.01096, 'gradability': 2.0, 'staleness': 3.433987, 'credibility_interest': 0.0}; days_since_analysis=30; pending_promises=0; reason=Allocator coverage boost rank #29 EV=7.444947 for KNX (hot+stale; days_since=30); contributing_watchers=allocator (source=allocator; url=allocator:2026-07-20:KNX). Additional context: allocator_boost: watcher=allocator; producer_version=ws49-p2a-v1; plan_date=2026-07-20; rank=29; ev=7.444947; company_id=ddfb7efc-2d00-44b5-b9d0-a600cd9eef43; jurisdiction=US; term_contributions={'event_proximity': 2.01096, 'gradability': 2.0, 'staleness': 3.433987, 'credibility_interest': 0.0}; days_since_analysis=30; pending_promises=0; reason=Allocator coverage boost rank #29 EV=7.444947 for KNX (hot+stale; days_since=30); contributing_watchers=allocator.
Knight-Swift Transportation Holdings Inc. (KNX) is currently the subject of its first analysis, meaning there is no prior baseline to compute material changes in its operational or financial metrics. Consequently, the most significant recent activity centers on shareholder composition rather than corporate performance shifts. The company maintains a broad ownership base with 33 top holders, though it currently lacks coverage from analysts or inclusion in major indices, and reports zero officer count in the available data snapshot. The primary signal of interest involves a major modification in holdings by investor ID 587. Data detected on June 28, 2026, indicates this investor increased their position to 24,433 shares, valued at approximately $1.41 million, representing a weight of 0.0008% as of March 31, 2026. This stands in contrast to an earlier detection on June 23, 2026, which recorded the same investor holding only 20 shares, valued at roughly $1,152. These conflicting data points for the same investor and reporting period suggest a significant adjustment or correction in the recorded ownership stake. The shift from a negligible 20-share position to a multi-million dollar holding highlights the volatility or complexity in tracking specific institutional or high-net-worth investor activities for KNX. For investors, this underscores the importance of monitoring shareholder registry updates closely, as the absence of analyst coverage and index membership means that price discovery and sentiment may be driven more by direct holder actions than by broader market consensus. The lack of prior analysis history further implies that current market perceptions are forming in real-time, making these holder changes a critical, albeit isolated, data point for assessing interest in the stock.
Key takeaways
- Observed GAAP P/E is about 160.55x.
- Return on equity is about 0.9%.
- Debt to equity is about 0.0x.
- [TRIGGER] allocator_boost: allocator_boost (allocator) on KNX — watcher=allocator; producer_version=ws49-p2a-v1; plan_date=2026-07-20; rank=29; ev=7.444947; company_id=ddfb7efc-2d00-44b5-b9d0-a600cd9eef43; jurisdiction=US; term_contributions={'event_proximity': 2.01096, 'gradability': 2.0, 'staleness': 3.433987, 'credibility_interest': 0.0}; days_since_analysis=30; pending_promises=0; reason=Allocator coverage boost rank #29 EV=7.444947 for KNX (hot+stale; days_since=30); contributing_watchers=allocator (source=allocator; url=allocator:2026-07-20:KNX)
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- Condensed Consolidated Statements of Comprehensive Income (Unaudited) Quarter Ended March 31, 2026 2025 (In thousands, except per share data) Revenue: Revenue, excluding truckload and LTL fuel surcharge $ 1,638,032 $ 1,632,963 Truckload and LTL fuel surcharge 212,191 191,399 Total revenue 1,850,223 1,824,362 Operating expenses: Salaries, wages, and benefits 728,698 721,659 Fuel 231,338 207,246 Operations and maintenance 128,473 132,372 Insurance and claims 109,157 92,225 Operating taxes and licenses 37,394 34,366 Communications 6,442 7,383 Depreciation and amortization of property and equipment 176,809 177,479 Amortization of intangibles 18,902 19,246 Rental expense 45,052 42,866 Purchased transportation 278,628 277,294 Impairments 882 28 Miscellaneous operating expenses 59,864 45,535 Total operating expenses 1,821,639 1,757,699 Operating income 28,584 66,663 Other (expenses) income: Interest income 1,806 3,034 Interest expense ( 30,729 ) ( 40,203 ) Other (expense) income, net ( 1,181 ) 11,038 Total other (expenses) income, net ( 30,104 ) ( 26,131 ) (Loss) income before income taxes ( 1,520 ) 40,532 Income tax (benefit) expense ( 107 ) 10,303 Net (loss) income ( 1,413 ) 30,229 Net loss attributable to noncontrolling interest 96 410 Net (loss) income attributable to Knight-Swift ( 1,317 ) 30,639 Other comprehensive income 340 463 Comprehensive (loss) income $ ( 977 ) $ 31,102 (Loss) earnings per share: Basic $ ( 0.01 ) $ 0.19 Diluted $ ( 0.01 ) $ 0.19 Dividends declared per share: $ 0.20 $ 0.18 Weighted average shares outstanding: Basic 162,426 161,974 Diluted 163,135 162,457 See accompanying notes to the condensed consolidated financial statements (unaudited).
