Knight-Swift Transportation Holdings Inc.

NYSE:KNX Lagerbericht

Marktkapitalisierung: US$12.2b

Knight-Swift Transportation Holdings Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Knight-Swift Transportation Holdings wird ein jährliches Gewinn- und Umsatzwachstum von 37.8% bzw. 7.3% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 40% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 9.4% betragen.

Wichtige Informationen

37.8%

Wachstumsrate der Gewinne

40.03%

EPS-Wachstumsrate

Transportation Gewinnwachstum14.2%
Wachstumsrate der Einnahmen7.3%
Zukünftige Eigenkapitalrendite9.38%
Analystenabdeckung

Good

Zuletzt aktualisiert15 Jul 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrative-Update • Jul 07

KNX: Tightening Capacity And LTL Mix Will Drive Truckload Rate Upswing

Analysts have raised the fair value estimate for Knight-Swift Transportation Holdings by about $6.88 to roughly $83.35. This reflects higher Street price targets that emphasize expectations for a tighter freight market, improving contract pricing and a stronger truckload rate cycle.
Narrative-Update • Jun 22

KNX: Tight Truckload Upswing Will Outpace Realistic Earnings And Margin Recovery

Analysts have raised their price targets on Knight-Swift Transportation Holdings into a higher $80 to $90 range, citing expectations for an earnings inflection in truckload markets, a larger contribution from less than truckload operations, a shift toward what they describe as a higher quality earnings mix, and potential industry supply attrition following recent legal developments. Analyst Commentary Recent Street research around Knight-Swift Transportation Holdings has tilted constructive, with several firms lifting price targets into the high $80s and low $90s.
Analyseartikel • Jun 18

Knight Swift Transportation Holdings (KNX) Stock Could Be 36.5% Below Fair Value After Citi Downgrade

Citigroup’s downgrade of Knight-Swift Transportation Holdings (KNX) to Neutral, tied to sector risks and cost pressures, has put fresh attention on how the freight carrier’s stock reflects current trucking conditions and earnings trends. See our latest analysis for Knight-Swift Transportation Holdings. At a share price of $74.15, Knight-Swift Transportation Holdings has seen a 39.17% 3 month share price return and a 75.47% 1 year total shareholder return. However, the 7 day share price return...
Narrative-Update • Jun 08

KNX: Tighter Capacity And LTL Expansion Will Shape Truckload Rate Upcycle

Narrative Update: Knight-Swift Transportation Holdings The updated analyst price target framework for Knight-Swift points to fair value rising from about $64.58 to $76.47. Analysts cite expectations for an improving truckload rate cycle, growing less than truckload contribution, and several industry supply catalysts.
Narrative-Update • May 24

KNX: Tight Truckload Capacity Will Outrun Realistic Earnings And Margin Potential

Analysts lifted the implied fair value estimate for Knight-Swift Transportation Holdings by about $2 to $56.68 as higher Street price targets and expectations for slightly stronger revenue growth, profit margins, and future P/E multiples filtered into the model. Analyst Commentary Recent Street research on Knight-Swift Transportation Holdings has leaned positive on valuation and fundamentals, with several firms lifting price targets or upgrading ratings after a period of share price weakness.
Seeking Alpha • May 15

Knight-Swift Transportation: A Rebound Makes Sense, But Valuation Remains A Pothole

Summary Knight-Swift Transportation Holdings Inc. faces persistent inflation and rising oil prices, squeezing margins despite benefiting from LTL and TL market undercapacity. KNX's Q1 2026 revenue rose 1.4% YoY to $1.85B, but operating margin declined to 1.4% as cost pressures intensified. Valuation appears stretched: KNX trades at a 1.47x P/S ratio versus a 1.18x average, with target prices ($54.44–$62.99) below current levels. I reiterate a Hold rating on KNX, as technicals show buying room is narrowing and further upside is not supported by fundamentals. Read the full article on Seeking Alpha
Analyseartikel • May 09

We Think You Can Look Beyond Knight-Swift Transportation Holdings' (NYSE:KNX) Lackluster Earnings

The market for Knight-Swift Transportation Holdings Inc.'s ( NYSE:KNX ) shares didn't move much after it posted weak...
Narrative-Update • May 07

