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Industrials - Trucking - NYSE - US
$ 55.63
-0.501 %
$ 9.01 B
Market Cap
241.87
P/E
1. INTRINSIC VALUE

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.[ Read More ]

The intrinsic value of one KNX stock under the base case scenario is HIDDEN Compared to the current market price of 55.6 USD, Knight-Swift Transportation Holdings Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart KNX

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FINANCIALS
7.14 B REVENUE
-3.86%
338 M OPERATING INCOME
-17.98%
217 M NET INCOME
-71.84%
1.16 B OPERATING CASH FLOW
-19.10%
-1.23 B INVESTING CASH FLOW
-90.04%
151 M FINANCING CASH FLOW
119.98%
1.88 B REVENUE
1.63%
81.4 M OPERATING INCOME
17.88%
30.1 M NET INCOME
48.07%
214 M OPERATING CASH FLOW
-21.72%
-360 M INVESTING CASH FLOW
-202.43%
128 M FINANCING CASH FLOW
179.84%
Balance Sheet Decomposition Knight-Swift Transportation Holdings Inc.
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Current Assets 1.71 B
Cash & Short-Term Investments 466 M
Receivables 967 M
Other Current Assets 276 M
Non-Current Assets 11.2 B
Long-Term Investments 0
PP&E 5.1 B
Other Non-Current Assets 6.06 B
Current Liabilities 1.83 B
Accounts Payable 355 M
Short-Term Debt 605 M
Other Current Liabilities 865 M
Non-Current Liabilities 3.94 B
Long-Term Debt 2.07 B
Other Non-Current Liabilities 1.87 B
EFFICIENCY
Earnings Waterfall Knight-Swift Transportation Holdings Inc.
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Revenue 7.14 B
Cost Of Revenue 6.37 B
Gross Profit 775 M
Operating Expenses 1.63 B
Operating Income 338 M
Other Expenses 121 M
Net Income 217 M
RATIOS
10.85% GROSS MARGIN
10.85%
4.73% OPERATING MARGIN
4.73%
3.04% NET MARGIN
3.04%
3.06% ROE
3.06%
1.69% ROA
1.69%
3.22% ROIC
3.22%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Knight-Swift Transportation Holdings Inc.
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Net Income 217 M
Depreciation & Amortization 735 M
Capital Expenditures -779 M
Stock-Based Compensation 0
Change in Working Capital 80.9 M
Others 37.8 M
Free Cash Flow 383 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Knight-Swift Transportation Holdings Inc.
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Wall Street analysts predict an average 1-year price target for KNX of $55 , with forecasts ranging from a low of $47 to a high of $62 .
KNX Lowest Price Target Wall Street Target
47 USD -15.51%
KNX Average Price Target Wall Street Target
55 USD -1.13%
KNX Highest Price Target Wall Street Target
62 USD 11.45%
4. DIVIDEND ANALYSIS
0.30% DIVIDEND YIELD
0.16 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Knight-Swift Transportation Holdings Inc.
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Sold
0-3 MONTHS
1.73 M USD 2
3-6 MONTHS
4.37 M USD 4
6-9 MONTHS
112 K USD 1
9-12 MONTHS
206 K USD 2
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
3 days ago
Nov 14, 2024
Sell 28.6 K USD
Vander Ploeg David
Director
- 500
57.1041 USD
4 days ago
Nov 13, 2024
Sell 1.7 M USD
KNIGHT KEVIN P
Executive Chairman
- 29779
57.1866 USD
3 months ago
Aug 13, 2024
Sell 101 K USD
GARNREITER MICHAEL
Director
- 2000
50.57 USD
3 months ago
Aug 16, 2024
Sell 133 K USD
SYNOWICKI ROBERT E JR
Director
- 2500
53.3157 USD
3 months ago
Aug 06, 2024
Sell 305 K USD
Liu Michael K
EVP - Operations
- 5696
53.4902 USD
3 months ago
Aug 02, 2024
Sell 1.51 M USD
KNIGHT KEVIN P
Executive Chairman
- 30000
50.3255 USD
3 months ago
Aug 05, 2024
Sell 2.32 M USD
KNIGHT KEVIN P
Executive Chairman
- 45000
51.5315 USD
8 months ago