Bull / Bear case
Generated · model-assistedBULL CASE · 5
Knight-Swift generated $7.47 billion in FY2025 revenue, demonstrating significant scale in the transportation sector.
The company maintains a low leverage band with a debt-to-equity ratio of 0.25, reducing financial distress risk.
Operating income reached $216 million in FY2025, indicating the company continues to generate positive operational cash flows.
Revenue grew at a 1.9% CAGR from FY2023 to FY2025, showing modest top-line expansion over the period.
The company holds a book value of $1.2 billion, providing a tangible asset base for shareholders.
BEAR CASE · 4
A high liquidity risk flag indicates potential difficulties in meeting short-term financial obligations as they come due.
The current ratio of 0.86 suggests the company lacks sufficient current assets to cover its current liabilities.
Net margin of 0.88% ranks in the bottom quartile of its cohort, highlighting weak pricing power or cost control.
Return on equity of 0.93% falls in the bottom quartile, indicating inefficient use of shareholder capital.
In focus — financials by report
Quarterly
Annual
QUARTERLYFiled 2026-03-31
Q4 2025 · Quarter highlights
Revenue $1.85B; Operating income $28.6M.
Revenue$1.85B
Operating income$28.6M
Net income-$1.3M
Free cash flow—
EPS—
Operating cash flow$142.5M
Financials
Income statement
Revenue$1.85B
Gross profit—
Operating income$28.6M
Net income-$1.3M
Margins
Gross margin—
Operating margin1.5%
Net margin-0.1%
FCF margin—
Balance sheet
Total assets$11.95B
Total liabilities$4.88B
Total equity$7.05B
Cash & equivalents$222.8M
Long-term debt—
Cash flow
Operating cash flow$142.5M
CapEx—
Free cash flow—
SBC—
P&L flow · revenue → net income
Highlights
- ▍Revenue $1.85B
- ▍Operating income $28.6M
- ▍Net margin -0.1%
QUARTERLYFiled 2025-09-30
Q2 2025 · Quarter highlights
Revenue $5.61B; Operating income $189.6M.
Revenue$5.61B
Operating income$189.6M
Net income$72.7M
Free cash flow—
EPS—
Operating cash flow$543.4M
Financials
Income statement
Revenue$5.61B
Gross profit—
Operating income$189.6M
Net income$72.7M
Margins
Gross margin—
Operating margin3.4%
Net margin1.3%
FCF margin—
Balance sheet
Total assets$12.62B
Total liabilities$5.50B
Total equity$7.11B
Cash & equivalents$192.7M
Long-term debt—
Cash flow
Operating cash flow$543.4M
CapEx—
Free cash flow—
SBC—
P&L flow · revenue → net income
Highlights
- ▍Revenue $5.61B
- ▍Operating income $189.6M
- ▍Net margin 1.3%
QUARTERLYFiled 2025-06-30
Q1 2025 · Quarter highlights
Revenue $3.69B; Operating income $139.3M.