KNX: Tightening Truckload Supply And Rising Spot Rates Will Drive Upside

Analysts raised the Knight-Swift Transportation Holdings fair value estimate by $4 to $79 as they updated their models to reflect revised assumptions for revenue growth, profit margins, discount rate, and future P/E multiples, in light of a series of recent target increases and upgrades across the Street. Analyst Commentary Recent Street research around Knight-Swift Transportation Holdings has leaned constructive, with a cluster of raised price targets and multiple upgrades pointing to improving sentiment on execution, earnings power, and the stock's valuation.
Narrative-Update • Apr 22

KNX: Truckload Recovery Optimism Will Exceed Realistic Earnings And Execution Prospects

Analysts have adjusted the fair value estimate for Knight-Swift Transportation Holdings to $54.45 from $51.87, reflecting updated views on trucking demand, profitability, and P/E assumptions following a series of recent price target changes across the Street. Analyst Commentary Recent Street research around Knight-Swift Transportation Holdings shows a mixed but active debate, with several firms revising price targets and ratings in quick succession.
Narrative-Update • Apr 05

KNX: Tighter Capacity And Dividend Increases Will Support Freight Recovery Outlook

The analyst price target for Knight-Swift Transportation Holdings has edged higher to approximately $64.58 from about $64.26, as analysts factor in slightly lower discount rate assumptions, a small uptick in modeled revenue growth, and a modestly higher future P/E, supported by a recent wave of upgrades and target lifts that cite improving truckload fundamentals and tighter capacity. Analyst Commentary Recent Street research on Knight-Swift Transportation Holdings shows a mix of optimism about an improving truckload setup and caution around how much of that recovery is already reflected in the shares.
Narrative-Update • Mar 22

KNX: Tighter Truckload Capacity And AI Efficiencies Will Support Freight Recovery

Knight-Swift Transportation Holdings' analyst fair value estimate has shifted from $63.11 to $64.26 as analysts factor in a series of recent price target increases tied to firmer truckload spot rates and expectations that tightening capacity could support higher one-way truckload pricing. Analyst Commentary Recent Street research on Knight-Swift Transportation Holdings shows a mix of optimism about a tightening truckload market and caution about how much of the recovery story may already be reflected in the shares.
Narrative-Update • Mar 08

KNX: Tightening Truckload Supply And Higher Spot Rates Will Support Upside

The analyst fair value estimate for Knight-Swift Transportation Holdings has been raised to $75 from $70. This reflects how analysts are weighing higher truckload spot rates, tighter capacity, and mixed but generally more constructive price target revisions across recent research.
Narrative-Update • Feb 21

KNX: Seasonal Truckload Headwinds Will Challenge Recently Optimistic Earnings Expectations

The analyst price target for Knight-Swift Transportation Holdings has moved from $43.00 to $51.87 as analysts update their views on revenue growth, margins, discount rates, and future P/E expectations in light of recent sector research. Analyst Commentary Recent research on Knight-Swift Transportation Holdings shows a mix of enthusiasm around a potential truckload recovery and growing caution about how much optimism is already reflected in the shares.
Narrative-Update • Feb 07

KNX: Tighter Capacity And AI Efficiencies Will Shape A Cautious Freight Recovery

Analysts have nudged their Knight-Swift Transportation Holdings fair value estimate slightly higher to $63.11, reflecting small adjustments to the discount rate, revenue growth and profit margin assumptions, as well as a higher future P/E. This aligns with a mixed batch of recent target changes and rating shifts across the Street.
Narrative-Update • Jan 23

KNX: Tightening Capacity And AI Efficiencies Will Shape A Gradual Freight Recovery

Analysts have lifted their price target on Knight-Swift Transportation Holdings by about US$7. This reflects updated assumptions around fair value, a slightly lower discount rate, higher revenue growth forecasts, broadly stable profit margins, and a higher future P/E multiple informed by recent mixed but generally higher Street targets.
Narrative-Update • Jan 09

KNX: Tighter Truckload Capacity Into 2026 Will Support Upside Potential

Analysts have lifted their fair value estimate for Knight-Swift Transportation Holdings to $70.00 from $66.05, reflecting higher price targets across the Street as they factor in a potential truckload supply recovery, tighter capacity into 2026, and a willingness to apply a richer future P/E multiple, even while using more measured assumptions for revenue growth and profit margins. Analyst Commentary Bullish analysts are leaning into a tighter truckload capacity setup into 2026, and that is coming through in higher valuation markers for Knight-Swift.
Narrative-Update • Dec 22

