Knight-Swift Transportation Holdings (KNX) 주식 개요
는 자회사와 함께 미국과 멕시코에서 화물 운송 회사로 운영되고 있습니다. 자세히 보기
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Analyst Price Targets
Knight-Swift Transportation Holdings Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$75.22 |
| 52주 최고가 | US$82.86 |
| 52주 최저가 | US$38.63 |
| 베타 | 1.19 |
| 1개월 변동 | -7.75% |
| 3개월 변동 | 22.19% |
| 1년 변동 | 65.61% |
| 3년 변동 | 36.00% |
| 5년 변동 | 56.48% |
| IPO 이후 변동 | 3,856.38% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.분석 기사 • 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...Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha분석 기사 • 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...
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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 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 Alpha주주 수익률
| KNX | US Transportation | US 시장 | |
|---|---|---|---|
| 7D | 1.2% | 2.3% | -0.9% |
| 1Y | 65.6% | 12.1% | 19.4% |
수익률 대 산업: KNX은 지난 1년 동안 12.1%의 수익을 기록한 US Transportation 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: KNX은 지난 1년 동안 19.4%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| KNX volatility | |
|---|---|
| KNX Average Weekly Movement | 6.2% |
| Transportation Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: KNX는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: KNX의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1989 | 37,100 | Adam Miller | knight-swift.com |
는 자회사와 함께 미국과 멕시코에서 화물 운송 회사로 운영되고 있습니다. 이 회사는 네 가지 부문으로 운영됩니다: 트럭로드, LTL, 물류 및 복합 운송입니다. 트럭화물 부문은 부정기 노선, 전용, 냉장, 평판, 특급 및 국경 간 서비스를 제공합니다.
Knight-Swift Transportation Holdings Inc. 기초 지표 요약
| KNX 기초 통계 | |
|---|---|
| 시가총액 | US$12.08b |
| 순이익 (TTM) | US$33.99m |
| 매출 (TTM) | US$7.50b |
359.6x
주가수익비율(P/E)1.6x
주가매출비율(P/S)KNX는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| KNX 손익계산서 (TTM) | |
|---|---|
| 매출 | US$7.50b |
| 매출원가 | US$5.69b |
| 총이익 | US$1.80b |
| 기타 비용 | US$1.77b |
| 순이익 | US$33.99m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Jul 22, 2026
| 주당순이익(EPS) | 0.21 |
| 총이익률 | 24.02% |
| 순이익률 | 0.45% |
| 부채/자본 비율 | 24.8% |
KNX의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
1.1%
현재 배당 수익률353%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/14 22:02 |
| 종가 | 2026/07/14 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Knight-Swift Transportation Holdings Inc.는 33명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Daniel Moore | Baird |
| Eric Morgan | Barclays |
| Brandon Oglenski | Barclays |