Revenue$3.69B
Operating income$139.3M
Net income$64.9M
Free cash flow—
EPS—
Operating cash flow$325.9M
Financials
Income statement
Revenue$3.69B
Gross profit—
Operating income$139.3M
Net income$64.9M
Margins
Gross margin—
Operating margin3.8%
Net margin1.8%
FCF margin—
Balance sheet
Total assets$12.52B
Total liabilities$5.39B
Total equity$7.12B
Cash & equivalents$216.3M
Long-term debt—
Cash flow
Operating cash flow$325.9M
CapEx—
Free cash flow—
SBC—
P&L flow · revenue → net income
Highlights
- ▍Revenue $3.69B
- ▍Operating income $139.3M
- ▍Net margin 1.8%
ANNUALFiled 2025-12-31
FY 2025 · Full-year highlights
Revenue $7.47B; Operating income $216.1M.
Revenue$7.47B
Operating income$216.1M
Net income$65.9M
Free cash flow—
EPS—
Operating cash flow$1.27B
Financials
Income statement
Revenue$7.47B
Gross profit—
Operating income$216.1M
Net income$65.9M
Margins
Gross margin—
Operating margin2.9%
Net margin0.9%
FCF margin—
Balance sheet
Total assets$11.96B
Total liabilities$4.86B
Total equity$7.08B
Cash & equivalents$220.4M
Long-term debt—
Cash flow
Operating cash flow$1.27B
CapEx—
Free cash flow—
SBC$28.6M
P&L flow · revenue → net income
Highlights
- ▍Revenue $7.47B
- ▍Operating income $216.1M
- ▍Net margin 0.9%
ANNUALFiled 2024-12-31
FY 2024 · Full-year highlights
Revenue $7.41B; Operating income $243.4M.
Revenue$7.41B
Operating income$243.4M
Net income$117.6M
Free cash flow—
EPS—
Operating cash flow$799.1M
Financials
Income statement
Revenue$7.41B
Gross profit—
Operating income$243.4M
Net income$117.6M
Margins
Gross margin—
Operating margin3.3%
Net margin1.6%
FCF margin—
Balance sheet
Total assets$12.70B
Total liabilities$5.58B
Total equity$7.11B
Cash & equivalents$218.3M
Long-term debt—
Cash flow
Operating cash flow$799.1M
CapEx—
Free cash flow—
SBC$23.6M
P&L flow · revenue → net income
Highlights
- ▍Revenue $7.41B
- ▍Operating income $243.4M
- ▍Net margin 1.6%
ANNUALFiled 2024-12-31
FY 2025 · Full-year highlights
Revenue $7.41B; Operating income $243.4M.
Revenue$7.41B
Operating income$243.4M
Net income$117.6M
Free cash flow—
EPS—
Operating cash flow$799.1M
Financials
Income statement
Revenue$7.41B
Gross profit—
Operating income$243.4M
Net income$117.6M
Margins
Gross margin—
Operating margin3.3%
Net margin1.6%
FCF margin—
Balance sheet
Total assets$12.70B
Total liabilities$5.58B
Total equity$7.11B
Cash & equivalents$218.3M
Long-term debt—
Cash flow
Operating cash flow$799.1M
CapEx—
Free cash flow—
SBC$23.6M
P&L flow · revenue → net income
Highlights
- ▍Revenue $7.41B
- ▍Operating income $243.4M
- ▍Net margin 1.6%
ANNUALFiled 2023-12-31
FY 2023 · Full-year highlights
Revenue $7.14B; Operating income $338.2M.
