Knight-Swift Transportation Holdings Inc. (KNX)
As-reported financials and SEC filings for Knight-Swift Transportation Holdings Inc. The latest annual period is FY2025. The latest reported quarter is Q1 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.
About Knight-Swift Transportation Holdings Inc.
Knight-Swift Transportation Holdings Inc. is a large freight transportation company in North America that provides full truckload, less-than-truckload (LTL), intermodal, and logistics services. It operates a nationwide network of terminals and business units across the US and Mexico, serving a diverse customer base with its own fleet as well as contracted third-party carriers. The company focuses on transporting general commodities using various transportation modes and aims to offer cost-effective and efficient shipping solutions.
Snapshot
Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.
What changed at Knight-Swift Transportation Holdings
- Revenue grew 0.8% to $7.5B in FY2025, slower than the 3.8% the year before.
- Operating margin is 2.9% in FY2025, -13.2 pp against 16.1% in FY2021.
- Most recent quarter Q1 FY2026: revenue $1.9B, up 1.4% from Q1 FY2025.
- Net income fell 43.9% to $66M in FY2025.
Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.
Peer comparison
Where Knight-Swift Transportation Holdings’s fundamentals sit among the 684 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).
Knight-Swift Transportation Holdings’s P/E of 257.6 ranks in the 98th percentile of the 434 peers with a meaningful P/E.
No reported insider purchases (code P) in the last 90 days; 5 insider sales totaling $16.2M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →
Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.
Institutional ownership
Held by 1 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).
| Investor | As of | Position value | Shares | Change |
|---|---|---|---|---|
| AQR Capital Managementquant | Q2 2026 | $349.6M | 4.5M | Added |
| Citadel Advisorsquant | Q2 2026 | $163.5M | 2.1M | Added |
| Two Sigma Investmentsquant | Q2 2026 | $133.8M | 1.7M | Added |
| Point72 Asset Managementquant | Q2 2026 | $76.4M | 981.5K | Reduced |
| Millennium Managementquant | Q2 2026 | $64.9M | 832.9K | Reduced |
| Gotham Asset Management | Q2 2026 | $11.0M | 141.7K | Added |
| D. E. Shawquant | Q2 2026 | $10.2M | 130.4K | New |
No longer held by: Bridgewater Associates (as of Q2 2026), Maverick Capital (as of Q2 2026)
From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.
Recent insider activity
Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.
| Trade date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
2026-08-13 filed 2026-08-14 | Dove ReidCEO AAA Cooper Transportation | Sell | 126.9K | $73.13 | $9.3M |
2026-08-12 filed 2026-08-14 | Dove ReidCEO AAA Cooper Transportation | Sell | 42.3K | $71.49 | $3.0M |
2026-08-12 filed 2026-08-13 | Vander Ploeg DavidDirector | Sell | 2.2K | $52.33 | $115K |
2026-07-31 | Dove ReidDirector | Sell | 50.0K | $70.25 | $3.5M |
2026-07-31 | Flanagan Cary MExec VP and CAO | Sell | 3.6K | $70.82 | $255K |
Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.
Short interest
Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 2026-08-14 | 10.1M | +9.0% | 3.46 |
| 2026-07-31 | 9.3M | +2.5% | 1.89 |
| 2026-07-15 | 9.0M | +5.0% | 2.69 |
| 2026-06-30 | 8.6M | -9.6% | 1.80 |
| 2026-06-15 | 9.5M | +6.0% | 2.19 |
| 2026-05-29 | 9.0M | +2.0% | 2.09 |
| 2026-05-15 | 8.8M | +30.0% | 1.53 |
| 2026-04-30 | 6.8M | -3.3% | 2.27 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.
Income statement (as reported)
| FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | |
|---|---|---|---|---|---|
| Revenue | $7.47B | $7.41B | $7.14B | $7.43B | $6.00B |
| Gross profit | — | — | — | — | — |
| Operating income | $216.1M | $243.4M | $338.2M | $1.09B | $965.7M |
| Net income | $65.9M | $117.6M | $217.1M | $771.3M | $743.4M |
| Diluted EPS | $0.41 | $0.73 | $1.34 | $4.73 | $4.45 |
Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.
Balance sheet (as reported)
| FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | |
|---|---|---|---|---|---|
| Cash and equivalents | $220.4M | $218.3M | $168.5M | $196.8M | $261.0M |
| Current assets | $887.5M | $1.45B | $1.71B | $1.49B | $1.41B |
| Total assets | $11.96B | $12.70B | $12.87B | $10.95B | $10.66B |
| Current liabilities | $1.03B | $1.71B | $1.83B | $894.0M | $1.07B |
| Long-term debt | $1.74B | $1.83B | $1.63B | $1.08B | $1.51B |
| Total liabilities | $4.86B | $5.58B | $5.77B | $4.00B | $4.11B |
| Total equity | $7.09B | $7.12B | $7.10B | $6.96B | $6.54B |
Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.
Cash flow (as reported)
| FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | |
|---|---|---|---|---|---|
| Operating cash flow | $1.27B | $799.1M | $1.16B | $1.44B | $1.19B |
| Capital expenditure | — | — | — | — | — |
| Free cash flow | — | — | — | — | — |
Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.
Quarterly trend (as reported)
| Quarter | Revenue | Revenue YoY | Net income | Diluted EPS |
|---|---|---|---|---|
| Q1 FY2026 | $1.85B | 1.4% | $-1.3M | $-0.01 |
| Q4 FY2025 | $1.86B | -0.4% | $-6.8M | $-0.04 |
| Q3 FY2025 | $1.93B | 2.7% | $7.9M | $0.05 |
| Q2 FY2025 | $1.86B | 0.8% | $34.2M | $0.21 |
| Q1 FY2025 | $1.82B | 0.1% | $30.6M | $0.19 |
| Q4 FY2024 | $1.86B | -3.5% | $69.5M | $0.43 |
| Q3 FY2024 | $1.88B | -7.1% | $30.5M | $0.19 |
| Q2 FY2024 | $1.85B | 18.9% | $20.3M | $0.13 |
Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.
Company facts
Selected SEC filings
Largest Industrials peers
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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.