Knight-Swift Transportation Holdings Inc.

Knight-Swift Transportation Holdings Inc.

KNXยทNYSE

$78.27

+0.80%
IndustrialsTrucking

Knight-Swift Transportation Holdings Inc., together with its subsidiaries, provides truckload transportation services in the United States, Mexico, and Canada. The company operates through four segments: Trucking, Logistics, Less-than-truckload (LTL), and Intermodal. Its trucking services include irregular route, dedicated, refrigerated, flatbed, expedited, dry van, drayage, and cross-border transportation of various products, goods, and materials. The company also provides logistics and intermodal services, such as brokerage, intermodal, and certain logistics; freight management; and non-trucking services. In addition, it offers various support services, including repair and maintenance shop services, warranty, insurance, and equipment leasing; and trailer parts manufacturing and warehousing services, as well as engages in the driving academy activities. In addition, it offers regional direct services to customers national transportation needs by utilizing carriers for coverage areas outside networks. The company operates a total of 18,019 tractors, which comprises 16,166 company tractors and 1,853 independent contractor tractors, as well as 67,606 trailers; 2,735 tractors and 7,413 trailers; and 597 tractors and 10,847 intermodal containers. It serves retail, food and beverage, consumer products, paper products, transportation and logistics, housing and building, automotive, and manufacturing industries. Knight-Swift Transportation Holdings Inc. was incorporated in 1989 and is headquartered in Phoenix, Arizona.

At a Glance

Live Snapshot
Market Cap$12.72B
EPS0.4100
P/E Ratio128.70
Earnings Date07/22/2026
knx

Knight-Swift Transportation Holdings Inc. Street Expectations Map

KNX ยท NYSE

Wall Street analysts project that KNX stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 73.64, with estimates ranging from a low of 63.00 to a high of 94.00.

Lowest Target
63.00
-19.51%
Consensus Target
73.64
-5.92%
Highest Target
94.00
20.10%

The consensus 1-year price target stands at 73.64, with estimates ranging from a low of 63.00 to a high of 94.00.

Analyst Consensus Analysis

Upside Potential

-5.9%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

42.1% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

1.03x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Knight-Swift Transportation Holdings Inc. Forward Estimates of Revenue

KNX ยท NYSE
Latest Revenue
7.47B
FY 2025
Avg Estimate
8.07B
FY 2026
Estimate Range
7.90B - 8.33B
Analyst Spread

Forward Growth Analysis

Projected Growth+8.1%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Knight-Swift Transportation Holdings Inc. Forward Estimates of Net Income

KNX ยท NYSE
Latest Net Income
65.95M
FY 2025
Avg Estimate
310.92M
FY 2026
Estimate Range
282.51M - 339.33M
Analyst Spread

Forward Growth Analysis

Projected Growth+371.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread18%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Knight-Swift Transportation Holdings Inc. Forward Estimates of EPS

KNX ยท NYSE
Latest EPS
0.41
FY 2025
Avg Estimate
$1.91
FY 2026
Estimate Range
$1.73 - $2.08
Analyst Spread

Forward Growth Analysis

Projected Growth+365.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread18%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Knight-Swift Transportation Holdings Inc. Forward Estimates of EBIT

KNX ยท NYSE
Latest EBIT
257.12M
FY 2025
Avg Estimate
626.62M
FY 2026
Estimate Range
613.29M - 646.22M
Analyst Spread

Forward Growth Analysis

Projected Growth+143.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Knight-Swift Transportation Holdings Inc. Forward Estimates of EBITDA

KNX ยท NYSE
Latest EBITDA
1.05B
FY 2025
Avg Estimate
1.43B
FY 2026
Estimate Range
1.40B - 1.48B
Analyst Spread

Forward Growth Analysis

Projected Growth+37.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Knight-Swift Transportation Holdings Inc. Forward Estimates of SG&A Expense

KNX ยท NYSE
Latest SG&A Expense
957.96M
FY 2025
Avg Estimate
615.49M
FY 2026
Estimate Range
602.40M - 634.75M
Analyst Spread

Forward Growth Analysis

Projected Growth-35.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

knx

Knight-Swift Transportation Holdings Inc. Insider Positioning

KNX ยท NYSE

During the last 12 months, insiders have sold $7.86M worth of KNX shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

126.4K

7.27M

Net Activity

-7.3M

-$7.27M

6-9 Months

Bought

0

0.00

Sold

9.0K

435.33K

Net Activity

-435K

-$435K

9-12 Months

Bought

0

0.00

Sold

3.4K

148.47K

Net Activity

-148K

-$148K

Top Buyers

No buying activity

Top Sellers

1
KKP

Knight Kevin P

Director, Officer: Executive Chairman

105.0K sharesโ€ข4 transactions

$6.01M

2
HTS

Harrington Timothy Sean

Officer: Pres - Us Xpress

8.5K sharesโ€ข1 transactions

$508K

3
SJ

Smith Joshua

Officer: Cfo - Us Xpress

5.8K sharesโ€ข1 transactions

$351K

4
FJL

Fitzsimmons James L

Officer: Coo Swift Transportation

5.9K sharesโ€ข1 transactions

$324K

5
SR

Stultz Reed

Officer: Sr Vp - Logistics

4.7K sharesโ€ข1 transactions

$242K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $7.86M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.