Revenue$7.14B
Operating income$338.2M
Net income$217.1M
Free cash flow—
EPS—
Operating cash flow$1.16B
Financials
Income statement
Revenue$7.14B
Gross profit—
Operating income$338.2M
Net income$217.1M
Margins
Gross margin—
Operating margin4.7%
Net margin3.0%
FCF margin—
Balance sheet
Total assets$12.87B
Total liabilities$5.77B
Total equity$7.09B
Cash & equivalents$168.5M
Long-term debt—
Cash flow
Operating cash flow$1.16B
CapEx—
Free cash flow—
SBC$27.9M
P&L flow · revenue → net income
Highlights
- ▍Revenue $7.14B
- ▍Operating income $338.2M
- ▍Net margin 3.0%
ANNUALFiled 2023-12-31
FY 2024 · Full-year highlights
Revenue $7.14B; Operating income $338.2M.
Revenue$7.14B
Operating income$338.2M
Net income$217.1M
Free cash flow—
EPS—
Operating cash flow$1.16B
Financials
Income statement
Revenue$7.14B
Gross profit—
Operating income$338.2M
Net income$217.1M
Margins
Gross margin—
Operating margin4.7%
Net margin3.0%
FCF margin—
Balance sheet
Total assets$12.87B
Total liabilities$5.77B
Total equity$7.09B
Cash & equivalents$168.5M
Long-term debt—
Cash flow
Operating cash flow$1.16B
CapEx—
Free cash flow—
SBC$27.9M
P&L flow · revenue → net income
Highlights
- ▍Revenue $7.14B
- ▍Operating income $338.2M
- ▍Net margin 3.0%
Valuation FY
Market price
$68,42
Market cap
$10.59B
Enterprise valueⓘ
$10.36B
P/Eⓘ
160.5x
Non-GAAP P/Eⓘ
—
EV / Revenueⓘ
1.4x
EV / Op incomeⓘ
48.0x
EV / OCFⓘ
8.2x
P / Bⓘ
8.8x
P / Tangible bookⓘ
8.7x
Tangible book
$1.21B
Net cashⓘ
$222.8M
Current ratioⓘ
0.7
Debt / equityⓘ
—
ROAⓘ
0.5%
ROEⓘ
0.9%
Cash conversionⓘ
1921.0%
CapEx / revenueⓘ
—
SBC / revenueⓘ
0.4%
Dilution ratioⓘ
0.4%
Revenue by segment
Business relationships
— missing data
Supply chain
— missing data
Peer comparison
— missing data
Market position
Stress test
— missing data
Predictor forecast
Full fiscal year~1 year ahead
Full fiscal year · our forecast vs guidance vs consensus
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 1,85 |
| Revenue | —no estimate | —no estimate | 8,1B USD |
| Operating income | —no estimate | —no estimate | 503,2M USD |
Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
Corporate eventM&A horizon
M&A probabilityconf 3 %
Probability
3 %
Base rate
3 %
Band
—
180-day horizon · target 2027-01-23 · 1,0× base rate
No acquirer candidates identified by the signal model.
Probabilistic model output — not investment advice. · generated 2026-07-27
Options
— missing data
Short squeeze
— missing data
Earnings-call key lines
— missing data
Consensus distribution
sell-side coverageRecommendation distribution20 analysts
Strong buy5
Buy10
Hold4
Sell1
Strong sell0
12-month price target$70,44 · Median $72,00
Low $50,45High $79,00
Operating income · consensus503,2M USD
EPS surprise
−31,8 %
reported vs consensus · miss
Revenue surprise
−7,2 %
reported vs consensus · miss
Estimate revisions
consensus EPS · 26-week trend— missing data
Sell-side observations
Low$50,45
Mean$86,28
Median$89,00
High$100,00
Spot$68,42
+26.1 %implied to mean12-month sell-side price targets · ▲ spot
Themes
— missing data
ESG
— missing data
Risk factors
Dilution riskMedium
Liquidity riskHigh
Filing-based flags
- Current liabilities exceed current assets.
- Source documents mention dilution or offering risk.
