Knight-Swift Transportation Holdings（KNX）株式概要
ナイト・スウィフト・トランスポーテーション・ホールディングスは、その子会社とともに米国とメキシコで貨物輸送会社を運営している。 詳細
KNX Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Knight-Swift Transportation Holdings Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$70.02 |
| 52週高値 | US$82.86 |
| 52週安値 | US$38.63 |
| ベータ | 1.19 |
| 1ヶ月の変化 | -6.88% |
| 3ヶ月変化 | 16.89% |
| 1年変化 | 70.86% |
| 3年間の変化 | 16.43% |
| 5年間の変化 | 39.29% |
| IPOからの変化 | 3,582.87% |
最新ニュース
ナラティブ更新 • Aug 04
KNX: Tightening Truckload Capacity And Labor Costs Will Shape Earnings Recovery
Analyst fair value estimates for Knight-Swift Transportation Holdings have been updated from about $56.45 to roughly $71.17 as analysts factor in higher long term assumptions for revenue growth, profit margins and future P/E multiples following a series of price target increases across the Street. Analyst Commentary Street research on Knight-Swift Transportation Holdings has turned more constructive in recent months, with a series of price target increases clustered around and following the latest Q2 results.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 AlphaRecent updates
ナラティブ更新 • Aug 04
KNX: Tightening Truckload Capacity And Labor Costs Will Shape Earnings Recovery
Analyst fair value estimates for Knight-Swift Transportation Holdings have been updated from about $56.45 to roughly $71.17 as analysts factor in higher long term assumptions for revenue growth, profit margins and future P/E multiples following a series of price target increases across the Street. Analyst Commentary Street research on Knight-Swift Transportation Holdings has turned more constructive in recent months, with a series of price target increases clustered around and following the latest Q2 results.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
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.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 Alpha株主還元
| KNX | US Transportation | US 市場 | |
|---|---|---|---|
| 7D | 2.3% | 1.9% | 2.7% |
| 1Y | 70.9% | 15.7% | 20.9% |
業界別リターン: KNX過去 1 年間で15.7 % の収益を上げたUS Transportation業界を上回りました。
リターン対市場: KNX過去 1 年間で20.9 % の収益を上げたUS市場を上回りました。
価格変動
| KNX volatility | |
|---|---|
| KNX Average Weekly Movement | 6.3% |
| Transportation Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: KNX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: KNXの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1989 | 37,100 | Adam Miller | knight-swift.com |
ナイト・スウィフト・トランスポーテーション・ホールディングスは、その子会社とともに、米国とメキシコで貨物輸送会社を運営している。同社は4つのセグメントで事業を展開している：トラックロード、LTL、ロジスティクス、インターモーダルである。トラックロード部門は、不定期ルート、専用、冷蔵、平台、迅速、国境を越えたサービスを提供している。LTL部門は地域直送サービスを提供し、自社のネットワーク外の地域には主要提携運送会社を利用することで顧客の全国的な輸送ニーズに対応している。ロジスティクス部門は、第三者輸送業者と設備を利用した仲介およびその他の貨物管理サービスを提供している。インターモーダル部門は、顧客の貨物を自社のトレーラーで第三者のインターモーダル鉄道サービスを通じて移動させる手配や、鉄道ヘッドと顧客拠点間で貨物を輸送するドレージサービスなどの輸送サービスを提供している。同社はまた、修理・メンテナンス工場サービス、機器リース、保証サービス、保険、トレーラー部品製造、倉庫保管、特定の運転アカデミー活動も提供している。同社は小売、食品・飲料、消費財・紙製品、輸送・物流、住宅・建築、自動車、製造業にサービスを提供している。同社は1989年に法人化され、アリゾナ州フェニックスに本社を置いている。
Knight-Swift Transportation Holdings Inc. 基礎のまとめ
| KNX 基礎統計学 | |
|---|---|
| 時価総額 | US$11.40b |
| 収益（TTM） | US$42.94m |
| 売上高(TTM) | US$7.73b |
265.4x
PER（株価収益率1.5x
P/SレシオKNX は割高か？
公正価値と評価分析を参照収益と収入
| KNX 損益計算書（TTM） | |
|---|---|
| 収益 | US$7.73b |
| 売上原価 | US$5.85b |
| 売上総利益 | US$1.88b |
| その他の費用 | US$1.84b |
| 収益 | US$42.94m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.26 |
| グロス・マージン | 24.33% |
| 純利益率 | 0.56% |
| 有利子負債／自己資本比率 | 25.3% |
KNX の長期的なパフォーマンスは？
過去の実績と比較を見る| Knight-Swift Transportation Holdings 配当日 | |
|---|---|
| 配当落ち日 | Sep 04 2026 |
| 配当支払日 | Sep 21 2026 |
| 配当落ちまでの日数 | 24 days |
| 配当支払日までの日数 | 41 days |
KNX 配当は確実ですか？
KNX 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/10 14:11 |
| 終値 | 2026/08/07 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Knight-Swift Transportation Holdings Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35
| アナリスト | 機関 |
|---|---|
| Daniel Moore | Baird |
| Brandon Oglenski | Barclays |
| Eric Morgan | Barclays |