KNX: Tariffs And Tightening Capacity Will Gradually Support A Measured Freight Recovery

Analysts have modestly raised their fair value estimate for Knight-Swift Transportation Holdings from approximately $53.95 to $56.37 per share as they balance near term demand softness and muted peak season expectations against tightening truckload supply dynamics, incremental EPS upside, and a slightly lower perceived risk profile. Analyst Commentary Recent Street research reflects a mixed but gradually improving stance on Knight-Swift, with multiple upgrades offset by modest target cuts as investors recalibrate expectations for a slow freight recovery, tightening truckload capacity, and evolving EPS trajectories into 2025 and 2026.
Analyseartikel • Dec 18

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable

The Knight-Swift Transportation Holdings Inc. ( NYSE:KNX ) share price has done very well over the last month, posting...
Narrative-Update • Dec 08

KNX: Tariffs And Tightening Truckload Supply Will Gradually Support Freight Cycle Recovery

Analysts have nudged their blended fair value estimate for Knight-Swift Transportation Holdings slightly higher to approximately $53.95 from about $53.58 per share, as they weigh modestly improved long term growth and margin assumptions against a mix of recent price target cuts and upgrades tied to muted near term freight conditions, as well as tightening truckload supply dynamics over the medium term. Analyst Commentary Street research on Knight-Swift has turned more mixed, with a cluster of estimate trims and target cuts offset by selective upgrades as investors reassess the timing and strength of a truckload recovery.
Narrative-Update • Nov 23

KNX: Upcoming Tariffs Will Tighten Supply And Support Market Recovery

Knight-Swift Transportation Holdings saw its average analyst price target decline modestly, as analysts cited ongoing industry oversupply and tepid growth as key factors supporting more conservative projections. Analyst Commentary Recent Street research has delivered a mix of optimistic and cautious perspectives on Knight-Swift Transportation Holdings, with analysts debating the outlook amid continued industry headwinds and pockets of improving sentiment.
Narrative-Update • Nov 07

KNX: Supply-Side Catalysts Will Boost Pricing Power Amid New Visa Restrictions

Knight-Swift Transportation Holdings' fair value estimate has risen slightly to $53.58. Analysts cite improved profit margin and revenue growth projections, despite mixed sector outlooks and ongoing market uncertainty.
Narrative-Update • Oct 23

Analysts Cautiously Raise Knight-Swift Price Target Amid Shifting Truckload Market and Valuation Trends

The analyst price target for Knight-Swift Transportation Holdings has been modestly raised to $53.25 from $52.21, with analysts citing stabilizing margin expectations and emerging supply-side catalysts in the truckload market as key factors behind the adjustment. Analyst Commentary Recent analyst research reflects a dynamic mix of cautious optimism and ongoing concerns regarding Knight-Swift Transportation Holdings.
Narrative-Update • Sep 25

LTL Expansion And Onshoring Will Drive Operational Efficiencies

Analysts have lowered Knight-Swift Transportation Holdings’ price target due to persistent weak truckload volumes, a lack of near-term pricing catalysts, and ongoing macroeconomic and trade policy uncertainties, resulting in a revised consensus target of $52.21. Analyst Commentary Sub-seasonal truckload volumes in Q3-to-date and reduced 2025/2026 EPS estimates due to weaker fundamentals.
Analyseartikel • Aug 07

Knight-Swift Transportation Holdings' (NYSE:KNX) Shareholders May Want To Dig Deeper Than Statutory Profit

NYSE:KNX 1 Year Share Price vs Fair Value Explore Knight-Swift Transportation Holdings's Fair Values from the Community...
Analyseartikel • Jul 24

Investors Still Waiting For A Pull Back In Knight-Swift Transportation Holdings Inc. (NYSE:KNX)

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Seeking Alpha • Apr 26

Knight-Swift Transportation Holdings: Rating Downgrade On Poor Visibility Due To Macro Headwinds

Summary I am downgrading Knight-Swift Transportation Holdings to a hold rating due to deteriorating macro conditions and reduced visibility on earnings and volumes. KNX's 1Q25 results showed strong margin recovery and operational progress, but revenue growth remains muted and macro uncertainty clouds the outlook. The TL segment shows signs of recovery with improved pricing and cost reductions, but volume declines and fleet size reductions pose risks. Read the full article on Seeking Alpha
Seeking Alpha • Mar 05

