Table of Contents Glossary of Terms KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. Certain acronyms and terms used throughout this Annual Report are specific to our company, commonly used in our industry, or are otherwise frequently used throughout our document. Definitions for these acronyms and terms are provided in the "Glossary of Terms," available in the front of this document. Company Overview Knight-Swift Transportation Holdings Inc. is one of North America's largest and most diversified freight transportation companies, providing multiple full truckload, LTL, intermodal, and other complementary services. Our objective is to operate our business with industry-leading margins, continued organic growth and growth through acquisitions while providing safe, high-quality, cost-effective solutions for our customers. Knight-Swift uses a nationwide network of business units and terminals in the US and Mexico to serve customers throughout North America.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 7.5B | 7.5B | 7.4B | 7.1B | 7.4B | 6.0B |
| Net Income | 66M | 66M | 118M | 217M | 771M | 743M |
| EPS | $0.41 | $0.41 | $0.73 | $1.34 | $4.73 | $4.45 |
| Free Cash Flow | 471M | 471M | -20M | 90M | 635M | 656M |
| ROIC | 1.5% | 1.7% | 2.2% | 3.3% | 10.9% | 10.2% |
| Gross Margin | 55.2% | 55.2% | 54.4% | 51.5% | 53.5% | 55.6% |
| Debt/Equity | 0.41 | 0.41 | 0.39 | 0.38 | 0.20 | 0.33 |
| Dividends/Share | $0.73 | $0.72 | $0.64 | $0.56 | $0.48 | $0.38 |
| Operating Income | 216M | 216M | 243M | 338M | 1.1B | 966M |
| Operating Margin | 2.9% | 2.9% | 3.3% | 4.7% | 14.7% | 16.1% |
| ROE | 0.9% | 0.9% | 1.7% | 3.1% | 11.4% | 12.0% |
| Shares Outstanding | 161M | 161M | 161M | 162M | 163M | 167M |
Knight-Swift Transportation Holdings Inc. passes 3 of 9 quality checks, indicating weak fundamentals.
Knight-Swift Transportation Holdings Inc. trades at 150.8x trailing earnings, compared to its 15-year median P/E of 16.6x, suggesting it is currently Expensive relative to its historical range. On a free-cash-flow basis, the stock trades at 8.0x vs a median of 17.7x. The company's 5-year average ROIC is 5.6% with a gross margin of 54.0%. Total shareholder yield (dividends) is 1.2%. At current prices, the estimated annualized return to fair value is +49.4%.
Knight-Swift Transportation Holdings Inc. (KNX) has a current P/E ratio of 150.8, compared to its historical median P/E of 16.6. The stock is currently considered Expensive based on its historical valuation range.
Knight-Swift Transportation Holdings Inc. (KNX) has a 5-year average return on invested capital (ROIC) of 5.6%. This is below average and may indicate limited pricing power.
Knight-Swift Transportation Holdings Inc. (KNX) has a market capitalization of $9.9B. It is classified as a mid-cap stock.
Yes, Knight-Swift Transportation Holdings Inc. (KNX) pays a dividend with a trailing twelve-month yield of 1.18%.
Based on historical P/E analysis, Knight-Swift Transportation Holdings Inc. (KNX) appears expensive. The current P/E of 150.8 is 807% above its historical median of 16.6. The estimated fair value CAGR (P/E method) is -13.6%.
Knight-Swift Transportation Holdings Inc. (KNX) operates in the Trucking (No Local) industry, within the Industrials sector.
Knight-Swift Transportation Holdings Inc. (KNX) reported annual revenue of $7.5 billion in its most recent fiscal year, based on SEC EDGAR filings.
Knight-Swift Transportation Holdings Inc. (KNX) has a net profit margin of 0.9%. This is a modest margin.
Knight-Swift Transportation Holdings Inc. (KNX) generated $471 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
Knight-Swift Transportation Holdings Inc. (KNX) has a debt-to-equity ratio of 0.41. This indicates a conservatively financed balance sheet.
Knight-Swift Transportation Holdings Inc. (KNX) reported earnings per share (EPS) of $0.41 in its most recent fiscal year.
Knight-Swift Transportation Holdings Inc. (KNX) has a return on equity (ROE) of 0.9%. This indicates moderate shareholder returns.
Knight-Swift Transportation Holdings Inc. (KNX) has a 5-year average gross margin of 54.0%. This high margin suggests strong pricing power and a potential competitive moat.
The Ledger Terminal provides 17 years of financial data for Knight-Swift Transportation Holdings Inc. (KNX), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
Knight-Swift Transportation Holdings Inc. (KNX) has a book value per share of $44.03, based on its most recent annual SEC filing.