Feb 29, 2024
Sell 112 K USD
Flanagan Cary M
Exec VP and CAO
- 2000
56.245 USD
1 year ago
Nov 17, 2023
Sell 62.4 K USD
Harrington Timothy Sean
Exec Vice Pres Sales
- 1200
52 USD
1 year ago
Nov 15, 2023
Sell 143 K USD
Fitzsimmons James L
EVP - Operations
- 2664
53.7328 USD
1 year ago
Aug 02, 2023
Sell 118 K USD
Flanagan Cary M
SVP and CAO
- 2000
59.0008 USD
1 year ago
Jul 28, 2023
Sell 6.02 M USD
KNIGHT KEVIN P
Executive Chairman
- 100000
60.1868 USD
1 year ago
Jun 08, 2023
Sell 73.8 K USD
Ohlman Dustin
SVP Logistics/Intermodel
- 1296
56.91 USD
1 year ago
Jun 06, 2023
Sell 141 K USD
Stultz Reed
SR VP Logistics
- 2496
56.5 USD
1 year ago
Jun 02, 2023
Sell 114 K USD
Sherer Joseph
SVP Logistics/Intermodel
- 2000
57.0907 USD
1 year ago
Feb 02, 2023
Sell 3.2 M USD
KNIGHT KEVIN P
Executive Chairman
- 50000
64 USD
1 year ago
May 30, 2023
Sell 175 K USD
Liu Michael K
Exec. VP of Ops, Knight Trans
- 3081
56.6772 USD
1 year ago
May 09, 2023
Sell 3.63 M USD
KNIGHT KEVIN P
Executive Chairman
- 64139
56.5903 USD
1 year ago
May 01, 2023
Sell 96.9 K USD
Harrington Timothy Sean
Exec Vice Pres Sales
- 1700
56.981 USD
1 year ago
Apr 25, 2023
Sell 72.9 K USD
Ohlman Dustin
VP Intermodal
- 1300
56.1 USD
7. News
Knight-Swift Q3 Earnings Beat Estimates, Decrease Year Over Year KNX's third-quarter 2024 earnings and revenues decrease year over year. zacks.com - 2 weeks ago
Knight-Swift Transportation: Rating Downgrade Until I See More Evidence Of Earnings Turnaround I downgraded my rating for Knight-Swift Transportation Holdings from buy to hold due to weak macroeconomic conditions and poor 3Q24 performance. KNX's revenue fell by 7.1% y/y, with trucking revenue down 7.6% and logistic revenue down 10%, indicating near-term recovery is unlikely. The current 26x forward PE valuation is high, reflecting market optimism, but any negative macro data could significantly impact the stock price. seekingalpha.com - 3 weeks ago
Knight-Swift Transportation Holdings Inc. (KNX) Q3 2024 Earnings Call Transcript Knight-Swift Transportation Holdings Inc. (NYSE:KNX ) Q3 2024 Earnings Conference Call October 23, 2024 5:30 PM ET Company Participants Brad Stewart - Treasurer, SVP, IR Adam Miller - CEO Andrew Hess - CFO Conference Call Participants Jonathan Chappell - Evercore ISI Tom Wadewitz - UBS Daniel Imbro - Stephens, Inc. Ravi Shanker - Morgan Stanley Scott Group - Wolfe Research Ken Hoexter - Bank of America Chris Wetherbee - Wells Fargo Brian Ossenbeck - JPMorgan Eric Morgan - Barclays Bascome Majors - Susquehanna Operator Good morning. My name is Chloe and I will be your conference operator today. seekingalpha.com - 3 weeks ago
Knight-Swift (KNX) Reports Q3 Earnings: What Key Metrics Have to Say While the top- and bottom-line numbers for Knight-Swift (KNX) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 3 weeks ago
Knight-Swift Transportation Holdings (KNX) Tops Q3 Earnings Estimates Knight-Swift Transportation Holdings (KNX) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.41 per share a year ago. zacks.com - 3 weeks ago
Knight-Swift Transportation Holdings Inc. Announces Results for Third Quarter 2024 PHOENIX--(BUSINESS WIRE)--Knight-Swift Transportation Holdings Inc. (NYSE:KNX), one of North America's largest and most diversified freight transportation companies, has released its earnings for the quarter ended September 30, 2024. The release is currently available on the Knight-Swift investor relations website: investor.knight-swift.com and will be filed with the SEC on a Form 8-K. The company will hold a conference call this afternoon from 5:30 to 6:30 PM EDT to further discuss its results. businesswire.com - 3 weeks ago