Benchmarks vs cohort
Op Margin2,9 %Below median
Net Margin0,9 %Bottom quartile
ROE0,9 %Below median
D/E0,00Above P75
Cash Conv19,21Best in class
Corporate actions / M&A
M&A probabilityconf —
Probability
3 %
Base rate
3 %
Band
Low
180-day horizon · target 2027-01-23 · 1,0× base rate
No acquirer candidates identified by the signal model.
Corporate actionsNo corporate-action source connected yet — splits, dividends and buyback events are not tracked for this company. Honest-dim (no data fabricated).
FX exposure
— missing data
Comparable transactions
— missing data
Derivatives & instruments
Derivative transactions
Net disposed 41 058 sh24 exercises · 1 grants9 insiders
- Exec VP and CAO · Restricted Stock Units → Class A Common StockDisposed 728exercise · 2026-05-31
- Exec VP and CAO · Restricted Stock Units → Class A Common StockDisposed 594exercise · 2026-05-31
- Exec VP and CAO · Restricted Stock Units → Class A Common StockDisposed 1 047exercise · 2026-05-31
- Exec VP and CAO · Restricted Stock Units → Class A Common StockDisposed 356exercise · 2026-05-31
- COO Swift Transportation · Restricted Stock Units → Class A Common StockDisposed 637exercise · 2026-05-31
- CFO · Restricted Stock Units → Class A Common StockDisposed 437exercise · 2026-05-31
- CFO · Restricted Stock Units → Class A Common StockDisposed 457exercise · 2026-05-31
- CFO · Restricted Stock Units → Class A Common StockDisposed 315exercise · 2026-05-31
- COO Swift Transportation · Restricted Stock Units → Class A Common StockAcquired 5 751exercise · 2026-05-31
- COO Swift Transportation · Restricted Stock Units → Class A Common StockDisposed 1 832exercise · 2026-05-31
- Exec VP and CAO · Restricted Stock Units → Class A Common StockDisposed 1 141exercise · 2026-05-31
- Exec VP and CAO · Restricted Stock Units → Class A Common StockAcquired 3 503exercise · 2026-05-31
- COO Swift Transportation · Restricted Stock Units → Class A Common StockDisposed 608exercise · 2026-05-31
- COO Swift Transportation · Restricted Stock Units → Class A Common StockDisposed 753exercise · 2026-05-31
- COO Swift Transportation · Restricted Stock Units → Class A Common StockDisposed 1 683exercise · 2026-05-31
- Pres/COO AAA Transportation · Restricted Stock Units → Class A Common StockAcquired 1 983exercise · 2026-05-31
- Pres/COO AAA Transportation · Restricted Stock Units → Class A Common StockDisposed 676exercise · 2026-05-31
- Pres/COO AAA Transportation · Restricted Stock Units → Class A Common StockDisposed 622exercise · 2026-05-31
- Pres/COO AAA Transportation · Restricted Stock Units → Class A Common StockDisposed 546exercise · 2026-05-31
- Pres/COO AAA Transportation · Restricted Stock Units → Class A Common StockDisposed 685exercise · 2026-05-31
- President · Restricted Stock Units → Class A Common StockAcquired 3 966grant · 2026-05-31
- Director, CEO · Performance Restricted Stock Units → Class A Common StockDisposed 17 758exercise · 2026-03-12
- Director, Vice Chairman · Performance Restricted Stock Units → Class A Common StockDisposed 5 682exercise · 2026-03-12
- Director, Executive Chairman · Performance Restricted Stock Units → Class A Common StockDisposed 19 180exercise · 2026-03-12
- SR VP - Logistics · Restricted Stock Units → Class A Common StockDisposed 524exercise · 2026-01-31
Actions
Ask Handelsavisen