Knight-Swift Transportation: Time To Buy Some

Summary Knight-Swift Transportation, Inc. maintains stable profitability despite weaker revenues due to operational efficiency and prudent pricing strategies. The company boasts excellent liquidity, young tractors and trailers, and strategic capacity changes, positioning it well for market recovery and potential expansion. E-commerce growth and potential delays in OPEC oil supply hikes could bolster demand and fuel surcharge revenues for KNX. Despite recent stock downtrend, KNX is fairly valued with a potential upside of 5-15%, making it a good buy opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Jan 19

Knight-Swift Transportation Holdings: Taking A More Cautious Approach (Rating Downgrade)

Summary I am downgrading Knight-Swift Transportation Holdings stock to a ‘hold’ due to declining revenue, profits, and cash flows, despite previous optimism. Revenue fell from $7.43 billion to $7.14 billion, with significant declines in the Logistics and Intermodal segments, impacting overall profitability. Despite some growth in the Truckload and LTL segments, the company's financial health remains weak, with net income and adjusted profits plummeting. Future performance hinges on upcoming Q4 2024 results; if earnings and cash flows improve significantly, I may reconsider my rating. Read the full article on Seeking Alpha
Seeking Alpha • Oct 25

Knight-Swift Transportation: Rating Downgrade Until I See More Evidence Of Earnings Turnaround

Summary 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. Investors should remain cautious and wait for more favorable macroeconomic indicators and stronger evidence of a turnaround before investing in KNX. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NYSE:KNX - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20289,403717N/AN/A6
12/31/20278,8765856991,38316
12/31/20268,1042905081,10617
3/31/20267,496344961,300N/A
12/31/20257,470664601,267N/A
9/30/20257,478142-62818N/A
6/30/20257,42716526814N/A
3/31/20257,412151111871N/A
12/31/20247,410118-21799N/A
9/30/20247,478372813N/A
6/30/20247,62167-177750N/A
3/31/20247,327110-150854N/A
12/31/20237,142217891,162N/A
9/30/20236,953377521,210N/A
6/30/20236,8305114141,438N/A
3/31/20237,2396674271,324N/A
12/31/20227,4297716351,436N/A
9/30/20227,5028778301,472N/A
6/30/20227,2478898681,451N/A
3/31/20226,6028227521,341N/A
12/31/20215,9987436551,190N/A
9/30/20215,4596315501,082N/A
6/30/20215,027547486996N/A
3/31/20214,7724745471,070N/A
12/31/20204,674410398920N/A
9/30/20204,593335307882N/A
6/30/20204,58328886860N/A
3/31/20204,764287-94751N/A
12/31/20194,844309N/A840N/A
9/30/20195,042393N/A914N/A
6/30/20195,188425N/A869N/A
3/31/20195,277437N/A917N/A
12/31/20185,344419N/A882N/A
9/30/20185,309715N/A767N/A
6/30/20184,484613N/A578N/A
3/31/20183,425540N/A466N/A
12/31/20172,425484N/A323N/A
9/30/20171,35559N/A188N/A
6/30/20171,11479N/A229N/A
3/31/20171,11786N/A239N/A
12/31/20161,11894N/A244N/A
9/30/20161,120101N/A241N/A
6/30/20161,139107N/A234N/A
3/31/20161,165110N/A217N/A
12/31/20151,183117N/A206N/A
9/30/20151,210120N/A217N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: KNXDas prognostizierte Gewinnwachstum (37.8% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: KNXDie Erträge des Unternehmens (37.8% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (18% pro Jahr).

Hohe Wachstumserträge: KNXEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: KNXDie Einnahmen des Unternehmens (7.3% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (12.7% pro Jahr).

Hohe Wachstumseinnahmen: KNXDie Einnahmen des Unternehmens (7.3% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: KNXDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (9.4%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/07/15 23:23
Aktienkurs zum Tagesende2026/07/15 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Knight-Swift Transportation Holdings Inc. wird von 33 Analysten beobachtet. 17 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Daniel MooreBaird
Eric MorganBarclays
Brandon OglenskiBarclays