Equity Brief · Industrials2026-05-20
KNX·Industrials

Knight Transportation Inc

Sentinellis health

2.1/10

Significant risks

Market capitalisation

$11.1B

Revenue (TTM)

$7.5B

§ I · AI Analysis

The brief

Knight-Swift operates trucks, arranges freight shipments through third-party carriers, and coordinates rail-based intermodal transport for customers in retail, food and beverage, automotive, and manufacturing industries [Yahoo Finance]. The company also runs repair shops, equipment leasing, and driver training academies to support its transportation network.

Knight-Swift Transportation Holdings is one of America's largest trucking and logistics companies, operating truckload, less-than-truckload (LTL), freight brokerage, and intermodal rail services across the U.S. and Mexico [Yahoo Finance]. The stock recently hit an all-time high after a 54% one-year gain and an 11% dividend increase [Yahoo Finance], but the company faces razor-thin profit margins (0.9% net margin) and an extremely elevated valuation (P/E of 325.6x) [Yahoo Finance].

Revenue is stable at $7.5B but profitability is razor-thin, with a net margin of just 0.9% and return on capital of only 1.8% [Yahoo Finance].

Synthesis Claude Sonnet 4.5Confidence 7/10

§ II · Recent news

What moved

3 stories · ranked by relevance

  • macro2026-05-18

    A Look At Knight-Swift (KNX) Valuation As Shares Deliver Double Digit One Year Returns

    Simply Wall St

  • macro2026-05-17

    Broker liability ruling and what it could mean for the broader transport space

    Yahoo Finance

  • macro2026-05-15

    Knighft-Swift (KNX) Notches All-Time High Ahead of Dividends

    Yahoo Finance

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