Knight-Swift Transportation Holdings (KNX) Panoramica del titolo
Knight-Swift Transportation Holdings Inc. e le sue controllate operano come società di trasporto merci negli Stati Uniti e in Messico. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 3/6 |
KNX Community Fair Values
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Analyst Price Targets
Concorrenti di Knight-Swift Transportation Holdings Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$76.61 |
| Massimo di 52 settimane | US$82.86 |
| Minimo di 52 settimane | US$38.63 |
| Beta | 1.2 |
| Variazione di 1 mese | 1.30% |
| Variazione a 3 mesi | 33.05% |
| Variazione di 1 anno | 73.21% |
| Variazione a 3 anni | 37.02% |
| Variazione a 5 anni | 68.34% |
| Variazione dall'IPO | 3,929.49% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • 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.Articolo di analisi • 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...
Aggiornamento della narrazione • 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.Recent updates
Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 AlphaArticolo di analisi • 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...
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • Jul 03
Knight-Swift Transportation Holdings (NYSE:KNX) Will Want To Turn Around Its Return Trends
What are the early trends we should look for to identify a stock that could multiply in value over the long term...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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaRendimenti per gli azionisti
| KNX | US Transportation | US Mercato | |
|---|---|---|---|
| 7D | 1.6% | 3.7% | -2.5% |
| 1Y | 73.2% | 11.4% | 19.0% |
Ritorno vs Industria: KNX ha superato il US Transportation che ha restituito 11.4 % nell'ultimo anno.
Rendimento vs Mercato: KNX ha superato il mercato US che ha restituito 19 % nell'ultimo anno.
Volatilità dei prezzi
| KNX volatility | |
|---|---|
| KNX Average Weekly Movement | 6.2% |
| Transportation Industry Average Movement | 6.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: KNX non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di KNX è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1989 | 37,100 | Adam Miller | knight-swift.com |
Knight-Swift Transportation Holdings Inc., insieme alle sue controllate, opera come società di trasporto merci negli Stati Uniti e in Messico. L'azienda opera attraverso quattro segmenti: Truckload, LTL, Logistica e Intermodale. Il segmento Truckload offre servizi di trasporto su tratte irregolari, dedicati, refrigerati, a pianale, rapidi e transfrontalieri.
Knight-Swift Transportation Holdings Inc. Riepilogo dei fondamenti
| KNX statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$12.45b |
| Utili (TTM) | US$33.99m |
| Ricavi(TTM) | US$7.50b |
366.2x
Rapporto P/E1.7x
Rapporto P/SKNX è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| KNX Conto economico (TTM) | |
|---|---|
| Ricavi | US$7.50b |
| Costo del fatturato | US$5.69b |
| Profitto lordo | US$1.80b |
| Altre spese | US$1.77b |
| Utili | US$33.99m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 0.21 |
| Margine lordo | 24.02% |
| Margine di profitto netto | 0.45% |
| Rapporto debito/patrimonio netto | 24.8% |
Come si è comportato KNX nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.0%
Rendimento attuale del dividendo353%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/29 11:25 |
| Prezzo dell'azione a fine giornata | 2026/06/26 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Knight-Swift Transportation Holdings Inc. è coperta da 32 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Daniel Moore | Baird |
| Eric Morgan | Barclays |
| Brandon Oglenski | Barclays |