— missing data
Data sources
- Market data
- Regulatory filings
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Reference data
How metrics are computed
- Price To Tangible Bookmarket_price / (tangible_book_value / shares_outstanding_diluted)
- Price To Bookmarket_price / (adjusted_book_value / shares_outstanding_diluted)
- Return On Equitynet_income / total_equity
- Enterprise Valuemarket_cap - net_cash
- Ev To Revenueenterprise_value / revenue
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
Source documents
- Knight-Swift Transportation Holdings Inc. company facts · 2026-07-20
- Knight-Swift Transportation Holdings Inc. 10-Q 2026-04-29 · 2026-07-20
- Knight-Swift Transportation Holdings Inc. 10-K 2026-02-19 · 2026-07-20
- Knight-Swift Transportation Holdings Inc. 10-Q 2025-10-29 · 2026-07-20
- Knight-Swift Transportation Holdings Inc. 10-Q 2025-07-30 · 2026-07-20
- allocator_boost (allocator) on KNX · 2026-07-20
- Knight-Swift Transportation Holdings Inc Market data — analyst estimates · 2026-07-20
- Knight-Swift Transportation Holdings Inc Market data — ESG · 2026-07-20
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,23 %$365M
- Investment Managers · as of 2026-03-310,10 %$487M
- Investment Managers · as of 2026-03-310,09 %$194M
- Investment Managers · as of 2026-03-310,06 %$342M
- Investment Managers · as of 2026-03-310,04 %$116M
- Funds · as of 2026-03-310,03 %$211M
- Institutional Investor · as of 2026-03-310,03 %$559M
- Institutional Investor · as of 2022-09-300,03 %$0M
- Institutional Investor · as of 2026-03-310,03 %$120M
- Investment Managers · as of 2026-03-310,02 %$30M
- Investment Managers · as of 2024-06-300,02 %$816M
- Investment Managers · as of 2026-03-310,02 %$34M
- Investment Managers · as of 2026-03-310,02 %$66M
- Investment Managers · as of 2026-03-310,01 %$82M
- Institutional Investor · as of 2026-03-310,01 %$78M
- Investment Managers · as of 2026-03-310,01 %$77M
- Investment Managers · as of 2026-03-310,01 %$195M
- Investment Managers · as of 2025-12-310,01 %$766M
- Investment Managers · as of 2026-03-310,01 %$171M
- Investment Managers · as of 2026-03-310,01 %$293M
- Investment Managers · as of 2026-03-310,01 %$76M
- Investment Managers · as of 2026-03-310,01 %$60M
- Institutional Investor · as of 2026-03-310,01 %$21M
- Investment Managers · as of 2024-12-310,01 %$25M
- Brokerage Firms · as of 2026-03-310,00 %$12M
- Investment Managers · as of 2026-03-310,00 %$5M
- Brokerage Firms · as of 2026-03-310,00 %$14M
- Institutional Investor · as of 2026-03-310,00 %$4M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$3M
- Institutional Investor · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
Insider activity
Net selling0 buys · 11 sellsnet -$11,1M20 insiders · last 365d
- Exec VP and CAO · Class A Common StockSold 3 600 @ $70,82$255K · 2026-07-31
- Director · Class A Common StockSold 50 000 @ $70,25$3,5M · 2026-07-31
- CFO · Class A Common StockOther 116 @ $75,63$9K · 2026-05-31
- Pres/COO AAA Transportation · Class A Common StockOther 685 · 2026-05-31
- Pres/COO AAA Transportation · Class A Common StockOther 202 @ $75,63$15K · 2026-05-31
- Pres/COO AAA Transportation · Class A Common StockOther 546 · 2026-05-31
- Pres/COO AAA Transportation · Class A Common StockOther 161 @ $75,63$12K · 2026-05-31