Knight-Swift (KNX) Q3 Earnings on the Horizon: Analysts' Insights on Key Performance Measures Get a deeper insight into the potential performance of Knight-Swift (KNX) for the quarter ended September 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics. zacks.com - 3 weeks ago
CleanCore Solutions, Inc. (ZONE) Announces Initial Purchase Agreement with Knight-Swift Transportation (NYSE: KNX), One of North America's Largest Freight Transportation Companies Leasing and Service Agreement Expected to Provide Long-Term Recurring Revenue Stream to CleanCore Initial Implementation of CleanCore Products Expected to Drive Sustainability Across Key Knight-Swift Facilities Omaha, NE, Oct. 17, 2024 (GLOBE NEWSWIRE) -- CleanCore Solutions, Inc. (NYSE American: ZONE) (“CleanCore” or the “Company”), developer of patented technology that works as a safe and low-cost replacement for traditional cleaning chemicals, today announced that it has commenced the initial roll-out of its products at Knight-Swift Transportation Holdings Inc. (NYSE: KNX) facilities. Knight-Swift will implement various CleanCore products, including Fill Stations, Power Caddies, Commercial Laundry units, and Ice Machines, ensuring efficient and eco-friendly cleaning solutions across its headquarters and additional operational facilities. globenewswire.com - 1 month ago
Analysts Estimate Knight-Swift Transportation Holdings (KNX) to Report a Decline in Earnings: What to Look Out for Knight-Swift (KNX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 1 month ago
Knight-Swift Transportation Holdings Inc. Announces Participation in Upcoming Conferences PHOENIX--(BUSINESS WIRE)--Knight-Swift Transportation Holdings Inc. (NYSE: KNX) announced today that Adam Miller, Chief Executive Officer, Andrew Hess, Chief Financial Officer, and Brad Stewart, Treasurer and Senior Vice President of Investor Relations, are scheduled to participate in the following upcoming transportation conferences: Baird Global Industrial Conference – Wednesday, November 13, 2024 Ritz Carlton, Chicago, IL Adam Miller, Chief Executive Officer Brad Stewart, Treasurer and Senio. businesswire.com - 1 month ago
Final Trade: Certara, Nextera Energy, Knight-Swift Transportation and Lululemon The final trades of the day with the Fast Money traders. youtube.com - 1 month ago
Here's Why You Should Give Knight-Swift Stock a Miss Now High costs related to driver wages, equipment, maintenance, fuel and other expenses do not bode well for KNX. zacks.com - 1 month ago
8. Profile Summary

Knight-Swift Transportation Holdings Inc. KNX

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COUNTRY US
INDUSTRY Trucking
MARKET CAP $ 9.01 B
Dividend Yield 0.30%
Description 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.
Contact 2002 West Wahalla Lane, Phoenix, AZ, 85027 https://knight-swift.com
IPO Date Oct. 25, 1994
Employees 34300
Officers Mr. Brad Stewart Treasurer & Senior Vice President of Investor Relations Mr. Cary Michael Flanagan Executive Vice President & Chief Accounting Officer Mr. James Fitzsimmons Chief Operating Officer of Swift Mr. Timothy S. Harrington President of U.S. Xpress Mr. Gary J. Knight Executive Vice Chairman Mr. Todd F. Carlson General Counsel & Secretary Mr. Joseph Sherer Senior Vice President of Sales & Account Management Mr. Michael K. Liu Executive Vice President of Operations of Knight Mr. Kevin P. Knight Executive Chairman Mr. Andrew Hess Chief Financial Officer