Knight-Swift Transportation Holdings Inc.

NYSE:KNX Rapport sur les actions

Capitalisation boursière : US$11.8b

Knight-Swift Transportation Holdings Croissance future

Future contrôle des critères 3/6

Knight-Swift Transportation Holdings devrait augmenter ses bénéfices et son chiffre d'affaires de 40.6% et de 6.7% par an respectivement. Le BPA devrait croître de de 42.5% par an. Le rendement des capitaux propres devrait être 9.3% dans 3 ans.

Informations clés

40.6%

Taux de croissance des bénéfices

42.53%

Taux de croissance du BPA

Transportation croissance des bénéfices15.2%
Taux de croissance des recettes6.7%
Rendement futur des capitaux propres9.26%
Couverture par les analystes

Good

Dernière mise à jour25 Jul 2026

Mises à jour récentes de la croissance future

Recent updates

Seeking Alpha • Jul 24

Knight-Swift Transportation Holdings: Pricing Is Finally Reaching Earnings

Summary Knight-Swift Transportation Holdings remains a buy as truckload recovery drives significant earnings growth and margin expansion. Q2 results validate the thesis: truckload adj. EBIT surged 69.4%, adj. EPS grew 80%, and operating ratios improved sharply. US Xpress achieved its first profitable quarter post-acquisition, and LTL profit rose despite lower shipment counts, highlighting operational leverage. KNX trades at ~23x forward P/E, but strong EPS growth could justify a ~$91 target at 18x FY2028 earnings, with further upside as contract repricing flows through. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 21

KNX: Tightening Capacity And LTL Mix Will Support Freight Rate Upcycle

Analysts have nudged their average price target for Knight-Swift Transportation Holdings higher, with the model fair value estimate moving from about $83.35 to roughly $86.44 as many firms cite a strengthening freight cycle, improving truckload fundamentals and tighter capacity as key supports for the stock. Analyst Commentary Recent Street research around Knight-Swift Transportation Holdings points to a generally constructive tone, with multiple firms revisiting models and valuation frameworks as freight and truckload conditions evolve.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
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

Prévisions de croissance des bénéfices et des revenus

NYSE:KNX - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20289,351751N/AN/A8
12/31/20278,8166177021,42218
12/31/20268,1573044971,13418
6/30/20267,729431,3911,391N/A
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
3/31/20204,764287N/A751N/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

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de KNX ( 40.6% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de KNX ( 40.6% par an) devraient croître plus rapidement que le marché US ( 17.1% par an).

Croissance élevée des bénéfices: Les bénéfices de KNX devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de KNX ( 6.7% par an) devrait croître plus lentement que le marché de US ( 12.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de KNX ( 6.7% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de KNX devrait être faible dans 3 ans ( 9.3 %).

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/26 11:54
Cours de l'action en fin de journée2026/07/24 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Knight-Swift Transportation Holdings Inc. est couverte par 35 analystes. 18 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Daniel MooreBaird
Brandon OglenskiBarclays
Eric MorganBarclays