- Pres/COO AAA Transportation · Class A Common StockOther 622 · 2026-05-31
- Pres/COO AAA Transportation · Class A Common StockOther 183 @ $75,63$14K · 2026-05-31
- Pres/COO AAA Transportation · Class A Common StockOther 676 · 2026-05-31
- Pres/COO AAA Transportation · Class A Common StockOther 199 @ $75,63$15K · 2026-05-31
- COO Swift Transportation · Class A Common StockOther 206 @ $75,63$16K · 2026-05-31
- Exec VP and CAO · Class A Common StockOther 356 · 2026-05-31
- Exec VP and CAO · Class A Common StockOther 159 @ $75,63$12K · 2026-05-31
- Exec VP and CAO · Class A Common StockOther 594 · 2026-05-31
- Exec VP and CAO · Class A Common StockOther 265 @ $75,63$20K · 2026-05-31
- Exec VP and CAO · Class A Common StockOther 728 · 2026-05-31
- Exec VP and CAO · Class A Common StockOther 324 @ $75,63$25K · 2026-05-31
- Exec VP and CAO · Class A Common StockOther 1 047 · 2026-05-31
- Exec VP and CAO · Class A Common StockOther 466 @ $75,63$35K · 2026-05-31
- Exec VP and CAO · Class A Common StockOther 1 141 · 2026-05-31
- Exec VP and CAO · Class A Common StockOther 508 @ $75,63$38K · 2026-05-31
- COO Swift Transportation · Class A Common StockOther 608 · 2026-05-31
- COO Swift Transportation · Class A Common StockOther 167 @ $75,63$13K · 2026-05-31
- COO Swift Transportation · Class A Common StockOther 753 · 2026-05-31
Short positioning
9.0Mshares short+5.1% vs prior
2.69days to cover
46.0%short of daily vol
2.2Kfails-to-deliver
as of 2026-07-15 · short-interest report (free)
Geographic breakdown
— missing data
Listings · one canonical issuer
all listings resolve to the canonical
KNXCanonical
NYSE · USD
Intel & risk
peak dispatch · —
OSINT findings
Dilution riskMedium
Liquidity riskHigh
Current liabilities exceed current assets.
Source documents mention dilution or offering risk.
Evidence & claims
From filings & derived data- Net margin (FY 2025-12-31): 0.9%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 58.5%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): -11.2%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): -5.9%Derived (calculated)
- Long-term debt (YoY) (2025-12-31 vs 2024-12-31): -4.5%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 0.8%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): -0.4%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): -43.8%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): -43.8%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 1.0%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): -43.9%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): -12.9%Derived (calculated)
- Debt-to-equity (FY 2025-12-31): 0.69xDerived (calculated)
- Current ratio (FY 2025-12-31): 0.86xDerived (calculated)
- Return on assets (FY 2025-12-31): 0.6%Derived (calculated)
- Return on equity (FY 2025-12-31): 0.9%Derived (calculated)
- Current assets (annual): USD 887.53MSEC XBRL filing
- Revenue (annual): USD 7.47BSEC XBRL filing
- EPS (basic) (annual): USD-PER-SHARES 0SEC XBRL filing
- Total liabilities (annual): USD 4.86BSEC XBRL filing
- Cash & equivalents (annual): USD 220.42MSEC XBRL filing
- Net income (annual): USD 65.95MSEC XBRL filing
- Pre-tax income (annual): USD 95.32MSEC XBRL filing
- Total assets (annual): USD 11.96BSEC XBRL filing
Showing 24 of 60 surfaced claims.
Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.
The Thread
Everything we know, in order2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
2026-07-31INSIDERFlanagan Cary M sold 3.6k sh Class A Common Stock — Exec VP and CAO ~$255k
2026-07-31INSIDERDove Reid sold 50.0k sh Class A Common Stock — Director ~$3.51M
2026-07-22 00:00 UTCTRANSCRIPTEarnings call — Q3 2026
2026-07-22EVENTQ2 2026 earnings (expected) estimated date
2026-06-30 03:38 UTCEARNINGSUpcomingForecast: ma_probability (180d)
2026-06-28 03:14 UTCHOLDERInstitutional holding changed
2026-06-28 03:14 UTCHOLDER1 institutional position change flagged (1 major)
2026-06-23 03:11 UTCHOLDERInstitutional holding changed
2026-06-23 03:11 UTCHOLDER1 institutional position change flagged (1 major)
2026-05-31 00:00 UTCINSIDER63 insider transactions — 2026-05 · net buy $1.0M 21 derivative
2026-05-31INSIDERHess Andrew transacted 116 sh Class A Common Stock — CFO ~$9k
2026-05-31INSIDERPrickett Wilburn Douglas III transacted 685 sh Class A Common Stock — Pres/COO AAA Transportation
2026-05-31INSIDERPrickett Wilburn Douglas III transacted 202 sh Class A Common Stock — Pres/COO AAA Transportation ~$15k
2026-05-31INSIDERPrickett Wilburn Douglas III transacted 546 sh Class A Common Stock — Pres/COO AAA Transportation
2026-05-31INSIDERPrickett Wilburn Douglas III transacted 161 sh Class A Common Stock — Pres/COO AAA Transportation ~$12k
2026-05-31INSIDERPrickett Wilburn Douglas III transacted 622 sh Class A Common Stock — Pres/COO AAA Transportation
2026-05-31INSIDERPrickett Wilburn Douglas III transacted 183 sh Class A Common Stock — Pres/COO AAA Transportation ~$14k
2026-05-31INSIDERPrickett Wilburn Douglas III transacted 676 sh Class A Common Stock — Pres/COO AAA Transportation
2026-05-31INSIDERPrickett Wilburn Douglas III transacted 199 sh Class A Common Stock — Pres/COO AAA Transportation ~$15k
2026-05-31INSIDERFitzsimmons James L transacted 206 sh Class A Common Stock — COO Swift Transportation ~$16k
2026-05-31INSIDERFlanagan Cary M transacted 356 sh Class A Common Stock — Exec VP and CAO
2026-05-31INSIDERFlanagan Cary M transacted 159 sh Class A Common Stock — Exec VP and CAO ~$12k
2026-05-31INSIDERFlanagan Cary M transacted 594 sh Class A Common Stock — Exec VP and CAO
2026-05-31INSIDERFlanagan Cary M transacted 265 sh Class A Common Stock — Exec VP and CAO ~$20k
2026-05-31INSIDERFlanagan Cary M transacted 728 sh Class A Common Stock — Exec VP and CAO
2026-05-31INSIDERFlanagan Cary M transacted 324 sh Class A Common Stock — Exec VP and CAO ~$25k
2026-05-31INSIDERFlanagan Cary M transacted 1.0k sh Class A Common Stock — Exec VP and CAO
2026-05-31INSIDERFlanagan Cary M transacted 466 sh Class A Common Stock — Exec VP and CAO ~$35k
2026-05-31INSIDERFlanagan Cary M transacted 1.1k sh Class A Common Stock — Exec VP and CAO
2026-05-31INSIDERFlanagan Cary M transacted 508 sh Class A Common Stock — Exec VP and CAO ~$38k
2026-05-31INSIDERFitzsimmons James L transacted 608 sh Class A Common Stock — COO Swift Transportation
2026-05-31INSIDERFitzsimmons James L transacted 167 sh Class A Common Stock — COO Swift Transportation ~$13k
2026-05-31INSIDERFitzsimmons James L transacted 753 sh Class A Common Stock — COO Swift Transportation
2026-05-31INSIDERFlanagan Cary M disposed of 594 sh Restricted Stock Units — Exec VP and CAO
2026-05-31INSIDERFlanagan Cary M disposed of 1.0k sh Restricted Stock Units — Exec VP and CAO
2026-05-31INSIDERFlanagan Cary M disposed of 356 sh Restricted Stock Units — Exec VP and CAO
2026-05-31INSIDERFlanagan Cary M disposed of 728 sh Restricted Stock Units — Exec VP and CAO
2026-05-31INSIDERPrickett Wilburn Douglas III disposed of 676 sh Restricted Stock Units — Pres/COO AAA Transportation
Showing the 40 most recent of 73 entries.
The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04
Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data
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